Salesforce CRM Analytics (formerly Tableau CRM) Overview
This is a summary of the comprehensive capabilities and benefits of Salesforce CRM Analytics (formerly Tableau CRM) based on over 3595 insights from peer reviews, customer testimonials, and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.
Salesforce CRM Analytics (formerly Tableau CRM), Mediafly Intelligence360 (formerly InsightSquared), Sales-i, Webtrends Analytics For Sharepoint, Saleschoice BI, etc., all belong to a category of solutions that help Sales Analytics. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.
Do you need to check if Salesforce CRM Analytics (formerly Tableau CRM) is right for your needs? Our Cuspera AI engine can evaluate how Salesforce CRM Analytics (formerly Tableau CRM) fits your specific business needs, industry, and context. Get your personalized assessment report today.
Salesforce CRM Analytics (formerly Tableau CRM) supports business activities such as:
- Social Media Analytics
- Engagement Management
- Competitive Intelligence
- Lead Analytics
- Workflow Management
Salesforce CRM Analytics (formerly Tableau CRM) can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Improve ROI, Increase Sales & Revenue, Scale Best Practices, etc. As a solution, Salesforce CRM Analytics (formerly Tableau CRM)'s capabilities include Dashboard, Recording, Personalization, etc.
Salesforce CRM Analytics (formerly Tableau CRM) was founded in 1999. Research Vertical is its biggest customer base.
Reviews
"Companies that are winning are personalizing at scale, and Einstein Discovery helps us achieve this. " - Bill Hoffman
Cuspera Reviews
11 buyers and buying teams have used Cuspera to assess how well Salesforce CRM Analytics (formerly Tableau CRM) solved their Sales Analytics needs. Cuspera uses 3595 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Sales Analytics needs.
Business Priorities
Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Salesforce CRM Analytics (formerly Tableau CRM).
Use Cases
Peers recommend Social Media Analytics , Engagement Management , Competitive Intelligence , as the business use cases that they have been most satisfied while using Salesforce CRM Analytics (formerly Tableau CRM).
Read Peer Reviews and Expert Experience for Business Use Cases
BUSINESS USE CASES | RATINGS | CUSTOMER AND EXPERT EXPERIENCES |
---|---|---|
Social Media Analytics |
4.28/5 ★ |
"...The Wave Dashboard component is now called Einstein Analytics Dashboard ...." Highlights of Winter 20 Release Notes : Part I |
Engagement Management |
4.93/5 ★ |
"...Community Cloud Surveys for More Engagement:..." Nonprofit Cloud Keynote Highlights from Dreamforce 2018 |
engaging and following up |
4.89/5 ★ |
"...The service app of Einstein Analytics (a.k.a Service Analytics) allows customer service agents, and account managers to manage customer engagement and improving their customers satisfaction, with practical insights along optimised interaction channels. ..." 5 Expert Tips To Retain Customers With Salesforce |
engaging with scheduling & cadence |
3.42/5 ★ |
"...The life cycle of a sale a great visual our reps for keeping up a good cadence!...." Peer review by Employee in Customer Service |
Competitive Intelligence |
4.96/5 ★ |
"...For instance, Introhive s open API framework enables customers to embed relationship intelligence data directly into their CRM contact and account records (Salesforce, Microsoft Dynamics, etc.) and Business Intelligence Solutions (Tableau, Power BI, Einstein Analytics, etc.) to easily visualize insights into relationships...." How to Use CRM to Increase Upselling and Cross-Selling Opportunities |
PEER EXPERIENCES | |
---|---|
Social Media Analytics |
4.28/5 ★ |
"...The Wave Dashboard component is now called Einstein Analytics Dashboard ...." Highlights of Winter 20 Release Notes : Part I |
|
Engagement Management |
4.93/5 ★ |
"...Community Cloud Surveys for More Engagement:..." Nonprofit Cloud Keynote Highlights from Dreamforce 2018 |
|
engaging and following up |
4.93/5 ★ |
engaging with scheduling & cadence |
4.93/5 ★ |
Competitive Intelligence |
4.96/5 ★ |
"...For instance, Introhive s open API framework enables customers to embed relationship intelligence data directly into their CRM contact and account records (Salesforce, Microsoft Dynamics, etc.) and Business Intelligence Solutions (Tableau, Power BI, Einstein Analytics, etc.) to easily visualize insights into relationships...." How to Use CRM to Increase Upselling and Cross-Selling Opportunities |
53+ more Business Use Cases
Our AI advisor, Wyz, harnessed 3595 insights from peers and experts to help you assess how these Salesforce CRM Analytics (formerly Tableau CRM) use cases fit your Sales Analytics needs.
Customer Testimonials
CUSTOMERS | TESTIMONIALS |
---|---|
Companies that are winning are personalizing at scale, and Einstein Discovery helps us achieve this. Testimonial By Bill Hoffman |
|
We have been able to simplify our processes by transitioning all legacy systems to Salesforce, resulting in a 30% productivity gain. Testimonial By Pete Butler |
|
By pulling in Salesforce data natively, we give our sales teams the power to report across all of these different items, and that shows extreme value. Testimonial By Rachel Rogers |
CUSTOMERS | TESTIMONIALS |
---|---|
Bill Hoffman Chief Analytics Officer U.S. Bank |
Companies that are winning are personalizing at scale, and Einstein Discovery helps us achieve this. Testimonial By Bill Hoffman |
Pete Butler Chief Executive Officer MS Companies |
We have been able to simplify our processes by transitioning all legacy systems to Salesforce, resulting in a 30% productivity gain. Testimonial By Pete Butler |
Rachel Rogers Director, IT Sales, Channels, CPQ, and CEP BMC Software |
By pulling in Salesforce data natively, we give our sales teams the power to report across all of these different items, and that shows extreme value. Testimonial By Rachel Rogers |
Case Studies
COMPANY | CASE STUDIES |
---|---|
Case Study ASURead More |
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Case Study SparkRead More |
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Case Study ForresterRead More |
Frequently Asked Questions(FAQ)
for Salesforce CRM Analytics (formerly Tableau CRM)
What is Salesforce CRM Analytics (formerly Tableau CRM)?
What is Salesforce CRM Analytics (formerly Tableau CRM) used for?
What are the top features of Salesforce CRM Analytics (formerly Tableau CRM)?
Who uses Salesforce CRM Analytics (formerly Tableau CRM)?
What are Salesforce CRM Analytics (formerly Tableau CRM) alternatives?
Where is Salesforce CRM Analytics (formerly Tableau CRM) located?
Popular Business Setting
for Salesforce CRM Analytics (formerly Tableau CRM)
Top Industries
- Research
- Information Technology and Services
- Banking
Popular in
- Enterprise
- Mid Market
- Small Business
Salesforce CRM Analytics (formerly Tableau CRM) Alternatives
-
Salesforce CRM Analytics (formerly Tableau CRM)vsMediafly Intelligence360 (formerly InsightSquared)
-
Salesforce CRM Analytics (formerly Tableau CRM)vsSales-i
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Salesforce CRM Analytics (formerly Tableau CRM)vsWebtrends Analytics For Sharepoint
-
Salesforce CRM Analytics (formerly Tableau CRM)vsSaleschoice BI
Peer and Expert Opinion on Features
for Salesforce CRM Analytics (formerly Tableau CRM)
- Low
- Medium
- High
FEATURES | RATINGS AND REVIEWS |
---|---|
Dashboard | Read Reviews (210) |
Recording | Read Reviews (35) |
Personalization | Read Reviews (34) |
Calculator | Read Reviews (22) |
Predictive analytics | Read Reviews (20) |
FEATURES | RATINGS AND REVIEWS |
---|---|
Dashboard | Read Reviews (210) |
Recording | Read Reviews (35) |
Personalization | Read Reviews (34) |
Calculator | Read Reviews (22) |
Predictive analytics | Read Reviews (20) |
IT and Other Capabilities
for Salesforce CRM Analytics (formerly Tableau CRM)
- Low
- Medium
- High
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Import | Read Reviews (261) |
Data Export | Read Reviews (236) |
CAPABILITIES (DATA) | RATINGS AND REVIEWS |
---|---|
Data Import | Read Reviews (261) |
Data Export | Read Reviews (236) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
24/7 Support | Read Reviews (148) |
Phone Support | Read Reviews (14) |
Chat Support | Read Reviews (13) |
Email Support | Read Reviews (11) |
CAPABILITIES (SUPPORT) | RATINGS AND REVIEWS |
---|---|
24/7 Support | Read Reviews (148) |
Phone Support | Read Reviews (14) |
Chat Support | Read Reviews (13) |
Email Support | Read Reviews (11) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (89) |
Analytics | Read Reviews (879) |
Custom Reports | Read Reviews (999) |
CAPABILITIES (OTHER) | RATINGS AND REVIEWS |
---|---|
AI Powered | Read Reviews (89) |
Analytics | Read Reviews (879) |
Custom Reports | Read Reviews (999) |
Software Failure Risk Guidance
?for Salesforce CRM Analytics (formerly Tableau CRM)
Overall Risk Meter
Top Failure Risks for Salesforce CRM Analytics (formerly Tableau CRM)
Vendor Profile Details
HQ Location
415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States
Employees
10001+
Social
Financials
IPO