Do more with your Salesforce data and boost your pipeline with these 5 new best practices
Salesforce is one of the most widely used customer relationship management tools in business today, and the data collected with it is vital to decision making throughout every sales organization.In this whitepaper, you’ll learn five best practices to amplify your sales pipeline with data including:
- Ways to blend Salesforce data on a common field to get more from your dashboards
- How to embed your visualizations and sales dashboards into Salesforce Canvas
- Ways to gain access and insight from sales data with mobile devices
- How to answer big questions with better visualizations
With Tableau, we're able to hook up directly to Salesforce data and see our opportunities and manage forecasting... And that's where I'm seeing 'ah-hah' moments where they say, 'Oh, my God, I've never seen our Salesforce data in this perspective before!'