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

"With Einstein Analytics, we are empowering our sales and marketing team members to be even smarter about their business and accelerate it." - David Cohen

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

What makes Salesforce CRM Analytics (formerly Tableau CRM) ideal for Social Media Analytics?

How does Salesforce CRM Analytics (formerly Tableau CRM) facilitate Engagement Management?

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

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

Why is Salesforce CRM Analytics (formerly Tableau CRM) the best choice 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

David Cohen

Head of Business Planning

Palo Alto Networks

With Einstein Analytics, we are empowering our sales and marketing team members to be even smarter about their business and accelerate it. Testimonial By David Cohen
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

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
CUSTOMERS TESTIMONIALS
Salesforce CRM Analytics (formerly Tableau CRM) testimonial

David Cohen

Head of Business Planning

Palo Alto Networks

With Einstein Analytics, we are empowering our sales and marketing team members to be even smarter about their business and accelerate it. Testimonial By David Cohen
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

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

Case Studies

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.

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.

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.

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.

Video

When Data Cloud meets CRM Analytics

Video Thumbnail

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

CrowdStrike and Salesforce Partner to Secure AI-Powered Business

Salesforce and CrowdStrike have formed a strategic partnership to enhance the security of AI-powered business applications. This collaboration integrates CrowdStrike's Falcon Shield with Salesforce Security Center, providing enhanced visibility and protection for AI agents and applications. The partnership aims to secure AI-driven enterprises by offering features like automatic threat containment and real-time remediation through Slack.

Customer

Salesforce Customer AUM Biotech on Agentforce and SDR Agent - Salesforce

AUM BioTech, a small biotech firm, leverages Salesforce's Agentforce platform to automate lead generation and customer interactions, enhancing its competitive edge. CEO Veenu Aishwarya, despite no coding experience, developed an AI agent to manage leads and personalize outreach, significantly boosting efficiency and scalability. This strategic use of Salesforce technology allows AUM BioTech to compete with larger industry players.

Product

Salesforce Data Cloud Governance is Generally Available

Salesforce has announced the general availability of Data Cloud Governance, a solution designed to enhance data management and security in the AI era. This product offers native, policy-driven controls for structured and unstructured data, ensuring consistent governance across all data platforms. Key features include AI tagging, policy-based governance, and dynamic data masking, aimed at improving compliance and trust in AI-driven initiatives.

Partnership

CrowdStrike Announces Innovations with Amazon Web Services, Intel, Meta, NVIDIA, and Salesforce

CrowdStrike has integrated its Falcon Shield into Salesforce Security Center, enhancing AI security for Salesforce's customers. This collaboration aims to protect AI agents, workflows, and applications, fostering trust between business and security teams.

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