Author: Marcus Romero, Salesforce Services Director
In today’s fast-paced business world, data analytics has become an essential tool for organizations looking to remain competitive. Still, the process of gathering and analyzing data from various sources, and then using them to make informed decisions, can prove overwhelming. That’s where Tableau CRM (formerly known as Einstein Analytics) comes in. This powerful business-intelligence and analytics platform helps organizations derive insights from their data.
Let’s explore the top five reasons your organization should consider adding Tableau CRM Salesforce to your analytics stack.
Improved Data Visualization
One of Tableau CRM’s key benefits is its ability to create interactive and appealing data visualizations. This allows a business to identify patterns and trends quickly and easily, leading to more informed decisions. Users can create customized dashboards that provide a clear picture of their data, making it easier to analyze and understand.
Seamless Integration
Tableau CRM integrates with many different data sources, including Salesforce, AWS, Google Analytics, spreadsheets, databases, and custom applications. This allows you to analyze data from numerous sources, giving you a more comprehensive view of your customer, saving you time, and ensuring you have the latest data at your disposal.
Predictive Analytics
Tableau CRM provides advanced analytics and AI (Artificial Intelligence) capabilities that enable your organization to forecast future trends and make informed data-based decisions. The platform’s machine-learning algorithms can help you identify patterns and trends that may not be obvious to users, making it extremely valuable for predicting potential opportunities.
Real-Time Analytics
With Tableau CRM’s analytics capabilities, you can quickly identify areas of your business that need attention, and then take corrective action. For example, a business can spot potential issues before they become major problems, allowing your team to remediate the situation before it is too late — as when you discover you’re running low on product stock and are able to let sales representatives know before they sell a ton of that product.
User-Friendly Interface
Like Salesforce, Tableau CRM has an intuitive interface built for business users. There are out-of-the-box reports and templates to help you get started, but the platform still requires you to establish connections to data source(s). Additionally, there is a range of training resources to help you get the most out of the product.
Conclusion
Tableau CRM is a powerful, easy-to-use tool for organizations that want to remain competitive in today’s data-driven world. The platform provides an all-in-one analytics solution that enables your organization to derive insights from your data and take action based on them. Tableau CRM in Salesforce helps your organization scale and adapt to changing business needs, leverage real-time analytics, and gain deeper insights from your data with advanced analytics and AI.
If you’d like to learn more about Subscription Consulting, please contact Kurt Reedy at [email protected] to schedule a meeting!
