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UnitedHealth Group and Salesforce: Better Together with Tableau and Einstein Analytics

With Tableau and Einstein Analytics, Salesforce now has the world’s leading analytics solution for anyone, with any data, anywhere. The enterprise-wide analytics driven by Tableau and the actionable, CRM-embedded analytics with Einstein Analytics gives UHG an unparalleled analytics solution to deliver better patient outcomes, supporting you during unprecedented circumstances for global health. UHG can improve patient care and streamline processes across:

  • Utilization and Care Management
  • Provider Referrals
  • Employee and Individual Plan Sales
  • Member Services
  • Optum Propensity to Buy for Cross Sell/Upsell Opportunities



Watch this webinar to understand how Tableau and Einstein Analytics together can take analytics to the next level for UnitedHealth Group. Our agenda includes:

  • Leading Through Change
  • The Future of Salesforce Analytics: Tableau and Einstein Analytics
  • Better Together: Optum Growth Office
  • Q&A

About the speakers

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Phil Cooper

Vice President of Product for Salesforce Tableau CRM

In his role, Phil is responsible for Tableau CRM’s artificial intelligence capabilities in addition to leading Tableau’s broader data science strategy. He joined Salesforce in 2014, leveraging his extensive machine learning and data management expertise to help launch the Analytics Cloud and build its forward-deployed engineering team. During 2016-2018 Phil lead product go-to-market across Salesforce Einstein ensuring the successful introduction and delivery of the first comprehensive AI for CRM to Salesforce’s 150,000 customers and vibrant ecosystem of partners
Prior to Salesforce, Phil was Vice President of Operations and Alliances at machine-learning startup Alpine Data where he founded a data science team, integrated an acquired product., and built an alliances program. Over the prior 15 years—at Oracle, Endeca, and Kalido—he sold, designed, and delivered data warehouse, analytics, MDM, and discovery/search solutions to large organizations across Europe, APAC, and the US. Phil received his Masters in GIS & Remote Sensing from the University of Cambridge, his BSc in Geography from the University of Exeter in the U.K., and is a Fellow of the Royal Geographical Society.

Richard Tibbets

VP Product, Tableau

Shanky Krishnan

Vice President, Growth Cloud Technologies at Optum

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