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14Mar

Salesforce CRM Analytics and Tableau Explained

In the busy world of business data management, leveraging data as a core element of strategy is not just important, it has become an imperative. Salesforce CRM Analytics and Tableau are great tools. Salesforce provides advanced solutions that surpass standard lightning reports and dashboards, offering profound insights into your data. CRM Analytics (formerly Tableau CRM): CRM Analytics is an integral part of the Salesforce platform, enabling the utilization of Salesforce data and external data sources to integrate analytics seamlessly within Salesforce. Users must possess Salesforce licenses to access this data. Tableau: Acquired by Salesforce in 2019 to expand into the broader business intelligence landscape, Tableau remains an off-platform solution, ideal for comprehensive data analysis across the entire business. Users are not required to have Salesforce licenses, and there is an option for Tableau to operate on-premise. CRM Analytics was formerly known as Einstein Analytics and Tableau CRM, before earning its current name. CRM Analytics is all about the Salesforce user experience, enabling the user to go quickly from data to insight to action without leaving CRM – goodbye swivel chair and spreadsheets! Tableau extends this capability outside of Salesforce to all users anywhere with all data. Salesforce CRM Analytics and Tableau – which one is right for you? Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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March 14, 2023in Salesforce
Salesforce
16Feb

Data Cloud for Tableau

Data Cloud for Tableau is another valuable tool, allowing organizations to unlock customer data and generate actionable insights at scale. The platform natively connects to integrated, unified data from various sources, including Salesforce instances, facilitating visualization, automation, exploration, and action on data. It simplifies the creation of real-time customer data platforms, aiding in the discovery of customer insights and data-driven decision-making. In the pursuit of transforming into a customer-centric company, the ability to swiftly act on insights and deliver personalized customer experiences is more crucial than ever. In today’s business landscape, where demands are high and resources are limited, leaders require access to reliable, up-to-date Key Performance Indicators (KPIs) and data-driven insights to effectively manage their businesses, stay ahead of the competition, and offer unparalleled customer experiences. Getting Good Data However, obtaining good data and actionable insights has proven to be challenging. Traditional approaches involved constructing intricate data pipelines for data replication, resulting in brittle, complex, and time-consuming architectures. These structures necessitated data duplication and substantial investments in data warehouses, making the process of making informed business decisions frustrating and time-intensive. Salesforce Data Cloud for Tableau addresses these challenges. It stands out for its ease of use, deployment, and scalability. All customer data becomes instantly accessible, up-to-date, trusted, and secure. Data Cloud for Tableau emerges as the swiftest and most scalable solution for unlocking customer data and facilitating the delivery of actionable, real-time insights. Now, let’s dig into what Salesforce Data Cloud for Tableau entails. Salesforce Data Cloud, recognized as the leading CRM data cloud, serves as a real-time data platform, offering a unified source of truth for customer data. This platform is designed to tackle significant data pipeline challenges. Powering the entire Salesforce Customer 360 platform. Thereby enabling organizations to ingest, harmonize, and unify all customer data across various channels and interactions. The result is a single, real-time customer profile. By enhancing automation, intelligence, integration, and real-time experiences across the Customer 360. Data Cloud for Tableau transforms trusted and current customer data into dynamic, visual, and actionable analytics and insights. Seamlessly integrating all Salesforce data into Tableau. It empowers individuals across the organization with valuable insights to unlock customer value and make quicker, informed decisions. Simplifying the process of building a real-time customer data platform, Data Cloud for Tableau facilitates easy visualization, automation, exploration, and action on data from any source, enabling efficient tracking of key performance indicators (KPIs) essential to the business. Additionally, we ensure secure, real-time, and open data sharing between Salesforce and Snowflake. This facilitates direct access to data stored in Snowflake by Data Cloud for Tableau and vice versa. By creating a real-time Customer 360 view across the two platforms without the need for data movement or duplication. Data Cloud empowers you to uncover concealed insights within your customer data, allowing you to: To understand how Data Cloud and Tableau collaborate, envision Tableau as the data visualization and business intelligence layer atop Data Cloud. This combination enables you to perceive, comprehend, and act on your live customer data. The features of this collaboration cover functionality across five key categories for enterprise customer data: Connect, Harmonize, Unify, Analyze and Predict, and Act. Like Related Posts CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Capture Initial Traffic Source With Google Analytics To ensure the proper sequencing of Tags, modify the Tag sequencing in the Google Analytics preview Tag settings. The custom Read more Joined Datasets in B2B Marketing Analytics B2B Marketing Analytics (B2BMA) datasets comprise source data that has been formatted and optimized by the B2B Marketing Analytics app Read more

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February 16, 2023in Salesforce Data Cloud
Tableau vs Datorama
02Jun

What is the Difference Between Datorama and Tableau?

In the current business environment, customer and prospect data serve as the driving force in most everything we do, emphasizing the importance of analyzing, understanding, and acting on accurate data for informed decision-making. Business Intelligence (BI) tools like Datorama and Tableau play an important role in facilitating these processes. This insight conducts a comparative analysis of Datorama vs. Tableau, covering features, capabilities, pricing, support, and training options. Tectonic’s goal is to assist businesses in making informed decisions aligned with their specific needs. If you are choosing between these two tools, contact Tectonic for assistance. Overview of Datorama: Datorama, a cloud-based BI platform, specializes in providing insights into data across a variety of marketing channels. Offering real-time analytics and pre-built connectors for various marketing platforms, Datorama serves as a comprehensive tool for marketing analytics. Its dashboard provides a centralized view of marketing data, automates real-time processing, and incorporates AI-powered insights generated by Salesforce Einstein. Overview of Tableau: Tableau, a widely used BI platform, facilitates easy data connection and visualization. With a user-friendly interface, it allows users to build interactive dashboards and visualizations without coding expertise. Tableau’s adaptability enables it to connect to various data sources, create interactive visualizations, offer data blending, and include forecasting capabilities. Key Features of Datorama and Tableau: Datorama Features: Tableau Features: Pricing Models: Datorama: Custom plans with varying costs based on specific business needs, starting at $3,000 USD per month. Tableau: Tiered plans with pricing ranging from $12 to $70 per user per month. Support and Training: Datorama: Knowledge base, community forums, training courses, and a certification program. Tableau: 24/7 support, online courses, and live training sessions. Choosing the Right BI Solution: Datorama: Suited for businesses with complex data integration needs, ideal for multi-channel marketing analytics and forecasting, offers advanced AI-powered insights. Tableau: Suited for businesses with data visualization and reporting needs, ideal for ad-hoc data analysis and dashboarding, offers powerful visualization capabilities. Benefits of Integration: Final Thoughts: Both Datorama and Tableau excel as BI tools, offering unique strengths. Datorama is tailored for marketing analytics with real-time insights, while Tableau provides versatility in connecting and visualizing data from various sources. Choosing the right solution depends on specific business needs, goals, and budget considerations. Contact Tectonic today for assistance. Like2 Related Posts Salesforce Artificial Intelligence Is artificial intelligence integrated into Salesforce? Salesforce Einstein stands as an intelligent layer embedded within the Lightning Platform, bringing robust Read more Salesforce’s Quest for AI for the Masses The software engine, Optimus Prime (not to be confused with the Autobot leader), originated in a basement beneath a West Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more

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June 2, 2022in Salesforce Einstein
Tableau vs Datorama
06Dec

Datorama vs Tableau – What About Both?

Datorama vs Tableau – What about both for your Salesforce org? When comparing Datorama vs Tableau it becomes clear they each have compelling reasons for their use. Datorama Tableau What’s the difference between Datorama and Tableau? Tableau is primarily a data visualization and reporting tool, while Datorama is a marketing analytics platform. “So it’s not surprising that their functions are somewhat different, ”explains the business development manager. Selecting a BI tool that meets all your business goals can be a very complicated task. There are many aspects to take into account, and there will be some cases that would make you lean towards one solution or another. Datorama (currently Marketing Cloud Intelligence) and Tableau, both solutions from Salesforce, are available on the market for companies that want to incorporate BI into their management. In the following, we will describe some of their main characteristics and a comparison of two, taking into account factors that can help you decide on their use according to the needs or possibilities of your company. Did you know that Datorama and Tableau can work together? Benefits of Datorama and Tableau Integration Datorama’s integration with Tableau powers results in the unified analysis of both business and marketing data, enabling the following: Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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December 6, 2021in Salesforce
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