Tableau powers smarter experiences and deeper insights in the Salesforce Customer 360

With AI-powered insights in every Salesforce cloud and sector, Tableau CRM enables Salesforce clients exactly where they work so they can understand their data, uncover insights, and have confidence in their business choices.

Tableau is sharing some new examples of the power of Tableau CRM in Salesforce’s Spring ‘22 Release for customers.

Smarter insights drive sales growth

Sales Cloud, the world's most popular growth platform, is combined with Tableau, the world's most popular analytics platform, to create a single revenue management command centre that provides sales executives with insights across the sales and revenue cycle. Revenue Intelligence aids in the conversion of knowledge into action, from completing business to forecasting and establishing new pipelines. With Revenue Intelligence, you can:?

·???????Outperform expectations with actionable insights. To overcome pipeline gaps, use purpose-built analytics to improve prediction accuracy in the flow of work.

·???????Use data to adapt plans. To generate outcomes at scale, quickly find winning trends across salespeople, regions, and consumers.

·???????Assist sellers with confidence. To expand pipeline and finish transactions quicker, use AI insights to improve deal health.

·???????Use AI and data to augment everything. By combining Salesforce and external data, you can provide personalized insights to everyone in your company.

As sales teams swiftly adjust to a new selling landscape, having a clear picture of your company and pipeline is critical. In this work-from-anywhere era, Revenue Intelligence can assist any sales team in maximizing possibilities directly in the flow of work.

Power your organization with customer insights—without moving data

Moving data is difficult and time-consuming, especially when the amount of data is large. Salesforce CDP unifies data by combining it into a single, secure, and live data source that can be shared across the company.

You may use CDP Direct with Customer 360 to query Salesforce CDP directly without transferring any data. You may develop and incorporate insights directly in their work flow by leveraging the Lightning UI. Analytical insights come to you, exactly where you are, with a single source of truth for the data.

Tableau CRM has a native integration with Salesforce CDP. The following are some of the advantages:

·???????A quick start is required. Streamline your data preparation with no requirement for a connection or data setup.

·???????Easy to find. With a single sign-on to Salesforce, you can use both Tableau CRM and Salesforce CDP, reducing password fatigue.

·???????Safe and appropriate. Control is centralized since queries are executed on the logged-in profile, and sharing rules are implemented automatically.

·???????Metadata is taken into account. CDP object and field labels are re-used to generate analytical assets, simplifying data mapping.

The future is Net Zero

Tableau CRM is also powering Salesforce's Net Zero Cloud dashboards, uncovering actionable insights, and offering scenario planning and forecasting with this spring release. With Customer 360 solutions, every company can now take steps toward carbon neutrality.

Within Net Zero Cloud, all environmental data can be tracked, analysed, and reported using Tableau's trusted analytics. This allows any company to more simply and quickly calculate its carbon footprint and develop a climate action plan using a single source of truth. The goal of Tableau CRM for Net Zero Cloud is to make it simple to track measurements and adapt plans to decrease carbon footprints.

Among the most important features are:

·???????A holistic perspective of the organization's sustainability efforts, including carbon emissions, forecasts, renewable energy emphasis, procurement, business travel, and auditing

·???????Gain insight and pinpoint issue areas that must be addressed in order for the company to fulfil its goals. The insights also aid auditors in swiftly validating data by allowing them to examine critical metrics in one place.

·???????To democratize sustainability initiatives across the business, provide teams with actionable data via easy-to-understand infographics.