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 Are the key features of Salesforce CRM Analytics (formerly Tableau CRM) for Engagement Management?

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

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

What Are the key features of Salesforce CRM Analytics (formerly Tableau CRM) 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

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

Hans Arz

Portfolio Manager Customer Analytics & Insights

Spark

The adoption of our customer insights App has realized a marketing effectiveness of 95%, increased sale effectiveness by 30% and identified 250 new sales opportunities. Testimonial By Hans Arz
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

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

Hans Arz

Portfolio Manager Customer Analytics & Insights

Spark

The adoption of our customer insights App has realized a marketing effectiveness of 95%, increased sale effectiveness by 30% and identified 250 new sales opportunities. Testimonial By Hans Arz

Case Studies

COMPANY INDUSTRY CASE STUDIES
Salesforce CRM Analytics (formerly Tableau CRM) case study
Marketing and Advertising
Marketing and Advertising
CASE STUDY AGI

AGI Helps Bridge the Gap From Farm To Table With Salesforce

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
Salesforce CRM Analytics (formerly Tableau CRM) case study
Information Technology and Services
Information Technology and Services
Case Study Spark

How Spark New Zealand creates visibility and alignment between sales, marketing and customer experience.

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

Salesforce rolls out its latest 'digital labor' AI tools - Tech Brew

Salesforce introduces Agentforce 2.0, an AI platform with new skills for digital labor, enhancing marketing and sales tasks. It integrates with Slack and is adopted by companies like Accenture and IBM.

12/01/2025 - source

Agentforce Goes Industry-Specific as Salesforce Releases an Agent Skills Library for Retailers

Salesforce released Agentforce for Retail, an AI skills library to help retailers enhance customer service and automate processes like order management and appointment scheduling.

12/01/2025 - source

How Sentosa Development Corporation's transformed guest experiences with Salesforce CRM

Sentosa Development Corporation improved guest experiences using Salesforce CRM, enhancing customer interactions and service efficiency.

12/01/2025 - source

Salesforce, Inc. Feeds

Salesforce.com (CRM) Q3 Earnings Lag Estimates - MSN

Salesforce.com reported lower-than-expected earnings for the third quarter.

06/12/2024 - source

Salesforce (CRM) Q3 2025 Earnings Call Transcript - The Motley Fool

Salesforce's Q3 2025 earnings call transcript discusses financial results and performance.

02/12/2024 - source

Salesforce Reports Strong Q3 Fiscal 2025 Results - TipRanks

Salesforce reported strong financial results for the third quarter of fiscal year 2025.

02/12/2024 - 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