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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...
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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...
Continue reading
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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Reviews From Top Reviewers

View all reviews
(1-5 of 39)

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
Salesforce CRM Analytics
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.

Great BI tool if you are already using Salesforce as your CRM

Rating: 7 out of 10
Incentivized
February 27, 2019
Verified User
Manager in Information Technology
Higher Education Company, 1001-5000 employees
Vetted Review
Verified User
Salesforce CRM Analytics
1 year of experience
Use Cases and Deployment Scope
Salesforce Analytics Cloud, or Salesforce Wave, is a great BI tool and optimized for mobile access and data visualization, especially if your organization is currently using Salesforce. Our University is currently using Salesforce for Student Relations Management and this tool is great for pulling data and presenting that data in an easy to ingest format in a visually pleasing way. It is used by our Enrollment departments on campus.
Pros
  • It has dashboards that, out of the box, can be useful for people who do not want to put in much effort in creating custom dashboards. It also has the ability to customize dashboards so you can add more info and functionality to your dashboards if the need arises.
  • The developers are continually investing in the platform and providing improvements, and listen to customer feedback and feature requests. They regularly update the app and provide more functionality which has been beneficial to our institution.
  • Native integration and natural connection if your organization is already using Salesforce. Super easy to set up and works well with Salesforce. Very smooth and natural when connecting it to your Salesforce instance.
  • Excellent visual experience for presenting data. Users find it so much easier to navigate and view data in a visual way, which allows them to drive their performance in the right directions.
  • Has the ability to pull data not only from Salesforce but from other external systems and databases, making it an all-around BI tool. Mixing data from Salesforce and other third-party systems puts all your data in one place which can easily be ingested by decision-makers and executives.
Cons
  • 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.
Likelihood to Recommend
Salesforce Analytics Cloud is well suited for organizations already using Salesforce and wishes to have all the data from Salesforce and other data sources presented to them in a visually appealing way. Especially organizations that don't want a heavy enterprise BI tool like Microstrategy, and want something a little more lightweight, that has basic dashboards that are ready to be used out of the box with little configuration.

Great Software for data analysis

Rating: 9 out of 10
Incentivized
June 19, 2018
Verified User
Professional in Information Technology
Airlines/Aviation Company, 11-50 employees
Vetted Review
Verified User
Salesforce CRM Analytics
2 years of experience
Use Cases and Deployment Scope
In our organization Salesforce Analytics is used by marketers and data analysts, and some other colleagues, such as sales sometimes, to login to Salesforce to find or check out some information. We use Salesforce Analytics to gather, store, analyze and manage the data so that we can find insights, make predictions and learn more about our clients, sales and market.
Pros
  • Lots and lots of features: Salesforce has it all, any feature you can think of Salesforce Analytics offers.
  • Data visualization: Salesforce Analytics does a great job visualizing the data, it is clean and very easy to understand.
  • Lots of integration options: Almost any analytics software can be easily integrated with Salesforce.
Cons
  • Mobile version: I do not like the mobile version at all, it is not adaptive, very hard to operate and even missing some features.
  • User interface: the UI looks a bit old and it is not very user friendly.
  • Too many features: I like that Salesforce Analytics has a lot of features, but for a new user it could be overwhelming.
Likelihood to Recommend
Salesforce Analytics is a perfect software for enterprise and also for medium sized companies. For small companies Salesforce is also good, but small companies do not need most of the features and end up paying for them anyway, so I would say that Salesforce Analytics software is not well suited for small companies/teams.

Great for data driven analytics

Rating: 7 out of 10
Incentivized
December 10, 2018
Verified User
Engineer in Information Technology
Computer Networking Company, 51-200 employees
Vetted Review
Verified User
Salesforce CRM Analytics
2 years of experience
Use Cases and Deployment Scope
At our cybersecurity firm, we have a wide myriad of solutions being used to provide valuable services to our clients. We have accumulated large amounts of data sets pertaining to our clients and needed a viable technology for building intelligent data-driven metrics. Salesforce Analytics Cloud us offers that capability. It is being used by our sales, marketing, and finance departments.
Pros
  • Salesforce Analytics Cloud is designed with a mobile-first approach and offers dynamic visualization over underlying data sets.
  • Salesforce Analytics Cloud comes equipped with lots of external data connectors making it possible to integrate it with numerous back-end data sources.
Cons
  • Salesforce uses multi-tenant cloud operations. However, we have seen that certain cloud instances are more performant than others.
Likelihood to Recommend
This software is ideal for companies that are already leveraging the Salesforce CRM framework. The billing model of monthly payments per user is not very prohibitive either.

AI based reporting tool for sales/service/marketing data

Rating: 7 out of 10
Incentivized
November 03, 2021
SS
Shiv Shrotriya
datawarehousing/BI developer
Varian Medical system (Hospital & Health Care, 10,001+ employees)
Vetted Review
Verified User
Salesforce CRM Analytics
3 years of experience
Use Cases and Deployment Scope
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 business and analytics team for marketing and sales teams. If you have Salesforce as CRM tool and you want to do CRM reporting then Tableau CRM is the best solution. It has better GUI then any other existing reporting tool, you can build really eye catching dashboards using Tableau CRM. Also as its Salesforce tool so it would provide additional functionality to directly open quote or order from dashboard to CRM tool.
Pros
  • Attractive GUI for CRM reporting
  • Dashboard data load are very quick, can handle huge amount of data from Salesforce
  • Provide functionality to navigate to Salesforce from dashboard
Cons
  • Connection to other Sources such as SAP missing
  • Different type of joins such as inner full outer missing
  • complex logic and snapshot creation not posible
Likelihood to Recommend
Tableau CRM is very good reporting tool if you want to do sales/service/marketing reporting and your data source is Salesforce. Salesforce connectivity and data refresh is very easy and also very quick. but in case you want to pull the data from other data sources then its very difficult to build dashboard. Also you can not write very complex logics such as snapshot creation etc.
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