Salesforce CRM Analytics (formerly Tableau CRM) Overview

Salesforce CRM Analytics, formerly Tableau CRM, boosts productivity with visual data insights. Tableau simplifies data understanding and actionability.

Use Cases

Customers recommend Social Media Analytics, Engagement Management, Competitive Intelligence, as the business use cases that they have been most satisfied with while using Salesforce CRM Analytics (formerly Tableau CRM).

Other use cases:

  • Lead Analytics
  • Workflow Management
  • Collaboration
  • Forecasting
  • Account Management
  • Contract Management
  • Community Building
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Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have 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
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Salesforce CRM Analytics (formerly Tableau CRM) Use-Cases and Business Priorities: Customer Satisfaction Data

Salesforce CRM Analytics (formerly Tableau CRM)'s features include Dashboard, Recording, Personalization, etc. and Salesforce CRM Analytics (formerly Tableau CRM) support capabilities include AI Powered, 24/7 Support, Phone Support, etc. also Salesforce CRM Analytics (formerly Tableau CRM) analytics capabilities include Analytics, and Custom Reports.

Reviews

"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." - Rachel Rogers

Salesforce CRM Analytics (formerly Tableau CRM), Xtract.io, Clari, Saleschoice BI, Mediafly Intelligence360 (formerly InsightSquared), 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.

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) is popular in Research, Information Technology And Services, and Banking and is widely used by Enterprise, Mid Market, and Small Business.

Comprehensive Insights on Salesforce CRM Analytics (formerly Tableau CRM) Use Cases

How can Salesforce CRM Analytics (formerly Tableau CRM) enhance your Social Media Analytics process?

What makes Salesforce CRM Analytics (formerly Tableau CRM) ideal for Engagement Management?

How can Salesforce CRM Analytics (formerly Tableau CRM) optimize your Competitive Intelligence Workflow?

What solutions does Salesforce CRM Analytics (formerly Tableau CRM) provide for Lead Analytics?

What solutions does Salesforce CRM Analytics (formerly Tableau CRM) provide for Workflow Management?

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.

Customer Testimonials

CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

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
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Greg Glenday

Chief Revenue Officer

Shazam

With Einstein Analytics, what used to take 48 hours and some manpower is now five minutes, and I do it myself, which is a big deal. Testimonial By Greg Glenday
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Hans Arz

Portfolio Manager Customer Analytics & Insights

Spark

The adoption of our customer insights App has realized a marketing effectiveness of 95%, increased sale effectiveness by 30% and identified 250 new sales opportunities. Testimonial By Hans Arz
CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

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
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Greg Glenday

Chief Revenue Officer

Shazam

With Einstein Analytics, what used to take 48 hours and some manpower is now five minutes, and I do it myself, which is a big deal. Testimonial By Greg Glenday
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Hans Arz

Portfolio Manager Customer Analytics & Insights

Spark

The adoption of our customer insights App has realized a marketing effectiveness of 95%, increased sale effectiveness by 30% and identified 250 new sales opportunities. Testimonial By Hans Arz

Case Studies

CASE STUDY Ambuja Neotia

Agentforce and Customer 360 help Ambuja Neotia improve customer experiences. The company uses Agentforce to get a full view of each customer. This helps them serve people better. The solution brings ...together data from many places. Ambuja Neotia can now understand and help customers faster. This makes their service stronger and more personal.

Automotive

CASE STUDY Tata Motors

Salesforce Data Cloud helped Tata Motors bring together data from 60 million unique customers. Tata Motors used this to create personalised engagement for each customer. The company unified customer ...data to improve marketing and sales. This led to better customer experiences and stronger relationships. Tata Motors now delivers more relevant messages to its customers.

Financial Services

CASE STUDY Prudential

Agentforce helps Prudential's retirement sales team connect better with customers and advisors. The team uses Agentforce to focus on building relationships. This leads to improved customer engagement.... The solution supports sales efforts in the financial services industry. Prudential benefits from streamlined sales processes.

Pharmaceuticals

CASE STUDY Dr. Reddy’s Laboratories

Salesforce Data Cloud helped Dr. Reddy’s Laboratories connect data from many sources. This unified data improved engagement with healthcare professionals. The company used AI and analytics to better ...understand customer needs. As a result, Dr. Reddy’s Laboratories increased the impact of their outreach and built stronger relationships with HCPs.

CASE STUDY Zota

Zota invested in digital labor. This led to 30% year-over-year growth. The company used digital tools to improve results. The focus was on using technology to drive business success. The investment p...aid off with strong growth numbers.

Consumer Electronics

CASE STUDY Panasonic

Panasonic used Salesforce AI to improve its service operations. The company wanted to make service faster and more efficient. They used assistive and autonomous AI tools from Salesforce. This helped ...Panasonic transform how they deliver service. The result was better support for their customers.

Video

When Data Cloud meets CRM Analytics

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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.

It helps to automate discovery about the data, focuses on achieving business goals, visualizes the entire business on a single screen, and easily create AI models, dashboard, and more.

Its features include improving business outcomes with precise recommendations and specific guidance, complete visualizations, predictions, and insights, of the data, taking instant action from the point of insight, and many more.

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?

Xtract.Io, Clari, Saleschoice BI and Mediafly Intelligence360 (Formerly InsightSquared) 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.
lightning

Peers used Salesforce CRM Analytics (formerly Tableau CRM) for social media analytics and engagement management

Salesforce CRM Analytics (formerly Tableau CRM) Features

  • Low
  • Medium
  • High
FEATURE 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 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)

Salesforce CRM Analytics (formerly Tableau CRM) Integrations

Salesforce CRM Analytics (formerly Tableau CRM) integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import

4.37/5 ★

Read Reviews (261)
Data Export

4.20/5 ★

Read Reviews (236)


Few API Integrations for Salesforce CRM Analytics (formerly Tableau CRM)

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)

Salesforce, Inc. News

Partnership

Singlife partners Salesforce to launch AI agent for service staff - Insurance Asia

Singlife has partnered with Salesforce to launch an AI agent for its customer service staff. This tool, utilizing Salesforces Data Cloud, enables instant access to Singlifes internal resources, enhancing service efficiency. Singlife is the first in Singapore to adopt Salesforces Agentforce, aiming to extend its use to financial advisers for improved client interactions.

Partnership

Salesforce partners with Google Android and Zebra Technologies for POS deployment

Salesforce, Google Android, and Zebra Technologies have partnered to launch Retail Cloud POS, available on Android in December 2025. This joint solution aims to enhance retail operations by providing hardware flexibility and improving store associate productivity. The collaboration integrates Zebra's Android-based solutions with Salesforce's platform, enabling seamless inventory management and customer engagement.

Partnership

PwC & Salesforce Launch AI-Powered Contact Center Solution

Perficient and Salesforce have formed a strategic partnership to drive AI-powered business transformation. This alliance focuses on creating "agentic enterprises" by leveraging AI and data to enhance decision-making and customer experiences. The collaboration includes deploying Salesforce's Agentforce and other AI-first technologies to unify data and accelerate business outcomes.

Product

Agentic AI-Powered Contact Center Built on Salesforce - PwC

PwC has launched the Agentic AI-Powered Contact Center, built on Salesforce technologies, to enhance customer engagement. This AI-first model integrates Salesforce's Agentforce Service, providing conversational AI and unified customer data for improved efficiency and customer satisfaction. The collaboration aims to transform customer service into a growth engine, offering significant cost reductions and CSAT enhancements across industries.

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Year Founded

1999

HQ Location

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

Employees

10001+

Social

Financials

IPO