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Salesforce

CRM Analytics

Synthesizing Siloed Data Sources and Insights with Salesforce CRM Analytics Solutions

Tectonic will help you put all your data in working order to make fast and accurate business decisions. Tableau Salesforce (now CRM Analytics) is a powerful data analytics solution and business intelligence platform with a mission to assist individuals in visualizing and comprehending data. As a part of the Salesforce family, Tableau is a leading analytics solution globally, supporting various business goals such as enhancing marketing strategies, devising intelligent sales tactics, and delivering top-notch customer service through a profound understanding of data.

Key features and components of Salesforce Data Cloud include:

The use of Tableau extends across data-driven marketers, sales and account teams, allowing for easy visual analysis at every stage of the business pipeline, including prospecting, lead management, pipeline coverage, and account management. The overarching goal is to empower organizations to make informed decisions using data. Tableau’s affiliation with Salesforce enables the blending of Salesforce data from the Customer 360 platform with other business data, providing increased visibility and a deeper understanding of customers.

CRM Analytics is a crucial component to your Salesforce success that leverages fully native analytics within Salesforce CRM workflows. Users can efficiently work within the CRM, identifying trends, predicting outcomes, and receiving timely recommendations for next steps. Advanced AI models, easily set up without coding, enhance the connection between analytics and actionable insights.

Salesforce Tableau, previously known as Tableau CRM, now bears the name “Salesforce CRM Analytics” and has seen enhancements with added features and dashboards. In an exciting development, Salesforce has announced free licenses for Data Cloud and Tableau, benefiting customers on Sales and Service Cloud, Enterprise, or Unlimited licenses. This free package includes two Tableau creator licenses and Data Cloud licenses for up to 10,000 profiles, significantly lowering the entry barrier for companies and professionals seeking to harness the power of Data Cloud and advance their skills in this domain. The underlying technology, Einstein GPT, forms the foundation for Tableau GPT, incorporating large language models from OpenAI, Cohere, and proprietary Salesforce models.

Ready for a CRM Analytics Implementation?

Explore the possibilities of CRM Analytics or other Salesforce solutions based on your company’s goals. Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!

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