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
See all business priorities See less business priorities

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

"We have been able to simplify our processes by transitioning all legacy systems to Salesforce, resulting in a 30% productivity gain." - Pete Butler

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.

Salesforce CRM Analytics (formerly Tableau CRM) Customer wins, Customer success stories, Case studies

How does Salesforce CRM Analytics (formerly Tableau CRM) facilitate Social Media Analytics?

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

How efficiently Does Salesforce CRM Analytics (formerly Tableau CRM) manage your Competitive Intelligence?

How does Salesforce CRM Analytics (formerly Tableau CRM) facilitate 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.

CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

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
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

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
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

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
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

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
 

Vonage Taps Salesforce Agentforce and Data Cloud for Sales and Service - Salesforce

Vonage deepens its partnership with Salesforce by deploying Salesforce's Data Cloud and Agentforce to enhance customer experiences and drive innovation. This collaboration aims to unify Vonage's ente...rprise data, automate tasks with AI agents, and provide personalized customer interactions. The partnership highlights Vonage's commitment to becoming an Agentic Enterprise and leveraging Salesforce's AI and CRM capabilities for digital transformation.

Read more →
 

Globe Business, Salesforce redefine enterprise customer engagement through AI

Globe Business has adopted Salesforce's AI-driven platform, including Service Cloud, Sales Cloud, and Einstein for Service, to enhance customer engagement. This collaboration has reduced Globe Busine...ss's customer service workload by 34% and improved ticket classification accuracy to 80%. The integration of AI tools has streamlined operations, allowing employees to focus on complex customer interactions.

Read more →
 

Ocado Retail enlists Salesforce, Devoteam and Multiverse for its first ever AI Day event

Ocado Retail held its first AI Day, enlisting Salesforce, Devoteam, and Multiverse to participate. The event aimed to educate attendees on integrating AI into daily tasks and exploring generative AI ...opportunities. CEO Hannah Gibson emphasized the importance of active engagement and continuous learning in AI adoption. Salesforce's involvement highlights its role in supporting AI initiatives in the retail sector.

Read more →

Balaji Wafers - Consumer Goods

Balaji Wafers uses Salesforce to improve distributor experiences. They have a 20% year-over-year growth. Distributor onboarding time reduced by 50%. Sales visits per rep increased by 30% per week. Ma...pping accuracy improved by 80% using Salesforce Maps.

Read more →

Genpact - Professional Services

Genpact uses Salesforce to transform its sales and marketing. 100% of sales opportunities are captured on Salesforce. Customer conversations increased by 50% in a year. Genpact has over 100,000 emplo...yees in 30 countries. Salesforce helps Genpact scale and improve customer service.

Read more →

Razorpay - Financial Services

Razorpay uses Salesforce to improve sales efficiency. They saw a 38% increase in lead conversion. Sales team efficiency increased by 30%. Turnaround time on service requests reduced from 48 hours to ...8 hours.

Read more →

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

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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

Product

Salesforce Story: Vibe Coding Demo - Salesforce

Salesforce has launched Agentforce Vibes, a low-code development tool that uses natural language prompts to build AI applications. This tool allows users to create apps from descriptions without coding, leveraging company data for context. It aims to simplify app development by treating AI as a collaborative partner, enabling developers to focus on shaping solutions rather than writing code.

Partnership

Slack and Salesforce Unveil Tailored Industry Solutions for Digital HQs

Salesforce and Slack have launched tailored industry solutions for digital HQs, focusing on sectors like financial services, manufacturing, and retail. These solutions, developed with Salesforce consulting partners, aim to enhance productivity and streamline operations by integrating tools and workflows. The initiative leverages Salesforce's Customer 360 and Slack's platform to offer industry-specific features, available through Salesforce's AppExchange.

Product

Slack and Salesforce unveil custom industry solutions for digital HQs - Cita Directa

Slack and Salesforce have launched custom industry solutions aimed at creating digital headquarters for businesses. These solutions, developed with Salesforce consulting partners, target sectors like financial services, manufacturing, and retail. They offer industry-specific features to streamline operations and improve customer interactions, available through Salesforce's AppExchange platform.

Partnership

Salesforce announces expanded partnerships with OpenAI - TNGlobal - TechNode Global

Salesforce and OpenAI have expanded their strategic partnership to enhance employee and consumer experiences using Salesforces Agentforce 360 and OpenAI's frontier models, including GPT-5. This collaboration allows integration of Salesforce's platform with ChatGPT, enabling users to query sales records and build visualizations. The partnership aims to transform enterprise workflows by embedding AI capabilities into platforms like Slack and ChatGPT, enhancing data-driven operations and customer interactions.

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