Overview: Salesforce CRM Analytics (formerly Tableau CRM) and Clari as Sales Analytics Category solutions.

Salesforce CRM Analytics excels in social media management and lead analytics, catering to industries like IT and finance. Its robust framework is popular among research sectors. Clari, on the other hand, specializes in forecasting and revenue cycle management, serving the software industry effectively. Both tools offer comprehensive analytics and support, but they differ in their primary capabilities and target sectors, making them suitable for different business needs.

Salesforce CRM Analytics (formerly Tableau CRM) and Clari: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

Salesforce CRM Analytics focuses on social media analytics and management, providing tools for lead analytics and workflow management that support customer engagement activities. read more →

Clari specializes in forecasting, pipeline management, and revenue cycle management, which are pivotal for managing sales opportunities and engaging in strategic follow-ups. read more →

Business Goals

Salesforce CRM Analytics aims to enhance customer relationships and acquire new customers while also improving ROI and increasing sales revenue. read more →

Clari is geared towards increasing sales and revenue and enhancing customer relationships, while also supporting market expansion through improved ROI. read more →

Core Features

The key features of Salesforce CRM Analytics include AI-powered analytics, extensive custom reporting, and strong data integration capabilities, all designed to cater to various data and reporting needs. read more →

Clari offers advanced AI-powered forecasting, extensive analytics, and custom reporting features, supporting detailed data imports and exports to aid in strategic decision-making. read more →

Vendor Support

Salesforce CRM Analytics provides 24/7 support along with phone and chat options, catering to comprehensive customer service demands. read more →

Clari also offers 24/7 support but primarily uses mobile and chat channels, aligning with its focus on quick and efficient customer interactions. read more →

Segments and Industries

It is predominantly used by mid to large enterprises, notably in research, IT, and banking sectors. read more →

Clari is favored by the software and IT service industries among mid-market and enterprise customers. read more →

Operational Alignment

The product integrates well with existing workflows in large-scale operations, especially those requiring in-depth social media monitoring. read more →

Clari fits seamlessly into processes requiring precision in sales forecasting and engagement management, ideal for tech-driven and results-focused workflows. read more →

lightning

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

low

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medium

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Most deployed common Use Cases for Salesforce CRM Analytics (formerly Tableau CRM) and Clari

How can Salesforce CRM Analytics (formerly Tableau CRM) and Clari enhance your Engagement Management process?


Salesforce CRM Analytics (formerly Tableau CRM) in Action: Unique Use Cases

How can Salesforce CRM Analytics (formerly Tableau CRM) enhance your Competitive Intelligence process?

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

Why is Salesforce CRM Analytics (formerly Tableau CRM) the best choice for Workflow Management?


Clari in Action: Unique Use Cases

What benefits does Clari offer for Forecasting?

What benefits does Clari offer for Pipeline Management?

What makes Clari ideal for Opportunity Management?

How does Clari facilitate Revenue Cycle Management?

Business Setting

Salesforce CRM Analytics (formerly Tableau CRM)

Clari