DO YOU KNOW TABLEAU CRM?

Publish date:

• 1st September, 2023

Oxford Learner’s Dictionary defines analytics as “  a careful and complete analysis of data using a model, usually performed by a computer; information resulting from this analysis. “ It is used for the study & messaging of insightful patterns in collated information. It also means using the data patterns for relevant action and strategies. It is helpful for businesses to assess their journey and see what’s worked and what hasn’t. Analytics and the Best Salesforce Partners can be used to improve business processes, strategies, and workflows, so success is not elusive.

Coming to the aid of businesses seeking help via data and analytics is  Tableau CRM, a company acquired by the house of Salesforce, Inc. of the USA, in 2021 for USD 15.7 billion. Now businesses can source replies, make decisions, and take relevant steps with Tableau CRM and the Best Salesforce Partners. Tableau CRM Apps link with the Salesforce org of businesses instantly, thanks to the Best Salesforce Partners, so there is no wastage of time in gestation, etc.  No dependencies on the busy IT team, software optimisation, etc confirm the Salesforce Platinum Partners. When you get a reply, move quickly with the built-in tools called Analytics Actions. Create a job, bring a record up to speed, share insights, etc.—without the need for archaic tech or data analysis. Analytics brings together Salesforce data — or any other information from different channels and mediums—successfully. Businesses are now empowered to strategize, plan, and take action for their growth with the help of the best Salesforce partners.

Below are analytic apps for 3 different teams as per the Best Salesforce Partners:

• Sales Analytics comes with the lenses & dashboards required by a sales team so the team members can get a holistic end-to-end picture of the client. The management gets insights into the existing pipeline, monitors staff performance, and discovers novel opportunities.

• Service Analytics contains dashboards and lenses that empower the custom service team to provide the superior service that clients demand these days. It’s embedded in the Lightning Console, providing the service team with a holistic view of clients and revealing SFDC Partners. It’s the simplest way for the team to monitor case trends, team productivity, and channel enhancement.

• Apps for Information Technology, or IT, simply. Thanks to Analytics for Event Monitoring, businesses can monitor app performance, comprehend user adoption, and view the security information of all the Salesforce apps being used by you or any other business. Enhance the general Salesforce experience and gain insights into who is accessing what business information.

Tableau CRM is making waves because:

1. Tableau CRM is curated for cell phone devices and enhanced for all electronic devices, be it Android or Apple. Here, cell phone compatibility is at the heart of its operations, not a byproduct. Whether you are in Calcutta at a coffee home, a bakery in Poona, or a store in Kalimpong, you are never far from Tableau. Implemented by the Best Salesforce Partners.

2. Tableau CRM for an Apple Watch was the earliest enterprise app for it.  Analytics is now at the fingertips of those who want to use Tableau, be it on smartphones, tablets, or desktops. People have the choice. How cool is that?

3. Collaboration and analysis anytime, anywhere. More productivity thanks to its availability from different electronic devices.  Call Codleo – Salesforce Platinum Partners.

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About the Author

Anand Sharma

Anand is a Salesforce Evangelist, joined the Salesforce ecosystem in 2014 helping customers to be successful with Salesforce, and joined Codleo to share the goodness with even more developers all around the world. He is based in New Delhi, with his wife, and he tries to escape summers every chance he gets.