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Salesforce CRM Analytics

Score7.4 out of 10

755 Reviews and Ratings

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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.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features Salesforce CRM Analytics has to offer, as determined by TrustRadius' reviewers.
Based on 755 ratings of Salesforce CRM Analytics's features
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Top Performing Features

  • Publish to Web

    Category average: 8.5

  • Report Formatting Templates

    Category average: 8.1

  • Report sharing and collaboration

    Report sharing and collaboration is the ability to easily share reports with others.

    Category average: 8.6

Areas for Improvement

  • Integration with R or other statistical packages

    Integration with the open-source R predictive modeling environment.

    Category average: 7.9

  • Mobile Application

    A dedicated app for iOS and/or Android.

    Category average: 7.4

  • Customizable Platform (Open Source)

    A customizable, open source API Gateway is a fast and scalable type of API

    Category average: 7.7

Reviews

What users are saying about Salesforce CRM Analytics.
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My review for Salesforce CRM Analytics

Incentivized
Pierpaolo Morris
Sales Manager at Modo Eventi (51-200 employees employees)

Use Cases and Deployment Scope

We introduced Sales CRM analytics in our organisation 5 years ago. The product has enabled us to identify opportunities for both cross selling and upselling. It is an easy to use tool and automates time comsuming tasks. Use of the product provides us with reliable and realtime analytics for our businees workflows. It has ensured fast and more confident data driven decision making. Sales CRM analytics tool is affordable and integrates well with variety of systems.

Pros

  • Sales CRM Analytics is artificial intelligence enabled. It is very customisable and flexible.
  • Pricing of the software is very friendly. It ranges from $50 to $100.
  • The software has excellent support support services available via phone and online chat.

Cons

  • Templates of the product are outdated and unreliable.
  • Automated call management and real-time meeting scoring set-up should be made more effective.

Return on Investment

  • Sales CRM analytics enable us to conduct correlation analytics and real-time performance metrics.
  • Use of the product enabled us to drive more revenue by the help of actionable insights leading to informed decisions making.
  • The software has made it possible for us to automate administrative tasks and improve performance.

Usability

Other Software Used

Oracle Commerce, ASAP Rent, Shopify

Great tool to have everything under control

Incentivized
Oscar FernandezView profile
ABM Specialist in Marketing at Denodo (501-1000 employees employees)

Use Cases and Deployment Scope

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 customers, prospects and partners, All our revenue is tracked there, so it´s very easy to see the return of the investment of each single campaign.

Pros

  • Check the return of investment
  • Track marketing activities
  • Track customer interactions

Cons

  • Personalization
  • Implementation

Return on Investment

  • Better understanding of our customers interactions
  • Better control of the ROI
  • Better control of all the marketing activities

Usability

Alternatives Considered

Zoho Analytics, HubSpot CMS Hub and 365 Data Science

Other Software Used

Demandbase One, Adobe Marketo Engage, Microsoft 365

Well build platform for Reports and dashboards generation with various features

Incentivized
Punnareddy PallerlaView profile
Sr Software Engineer in Information Technology at sabre (5001-10,000 employees employees)

Use Cases and Deployment Scope

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 agency and related services subscription details, these all details we can track in single page with the reports and dashboards creation.

Pros

  • Accounts with Bookings details
  • Products and related services offerings
  • Subscription details of the customers

Cons

  • Dynamic dashboards
  • Color pallets
  • Custom report types

Return on Investment

  • Our bookings reports scheduled helps us to know the status of business
  • Easy to sell the related services with the customer identification
  • Leadership can easily track the business growth

Usability

Alternatives Considered

Qlik Analytics Platform

Other Software Used

Rally Software, Salesforce Revenue Cloud

Cloud based attractive GUI, Analytics tool

Shreya Sharma
Advertising - Data Analyst in Marketing at Demandbase (501-1000 employees employees)

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

Return on Investment

  • Analytic Solution for CRM
  • Attractive GUI as per client satisfaction
  • tool cost is high compare to other solutions

Alternatives Considered

QlikView

Other Software Used

Qlik Sense

Usability

AI based reporting tool for sales/service/marketing data

Incentivized
Shiv Shrotriya
datawarehousing/BI developer in Information Technology at Varian Medical system (10,001+ employees employees)

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

Return on Investment

  • Along Salesforce a combined package for attractive Reporting
  • Customer focused reporting
  • Cost reduces as already existing license with salesforce

Other Software Used

QlikView, Microsoft Power BI, Snowflake

Usability