Item: Tableau CRM
Rating: 9
Author: David McCoy

Use Cases and Deployment Scope

It helps to be able to see how many sales specific people make in what part of the country. It is a very effective system and I highly recommend it. Most organizations I have spoken to that use it recommend it as well, if you have any questions they will answer those as well.

Pros and Cons

Helps optimize
Helps improve productivity
Easy to maintain

Need more customization
Needs better API

Alternatives Considered

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 recommended.

Other Software Used

ConnectWise Manage, Salesforce Analytics Cloud, ConnectWise Sell (formerly Quosal)

Likelihood to Recommend

Best way to use it is to keep up with sales leads in your company, it gives the best information in graphs and how much the client will help thrive the business. It does give sales team opportunity to compair themselves to other sales team members when they are stumped at how to get the next sale.

Great!

Overall Satisfaction with Salesforce Analytics Cloud

Use Cases and Deployment Scope

Pros and Cons

Alternatives Considered

Other Software Used

Likelihood to Recommend

Tableau CRM Feature Ratings