Tableau

Combining the Power of Salesforce and Tableau

  • Data-driven decisions with Salesforce & Tableau integration

  • How data visualization enhances CRM performance

  • Increase sales, improve customer service, and optimize marketingTableau: The Gold Standard in Data Visualization

Tableau: The Gold Standard in Data Visualization

  • Core features: drag-and-drop interface, interactive dashboards, real-time analytics

  • Supports diverse data sources: cloud databases, spreadsheets, big data platforms

  • Tableau was named a Leader in the Gartner Magic Quadrant for Analytics and BI Platforms for the 12th consecutive year in 2024

  • Tableau adoption leads to 43% faster data discovery and analysis

Seamless Integration: Salesforce Data in Tableau

  • Direct connectors: Salesforce connector, Web Data Connector, and APIs

  • Visualize sales pipelines, customer behavior, and marketing campaign performance

  • Embedded dashboards: access Tableau visualizations directly within Salesforce

  • Automated data refresh: real-time insights based on the latest Salesforce data

Real-World Applications of Salesforce and Tableau

  • Sales: Identify top-performing products, optimize sales territories, forecast revenue

    • Example: Analyze sales data to identify regions with highest growth potential, leading to a 15% increase in regional sales.

  • Marketing: Track campaign ROI, understand customer segmentation, personalize messaging

    • Example: Improve email open rates by 20% by targeting specific customer segments identified through Tableau analysis.

  • Customer Service: Monitor case resolution times, identify common issues, improve customer satisfaction

    • Example: Reduce average case resolution time by 10% by identifying recurring issues and creating targeted support materials.

  • Healthcare: Analyze patient outcomes, optimize resource allocation, reduce costs

    • Example: A major hospital system used Salesforce and Tableau to improve patient discharge processes, reducing readmission rates by 8%.