What if you can have your business apps, your analysis, and advanced interactive dashboards all in one place? Well, that’s what Tableau CRM has brought for you. You can have your Actionable Analytics, AI, and Mobile integration through Tableau CRM. Not only can you visually analyze your current data, but you can also predict upcoming trends with the help of Einstein AI pre-built. Derive effective outcomes with a complete understanding of what happened, why it happened, and what you should do next, right in the flow of your work.
Forecasting helps in fetching better orders and improves deliverables with strategic alterations. Stuck with acquiring dashboard and reporting skills? Not to worry, Tableau CRM has prebuilt dashboard templates for you and your team to build smarter dashboards just by importing data into it.
With Tableau CRM, you can perform better, here's how:
360-degree view of customer data to identify cross-selling and upselling opportunities, improve the probability of winning, discount guidance, predict expected revenue and build strong customer relationships, and automate repetitive tasks to provide a streamlined and customized experience in every sales and service provided.
For instance: Predict a case’s next steps based on previous cases having similar stages or know about your next quarter's revenue by importing data from historical quarters.
Prioritize your work with interactive dashboards and KPIs for every industry and role. Develop a better understanding of your customers by getting descriptive insights through descriptive charts and explanations.
For instance: Prospects achieved across set targets through a campaign can be shown with the help of a bullet chart.
With over 50 connectors ready and still upgrading, you can integrate external data with Salesforce for a holistic view. You can use this data in readily available templates, start analyzing in just a few clicks without having to code, and complete projects faster to discover the full story of all your data.
For instance: Templates such as Comparison dashboard, Sales Overview dashboard, Trend Analysis dashboard, and many more.
Auto-scale across all users and billions of rows of data in seconds on the Tableau CRM. Leverage permissions and policies embedded in the Salesforce workflow to ensure proper governance and visibility across departments. Get notified about data refreshes through schedules and subscriptions.
Last but not least, the mobile app has all the functionalities, making it more dynamic and user-friendly. For all of your CRM users, Tableau CRM provides a one-stop analysis solution.
.svg)
.svg)
.svg)
.svg)
.png)
What if you can have your business apps, your analysis, and advanced interactive dashboards all in one place? Well, that’s what Tableau CRM has brought for you. You can have your Actionable Analytics, AI, and Mobile integration through Tableau CRM. Not only can you visually analyze your current data, but you can also predict upcoming trends with the help of Einstein AI pre-built. Derive effective outcomes with a complete understanding of what happened, why it happened, and what you should do next, right in the flow of your work.
Forecasting helps in fetching better orders and improves deliverables with strategic alterations. Stuck with acquiring dashboard and reporting skills? Not to worry, Tableau CRM has prebuilt dashboard templates for you and your team to build smarter dashboards just by importing data into it.
With Tableau CRM, you can perform better, here's how:
360-degree view of customer data to identify cross-selling and upselling opportunities, improve the probability of winning, discount guidance, predict expected revenue and build strong customer relationships, and automate repetitive tasks to provide a streamlined and customized experience in every sales and service provided.
For instance: Predict a case’s next steps based on previous cases having similar stages or know about your next quarter's revenue by importing data from historical quarters.
Prioritize your work with interactive dashboards and KPIs for every industry and role. Develop a better understanding of your customers by getting descriptive insights through descriptive charts and explanations.
For instance: Prospects achieved across set targets through a campaign can be shown with the help of a bullet chart.
With over 50 connectors ready and still upgrading, you can integrate external data with Salesforce for a holistic view. You can use this data in readily available templates, start analyzing in just a few clicks without having to code, and complete projects faster to discover the full story of all your data.
For instance: Templates such as Comparison dashboard, Sales Overview dashboard, Trend Analysis dashboard, and many more.
Auto-scale across all users and billions of rows of data in seconds on the Tableau CRM. Leverage permissions and policies embedded in the Salesforce workflow to ensure proper governance and visibility across departments. Get notified about data refreshes through schedules and subscriptions.
Last but not least, the mobile app has all the functionalities, making it more dynamic and user-friendly. For all of your CRM users, Tableau CRM provides a one-stop analysis solution.
.svg)
.svg){kind=logo}
.svg)
