Tableau

Tableau

Salesforce
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About

Salesloft is a predictive revenue platform that helps sales teams prioritize actions, manage opportunities, engage prospects, and improve forecast visibility. The platform captures revenue signals from across a company’s sales stack and uses a data and AI engine to interpret activity, prioritize important events, and recommend next steps. Its product suite includes Cadence for sales engagement, Clari Forecast for forecasting, Conversation Intelligence, Deals, Inspect for pipeline inspection, Revenue Cadences, and Rhythm for workflow prioritization. Salesloft can surface next-best actions such as following up with engaged prospects, rescheduling missed meetings, adding accounts to cadences, or responding to deal activity. AI agents and human sellers can work together on tasks including forecast summaries, deal-risk plays, meeting preparation, and account follow-up.

About

Tableau, now enhanced with AI-powered capabilities and integrated with Salesforce, is an advanced analytics platform that helps businesses turn data into actionable insights. With Tableau Next, users can unlock the full potential of their data by accessing trusted AI-driven analytics. Whether deployed in the cloud, on-premises, or natively within Salesforce CRM, Tableau enables seamless data integration, powerful visualizations, and collaboration. The platform is designed to support organizations of all sizes in making data-driven decisions, while fostering a Data Culture through easy-to-use, intuitive tools for analysts, business leaders, IT leaders, and developers alike.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

B2B sales teams, sales development representatives, account executives, sales managers, revenue operations teams, customer-facing revenue organizations, and executives that need coordinated sales engagement, forecasting, pipeline management, and AI-driven revenue workflows

Audience

Tableau is ideal for businesses looking to unlock the full potential of their data through AI-powered analytics, empowering analysts, business leaders, and IT teams to make data-driven decisions and foster a Data Culture

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$75/user/month
Free Version
Free Trial

Reviews/Ratings

Overall 4.8 / 5
ease 5.0 / 5
features 4.5 / 5
design 4.5 / 5
support 4.9 / 5

Reviews/Ratings

Overall 4.4 / 5
ease 4.8 / 5
features 4.7 / 5
design 4.7 / 5
support 4.5 / 5

Pros & Cons from Real Users

Pros

  • It has strong integration with Salesforce and other CRM tools, allowing you to extract relevant information and update opportunities automatically. Salesloft has a simple and intuitive user interface that makes it easy to view, manage, and update your pipeline and forecast. It provides useful information and analysis to help sales representatives and managers identify risks, opportunities, trends, and patterns in their business. I like that it has a powerful forecasting module that helps sales teams improve their accuracy and confidence in their numbers. The conversation intelligence feature helps sales reps capture and analyze customer feedback and interactions. Salesloft has a product suite ecosystem that includes other products, which is a conversation intelligence tool that helps sales reps improve their skills and performance.
  • There are many features I loved but the topmost feature I liked is sales pipeline visualization. It gives a top-angle view to understand what's happening. It has an appealing user interface and is incredibly easy to onboard. It has the best pre-simplified sales cycle.
  • Call recording and clarity. Analytics. Ease of use and setup. Real time cue cards to help the sales person. Robust integration with CRMs and Callers. Upload call features.
  • I like Clari's ease of use and integration with our CRM to impact our sales and customer relationship mechanisms effectively. It has been instrumental for us to measure our sales productivity. It generates valuable reports to project our effectiveness, make forecasts and develop future strategies to have the expected sales performance.
  • It is a software with a simple and intuitive interface that integrates with our CRM, generates analytics to get an idea of the current reality of our business and allows us to have future projections to take the necessary forecasts and devise strategies for sales and customer relationship. It has an excellent reporting function and excellent customer service.

Cons

  • It can be expensive for some companies, especially if they need to use multiple products in the product suite ecosystem. Sometimes it is buggy or slow at times, which can affect the user experience and data quality. Sometimes it is redundant or overlaps with some of the capabilities of Salesforce or other CRM tools, if used correctly. Salesloft may have issues with data synchronization or migration when there are changes in the organization or sales structure. Disappointing is the limitations in its reporting and dashboard features, which can make it difficult to customize or filter data.
  • Never faced any major issues while using Salesloft for our sales process.
  • Transcription quality is sometimes bad but on par with the other competitors.
  • The sales reports and forecasts are not structured in the best way; they could be more organized, it would make everything easier for our work team.
  • The reports are not customizable and its structure could be improved, other than that there has been nothing that I dislike about this software, it works well.

Pros & Cons from Real Users

Pros

  • Seamless and power-packed with tools. It is very generic and can be integrated with a lot of software. It gets frequent upgrades. The price is very decent.
  • #1- Data collected from various sources gives us the best insights to analyze. #2- Salesforce connection is great. #3- Summarised Analytics gives very easy to understand and helps to take the best decision for business.
  • Tableau offers a wide suite of visualization types and is quite powerful, sometimes even bypassing the need to do basic types of calculations (like ratios, you do that within Tableau so you don't have to calculate special columns in your spreadsheet).
  • Clear interface for better visualization Simple to use - Drag & Drop Easily integrates with multiple data points Multiple graphical structures Great performance even with large amount of data Good documentation
  • - The whole concept of drag and drop interface is quite novel and makes the software really easy to pick up and deploy. - Lot's of really interesting built-in and tested features that make the reports interactive. A lot of niche excel skills were needed to do this before.

Cons

  • It has limited tools for analyzing unsupervised data. Does not provide support for neural algorithms.
  • #1- We enjoyed using this platform. No cons we ever faced.
  • If your data is complex or irregular you do need to normalize the data and make sure each column's references don't break (i.e. referring to a cell in another book sometimes might cause problems). And the interface for Tableau isn't all that intuitive either, so expect to do some reading of tutorials. Oh and Tableau can be expensive if you're using it commercially.
  • Expensive for individual license Advanced features require good amount of learning
  • - It might not be so obvious initially but the software gets really expensive once you start deploying it in large teams. This makes it beyond reach for small businesses.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Salesloft
Founded: 2011
United States
salesloft.com

Company Information

Salesforce
Founded: 1999
United States
www.tableau.com

Alternatives

Alternatives

Grafana Cloud

Grafana Cloud

Grafana Labs
Denodo

Denodo

Denodo Technologies
JMP Statistical Software

JMP Statistical Software

JMP Statistical Discovery
ZoomInfo Sales

ZoomInfo Sales

ZoomInfo

Categories

Categories

Inside Sales Features

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Business Intelligence Features

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Integrations

AccessOwl
Alta
Clarity Security
Crossbeam
Desktop.com
Indent
LinkedIn Sales Navigator
Motileo
Nango
Octane11
Refold
Salesforce
Salesforce Data 360
Saleshood
Scoop Analytics
Spinify
Storydoc
Workers by Delos
Zoho Directory
Salesmotion

Integrations

AccessOwl
Alta
Clarity Security
Crossbeam
Desktop.com
Indent
LinkedIn Sales Navigator
Motileo
Nango
Octane11
Refold
Salesforce
Salesforce Data 360
Saleshood
Scoop Analytics
Spinify
Storydoc
Workers by Delos
Zoho Directory
Salesmotion
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