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Salesforce CRM Analytics

Salesforce CRM Analytics
Formerly Tableau CRM

Overview

What is Salesforce CRM Analytics?

Salesforce 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.

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Learn from top reviewers

Great tool to have everything under control

Rating: 9 out of 10
May 27, 2025
IncentivizedVetted ReviewVerified User
We are using Salesforce CRM Analytics in order to track all the information that we have in Salesforce, which is our main repository for all the information related with custo...
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Oscar Fernandez
Program Manager - Marketing
ABM Specialist
Denodo
Salesforce CRM Analytics5 years of experience

Well build platform for Reports and dashboards generation with various features

Rating: 8 out of 10
May 19, 2025
IncentivizedVetted ReviewVerified User
We are using Salesforce CRM Analytics as reporting tool, and this serving our purpose as we are travel industry company we use to report the the bookings against each travel a...
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Punnareddy Pallerla
Consultant - Information Technology
Sr Software Engineer
sabre
Salesforce CRM Analytics5 years of experience
Verified on LinkedIn

Cloud based attractive GUI, Analytics tool

Rating: 7 out of 10
March 3, 2022
Vetted ReviewVerified User
Tableau CRM is being used as a predictive analytics capability tool for CRM reporting. We already have salesforce in use as a CRM tool. We have built a few dashboards as per t...
Continue reading
Shreya Sharma
Analyst - Marketing
Advertising - Data Analyst
Demandbase
Salesforce CRM Analytics2 years of experience

AI based reporting tool for sales/service/marketing data

Rating: 7 out of 10
November 3, 2021
IncentivizedVetted ReviewVerified User
Tableau CRM is Salesforce business intelligence tools used for reporting purpose, with great GUI experience and drag and drop functionality. Currently its being used as a busi...
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Shiv Shrotriya
Analyst - Information Technology
datawarehousing/BI developer
Varian Medical system
Salesforce CRM Analytics3 years of experience

Amazing Tool To Keep Track Of Your Project / Performance

Rating: 8 out of 10
April 27, 2021
IncentivizedVetted ReviewVerified User
Salesforce Einstein Analytics is used in my organization as a tool to record saving incurred from procurement activities. All saving generated from negotiation with suppliers ...
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Tony Phan
Analyst - Corporate
Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team
Diageo
Salesforce CRM Analytics2 years of experience
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

View all pricing

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $125 per month
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Product Demos

Business Days in Salesforce CRM Analytics (Tableau CRM)

YouTube

Salesforce Tableau CRM (Einstein Analytics) Training Demo

YouTube

Predictive Pricing Model for Retail using Einstein Discovery and Tableau CRM

YouTube

Webinar: Demoing Salesforce and Tableau for Nonprofits

YouTube

AI-Powered Sales w/ Tableau CRM for Communications | Salesforce Demo

YouTube
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Features

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

7.8
Avg 8.2

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

7.8
Avg 8.0

Report Output and Scheduling

Ability to schedule and manager report output.

8.1
Avg 8.3

Data Discovery and Visualization

Data Discovery and Visualization is the analysis of multiple data sources in a search for patterns and outliers and the ability to represent the data visually.

7.4
Avg 7.9

Access Control and Security

Access control means being able to determine who has access to which data.

9
Avg 8.6

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

6.8
Avg 7.8

Application Program Interfaces (APIs) / Embedding

APIs are a set of routines, protocols, and tools for used for embedding one application in another

8.2
Avg 7.7
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Product Details

What is Salesforce CRM Analytics?

Salesforce 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.

CRM Analytics allows users to explore data quickly and easily by providing AI-powered analytics while working in Salesforce, its CRM management offering. Manage datasets, query data with Salesforce Analytics Query Language (SAQL), and customize dashboards, all programmatically.

In addition to offering pre-built apps for Sales, Service, and Marketing, the platform provides:

  • Customizable intelligent analytics apps, including templates, dashboards, and widgets
  • Utilization of CRM Analytics's APIs and SDKs for improving apps
  • Connection to outside data sources to see all data in one place
  • Buildable widgets for summarizing data
  • Built-in data visualization features

Salesforce CRM Analytics Integrations

Salesforce CRM Analytics Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Salesforce 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.

Salesforce CRM Analytics starts at $125.

Reviewers rate Single Sign-On (SSO) highest, with a score of 9.5.

The most common users of Salesforce CRM Analytics are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Compare with

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Reviews From Top Reviewers

View all reviews
(1-5 of 49)

Salesforce Analytics Cloud Review

Rating: 9 out of 10
Incentivized
November 29, 2017
Verified User
Analyst in Finance and Accounting
Insurance Company, 1001-5000 employees
Vetted Review
Verified User
Salesforce CRM Analytics
1 year of experience
Use Cases and Deployment Scope
Our business uses Salesforce Analytics Cloud to analyze our monthly sales numbers. It connects our Sales, Finance and HR department. Everyone is on the same page in terms of our sales numbers. It also is used when having conversations about variable compensation. Analytics Cloud makes it fast and simple to look at sales numbers from a various views easily.
Pros
  • Salesforce Analytics Cloud provides reports that make viewing your monthly sales numbers easy to understand for any user.
  • Salesforce Analytics Cloud allows you to manipulate the data to a different view depending on your audience.
  • It is very easy to view the data from a number of different devices, which I know is particularly beneficial for our Sales team.
Cons
  • Our Sales team sometimes has a hard time getting to the level of detail that they need or want.
  • Mobile app isn't particularly easy to use for those that aren't tech savvy.
Likelihood to Recommend
Salesforce Analytics Cloud is excellent at pulling together your sales numbers into one application. It breaks those numbers down into easy to understand reports. You can manipulate those reports in various ways to look at a certain level of detail or product. Viewing the data on multiple devices makes Analytics Cloud helpful when employees are on the go.

Salesforce Analytics Cloud Review

Rating: 7 out of 10
Incentivized
July 25, 2017
Verified User
Project Manager in Product Management
Research Company, 51-200 employees
Vetted Review
Verified User
Salesforce CRM Analytics
1 year of experience
Use Cases and Deployment Scope
My organization uses Salesforce to track business decisions and see how the company is doing as a whole. It is mainly used by the business analytics team, but other people in the company have access to it. It provides important information on how the company is doing and maybe where some weaknesses are.
Pros
  • Easy to use interface
  • Easy to look up clients
  • Lots of valuable information
Cons
  • Better integration with the normal Salesforce CRM
  • Better training on how the app works
  • Missing ability to truly customize the reports you want
Likelihood to Recommend
I like that Salesforce Analytics Cloud comes out of the box ready to go, but I think some of the customizable functionality is missing. People want to be able to customize a product without it being too complicated to set up. I like that you can access the Salesforce Analytics Cloud from your Apple Watch!

Salesforce Analytics Cloud, why not?

Rating: 7 out of 10
Incentivized
March 14, 2018
Verified User
Engineer in Research & Development
Health, Wellness and Fitness Company, 51-200 employees
Vetted Review
Verified User
Salesforce CRM Analytics
1 year of experience
Use Cases and Deployment Scope
Our company is currently using SalesForce analytics cloud to create and manage all our customers and we need something better than the standard salesforce reports and dashboards to provide better information to our clients. We implemented SalesForce Analytics Cloud as a part of the salesforce tech stack.
Pros
  • This product is part of the salesforce platform.
  • It brings over the data that we need to provide to our sales team.
  • End user experience is top of the line.
Cons
  • There are limitations to the product which have seemed to diminish as Wave was acquired by salesforce and is now finally part of the Einstein stack.
  • Simple things like data binding in the JSON layer can be cumbersome to a non-super technical user.
Likelihood to Recommend
Users from various roles now have access to interact with their data in a very visual way. We also deliver Analytics via the salesforce community product to our clients and partners in our ecosystem.

Salesforce Analytics Cloud: it's easy to get started with little training

Rating: 8 out of 10
Incentivized
December 13, 2018
Verified User
Analyst in Product Management
Consumer Services Company, 201-500 employees
Vetted Review
Verified User
Salesforce CRM Analytics
2 years of experience
Use Cases and Deployment Scope
All analysts use Salesforce Analytics Cloud. As an analyst, I create reports either for myself or for stakeholders who request them. It hosts the majority of the data for our organization.
Pros
  • The user interface is easy to use. Most people in the organization can get started and use the product after a bit of training.
  • It is easy to share reports across the organization. The site also allows other users to edit and save reports created by others.
Cons
  • The report export function is not optimal. Sometimes, it will not export to a specific format.
  • The platform does not allow the advanced user to query directly from the backend database.
Likelihood to Recommend
Salesforce Analytics Cloud is suited for mid to large organization because most people can get started with little training. It is not suited for a small organization since it requires much more development in the beginning.

Cloud based attractive GUI, Analytics tool

Rating: 7 out of 10
March 03, 2022
SS
Shreya Sharma
Advertising - Data Analyst
Demandbase (Marketing & Advertising, 501-1000 employees)
Vetted Review
Verified User
Salesforce CRM Analytics
2 years of experience
Use Cases and Deployment Scope
Tableau CRM is being used as a predictive analytics capability tool for CRM reporting. We already have salesforce in use as a CRM tool. We have built a few dashboards as per the business requirement from the different clients such as Sales dashboard, Install based, Marketing dashboards, etc.
Pros
  • Cloud based Interactive GUI
  • Predictive Analysis
  • Analytic and Reporting tool
Cons
  • Integration with additional data sources
  • Snapshot logic developement
  • Automatic report bursting
Likelihood to Recommend
If using Salesforce CRM solution then Tableau CRM is the best-suited reporting analytic tool. Or if you have a centralized warehousing solution with all the business logic implemented, then Einstein Analytics (tableau CRM) could be a feasible solution. Tableau CRM has limited capabilities to handle complex logic (Snapshot building). Also, we face issues while integrating with other tools such as SAP, etc.
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