DO YOU KNOW TABLEAU CRM?

Oxford Learner’s Dictionaries defines analytics as "a meticulous and comprehensive examination of data employing a model, typically carried out by a computer, resulting in valuable insights. It involves deciphering data patterns to inform relevant actions and strategies. Analytics is indispensable for businesses to evaluate their journey, discern what's effective, and rectify what isn't. Utilizing analytics in conjunction with top Salesforce Partners can enhance business processes, strategies, and workflows, thus paving the way for success.

Coming to the aid of businesses in harnessing the power of data and analytics is Tableau CRM, a company acquired by Salesforce, Inc. of the USA in 2019 for USD 15.7 billion. With Tableau CRM and the support of premier Salesforce Partners , businesses can swiftly access insights, make informed decisions, and take decisive actions. Tableau CRM seamlessly integrates with a business's Salesforce organization through the expertise of top Salesforce Partners, eliminating time wastage in setup and dependencies on busy IT teams.

Tableau CRM's built-in tools, known as Analytics Actions, expedite response times. Whether it's creating a task, updating records, or sharing insights, it can all be achieved without the need for outdated technology or extensive data analysis. Analytics effortlessly amalgamates Salesforce data and information from various sources and mediums, empowering businesses to strategize, plan, and propel their growth in collaboration with the best Salesforce Partners .

Here are analytics apps tailored for three distinct teams in collaboration with top Salesforce Partners:

1. Sales Analytics: This suite provides sales teams with the lenses and dashboards needed for a comprehensive view of clients. Management gains insights into the sales pipeline, monitors team performance, and identifies fresh opportunities.
2. Service Analytics: Designed for customer service teams, it offers dashboards and lenses embedded in the Lightning Console, facilitating a holistic view of clients and streamlining service operations. The team can effortlessly track case trends, team productivity, and channel improvements.
3. IT Analytics: Analytics for Event Monitoring allows businesses to monitor application performance, understand user adoption, and assess the security of all Salesforce apps in use. Enhance the overall Salesforce experience and gain insights into user interactions.

Tableau CRM stands out for the following reasons:

• Mobile Optimization: Tableau CRM is meticulously crafted for mobile devices, catering to both Android and Apple users. Mobile compatibility is at its core, not an afterthought, ensuring accessibility wherever you are. Implemented by top Salesforce Partners .
• Apple Watch Integration: Tableau CRM was among the earliest enterprise apps for Apple Watch, putting analytics at your fingertips, whether on smartphones, tablets, or desktops. The choice is yours.
• Collaboration and Flexibility: Accessible from various electronic devices, it boosts productivity by allowing collaboration and analysis anytime, anywhere. Contact Codleo, Salesforce Platinum Partners , for more information.