On-Demand Webinar

Realize the Value of Tableau CRM with Embedded Analytics & AI

Listen to this exclusive session with our customer New Rez, to learn about the practical application of machine learning and analytics directly within your Salesforce environment. Learn how leading financial services institutions are using their Salesforce investment to attract, grow, and retain customers with embedded actions — right where employees work and at the point of interaction with customers.

Key takeaways:

  • Convert your best leads based on a propensity to buy profile
  • Increase your lending portfolio with white space analysis
  • Drive next-level customer care and reduce attrition
  • Anticipate asks for member services based on the customer journey

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