Data Visualization and Analytics

Equip your team with the data and analytics they need to make the best decision every time using Tableau CRM

Organizations achieve 587% ROI by implementing a data visualization and analysis platform.

Decision acceleration

Reduce the effort of data collection, organization, and evaluation by

30 minutes a day


Increase team members’ overall productivity by


Payback time

Companies who implemented Tableau recouped their investment in

< 3 months

Highlights from:

The Total Economic Impact™ Of Tableau

Cost Savings And Business Benefits Enabled By Tableau.
A Forrester Total Economic Impact™ Study Commissioned By Tableau (December 2019)

Data visualization, analytics, and AI reimagined to accelerate your growth and improve decision-making

What we can help you achieve

Sales cycle acceleration | Sales performance management

Our approach to data visualization, analytics, and AI allows you to tap into your data to (a) reveal and uncover hidden opportunities in your data, (b) empower your teams to make effective data-driven decisions, and (c) manage the big picture so you can take effective action to grow your business.


  • Identify new ways to connect more deeply with customers
  • Monitor your business in real time
  • Stay aligned to marketplace reality


  • Give your entire team access to data
  • Enable your teams to dive deep in data and find insights
  • Link analytics to your business processes right within your CRM workflow

Manage the
big picture

  • Customize analytics to your business outcomes
  • Identify customer behavior patterns
  • Anticipate opportunities

Click to enlarge

Intuitive interface

Other data visualization tools intimidate people with limited technical knowledge. With its easy-to-use interface and features, Tableau empowers your entire sales team to manipulate data and tease out insights.

Click to enlarge

Integrate dashboards anywhere

Tableau CRM's native Salesforce integration means that you can integrate dashboards and data wherever your team needs it to make decisions.

Real quantified benefits (3-Year)


Reduced time for users to evaluate data and reach similar conclusions


Reduced cost of depreciation


Avoided cost of alternate software products

Highlights from:

The Total Economic Impact™ Of Tableau
Cost Savings And Business Benefits Enabled By Tableau.
A Forrester Total Economic Impact™ Study Commissioned By Tableau (December 2019)

Key benefits and features

Tableau CRM offers powerful benefits to your organization


Connect to Salesforce data

Easily visualize the metrics that matter most to your business, so data can drive decisions at every phase of the pipeline: prospecting, lead management, pipeline coverage, account management, and more.


Jump-start your insights

Using Tableau's Dashboard Starters for Salesforce, you can hit the ground running and start analyzing actionable data within minutes. In a few clicks, you'll be able to connect your data and design aesthetic dashboards to track accounts, present quarterly results, identify top accounts, and more.


Understand your customers deeply

By connecting to Salesforce CDP, you can take advantage your customer data in Tableau for nearly limitless data exploration. Uncover all the “who” and “why” details behind your campaigns across channels and customer interactions.


Connect to your marketing intelligence

Datorama and Tableau are both part of the Salesforce suite of software, so they connect natively to each other, bringing together the best of both platform0s to help marketers maximize the ROI and impact of campaigns.

Solve your growth problem

Share your business challenges in a collaborative session with us so we can brainstorm solutions together.