Tableau CRM Reviews

Salesforce CRM Analytics helps in represent huge data into a granular reports and dashbord it helps in integrating data from many source and analyse it at once place . Their support team always stand by your side to implement and execute your requirements which will make your work easy. It also helps in completing your task faster as you dont need to go to multiple tabs as every required details can be seen on single screen with bird view . Because of these multiple features its frequncey of use is increasing day by day.

Salesforce CRM analytics have connectors for limits apps on and if we want to do integration with less popular application then integration process may take some time.

It helps in repressing sales and customer data on which we work.

It's very easy to access data for the the database and and connections to data base is also pretty simple and faster

Need to improve in Machine learning and AI

Dashboards

We are able to use less visual real estate to give our sales team actionable insights.

The learning curve. But it's all good. We love it.

Connecting Sales and Marketing insights and improving lead conversion.

Integration with native CRM platform, easy of use.

The access is not provisioned, if you dont use every 90 days - access expires

Provides more detailed data, easy to use and integrates with internal systems

Salesforce CRM stands out as a comprehensive and flexible solution that caters to diverse business needs. Its strength lies in its customization options, automation capabilities, and seamless integration with other business tools.

It can be costly and not all businesses can afford it.

Analyzing complex datasets can be challenging, especially when dealing with large volumes of information or when trying to identify trends and patterns.

It keeps track to customer ineteraction; Saleforce also increases productivity, it has also personalized messaging option for better customer engagement

There are least things that needs to be improved; currently enjoying its features.

Data intergration and salesforce helps remove redundant works/tasks which immensely improve our productivity.

Tableau is no doubt a powerful analytics and reporting tool, however after salesforce CRM acquisition it has become more robust and integration friendly making it easy to use along with APIs

The specific innovation in the tool itself has reduced - initially a lot of focus was on slicing and dicing the data, creating legends, cascade filters etc. However, Now that level of innovation has stopped and is more or less focused on CRM aspects

We are using it to help analyse our sales reps performance in the Pharmaceutical space

It is already established in the community and a also a has earned the reputation for leading in the customer relationship management field. Salesforce can be used to manage customers data, automate the processes, and improve customer relationships. Businesses can use Salesforce to save money while improving customer related solutions through their email .

For me, the least helpful is their timer as it is not accourate when idle.

We can address customers concern and advise them abou how their account is going by sending email via Salesforce as this help us to lessen the hassle on customer contact.

I am using Salesforce CRM every day as one of our main tools with RingCentral to help customers and businesses. I can see my pipeline and manage my deals effectively. I can create a customized report and see all the data I need in a dashboard. I can also check all the customer information that I need as a Sales Account Executive. This is also the tool that we use to set up a new account or process a change order for the customer's plans and services. Another good thing about it is that it is integrated with all the other applications that we are using at work. It helps all communications between RingCentral and its customers be centralized. That's why I find it very helpful, easy, and manageable to use. Lastly, it has a guide and support if you need help with something that you don't know about.

I like everything about Salesforce CRM!!

Salesforce CRM is one of the main tools that I am using as a Sales Account Executive with RingCentral. Without it, I will not be able to do my job and provide assistance and support to our clients and customers.

Its analytics CRM is best in the industry, its easy to use with active customer support, it has unique numbers of features which are easy to implement. My frequency of use as increased in past few weeks, because of its ease of integration.

It is the most expensive tool in the industry. Its dashboard is a bit complicated.

It increase my revenue by providing more specific data about my clients and the industry. And it help me to reduce my research and development cost.