Undoubtedly, Salesforce is being the #1 Customer Relationship Management tool for all sizes of businesses. This is an awesome tool to better engage with customers and employees. Tableau was successfully acquired by Salesforce in 2019 right after that data visualization is also an added advantage to each Salesforce user.
Salesforce CRM offers built-in data reporting modules to manage data of customers and as well employees, but this does not support advanced data visualization.
Everyone knows that Tableau was built with visualization as its core strength which is one of the main reasons Tableau is touted as the best compliment to Salesforce. Tableau Integration with Salesforce helps businesses gain a multitude of advantages.
Benefits of Salesforce and Tableau Integration
The true power of Salesforce CRM is felt only when business users can analyze data and read data insights within the flow of the CRM process. This is a direct advantage of using tableau integrated with Salesforce. Salesforce can seamlessly integrate with Tableau. This drives direct technical and business benefits on multiple fronts
Better Data visualization and analysis
Embedding Tableau in Salesforce provides data visualization powers of Tableau within the instance of Salesforce CRM. Tableau delivers critical insights, forecasts, trends, predictions and recommendations through its intuitive interface. When driving these from a single seamless interface, it makes this a very powerful tool to your sales and services teams – enabling them to make data-driven decisions every time.
Faster data Computation
Tableau uses both direct and in-memory computation to achieve faster data computation. This state of the art technology sits at the heart of Tableau VizQL Engine. Thereby allowing business uses to analyze large volumes of data relatively quickly and efficiently.
Delivering Seamless User Experience
Another benefit of Salesforce and Tableau integration is that it makes consumer data work. This combined source allows meaningful and secure data analytics that can be performed through web browsers and other mobile devices. Being Native to Salesforce Tableau CRM adheres to the security framework of Salesforce, alongside the common governance of the platform makes it easier to deploy and adopt across the organization.
Enjoying the benefits of a single data source helps organizations roll out business intelligence with the least worry of data modelling, quality or data management.
Increased Productivity and Decision Making
Tableau is a SaaS Platform, also available for on-premises deployments for very large scale implementations. Being built on SaaS Principles, at its core supports one-click deployment. Tableau is fully integrated with the Salesforce Platform Administration and Setup toolset – making it devoid of data configuration requirements.
CRM users can now enjoy the same level of access permissions setup for CRM access to Tableau, so Users across the organizations have access to analytics, insights and live to report as they continue to work within Salesforce.
Everyone knows that Salesforce provides out of the box reporting and Dashboards. There is a marked difference between Analytics and Reporting. Combining Tableau with Salesforce opens up the power of Analytics through Visualization and Intelligent insights at the hands of the user.
Key Points over Integration of Salesforce and Tableau
Data visualization helps a company Read business data insights quickly and arrive at logical decisions quickly.
Particularly with Salesforce data, Analytics tools help focus on Leads, Prospects and Conversion metrics at a large scale and make the right decisions.
The blending of Salesforce and Tableau will help companies to:
- Know where exactly Sales teams should focus.
- Where to apply additional budget and resources
- Improved team’s communication
- Set expectations
Tableau and Salesforce integration is a winning combination for productive data analytics that bring effortless benefits to CRM Users. It lets organizations get rid of fake data, data silos, batch reporting, and inconsistent data. It reduces the cost of report or data preparation to a great extent while improving quality multi-fold.
In this digitalized world, successfully companies use the combined power of Salesforce and Tableau to contribute to business growth.
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