Tableau CRM + Sales Cloud Workshop

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Tableau CRM provides intelligent, connected analytics so that CRM users can be insights-to-action driven and meet new demands. TCRM is:

  • Native to your CRM, allowing you to take action on insights in the context of the business process
  • Has AI built in, enabling automated discovery, predictions, and recommendations with no code required
  • Is on a complete and connected platform, which makes it easy to build, customize, and extend your analytics & ML models in CRM and Tableau
  • Enables extreme speed and scale, with the ability to analyze billions of rows in seconds on the world’s #1 trusted cloud

Join us for a two hour, hands-on workshop where we’ll dive into a use case demonstrating the power of TCRM for Sales. In this workshop, we’ll:

  • Walk through a demo, led by a seasoned TCRM Solutions Engineer
  • Build a dashboard, and cover best practices
  • Embed the dashboard into Salesforce

...and more! You’ll also have the opportunity to ask questions in real time and find the answers you need to get up and running and begin leveraging TCRM for impact at your own organization.


About the speaker

Vic Stewart headshot

Vic Stewart

Principal Solution Engineer, Tableau

Vic is a Principal Solution Engineer who has been in the Analytics space for over 25 years. Vic started his Analytics career working on a data warehousing team at Fidelity Investments. Brio was the BI tool used for that project, and Vic enjoyed the software so much he soon joined the company. From there Vic worked for a series of BI and Analytics companies including Hyperion and Oracle. Vic moved to Salesforce 5 years ago and has been working with some of Salesforce's largest customers in the Communications, Media, and Technology space. Vic lives in Nashua, NH and enjoys skiing, golf, and woodworking in his spare time.