Salesforce &
Tableau

The software for business intelligence and
Analytics.

What is Tableau?

Tableau is a visual analytics platform that reveals entirely new ways to use data to solve problems, empowering people and organizations to get the most out of their data.

What you can expect from Tableau:

  • Tableau CRM is a cloud-based Salesforce solution for a state-of-the-art analytics platform. Tableau CRM can support your business with powerful CRM analytics and offers comprehensive analysis capabilities. Tableau CRM combines dynamic, interactive data visualization with the power of machine learning to deliver insights and data-driven applications.
  • Tableau CRM is integrated with Salesforce, seamlessly integrating data into every action and decision in Salesforce, including Sales Cloud and Service Cloud. With the Action Framework, you know exactly what to do, such as collaborating in Chatter, updating datasets, and sharing visualizations with your team.
  • Tableau CRM is designed as a discovery/predictive analytics tool to give you deeper insight into your data. With Tableau CRM, you get new views to understand your pipeline, end-to-end customer insights, and predictive insights using historical data to plan your next actions.
  • Leverage the power of fully native analytics in your CRM workflows with Tableau CRM. Salesforce CRM users can work more efficiently, identify trends, predict outcomes, and get timely recommendations for next steps right in the workplace. Use advanced AI models that can be easily set up without programming to better link analytics to next actions.

Let's take your business to the next level together!

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