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

"Companies that are winning are personalizing at scale, and Einstein Discovery helps us achieve this." - Bill Hoffman

Salesforce CRM Analytics (formerly Tableau CRM), Mediafly Intelligence360 (formerly InsightSquared), Sales-i, Webtrends Analytics For Sharepoint, Saleschoice BI, 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 can Salesforce CRM Analytics (formerly Tableau CRM) enhance your Social Media Analytics process?

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

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

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

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

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
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

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

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
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

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

COMPANY INDUSTRY CASE STUDIES
Salesforce CRM Analytics (formerly Tableau CRM) case study
Research
Research
Case Study Forrester

Learn about the Total Economic Impact Of Customer Community for Customer Portals that's cost saving with business benefits

Read More
Salesforce CRM Analytics (formerly Tableau CRM) case study
Computer & Network Security
Computer & Network Security
Case Study Palo Alto Networks

Palo Alto Networks gains deeper insight into key drivers of their business with Einstein Analytics.

Read More
Salesforce CRM Analytics (formerly Tableau CRM) case study
Research
Research
Case Study Forrester

Learn about the Total Economic Impact Of Customer Community for Customer Portals that's cost saving with business benefits

Read More

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?

Mediafly Intelligence360 (Formerly InsightSquared), Sales-I, Webtrends Analytics For Sharepoint and Saleschoice BI 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)

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

HCLTech joins Salesforce as an Agentforce Partner to drive agentic AI innovation - CRN

HCLTech partners with Salesforce to enhance AI innovation through the Agentforce program.

23/01/2025 - source

HCLTech gets added to Salesforce's AI agent initiative - Techcircle

HCLTech joins Salesforce's AI agent initiative to help financial services clients use AI agents and modernize SaaS applications. The partnership aims to enhance member engagement and efficiency at PenFed Credit Union.

23/01/2025 - source

Salesforce Bids Farewell to Einstein Copilot, Now It's Just Another Agent - CX Today

Salesforce has retired its Einstein Copilot, a conversational AI assistant, surprising many users. This change was highlighted by Ashish Agarwal, a Salesforce Architect, on LinkedIn.

15/01/2025 - source

Salesforce, Inc. Feeds

Salesforce director named chief of operations, finance | CFO Dive

Salesforce appointed Robin Washington as the new Chief Operating and Financial Officer, effective March 21, with Brian Millham retiring on May 1 after a 25-year career.

05/02/2025 - source

Salesforce Appoints New CTO, Shakes Up Other Executive Roles - The Information

Salesforce Appoints New CTO, Shakes Up Other Executive Roles - The Information

05/02/2025 - source

Salesforce Inc (CRM) Announces Leadership Transition with Robin - GuruFocus

Salesforce Inc (CRM) announces a leadership transition involving Robin.

05/02/2025 - source

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