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

"To have a tool that will help identify fundraising trends and help us move from descriptive analytics to predictive analysis is really exciting." - Melissa Kwilosz

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 efficiently Does Salesforce CRM Analytics (formerly Tableau CRM) manage your Social Media Analytics?

How can Salesforce CRM Analytics (formerly Tableau CRM) optimize your Engagement Management Workflow?

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

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

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

53+ more Business Use Cases

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

Melissa Kwilosz

Chief Information Officer

ASU

To have a tool that will help identify fundraising trends and help us move from descriptive analytics to predictive analysis is really exciting. Testimonial By Melissa Kwilosz
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Product management director, event management

Forrester

The biggest reason for choosing Customer Community for our portal was growth. With Customer Community we have everything that the client needs in one spot. Without Salesforce, it would have been 3x as expensive to roll out this project. There were nine or 10 projects, with different integration poi...nts. Now our clients can say, ‘This is one vendor that can give me everything.’ The value of that in our industry is huge.

Testimonial By Forrester
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

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
CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Melissa Kwilosz

Chief Information Officer

ASU

To have a tool that will help identify fundraising trends and help us move from descriptive analytics to predictive analysis is really exciting. Testimonial By Melissa Kwilosz
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

Product management director, event management

Forrester

The biggest reason for choosing Customer Community for our portal was growth. With Customer Community we have everything that the client needs in one spot. Without Salesforce, it would have been 3x as expensive to roll out this project. There were nine or 10 projects, with different integration poi...nts. Now our clients can say, ‘This is one vendor that can give me everything.’ The value of that in our industry is huge.

Testimonial By Forrester
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

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

Case Studies

Food & Beverages

CASE STUDY Uber Eats

Uber Eats used Service Cloud, MuleSoft, Tableau, and Sales Cloud to automate workflows and unify data from 30+ global systems. Agents now see all customer and merchant data in one place, saving time ...and reducing manual steps. This automation helps resolve merchant disputes and refund cases much faster. Einstein predicts case priorities, cutting triage times. Uber Eats improved agent efficiency and can now support 25 million restaurateurs and their customers worldwide.

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.

Financial Services

CASE STUDY RBC Wealth Management

Salesforce helped RBC Wealth Management bring 26 systems into one CRM platform. Advisors now have a single view of each client. Onboarding time dropped from weeks to just 24 minutes. The new digital ...experience gives clients full account visibility. Maintenance costs fell by 50%. The platform uses low-code automation and APIs to speed up innovation.

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.

Financial Services

CASE STUDY Nexo

Agentforce helped Nexo improve crypto customer support. Nexo needed to keep up with fast changes in the crypto industry. Agentforce provided tools for better support. Nexo redefined how they help cus...tomers. The solution made support faster and more reliable.

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.

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

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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

Partnership

Salesforce Partners with Polygon for NFT-Based Loyalty Program

Salesforce has partnered with Polygon to launch an NFT-based loyalty program. This collaboration will enable Salesforce customers to use its management platform to create and manage NFT loyalty initiatives on Polygon's blockchain. The partnership highlights Salesforce's integration with Ethereum and Polygon for its customer base.

Product

Salesforce Named a Leader in the 2025 IDC MarketScape on Low-Code & No-Code ...

Similarweb has launched the GenAI Intelligence Toolkit, a new product designed to track brand performance and traffic across AI platforms like ChatGPT and CoPilot. This toolkit helps businesses understand AI-generated traffic's impact on digital marketing, offering insights into brand visibility and top-cited sources in AI responses. In June, AI platforms generated over 1.1 billion referral visits, highlighting the toolkit's relevance in the evolving digital landscape.

Product

Veeam Data Cloud for Salesforce: Protecting Your Business-Critical SaaS Data

Veeam Software has launched Veeam Data Cloud for Salesforce, a new SaaS offering designed to enhance data resilience for Salesforce environments. This platform provides automated backup policies, surgical recovery options, and regulatory compliance support, all within a security-first architecture. It aims to unify SaaS data protection strategies, offering predictable costs and operational flexibility, addressing the critical need for robust Salesforce data protection.

Product

Agentforce boosts Salesforce partner support, handling over 19,000 requests since inception

Salesforce has launched Agentforce for Partner Community, an AI agent designed to enhance partner support by providing 24/7 conversational assistance. Since its launch in March 2025, it has handled over 19,000 requests and engages 120,000 monthly users. This tool aims to streamline partner interactions, improve efficiency, and support AI adoption, reflecting Salesforce's commitment to leveraging AI for partner success.

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