Source: 2024 Salesforce Success Metrics Analytics Highlights. Data is aggregated from 1,536 customers across 9 countries.
To prepare for client meetings, advisors had to reference up to 26 different systems. It would take 3–4 hours to prepare for the meeting. Now, all the information advisors need is right there at the click of a button.Greg BeltzerHead of Technology, RBC Wealth Management - U.S.
Salesforce analytics refers to a portfolio of analytics products delivered primarily through the Tableau brand, including Tableau, CRM Analytics, Embedded Analytics, Tableau Pulse, Data Cloud for Tableau, and an ever-expanding lineup of visual analytics tools.
Tableau is the leading analytics and business intelligence (BI) platform from Salesforce that enables everyone to make better, faster business decisions. A powerful visual-analytics platform, Tableau transforms how individuals and organisations use data and insights to solve problems.
Tableau can take data from almost any system—including your Salesforce CRM instance—and provide quick, actionable insights. With the flexibility to deploy on-prem or in the cloud and scale across your organisation, Tableau enables everyone to make data-driven decisions and better serve customers. And with the integrations of AI, Tableau Accelerators, and Customer 360, you can get started fast and stay in the flow of work.
CRM Analytics and Tableau are complementary products from Salesforce. Select the right product for your organisation by determining where your users need to see their insights.
Tableau is an end-to-end analytics platform for a broad range of enterprise use cases. If you need a business intelligence solution that provides actionable analytics across all of your business functions and operations, try Tableau.
CRM Analytics is ideal for teams who need analytics and insights deeply integrated into their Salesforce CRM. If you want to augment any Salesforce Cloud with native, actionable insights in your CRM workflow, try CRM Analytics.