Data today has become the competitive edge among the enterprises that outperform the customer experience game and the ones that don’t. And for enterprises to thrive in the fast-changing environment, it is not just enough to have data; instead, they must also know how to put the data to work.
Putting the data into work means enterprises can easily retain customers, uncover hidden opportunities, attract talented resources, and deliver seamless and connected experiences for their customers.
Salesforce is always known for its acquisitions that drive mutual value! On August 1st, 2019, Salesforce completed its acquisition of Tableau, bringing together the world’s #1 CRM with the world’s #1 analytics platform. Right from its acquisition in 2019, a lot of things have changed about how enterprises leverage their CRM to its fullest potential.
In a recent study conducted by Tableau in conjunction with YouGov, it has been revealed that 82% percent of data-driven companies have reported critical business advantages even during the time of the pandemic.
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To augment a data-driven culture, you need innovations that can present your crucial business data into actionable insights so that you can frame your decisions based on that.
Salesforce and Tableau can mean a lot for your business in the days to come. Being a trusted Salesforce partner, and a leader in data platform transformation, in this article we have explored the benefits of integrating Salesforce with Tableau analytics platform.
The Top 5 Benefits of Integrating Salesforce and Tableau!
1. Enables data democracy across the organization:
To achieve efficiency across the business touchpoints, every employee in your organization should have access to the right data. Providing them with the data they need to do their best work will help achieve efficiency across business touchpoints and will also drive home the desired business impacts.
But to achieve this all your business data must be connected on a single platform. Customer 360 makes this possible by connecting every team in your organization like sales, marketing, service, commerce, and IT. And when Customer 360 joins hands with the world’s #1 analytics platform like Tableau anything can be made possible. You can easily visualize and explore Salesforce data in Tableau.
As the platform brings analytics into the flow of the business, you can easily unify diverse data that are available both within and outside Salesforce. Now, each and every employee in your organization can make informed business decisions with the intelligent insights provided by Tableau.
2. Goes beyond CRM and provides analytics-driven recommendations:
Salesforce’s acquisition of Tableau has transformed the firm’s core beyond the CRM product line. Beyond CRM Salesforce today is a comprehensive front-office analytics platform of choice for all data.
With the combination of Salesforce and Tableau, your workforce can get all the insights they need for the front office within the Salesforce instance, thereby accelerating the integration of analytics-driven insights into the core business processes.
Not just this! They can increase the efficiency of their work, spot trends, predict outcomes, and receive timely recommendations for the next steps.
3. Takes your digital transformation efforts to the next level:
As mentioned earlier, data democracy across the organization is the key to achieving efficiency. Today enterprises around the world are moving towards the goal of digital transformation in every way possible.
One of the crucial steps toward achieving digital transformation is by finetuning data with the power of analytics. Google’s acquisition of Looker (Business Intelligence software) and Salesforce’s acquisition of Tableau are the finest examples of that. When Salesforce signed a definitive agreement to acquire Tableau, they were very clear about the fact that “Salesforce will play an even greater role in driving digital transformation, enabling companies across the globe to tap into customer data across their entire business and surface deeper insights to make smarter decisions, drive intelligent, connected customer experience, and accelerate innovation.”
4. Delivers seamless user experience and boosts your productivity:
To get the most from your business data, you should be able to present it in a visually appealing manner. With Tableau integrated into Salesforce, the BI platform will do the heavy lifting for you and provide attractive visualizations in the form of dashboards and worksheets.
No matter the level of technical expertise, these simple and intuitive dashboards will empower everyone in your organization to make more informed business decisions in a snap and accelerate your organization’s productivity.
Tableau not only stops with its customizable, intuitive, and interactive dashboards. The AI function in it will also help you reveal trends and patterns that were previously invisible.
5. Helps you provide a best-in-class customer experience:
The only shortcut to earning the trust of your customers is by delivering them an outstanding customer experience. And to deliver an outstanding customer experience you should know your customer’s interactions across various touchpoints. With the combination of Salesforce and Tableau, your enterprise can unveil details like the kind of offers that appeal to them, the communication platforms they engage the most, and lots of other crucial details in the form of real-time data dashboards!
Tableau also empowers you to do more from your Salesforce data by helping you create custom visualizations to understand customer loyalty, and lifetime value, or simply to figure out what product of yours is popular among your users.
Closing thoughts!
Salesforce and Tableau can supercharge your business and help it grow in ways that haven’t even been possible before! With this combination, your workforce can get insights into what is going on within the organization, around the business, in the market, and in their customers’ individual journeys.
Say bye-bye to tedious and time-consuming report-generating processes and say hello to the power of real-time data visualization which multi-folds quality and business efficiency.
Need help with exploring the dual power of Salesforce and Tableau for your enterprise? Our experts can help! Over the years we have helped 120+ enterprises get the most from their Salesforce data with our custom analytics solutions.
Connect with us today and kickstart your digital transformation journey with top-notch CRM analytics consulting.
