If you got to this content, certainly you already have considered using tools such as Tableau and Salesforce. But do you know how to enhance its use, how to collect and analyse data the best way possible, and how to make data analysis with Write-Back? Discover the new Tableau CRM’s benefits and how the new Xpand IT software product can improve your user experience.
If you got to this content, certainly you already have considered using tools such as Tableau and Salesforce. But do you know how to enhance its use, how to collect and analyse data the best way possible, and how to make data analysis with Write-Back? Discover the new Tableau’s CRM Analytics benefits and how the Write-Back can improve your user experience.
Salesforce CRM is an invaluable tool for managing sales processes and customer relationships. In short, it is an intuitive, customizable cloud platform that enables you to get the best out of your data and ensure that it is always up to date with very little effort.
However, the value of using Salesforce does not end here. Because processes are better defined using the tool, you can start to make them richer by providing more context at each step along the way. And this is where analytics takes an important role, allowing you to see immediately beyond the moment or the current sale and giving you a broader picture of what is happening or even anticipating the results of your next action with predictive models. This means you will be able to make better decisions because you are relying on a broader context rather than guesswork, which will increase your chances of success.
When using Salesforce for analytics, you used to have to choose between:
• Einstein Discovery, built into Salesforce and allows the combination of internal and external data, providing users with a more intelligent experience. This is achieved by offering insights as well as AI/machine learning capabilities on top of Salesforce CRM applications. This meant that it was better suited to implementing use cases related to CRM processes.
• Tableau, a leading analytics platform that allows anyone you choose to see and understand your company data. Connect to almost any database, use drag and drop to create visualisations, and share with just a click. It offers limitless data exploration and visual analytics across any data source.
These tools are being combined into one (Tableau CRM Analytics), bringing the best of both worlds, a single analytics platform that is great not only for exploring and visualising data from any data source but also features enhanced predictive and recommendation capabilities.
The way forward is simply using Tableau within Salesforce CRM, making it an integral part of your CRM flow and enabling CRM users to have immediate access to the right insights in order to make decisions. This process has been simplified by the introduction of the Tableau Viz Lightning web component, making it easy to integrate Tableau visualisations into Salesforce with just a few clicks. Also, Tableau uses the same security mechanism as Salesforce, meaning that users are always synchronised and only need to sign in once to use both applications. Besides that, Salesforce is normalizing even more the connections between Salesforce CRM and Tableau by implementing accelerators and connectors that will grant you already-developed dashboards templates for your CRM analysis.
With all these insights available from data sources beyond simple CRM, you’ll probably want to start creating richer models, whether for forecasting or categorisation, as well as getting qualitative analyses from users involved in the process. This is where Write-Back enables you to take the next step. Placing it inside your Tableau visualisations, you have an easy way to access those user inputs and integrate them into the process immediately. This makes the whole experience more actionable, not just through the CRM process using Salesforce but also through the analytics process with Write-Back.
The best part of all this is that Write-Back can also be fully integrated into Salesforce security, meaning that although users are using the three products simultaneously, the experience will be seamless, as they are all fully integrated.