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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Salesforce CRM Analytics

    Score8.5 out of 10
    N/ASalesforce CRM Analytics (formerly Tableau CRM) is a cloud-based business intelligence solutions and analytics software. It provides users with automated data discovery, CRM-connected analytics, top-down views of data, augmented analytics, predictive insights, and customizable data visualization tools.

    $125

    per month

    Pricing
    Salesforce CRM Analytics
    Editions & Modules
    No answers on this topic
    Offerings
    Pricing Offerings
    Salesforce CRM Analytics
    Free Trial
    No
    Free/Freemium Version
    No
    Premium Consulting/Integration Services
    No
    Entry-level Setup FeeNo setup fee
    Additional Details—
    More Pricing Information
    Community Pulse
    Salesforce CRM Analytics
    Considered Both Products
    Salesforce
    Chose Salesforce CRM Analytics
    We had homegrown systems before this, so it wasn't necessarily like a competitor or something else. It was all homegrown systems that we did. It was all Siebel based, so very old CRM system that we kind of did a new user interface on top of. But nothing real recently that we've …
    Incentivized
    Chose Salesforce CRM Analytics
    Obviously Oracle. And I've also used SAP, I implemented Oracle, but I aided implementation of SAP as well.
    Incentivized
    Chose Salesforce CRM Analytics
    It is better to the integration with all our existing systems, despite of the higher cost if you compare it with the others
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce is having the positive as it has inbuilt other modules where they have their own data but other tools have to get the data from other systems
    Incentivized
    Chose Salesforce CRM Analytics
    Tableau CRM is capable of providing powerful data visualization and analytical insights into your data set. Also, it produces a simple and understandable graphical representation of data. When compared to PowerBI, If you are an enterprise Microsoft user, there may be a clear …
    Incentivized
    Chose Salesforce CRM Analytics
    Compare to other solutions Tableau CRM provides more attractive GUI and interactive dashboards. Cost and integration are still a challenge as It cost around $150 per user license cost.
    Incentivized
    Chose Salesforce CRM Analytics
    Tableau CRM no doubt has best GUI compare to any other existing BI tools we are currently working on. We are already using Salesforce as a CRM tool for sales/services/marketing and Tableau CRM has easy connectivity and development with Salesforce data. After demo the sample …
    Incentivized
    Chose Salesforce CRM Analytics
    Compared to Tableau and quicksight, [Salesforce Einstein Analytics (formerly Wave Analytics)] is quite similar and the preference depends on which database you use. Quicksight is more useful if you are using aws service and Salesforce Einstein Analytics is better if you are …
    Incentivized
    Chose Salesforce CRM Analytics
    Before this our company have been using lots of other tracking tools but mostly it is very manual when it comes to generating reporting view which is resolved when using Salesforce Einstein Analytics since reporting feature is automated. Tons of time have been saved from …
    Incentivized
    Chose Salesforce CRM Analytics
    [Salesforce Einstein Analytics (formerly Wave Analytics)] is far far better than these alternatives as everything can be done on single platform from data extraction to data transformation. Sharing of data is very easy and secure. One dashboard is suitable for different users …
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce needs fully baked data for its architecture and design to give you the best results you deserve. Teams not having used Salesforce previously take some time getting used to EA. But its ability to give the data points for KPIs to the sales team in real time and to the …
    Incentivized
    Chose Salesforce CRM Analytics
    The collaboration feature is second to none, and the way we can assess our business in real-time is really nifty!
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce Einstein Analytics is the leader in the CRM industry when it comes to capturing and understanding the relative date. Therefore, many sales leaders and professionals are accustomed to utilizing the tool. Because of this factor, there is a more exceptional …
    Incentivized
    Chose Salesforce CRM Analytics
    Tableau is more of a developer tool and for non-technical workers, it is hard to learn. The product is superior to Einstein Analytics, but if the first goal is to get this out to an entire company, then Salesforce is the way to go. For the technical workers, the limitations of …
    Incentivized
    Chose Salesforce CRM Analytics
    Have used Tableau before which is my all-time favorite. I would recommend Tableau over any other BI tool. It is widely known, widely used, and easily imported into your business no matter what other software or tools you use.
    Incentivized
    Chose Salesforce CRM Analytics
    The analytics from Salesforce doesn't stack up against competitors. I'd love a one-stop platform, where I could get all of my email automation, CRM, and website KPI data tracking done, but that isn't Salesforce. I really like the website analytics from FullStory, and I like the …
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce Analytics Cloud was chosen by the higher ups and I had no say in it. And it's really the only analytics tool we use. But from what I have heard from my co-workers, the Salesforce Analytics Cloud is by far the best in its class. But I have not personally used any …
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce is the leader and the giant. I did not know so much about analytics before employing in our enterprise, so went with known name. The brand and what it stands for is imperative to me.
    Incentivized
    Chose Salesforce CRM Analytics
    Our company chose it while trying to use other analytics software. The team all agree that this is a very good product and that it deserves to be put up against all others. Managers were very happy with the way it helped promote the sales team to better themselves. Highly …
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce Cloud has a much more robust system compared to Zoho and HubSpot. HubSpot is easier to use but Salesforce can do way more once you learn how to use it. Salesforce can easily scale with your growing company. I found Zoho very complicated to use. They are a growing …
    Incentivized
    Chose Salesforce CRM Analytics
    I have not used any other products.
    Incentivized
    Chose Salesforce CRM Analytics
    Salesforce Analytics Cloud is easier to integrate with Salesforce since it has a native integration and connection point. It does lack in functionality compared to heavy tools like Tableau and Microstrategy. If you want more functionality and are not currently using Salesforce …
    Incentivized
    Chose Salesforce CRM Analytics
    The reason is that this requires less development and is more of a point and click system that every user will enjoy more.
    Incentivized
    Chose Salesforce CRM Analytics
    Well it's backed by a really big name, so that always helps. People are already comfortable using Salesforce, so switching to the analytics software makes it even simpler to excel and really do well. This platform is perfect for the average person. It's very easy to learn. It's …
    Incentivized
    Chose Salesforce CRM Analytics
    Very strong, but again once you’re tied into Salesforce, you’re quite stuck so begin learning how to optimize its use personally very quickly. Otherwise, you’ll be depending on very expensive consultants who don’t always have your best interest in mind.
    Incentivized
    Key User Insights
    Would buy again
    73%
    Would buy again
    8 Answers
    Delivers good value for the price
    89%
    Delivers good value for the price
    8 Answers
    Happy with the feature set
    91%
    Happy with the feature set
    10 Answers
    Lived up to sales and marketing promises
    100%
    Lived up to sales and marketing promises
    11 Answers
    Implementation went as expected
    90%
    Implementation went as expected
    9 Answers
    Features
    Salesforce CRM Analytics
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Salesforce CRM Analytics
    Feature
    Salesforce CRM Analytics
    7.8
    48 Ratings
    5% below category average
    Pixel Perfect reports7.541 Ratings
    Customizable dashboards8.548 Ratings
    Report Formatting Templates7.546 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Salesforce CRM Analytics
    Feature
    Salesforce CRM Analytics
    7.8
    49 Ratings
    3% below category average
    Drill-down analysis8.548 Ratings
    Formatting capabilities7.548 Ratings
    Integration with R or other statistical packages7.537 Ratings
    Report sharing and collaboration7.546 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Salesforce CRM Analytics
    Feature
    Salesforce CRM Analytics
    8.1
    47 Ratings
    2% below category average
    Publish to Web9.037 Ratings
    Publish to PDF7.044 Ratings
    Report Versioning8.543 Ratings
    Report Delivery Scheduling8.540 Ratings
    Delivery to Remote Servers7.534 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Salesforce CRM Analytics
    Feature
    Salesforce CRM Analytics
    7.4
    45 Ratings
    8% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)8.042 Ratings
    Location Analytics / Geographic Visualization6.540 Ratings
    Predictive Analytics7.042 Ratings
    Pattern Recognition and Data Mining8.02 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Salesforce CRM Analytics
    Feature
    Salesforce CRM Analytics
    9.0
    48 Ratings
    6% above category average
    Multi-User Support (named login)9.046 Ratings
    Role-Based Security Model8.546 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)9.042 Ratings
    Report-Level Access Control9.02 Ratings
    Single Sign-On (SSO)9.541 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Salesforce CRM Analytics
    Feature
    Salesforce CRM Analytics
    6.7
    45 Ratings
    14% below category average
    Responsive Design for Web Access7.543 Ratings
    Mobile Application7.034 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile6.539 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Salesforce CRM Analytics
    Feature
    Salesforce CRM Analytics
    8.2
    33 Ratings
    6% above category average
    REST API8.031 Ratings
    Javascript API8.529 Ratings
    iFrames8.525 Ratings
    Java API8.528 Ratings
    Themeable User Interface (UI)7.528 Ratings
    Customizable Platform (Open Source)8.527 Ratings
    Best Alternatives
    Salesforce CRM Analytics
    Small Businesses
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    Zendesk Explore
    Score8.1 out of 10
    Enterprises
    Sisense
    Score6.8 out of 10
    All AlternativesView all alternatives
    User Ratings
    Salesforce CRM Analytics
    Likelihood to Recommend
    9.1
    (51 ratings)
    Usability
    8.5
    (10 ratings)
    Support Rating
    7.7
    (6 ratings)
    Implementation Rating
    6.0
    (1 ratings)
    Data Sharing and Collaboration
    8.1
    (41 ratings)
    Data Sources
    7.7
    (41 ratings)
    User Testimonials
    Salesforce CRM Analytics
    Likelihood to Recommend
    Salesforce
    For us it really comes down to that book management and next best contact for our advisors. When we're thinking about a book of business that may range, depending on the advisor, from 400 clients to a thousand clients, how do they really optimize their time? Who do they call next? Who do they work with to make sure not only they're keeping those clients engaged, they're not leaving the firm going to other advisors who they haven't talked to in a while who might need their attention. That's really where that CRM analytics is really proven pretty powerful for us.
    Incentivized
    Read full review
    Pros
    Salesforce
    • Interactive Dashboards, it [consists] of wide variety of charts
    • Data from different sources can be easily integrated with it
    • Security, it provides easy way to secure and share the information with the users
    • Support actions like opening hyperlink etc
    • Almost everything can be done from configuration
    • Data can easily be managed from dataflow.
    Incentivized
    Read full review
    Cons
    Salesforce
    • Implementation takes time and resources. It is a heavy lift to implement and at first, it can take a little bit of time to understand what you are looking at. But once it's implemented it's easy to get started.
    • Without any BI expertise or resources available to your organization, the implementation of this is difficult. If you aren't used to BI tools and don't have an expert in house, the terminology can be difficult to understand at first.
    • Their support is not on hand to help you if you encounter any issues, at least not on all the plans or the basic plans. Real-time support service is an add-on, so you'll need to be patient if you require help or pay extra money.
    • More functionality for the tool is needed to compete with other heavyweights in the arena like Tableau, Qlik, and Microstrategy. Still lacks the robustness, functionality, and flexibility other competing products possess.
    Incentivized
    Read full review
    Usability
    Salesforce
    For someone who don't have coding background, this could be a useful tool and fairly easy to learn and use given the good support. However, if you know other open source tools, it would be much easier to use the other tools and the knowledge is more transferable in the future.
    Incentivized
    Read full review
    Support Rating
    Salesforce
    I was not able to be in interaction much with Salesforce support team since every feature works the way it should be working. So far I have not experienced any bug or major glitches that would delay the result of my work and performance. There is also a hotline in our company for Salesforce issue but so far I have not used it.
    Incentivized
    Read full review
    Implementation Rating
    Salesforce
    An implementation partner would certainly result in greater output in a more efficient amount of time. However, I have found implementation partners to be extremely expensive for the output received (at least working for a non-profit company they are frequently unaffordable). Internal implementation does help with usable output though since internal knowledge would better know the data architecture and business processes
    Incentivized
    Read full review
    Alternatives Considered
    Salesforce
    Tableau is the absolute top of the class when it comes to business intelligence, but it doesn't make sense for every business case. In our case, we needed a simple data visualization platform for our CRM platform and sales pipeline. Salesforce Analytics, while nowhere near as robust, did the job we needed it to do perfectly in a significantly more cost-effective manner.
    Incentivized
    Read full review
    Return on Investment
    Salesforce
    • I would say it's been positive just because as a company, anyone that has access to it can go in there and pull any company information and we're very up to date then on all of our client base. So I would say it's been a very positive impact.
    Incentivized
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    ScreenShots