Salesforce CRM Analytics (formerly Tableau CRM) Pros and Cons

What I like best about Salesforce CRM Analytics is its seamless integration with the Salesforce ecosystem and its ability to provide real-time, actionable insights directly within the user workflow. Unlike traditional BI tools, it allows sales, service, and operations teams to interact with data without leaving Salesforce, which drives faster decision-making. I also appreciate the flexibility of SAQL and the ability to customize dashboards for different user roles. The AI-powered insights from Einstein Discovery add another layer of value by highlighting trends and making predictive recommendations that are easy to understand and act upon. Review collected by and hosted on G2.com.

While Salesforce CRM Analytics is powerful within the Salesforce ecosystem, one limitation is the learning curve associated with SAQL and dataflow management for non-technical users. Compared to other BI tools like Power BI or Tableau, building complex queries and managing data transformations requires a deeper understanding of its unique architecture. Additionally, customization options can feel limited if you’re trying to create highly interactive or visually rich dashboards beyond what’s natively supported. That said, these challenges are manageable with training and are outweighed by the value of native integration and predictive capabilities. Review collected by and hosted on G2.com.

What I like best about Salesforce CRM Analytics is how seamlessly it integrates with the rest of the Salesforce platform. You don’t have to jump between different tools or export data manually—it’s all right there, updated in real-time. The dashboards are highly interactive and customizable, which makes it easy to drill down into the data and uncover insights quickly. I also really appreciate the built-in AI features like predictive analytics and recommendations, which help guide decision-making without needing a data science background. It feels like the analytics are actually working with you, not just showing you numbers. Review collected by and hosted on G2.com.

What I dislike about Salesforce CRM Analytics is that it can feel a bit overwhelming at first, especially if you're not already familiar with the Salesforce ecosystem. The learning curve is definitely there—setting up dataflows, building dashboards, and understanding all the features takes time and some technical know-how. Also, the pricing can be a concern for smaller teams or businesses. It’s a powerful tool, no doubt, but if you're not fully invested in Salesforce already, it might not be the most cost-effective choice. Review collected by and hosted on G2.com.

The best thing that I like the most about salesforce CRM analytics is that it's less effort for me to in terms of time managerment, the accuracy of chaning from one task to another is a job well done as there is no delay and reacts fast. Review collected by and hosted on G2.com.

The least helpful feature about sift is it´s offline function, when you change the offline button, you still need to click the logout button, too much a hassle for us employees especially if it´s already out of working hours. Review collected by and hosted on G2.com.

overall the working experience with salesforce CRM was good.The implementation and customer support is very good and I have used it multiple time to access multiple features that it offers and also it is easy to use and ease to integrate and use frequency to use is very often. Review collected by and hosted on G2.com.

everything was good and on point but customer support can improve little bit Review collected by and hosted on G2.com.

it can record the customer or the client transactions day to day productivity and all the required information data in very user friendly manner Review collected by and hosted on G2.com.

it is best user friendly app ever no complications till now Review collected by and hosted on G2.com.

The helpful are we are only looking in one tab and all of the details are aleady available in just one look. Review collected by and hosted on G2.com.

When it comes to verification for DOB we need to pull another screen to check details the infomation. Review collected by and hosted on G2.com.

Its easy to change the tagging and we can save all the article that we are using in our daily basis . Review collected by and hosted on G2.com.

Theres always a system downtime and it takes time for them to update the Knowledge Base . We are hoping that the engineering team should do something about the system issue because our scorecard is connected to our tagging in salesforce , so if theres a system issue most of the time theres a descrepancy in our scorecard . The Knowledge base or Article is our guide in our work however theres a lot of scenario that if theres a new update and we are always using slack to share the new update instead of updating the article itself , so we need to search in slack the workflow that we need to do instead of following the article in salesforce . Review collected by and hosted on G2.com.

What I like with Salesforce CRM Analytics is that we can call or chat with our customers using the app. Also we can send email and when we received a document from our customer it can easily be forwarded to our customers account in CRM. We are actually using it everyday as Risk Investigator we were able to communicate with our customer and being customer centric. Review collected by and hosted on G2.com.

When we encounter internet connection problem we lost our call and our chat and there were times that the account got close as well. So if you don´t take note of the customers account and the information you talked about you will be lost. Review collected by and hosted on G2.com.

Salesforce CRM Analytics is a valuable tool for businesses looking to make data-driven decisions. It offers a user-friendly interface, making it accessible to people of all technical backgrounds. With Salesforce CRM Analytics, you can gain deep insights into your sales data, identify trends, opportunities, and areas for improvement. Additionally, you can customize the analytics to your specific needs and seamlessly integrate it with Salesforce CRM. Review collected by and hosted on G2.com.

While it offers a user-friendly interface, mastering all the features and functionalities can take time and effort. For smaller businesses or those with less complex data needs, it might be overkill. Additionally, it can be expensive, especially for businesses with limited budgets. Review collected by and hosted on G2.com.

This is very helpful especially when identifying numbers and scores of our associates. This is really impactful in a good way because we are able to determine real time scores. Review collected by and hosted on G2.com.

I just hope that it will not have a delay in releasing scores or scores being shown delayed because as I have mentioned this can greatly help identfying scores. Review collected by and hosted on G2.com.