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.

Turn Salesforce Data Into Insight, Quickly

Native connector for easy connectivity

Native connectivity to Salesforce, force.com, and database.com means easily visualizing the metrics that matter most to your business. Easy visual analysis means data can drive decisions at every phase of the pipeline: prospecting, lead management, pipeline coverage, account management, and more.

Dashboard starters get you to analysis, in minutes

Tableau's Dashboard Starters for Salesforce are designed to help you hit the ground running with actionable data analysis in minutes. In just a few clicks, you'll be able to connect and create beautiful, data-rich dashboards on account tracking, quarterly results, top accounts, and more.

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.

Put Tableau's Analytics Inside Salesforce

One of the best ways to ensure your people have the data to make the best decisions is to put 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. Tableau's Salesforce Canvas Adapter is designed to help you put analytics where your team needs them, when they need them.

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