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?

How does Salesforce CRM Analytics (formerly Tableau CRM) address your Competitive Intelligence Challenges?

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

What makes Salesforce CRM Analytics (formerly Tableau CRM) ideal 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

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
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

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
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

Manufacturing

CASE STUDY Godrej & Boyce

Salesforce helped Godrej & Boyce unify customer data across 14 business units. The company replaced fragmented CRM systems with one platform. Sales reps now respond to leads in less than two hours. O...pportunity-to-order conversions increased by 10%. First response time for service requests improved by almost 8%. Godrej & Boyce delivers faster, more connected customer experiences with Salesforce.

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Consumer Goods

CASE STUDY Jaipur Rugs

Salesforce helped Jaipur Rugs improve sales and service. The company used Sales Cloud, Service Cloud, Marketing Cloud, and Tableau. Lead-to-order management is now faster and more organized. Lead con...versions increased by 30%. Customer satisfaction improved by 40%. Employees answer queries faster and ship products quicker. Marketing automation helps Jaipur Rugs connect with customers in new ways.

Read more →
Education

CASE STUDY REVA University

Salesforce Education Cloud helped REVA University digitize and automate the student lifecycle. The university unified student data, making it easy for students, parents, and teachers to access inform...ation. Admissions time dropped by 50% and onboarding effort fell by 30-40%. The student portal now supports over 16,000 students and 1,500 teachers. REVA University improved efficiency and created a seamless digital experience for all stakeholders.

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Banking

CASE STUDY Kotak Mahindra Bank

Salesforce helped Kotak Mahindra Bank unify sales and service data. The bank automated loan approvals and improved cross-selling. Customers now get seamless omni-channel experiences. Kotak consolidat...ed 12 systems into one platform. Service requests are handled faster and more easily. The bank can now open digital accounts and process loans with less friction.

Read more →
Wholesale

CASE STUDY Pidilite

Salesforce helped Pidilite automate sales and service processes. Teams now respond to customers much faster. First response time improved by 90%. First call resolution rates rose from 75% to 93%. The... Dr. Fixit app, built on Heroku, has over 50,000 downloads and helps contractors work better. Contractor engagement tripled with a custom field marketing app. Pidilite uses Salesforce to give customers and contractors better experiences.

Read more →
Information Technology and Services

CASE STUDY VFS Global

VFS Global used Salesforce Sales Cloud, Service Cloud, MuleSoft, and Salesforce Platform to unify customer data and streamline workflows. The company wanted to fix fragmented data and improve service... for visa applications. With Salesforce, agents now have a 360-degree customer view and can resolve cases faster. About 4,570 users serve customers in 158 countries. VFS Global can now monitor SLAs daily and keep customer data secure. The solution improved speed, transparency, and compliance for global visa services.

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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)

Slack

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Zapier

4.65 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Few API Integrations for Salesforce CRM Analytics (formerly Tableau CRM)

Seismic Knowledge

4.13 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Copper

4.5 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Seismic

4.53 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Poplar

4.0 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

Tremendous

4.32 5
 ★ ★ ★ ★ ★  ☆ ☆ ☆ ☆ ☆

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

Executive

ShiftUp Assembles Tech Powerhouse with 3 Key Hires from Salesforce - MarTech Cube

ShiftUp has strengthened its leadership by hiring three former Salesforce executives: Ben Myles as CTO, Jonathan Rico as Head of Engineering and Product, and Mark Holton as Lead Sr. Software Architect. These hires bring extensive experience from Salesforce's Einstein AI platform, enhancing ShiftUp's capabilities in intelligent automation for go-to-market workflows.

Read more →
Product

Salesforce surpasses 1 million AI agent-customer conversations, says finance chief

Salesforce's AI platform, Agentforce, has surpassed 1 million autonomous agent-customer conversations, resolving 85% of customer queries. Launched in October, Agentforce provides 24/7 AI-powered support, enhancing customer service efficiency. Robin Washington, Salesforce's president and COFO, highlights the transformative potential of AI in business operations and leadership.

Read more →
Partnership

Activate Your Entire Salesforce CRM Data in Databricks: The Power of Zero Copy Data Sharing

Salesforce and Databricks have formed a transformative partnership, introducing Zero Copy Data Sharing to integrate Salesforce CRM data with Databricks Lakehouse. This integration eliminates traditional ETL processes, enabling seamless data fluidity and real-time insights. The collaboration enhances data governance and supports advanced AI/ML modeling, significantly improving customer insights across various industries.

Read more →
Product

Weather Any Storm: Build Organizational Resilience with Salesforce Financial Services Cloud

Salesforce Financial Services Cloud (FSC) enhances organizational resilience by unifying client data, connecting teams, and providing actionable insights. It supports core business lines like banking and wealth management, offering scalability and integration with tools like Agentforce, Data Cloud, and Marketing Cloud. These integrations transform FSC into a dynamic system of intelligence, enabling firms to adapt and deliver real business value.

Read more →

Salesforce, Inc. Profile

Company Name

Salesforce, Inc.

Company Website

https://www.salesforce.com/in/

Year Founded

1999

HQ Location

415 Mission Street, 3rd Floor, San Francisco, CA 94105, United States

Employees

10001+

Social

Facebook Linkedin Twitter

Financials

IPO