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Salesforce CRM Analytics (formerly Tableau CRM) description
Salesforce CRM Analytics (formerly Tableau CRM) is a built-in analytics tool for Salesforce users. It helps you visualize your data, predict future trends based on your Salesforce data, and provides recommendations to improve your business. Designed specifically for Salesforce, it lets you take action directly within the platform, such as scheduling meetings or updating records. While it integrates seamlessly with Salesforce, CRM Analytics can also connect to external data sources for a more complete view of your business. Its user-friendly interface and AI-powered insights make it a valuable tool for managers looking to make informed, data-driven decisions within their Salesforce environment.
What companies are using Salesforce CRM Analytics (formerly Tableau CRM)?
Who is Salesforce CRM Analytics (formerly Tableau CRM) best for
Salesforce CRM Analytics (formerly Tableau CRM) is a powerful, AI-driven analytics tool built into Salesforce. Users praise its intuitive interface and seamless Salesforce integration, enabling data-driven decisions directly within the platform. However, some users note occasional lags and a steep learning curve for advanced features. Ideal for medium to large businesses seeking to visualize data, predict trends, and improve business outcomes using their Salesforce data.
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Best for medium to large businesses (101+ employees) already using Salesforce.
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Suitable for businesses across various industries, including e-commerce, retail, finance, and more.
Salesforce CRM Analytics (formerly Tableau CRM) features
| Supported It is natively integrated with Salesforce CRM, allowing seamless data sync. |
| Supported CRM Analytics supports generating charts and graphs for data visualization. |
| Supported Salesforce CRM Analytics uses AI and machine learning to provide predictive and prescriptive insights. |
| Supported External data source integration is supported via External Data API, connections, and CSV uploads. |
| Supported CRM Analytics supports predictive modeling via Einstein Analytics integration. |
| Supported Salesforce CRM Analytics leverages AI to provide actionable insights, which can be used to improve marketing performance. |
Salesforce CRM Analytics (formerly Tableau CRM) reviews
We've summarised 403 Salesforce CRM Analytics (formerly Tableau CRM) reviews (Salesforce CRM Analytics (formerly Tableau CRM) G2 reviews) and summarised the main points below.
- Easy to use and navigate.
- Provides a user-friendly interface.
- Helpful dashboards for data visualization.
- Integrates well with Salesforce CRM.
- Offers robust customization options.
- Occasional system lags and delays.
- Steep learning curve for advanced features.
- Limited offline functionality.
- Complex setup for some features.
- Can be expensive, especially for smaller businesses.
Salesforce CRM Analytics (formerly Tableau CRM) pricing
The commentary is based on 15 reviews from Salesforce CRM Analytics (formerly Tableau CRM) G2 reviews.
Salesforce CRM Analytics offers powerful analytics and visualization capabilities but carries a high price tag, especially for smaller businesses. Some users found the cost prohibitive and licensing complex, while others felt the insights gained justified the expense for larger organizations. The pricing structure may not be flexible enough for basic needs.
See the Salesforce CRM Analytics (formerly Tableau CRM) pricing page.
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Salesforce CRM Analytics (formerly Tableau CRM) has a free trial.
CRM Analytics Growth
Get a complete analytics platform for all your data. It includes features like Sales Analytics and Service Analytics, Analytics Studio, and Data Platform.
CRM Analytics Plus
Tap into an advanced analytics platform with AI built in. Includes everything in Einstein Predictions and CRM Analytics Growth. Provides Einstein Discovery for Reports.
Revenue Intelligence
Purpose-built analytics and AI for organizations with Sales or Industry Clouds. Includes OOTB Dashboards, Data Models, Predictions, CRM Analytics Plus License, and Tableau Explorer License.
Industry Cloud Intelligence
Industry-specific use cases for sales teams in Financial Services, Manufacturing, Automotive, Communications, Energy & Utilities, Consumer Goods, Healthcare, Education, and Media. Offers OOTB Dashboards, Data Models, Predictions, CRM Analytics Plus License, and Tableau Explorer License.
Service Intelligence
Supercharge service with actionable insights and AI-fueled recommendations, powered by Data Cloud. Includes Out-of-the-box Dashboards, Service Cloud Data Kit, CRM Analytics Plus, and Tableau Explorer licenses.
Salesforce CRM Analytics (formerly Tableau CRM) alternatives
Druva Data Resiliency CloudBetter for small businesses and those focused on simplified data backup and recovery. A Salesforce CRM Analytics (formerly Tableau CRM) competitor focused on cloud-native data resiliency.Read more
6sense Revenue AI for MarketingBetter for mid-sized B2B companies seeking to identify potential customers showing buying signals. Focuses on predictive analytics for lead generation and sales pipeline growth. A Salesforce CRM Analytics (formerly Tableau CRM) competitor targeting different customer profiles.Read more
SAP BusinessObjects Business Intelligence (BI)Better fit for organizations already invested in SAP ecosystem. More suitable for small businesses.Read more
TableauBetter for companies of all sizes and non-Salesforce users. A Salesforce CRM Analytics (formerly Tableau CRM) competitor and alternative.Read more
WeflowMore focused on sales forecasting and pipeline management for B2B SaaS companies. Better for smaller teams seeking a simpler, potentially more affordable solution. Has a smaller user base and appears to be experiencing slower growth.Read more
DiscernMore focused on B2B SaaS companies. Provides ready-to-use industry benchmarks, which Salesforce CRM Analytics (formerly Tableau CRM) lacks. Discern is growing faster in terms of web traffic but has declining employee growth.Read more
Salesforce CRM Analytics (formerly Tableau CRM) FAQ
What is Salesforce CRM Analytics (formerly Tableau CRM) and what does Salesforce CRM Analytics (formerly Tableau CRM) do?
Salesforce CRM Analytics (formerly Tableau CRM) is a Salesforce-native analytics tool that empowers users with data visualization, predictive insights, and recommendations. It allows direct actions within Salesforce, such as scheduling or updating records, and connects to external data sources. It's designed for data-driven decision-making.
How does Salesforce CRM Analytics (formerly Tableau CRM) integrate with other tools?
Salesforce CRM Analytics integrates seamlessly with Salesforce CRM. It also connects to external data sources through APIs, direct connections, and CSV uploads, offering a holistic view of your business data for comprehensive analysis and reporting.
What the main competitors of Salesforce CRM Analytics (formerly Tableau CRM)?
Top alternatives to Salesforce CRM Analytics include Tableau, SAP BusinessObjects BI, and Domo. These competitors offer similar data visualization, reporting, and analytics features, often with broader data source connectivity and deployment options.
Is Salesforce CRM Analytics (formerly Tableau CRM) legit?
Yes, Salesforce CRM Analytics (formerly Tableau CRM) is a legitimate and safe analytics tool. It's natively integrated with Salesforce, provides AI-powered insights, and offers robust customization options. However, some users mention occasional system lags and a steep learning curve for advanced features.
How much does Salesforce CRM Analytics (formerly Tableau CRM) cost?
Salesforce CRM Analytics pricing starts at $140 per user per month for the Growth plan. The Plus plan is $165 per user per month. Revenue Intelligence, Industry Cloud Intelligence, and Service Intelligence plans are $250 per user per month. A free trial is available.
Is Salesforce CRM Analytics (formerly Tableau CRM) customer service good?
Salesforce CRM Analytics's customer service receives mixed reviews. While some users appreciate the helpful support staff and robust resources, others note slow response times, especially for complex issues. Thorough training for all team members is recommended to maximize the software's potential.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.