Unlike other BI tools, both Tableau CRM and Tableau can be used by anyone without deep IT knowledge or coding language. The learning curve for brand new users is very steep. The user can download, create reports or connect data sources himself with minimal need for the involvement of an IT specialist. Tableau CRM enables all this in the form of declarative (drag-and-drop) settings.
Tableau CRM has the ability to create complex reports even on extremely large data sets, without compromising the performance of the entire system. Data is constantly being generated and Tableau CRM will allow you to analyze it in an instant. It natively supports a wide range of data sources, such as structured CRM data in Salesforce, financial data in SAP, MS Excel files or other data sources via API. Tableau CRM also has basic ETL functionality to help you prepare and clean your data.
Sales is a team sport. Business analytical tools (Sales Analytics) will support your sales managers, team leaders or sales representatives in their daily activities and increase their efficiency. As it is a built-in functionality, there is no need to create anything. The entire team will benefit from clearer planning, current trends, deeper analysis of business opportunities or predictive reports useful for increasing revenue and reducing the time needed to close deals.
Customer satisfaction is one of the key priorities of any business. Your customer service staff can't read your customers' minds. However, service analytics tools (Service Analytics) can bring them one step closer. Service Analytics, which are already a native part of Tableau CRM, brings all the data to one place and allows you to better understand the needs of each of your customers, handle their requests faster or discover previously unknown business opportunities related to their activity.
Einstein Discovery is an intuitive environment that, with the help of machine learning, allows you to create even very complex algorithms in a simple way without any knowledge of code, which will then provide you with predictions of future trends or recommendations. With the help of Einstein Discovery, you can automatically analyze a million rows of your data in a matter of minutes, which allows you not only to understand what is currently happening in your company or the market in which you do business, but also especially what to do in the future, so that you do not miss any opportunity .
Tableau CRM can natively integrate with Salesforce. Data can be seamlessly incorporated into every action or decision that is made in your CRM system. This feature also guarantees perfect mobility. You will always have overviews and analyzes available in real time from any device.
Together, Tableau CRM and Tableau form the world's leading analytics solution. These products complement each other, but the key question is which one is right for you: "Where do users need to see their reports and analytics, and what data will be the primary source of your analytics?". Tableau offers a stand-alone comprehensive platform and finds very wide application at the enterprise-wide level. Tableau CRM is ideal for team members who need analytical tools that are very tightly integrated with their Salesforce CRM system.
In Sales or Service Cloud reports and dashboards provide immediate insight into metrics that are important to your business, including team performance, lead volume, or conversion rate. At first glance, this also resembles Tableau CRM in its behavior, but the difference is mainly in the additional functionalities. Tableau CRM is designed so that everyone can get the information they need on their own, so it can offer completely new insights into your processes, customers, or the steps you need to take to increase productivity. Tableau CRM can also help you find trends or discover new opportunities that have been hidden from you until now. Using Tableau CRM, you can also work with external data, which native Salesforce reporting does not allow.
All you need to do is get your data into Tableau CRM. Once the data is in the system, anyone with the right permissions can start adapting it and preparing visual dashboards. Many current customers spend minutes to hours setting up their first Salesforce datasets. In the case of third-party data integration, this is also relatively easy thanks to the existence of out-of-the-box connectors. Depending on the volume of such data, this may take several hours.