Salesforce Tableau CRM was formerly known as Einstein Analytics. It is a comprehensive customer and business analytics platform that optimizes mobile use and brings flexible customer experience to Customer Relationship Management.

The foundation of any great customer experience is based on data. Salesforce is recognized as the world’s #1 CRM. Salesforce provides many important solutions like Health Cloud and Financial Services Cloud. But their main focus is on bringing more data to more people in an organization.

In this article, CloudVandana is giving a basic overview of salesforce Tableau CRM.

Also, view our another blog of Salesforce Einstein Latest Features.

Key Features Of Tableau CRM

A complete, AI-driven Analytics Platform
Pre-Built data management tools
AI-powered predictions and recommendations
Prebuild templates to build apps from scratch
Seamless collaboration and integration across the framework

Salesforce obtained Tableau in 2019. The target was to bring another level of data analytics into the Salesforce ecosystem. This acquisition includes-

Reporting and dashboards
Einstein analytics
Cloud Specific analytics
Datorama

Tableau is one of the markets leaders in user-friendly analytics. The product provides extensive data and analytics features, mainly with visualization.

Salesforce Renames Einstein Analytics to Tableau CRM

Salesforce renamed its predictive analytics tool, Einstein Analytics, to Tableau CRM. There are several reasons for this acquisition. The decision was made to bring two teams together. Now Salesforce is incorporating more Tableau features into the old Einstein ecosystem, which will make Salesforce more accessible and user-friendly.

The backstory of this adoption was the need for companies to adopt an all-digital, remote working world and giving power to everyone to make decisions faster. So in a single word, Einstein features, like predictive analytics, automatic recommendations are now part of Tableau CRM.

The main benefit of Tableau CRM is that it is already built into the Salesforce ecosystem. So it is easy to intake, sort, and visualize the data in both internal and external ways. Tableau remains outside the Salesforce ecosystem at present. Salesforce and Tableau announced a series of product integrations to bring both the products closer.

Benefits Of Tableau And Salesforce Integration

Tableau visuals can be embedded within Salesforce and data are allowed to be shared, automatically customized to each account or opportunity. But that is not all, so we are sharing the 5 main benefits of Tableau and Salesforce Integration.

1. Better Data Analysis And Visualization

The data visualization features of Tableau within Salesforce helps in spying patterns and trends that were previously invisible. As the visualizations are in the form of dashboards and worksheets, it is more user-friendly now, even non-technical persons can understand the dashboard. Getting a visual analysis at every stage of the sales funnel will help the sales representatives to make smarter decisions. From prospecting to pipeline coverage, account management, etc.

2.Magnificient Analytical Ability

Salesforce tableau CRM has magnificent analytics capabilities. This tool is so easy to use, non-technical people can access it and visualize data all on their own, driving better decision-making across the company and helps others to touch the goal.

3. Data Blending

Data blending is another important feature of Salesforce Tableau CRM. If pipeline growth and marketing engagements are needed on the same chart, Salesforce alone will face some limitations. Adding integrations with Tableau into the mix changes the whole thing. As Tableau does the data blending natively, users can have the information any time they need, irrespective of Salesforce modules.

4. Knowledge Sharing

As Salesforce reporting is limited to Salesforce data, it can not perform as the standard tool across the company. It has no data limitations, so it can be the standard for all departments throughout the organization, including finance, operations, or the executive team.

5.Increased Productivity

Salesforce with Tableau puts Salesforce’s rich customer data to work and brings analytics to life for every individual in the organization. Collecting department reports on one page save users time and provide an upgraded analysis of different customer bases. Users can safely access the data on their system or mobile devices, boosting the way the company understands the data at any time.

Integrating Salesforce And Tableau

Data is the foundation of every modern organization. Data analysis allows companies to boost opportunities for growth, make better decisions, and enhance their chances of success. So integrating Salesforce and Tableau is a tough move for anyone who wants a unified view of all the data across the company. Our senior-level Salesforce Consulting Team can handle that integration system to enhance the best practices and more.

Contact CloudVandana today to get started.