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Compare Salesforce CRM Analytics (formerly Tableau CRM) vs Conga Grid

Comparison Summary

For Salesforce CRM Analytics (formerly Tableau CRM) vs Conga Grid comparison, Our AI algorithm looked at 3875 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using Salesforce CRM Analytics (formerly Tableau CRM) and Conga Grid to solve their respective business needs.

Pros and cons of Salesforce CRM Analytics (formerly Tableau CRM) and Conga Grid

Salesforce CRM Analytics (formerly Tableau CRM) is more suited to businesses that require Social Media Management and Engagement Management where as Conga Grid is focused towards Sales Document Management and Communication Management with Offline .

logo Salesforce CRM Analytics (formerly Tableau CRM)

Focus area

Salesforce CRM Analytics (formerly Tableau CRM) is better than Conga Grid for

Software Failure Risk

  • low

logo Conga Grid

Focus area

Software Failure Risk

  • medium

About

Empower teams with intelligent analytics and predictions in Salesforce workflows

Productivity tool in Salesforce that allows managing data from a single screen

Age

1999

Financials

IPO

PRIVATE

Business Need

Total Processes
(we found evidences for)

79

13

Total Goals
(we found evidences for)

13

1

Top Processes

Evidences indicate better relative satisfaction


social media management

social media analytics


engagement management

engaging and following up


competitive intelligence



workflow management




sales document management

contract management

proposal & quote management


account management


sales call management


community building


lifetime value management



generation of new leads


training & onboarding


community marketing


products & pricelist management



customer feedback management


communication management

sending & publishing communications


business development


lead qualification

lead qualification: demographic

lead qualification: technographic


campaign management

campaign analytics


contact list management


customer case management


helpdesk management



conversion management





referral management


relationship marketing


relationship management



loyalty management

identify target customers


knowledge management




Top Goals

Goals Achieved

  • Enhance customer relationships

  • Acquire customers

  • 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 10 more
  • Improve ROI

Top Channels

Channels Used

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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No Data

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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medium

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Migration Risk

low

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medium

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Business Setting