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).

Other priorities:

  • Improve ROI
  • Increase Sales & Revenue
  • Scale Best Practices
  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Build Brand Awareness
  • Launch New Products
  • Establish Thought Leadership
  • Improve Visibility
  • Improve Efficiency
  • Manage Risk
See all business priorities See less business priorities

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 ★

Read Reviews (124)

"...The Wave Dashboard component is now called Einstein Analytics Dashboard ...." Highlights of Winter 20 Release Notes : Part I
Engagement Management

4.93/5 ★

Read Reviews (47)

"...Community Cloud Surveys for More Engagement:..." Nonprofit Cloud Keynote Highlights from Dreamforce 2018
engaging and following up

4.89/5 ★

Read Reviews (28)

"...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. ..."
engaging with scheduling & cadence

3.42/5 ★

Read Reviews (1)

"...The life cycle of a sale a great visual our reps for keeping up a good cadence!...."
Competitive Intelligence

4.96/5 ★

Read Reviews (42)

"...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 ★

Read Reviews (124)

"...The Wave Dashboard component is now called Einstein Analytics Dashboard ...." Highlights of Winter 20 Release Notes : Part I
Engagement Management

4.93/5 ★

Read Reviews (47)

"...Community Cloud Surveys for More Engagement:..." Nonprofit Cloud Keynote Highlights from Dreamforce 2018
engaging and following up

4.93/5 ★

Read Reviews (28)

engaging with scheduling & cadence

4.93/5 ★

Read Reviews (1)

Competitive Intelligence

4.96/5 ★

Read Reviews (42)

"...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

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
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 ASU

How ASU Enterprise Partners is on the path to revolutionise non-profit resource raising productivity with intelligent recommendations.

Read More
Case Study Spark

How Spark New Zealand creates visibility and alignment between sales, marketing and customer experience.

Read More
Case Study Forrester

Learn about the Total Economic Impact Of Customer Community for Customer Portals that's cost saving with business benefits

Read More

Based on peer insights

Cuspera recommends Salesforce CRM Analytics (formerly Tableau CRM) for

Use Cases Social Media Analytics , Engagement Management , Competitive Intelligence
Features Dashboard, Recording, Personalization
Business Priorities Enhance Customer Relationships, Acquire Customers, Improve ROI
Industries Research, Information Technology And Services, Banking

Frequently Asked Questions(FAQ)

for Salesforce CRM Analytics (formerly Tableau CRM)

What is Salesforce CRM Analytics (formerly Tableau CRM)?

Salesforce CRM Analytics (formerly Tableau CRM) is a business intelligence software that helps to make the right decision every time using AI-powered advanced analytics. It helps to improve ROI.

What is Salesforce CRM Analytics (formerly Tableau CRM) used for?

Salesforce CRM Analytics (formerly Tableau CRM) is a Sales Analytics Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Social Media Analytics, Engagement Management and Competitive Intelligence .

What are the top features of Salesforce CRM Analytics (formerly Tableau CRM)?

Dashboard, Recording and Personalization are some of the top features of Salesforce CRM Analytics (formerly Tableau CRM).

Who uses Salesforce CRM Analytics (formerly Tableau CRM)?

Salesforce CRM Analytics (formerly Tableau CRM) is used by Research, Information Technology And Services and Banking among other industries.

What are Salesforce CRM Analytics (formerly Tableau CRM) alternatives?

Mediafly Intelligence360 (Formerly InsightSquared), Sales-I, Webtrends Analytics For Sharepoint and Saleschoice BI are popular alternatives for Salesforce CRM Analytics (formerly Tableau CRM).

Where is Salesforce CRM Analytics (formerly Tableau CRM) located?

Salesforce CRM Analytics (formerly Tableau CRM) is headquartered at 415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States.

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

Peers used Salesforce CRM Analytics (formerly Tableau CRM) to Enhance customer relationships and Acquire customers

Peer and Expert Opinion on Features

for Salesforce CRM Analytics (formerly Tableau CRM)

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Dashboard

4.47/5 ★

Read Reviews (210)
Recording

3.75/5 ★

Read Reviews (35)
Personalization

4.61/5 ★

Read Reviews (34)
Calculator

4.47/5 ★

Read Reviews (22)
Predictive analytics

4.72/5 ★

Read Reviews (20)
FEATURES RATINGS AND REVIEWS
Dashboard

4.47/5 ★

Read Reviews (210)
Recording

3.75/5 ★

Read Reviews (35)
Personalization

4.61/5 ★

Read Reviews (34)
Calculator

4.47/5 ★

Read Reviews (22)
Predictive analytics

4.72/5 ★

Read Reviews (20)

IT and Other Capabilities

for Salesforce CRM Analytics (formerly Tableau CRM)

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.37/5 ★

Read Reviews (261)
Data Export

4.20/5 ★

Read Reviews (236)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.37/5 ★

Read Reviews (261)
Data Export

4.20/5 ★

Read Reviews (236)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.48/5 ★

Read Reviews (148)
Phone Support

4.20/5 ★

Read Reviews (14)
Chat Support

4.04/5 ★

Read Reviews (13)
Email Support

3.91/5 ★

Read Reviews (11)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.48/5 ★

Read Reviews (148)
Phone Support

4.20/5 ★

Read Reviews (14)
Chat Support

4.04/5 ★

Read Reviews (13)
Email Support

3.91/5 ★

Read Reviews (11)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.66/5 ★

Read Reviews (89)
Analytics

4.42/5 ★

Read Reviews (879)
Custom Reports

4.36/5 ★

Read Reviews (999)
CAPABILITIES (OTHER) RATINGS AND REVIEWS
AI Powered

4.66/5 ★

Read Reviews (89)
Analytics

4.42/5 ★

Read Reviews (879)
Custom Reports

4.36/5 ★

Read Reviews (999)

Software Failure Risk Guidance

?

for Salesforce CRM Analytics (formerly Tableau CRM)

Overall Risk Meter

Low Medium High

Top Failure Risks for Salesforce CRM Analytics (formerly Tableau CRM)

Vendor Profile Details

Company Name

Salesforce

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Financials

IPO