Solutions

Salesforce

Salesforce revolutionized Customer Relationship Management (CRM) by leveraging the power of the cloud. Tableau puts that rich customer data to work by providing analytics for everyone in your organization. Blend Salesforce data with other types of data for a deeper understanding and increased visibility into opportunities. With Tableau, you can provide your entire sales force, channel team, and executives with secure, up-to-date, customized views of data—even through browsers and mobile devices.

Native connector for easy connectivity

Native connectivity to Salesforce, force.com, and database.com means fast performance and to-the-minute numbers. Easy visual analysis means data can drive decisions at every phase of the pipeline: prospecting, lead management, pipeline coverage, account management, and more. Embed live Tableau dashboards directly into Salesforce Canvas.

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With Tableau, I can pull in my mobile data; I can pull in my Google Analytics data. I can pull in my social data. I can pull in my Salesforce and CRM data and see that 360° view of the prospect and the customer.

Embedding Tableau

One of the best ways to ensure your people have the data to make the best decisions is to embed analytics right into the systems they use every day. This is definitely true for sales: most salespeople live inside Salesforce, deciding who to call and when, and planning account strategy. In this video we look at embedding sales analytics right inside Salesforce.com using Salesforce Canvas.

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Tableau and Salesforce Workbooks