Obtain actionable data within minutes and connect the same to common enterprise applications for creating advanced, automated, and informative dashboards on Salesforce Tableau using Dashboard Starters.
Dashboard Starters for Salesforce helps you in fine-tuning your sales funnel, improve your sales, marketing, and support teams, and make optimum use of your CRM data for attaining productive results.
Dashboard Starters help you track an array of important metrics, including the size of your sales pipeline, opportunities generated and tracked by your team, loss rate (if any), and many other aspects pertaining to driving better sales.
These dashboards help your sales teams in particular and senior management in getting a complete picture of the organization, mitigating crises, and making important decisions for the future.
Faster And More Reliable Analytics
Salesforce Tableau integrates two powerful entities to help the joint users in availing of the features provided by both of them on a unified platform. Here, the key feature the users obtain is that of carrying out effective analytics.
Salesforce is the market leader when it comes to business CRM platforms and helps users keep a track of all their data in an automated manner. This data can only be utilized in a productive way if it is analyzed properly and proper conclusions are drawn out of the same.
Tableau provides this facility for carrying out business analytics in a faster and reliable manner. For all your sales processes, you can analyze the deals closes, leads managed, and opportunities tracked over a specific period of time. For marketing processes, you can analyze the communication channels used, customers approached, and responses received.
Salesforce Tableau carried out this symbiotic process of utilizing CRM data and analyzing the same to provide the users with conclusive results.
Understanding Your Customers Through Data
Go beyond figures and get a complete understanding of your customers through Salesforce Tableau. The integrated platform helps you take a complete note of the needs and preferences of your customers and provides you with a visual representation of the same.
Based on the metrics and KPIs you are focusing on, Salesforce Tableau assesses all your recorded data and provides you with an understandable visual representation of the same. This not only gives you a conclusive idea pertaining to a specific aspect of your business but also helps you understand your customers better.
Advanced and automated BI and AI tools sense patterns and trends in your database, offering you details about the choices your customers have made and the ones they are likely to make in the future. Also, the platform shows you the communication channels yielding the best results. Once you understand exactly what your customers need, you can tailor your business processes and customer communication according to their specific requirements.
Suitable For All Departments And Clouds
Salesforce Tableau comes with no limit to the amount and kind of data to be recorded, analyzed, and visualized for the users, as long as the data falls within the ecosystem of Salesforce.
The integrated platform can be used almost every major Salesforce offerings and Clouds, each of them serving a specific purpose. Integration with Sales Cloud helps obtain sales analytics, sales forecasts, and other relevant information regarding your leads and opportunities.
Integration with the Marketing Cloud helps the users get visual summaries of the different marketing campaigns created, the number of prospects reached, and the effectiveness of different marketing channels.
Service Cloud integration allows the users to get conclusive visual reports pertaining to the effectiveness of the services provided, the number of cases handled, and the effectiveness of the customer executives. Integration with the Commerce Cloud facilitates personalized order management and keeping a track of customer journeys across multiple storefronts.