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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

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...
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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

Interactive and Secure

Rating: 9 out of 10
April 22, 2021
IncentivizedVetted ReviewVerified User
We use [Salesforce Einstein Analytics (formerly Wave Analytics)] to create dashboards and apps for our clients. Our clients are from [the] Healthcare industry, online streamin...
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Shefali Sethia
Consultant - Engineering
Consultant
Atrium
Salesforce CRM Analytics2 years of experience

Salesforce Einstein Analytics is your dream collaboration tool!!

Rating: 10 out of 10
December 4, 2019
IncentivizedVetted ReviewVerified User
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 mak...
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Chike Igwegbe
Director - Information Technology
Founder
Green City Solutions (PTY) Ltd
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

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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.

8.5
Avg 8.1

Ad-hoc Reporting

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

8
Avg 8.0

Report Output and Scheduling

Ability to schedule and manager report output.

8.5
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.

8.3
Avg 7.9

Access Control and Security

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

8.4
Avg 8.5

Mobile Capabilities

Support for mobile devices like smartphones and tablets.

6.6
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

7.3
Avg 7.8
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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 Publish to Web highest, with a score of 9.3.

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 7)

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.

Boom! Analytics!

Rating: 7 out of 10
Incentivized
February 07, 2018
Verified User
Employee in Customer Service
Computer Software Company, 51-200 employees
Vetted Review
Verified User
Salesforce CRM Analytics
1 year of experience
Use Cases and Deployment Scope
We use Salesforce Analytics to track all our opportunities across all our different accounts, including stages and decision makers!

This helps us keep track of where a sale is in its cycle and what else needs to be done to close out the sale! The life cycle of a sale a great visual our reps for keeping up a good cadence!
Pros
  • Helps supervisors glean visuals on what their sales reps are doing for each account.
  • Shows you great visuals for where you are in the sales cycle.
  • Helps sales forecast accurately on the status of a sale or sales.
Cons
  • Sometimes the way information is showcased can be too much. It's a bit messy.
  • Takes a while to set up.
  • You sometimes get lost in the interface. It's a little clunky.
Likelihood to Recommend
This is well suited for tracking the life span of sales that your team is making. You get a nice overview of sales in all stages of their progress. As a manager, you can gain insight into how your team is doing and potentially step in to help if the reps aren't moving along their sales.

Important to any sales org

Rating: 8 out of 10
Incentivized
May 08, 2018
Verified User
Employee in Sales
Computer Software Company, 501-1000 employees
Vetted Review
Verified User
Salesforce CRM Analytics
3 years of experience
Use Cases and Deployment Scope
Salesforce is our company's primary source of truth for organizing and managing new and existing customer accounts. My team primarily uses Salesforce to reference for account info, track deals in pipeline, log activities, and create reports. The analytics portion allows us to get info that we can't otherwise glean from standard Salesforce reports.
Pros
  • Easily track opportunities and their stages in pipeline
  • Create reports and glean data and information that we can't get out of any other tool
  • Can easily identify and track leads and log their activity
Cons
  • The UI is not always user-friendly or intuitive - if I haven't used something before, I tend to have to do quite a bit of digging or refer to support for help.
  • Reporting can be a little clunky and tedious to create
  • Too many mandatory fields to enter in - not all are necessary
  • Because there's so much data and information in Salesforce, it can be cluttered with too much on one single page (ie an account page can contain a lot of unnecessary information to sort through)
Likelihood to Recommend
I think Salesforce is bread and butter for any sales organization. The analytics piece provides critical visual insight that I haven't been able to glean from any other CRM. It's well suited for all organizations, but large organizations especially, where organizing and managing customer data and relationships is critical for success.

Salesforce Analytics is the gateway for representation

Rating: 8 out of 10
Incentivized
February 21, 2019
VS
Viswam Srinivasan
Salesforce Application Development Assoc Manager
Accenture (Telecommunications, 10,001+ employees)
Vetted Review
Verified User
Salesforce CRM Analytics
2 years of experience
View profile
Use Cases and Deployment Scope

Salesforce Wave Analytics from Salesforce is optimized for mobile access and data visualization/chart representation.

The Wave mobile app allows our users to work with large data files and create graphs, charts and other pictorial representations of data from them. The platform allows users to drill down into key parts of the business with only a few clicks and little or no training in this data analytics field. That is why we primarily use this in our organization for data massaging and pictorial representation.

Pros
  • Integration with other Salesforce.com clouds, including the Marketing cloud and community cloud.
  • Very flashy charts and simple to use pictorial representation.
  • A lot of filters within this and the data can be analyzed and filtered out very easily.
  • Compatible for mobile platforms and Ipads.
Cons
  • Agile efficiency is the only thing it needs to improve.
  • Licensing seems like an issue which affects the cost.
  • The ability to connect with all objects in Salesforce makes this kept apart and not able to integrate completely for all tables.
Likelihood to Recommend
Excels in:
  • Pictorial/graphical/chart representation.
  • Data messaging and filtering.
  • Very much suited for marketing Salesforce to other customers.
  • Smartphones and tablets.
  • Mobile compatibility to make things work faster.

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.
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