Salesforce CRM Analytics Reviews & Ratings 2025

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.

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...

Oscar Fernandez

Program Manager - Marketing

ABM Specialist

Denodo

5 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...

Punnareddy Pallerla

Consultant - Information Technology

Sr Software Engineer

sabre

5 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...

Shreya Sharma

Analyst - Marketing

Advertising - Data Analyst

Demandbase

2 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...

Shiv Shrotriya

Analyst - Information Technology

datawarehousing/BI developer

Varian Medical system

3 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 ...

Tony Phan

Analyst - Corporate

Tactical Procurement Specialist (Vietnam & APAC Support) - Source To Procure Team

Diageo

2 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

8.5
Drill-down analysis
(48) Ratings
Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.
7.5
Formatting capabilities
(48) Ratings
Ability to format output e.g. conditional formatting, lines, headers, footers.
7.5
Integration with R or other statistical packages
(37) Ratings
Integration with the open-source R predictive modeling environment.
7.5
Report sharing and collaboration
(46) Ratings
Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Ability to schedule and manager report output.

8.1

Avg 8.3

9
Publish to Web
(37) Ratings
7
Publish to PDF
(44) Ratings
8.5
Report Versioning
(43) Ratings
Report versioning is the assignment of version numbers to each version of a report to help in tracking.
8.5
Report Delivery Scheduling
(40) Ratings
Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.
7.5
Delivery to Remote Servers
(34) Ratings
Ability to deliver reports to remote servers

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

8
Pre-built visualization formats (heatmaps, scatter plots etc.)
(42) Ratings
Pre-built visualization formats are canned visualization types that can be selected to visualize different kinds of data.
6.5
Location Analytics / Geographic Visualization
(40) Ratings
Location analytics is the visualization of geographical or spatial data.
7
Predictive Analytics
(42) Ratings
Predictive Analytics is the ability to build forecasting models based on existing data sets.
8
Pattern Recognition and Data Mining
(2) Ratings
Pattern recognition and data mining mean the ability to recognize hidden patterns in large quantities of data.

Access Control and Security

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

9

Avg 8.6

9
Multi-User Support (named login)
(46) Ratings
Named model access means that users have access based on name and password.
8.5
Role-Based Security Model
(46) Ratings
Role-based access means that access to data is determined by job or position in the corporation.
9
Multiple Access Permission Levels (Create, Read, Delete)
(42) Ratings
Multiple access permission levels means that different levels of users have different rights.
9
Report-Level Access Control
(2) Ratings
Report-level access control means that the type of report determines who has access to it.
9.5
Single Sign-On (SSO)
(41) Ratings
Allows users to use one set of login credentials to access multiple applications

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

8.3

Avg 7.7

8
REST API
(31) Ratings
REST is an architecture style for designing networked applications
8.5
Javascript API
(29) Ratings
A Javascript API is a type of API
8.5
iFrames
(25) Ratings
An iFrame is an HTML document embedded inside another HTML document on a website
8.5
Java API
(28) Ratings
A Java application programming interface (API) is a list of all classes that are part of the Java development kit (JDK)
7.5
Themeable User Interface (UI)
(28) Ratings
A themeable user interface means that a specific visual them can be applied to it
8.5
Customizable Platform (Open Source)
(27) Ratings
A customizable, open source API Gateway is a fast and scalable type of API

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Product Details

About
Integrations
Tech Details
FAQs

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

MindTouch

Salesforce CRM Analytics Technical Details

Operating Systems	Unspecified
Mobile Application	No

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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Reviews From Top Reviewers

View all reviews

(1-5 of 49)

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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

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.

A fine analytics tool for Salesforce gurus

Rating: 5 out of 10

Incentivized

August 15, 2019

Verified User

Account Manager in Customer Service

Computer Software Company, 51-200 employees

Vetted Review

Verified User

2 years of experience

Use Cases and Deployment Scope

Sales uses it primarily to track data. My department used it to track churn.

Pros

Reporting.
BI
Data visualization.

Cons

Limited access.
Need a dedicated engineer.
Pricey.

Likelihood to Recommend

I am a fan of Tableau so would always recommend that over other analytics platforms. Like everything with Salesforce, you need a pretty in-depth Salesforce knowledge to be able to get things connected and see what you need to see. In my organization, access was pretty limited as well so there wasn't a lot that I could do on my own.

Salesforce Einstein Analytics is useful visualization tool

Rating: 6 out of 10

Incentivized

July 01, 2021

Verified User

Analyst in Professional Services

Financial Services Company, 10,001+ employees

Vetted Review

Verified User

2 years of experience

Use Cases and Deployment Scope

Salesforce Einstein Analytics [(formerly Wave Analytics)] is used as a legacy visualization tool to perform analysis and monitoring in my department. The usage is similar to Tableau and Quicksight to visualize the result. Therefore, it shares the same problem as the alternative options and in the future, we will be using open source tools instead.

Pros

Connection
Easy to use
Support

Cons

Expensive
Not open source
Specific learning required

Likelihood to Recommend

If the person/ department does not have any knowledge in open source tools such as R, and Python. [Salesforce Einstein Analytics (formerly Wave Analytics)] could be a good option with no coding background required. However, if they have such human resource or can acquire these people, I would recommend open source tech and suggest not to use this tool.

Salesforce Einstein Analytics is your dream collaboration tool!!

Rating: 10 out of 10

Incentivized

December 04, 2019

CI

Chike Igwegbe

Founder

Green City Solutions (PTY) Ltd (Food & Beverages, 11-50 employees)

Vetted Review

Verified User

2 years of experience

View profile

Use Cases and Deployment Scope

Salesforce Einstein Analytics allows my company to analyze data more efficiently, it even allows us to visualize our business in realtime which gives us the opportunity to make informed decisions without compromising the company. The whole organization currently uses it and it is money well spent!

Pros

We can connect various platforms under Salesforce Einstein Analytics.
It makes collaboration with other colleagues easy.
It reduces workload, giving us the opportunity to do other things.

Cons

One can easily get lost with the amount of data, is there a way to simplify even further?
Can you guys offer cheaper pricing for startups?
Can you guys make it Agtech friendly?

Likelihood to Recommend

It is a powerful tool in collaborating with colleagues and Salesforce Einstein Analytics is the go-to solution for such. When it comes to Agtech, it isn't really friendly.

If you’ve already invested in the Salesforce ecosystem, the cloud analytics tool is more than capable of deriving solutions from data

Rating: 8 out of 10

Incentivized

December 06, 2018

Verified User

Manager in Product Management

Building Materials Company, 1001-5000 employees

Vetted Review

Verified User

3 years of experience

Use Cases and Deployment Scope

Salesforce analytics is used across all divisions of our company, mainly by product managers, accounting managers, and marketing managers. It’s mainly used to address how successful our salesforce is across regions nationally as well as determining the financial or customer funnel for target growth products and new innovations.

Pros

Building dynamic tables - you can easily categorize and adjust reports.
Creating valuable graphics for key data.
Migrating sales or part information from most major POS systems

Cons

More robust, modern selection of graphics. Specifically, expand the current selection of funnels or create a sub-funnel feature.
Ability to dynamically link graphics to data tables realtime

Likelihood to Recommend

Well suited for tracking sales, customer funnels, segmenting products to analyze trends, and track customer records to determine how they should be tagged internally.

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Business Days in Salesforce CRM Analytics (Tableau CRM)

Salesforce Tableau CRM (Einstein Analytics) Training Demo

Predictive Pricing Model for Retail using Einstein Discovery and Tableau CRM

Webinar: Demoing Salesforce and Tableau for Nonprofits

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

Tableau Desktop

Microsoft Power BI

Qlik Sense

MS SharePoint / SQL

HubSpot CRM

Adobe Analytics

ServiceNow Now Platform

Microsoft BI (MSBI)

Tableau Server

SAP BusinessObjects Business Intelligence

QlikView

Oracle Discoverer (discontinued)

Cons

Cons

Cons

Cons

Cons