Tableau
CRM which was formerly known as Einstein Analytics is a powerful and versatile
data analytics platform that enables organisations to extract, combine,
transform and visualise their data to create valuable business insights.
Actionable
insights can be created using tableau CRM provides a hands-on
approach to derive useful and valuable business insights. Businesses and
organisations must become excellent at data analytics, organisations must have
expertise in gathering, understanding, sharing, and actioning data. The main
agenda of data analysis is to :
Get
Data ——-> Create Insights ———-> Actions over the insights
Tableau
CRM provides an innovative platform for customer and business analytics. This
platform has been optimised for mobile use and provides customer analytics
to organisations CRM. Tableau CRM prevails
the flexibility to work with any data.
Tableau
CRM has some features that make it unique :
AI-DRIVEN ANALYTICS
PLATFORM
With Tableau CRM, it becomes quite easy to identify
the trends and get relevant suggestions to take better business actions. It
helps us to understand data well and obtain assistance based on AI for further
course of actions, irrespective of what skills or knowledge users have.
INBUILT DATA MANAGEMENT TOOL
Tableau CRM includes numerous data sources that
users can use easily. Users can collect data from external sources and merge
everything on one platform. It helps you to build complete visualisations and
insightful dashboards with its exceptional connectors.
PREDICTIONS AND RECOMMENDATIONS BASED ON AI
Due to its automated discovery of trends and
AI-based predictions, Tableau CRM has achieved great importance by analysts and
marketers. Tableau CRM provides great predictive and prescriptive analytics
that help users to analyse data efficiently.
Inbuilt templates to build AI-powered apps
The Tableau CRM helps users to develop AI-driven
business intelligence applications. It provides your team with built-in
templates, visualisation, and inbuilt analytics to easily build a customised
application. This provides you with a superior analytics experience completely
customised to cater to your business requirements.
While
the above features make Tableau CRM unique from any other BI
tools that have features to read salesforce data or CRM data. Despite having generating
insights and story building features Tableau CRM also protects the data as we
all know that an organisation’s data is sensitive and its accessible to
everyone can lead to serious repercussions to the organisation. Tableau CRM
comes with a role hierarchy directly from salesforce and automatically knows
the user, their role, and their appropriate access level.
Moreover,
Tableau CRM also simplifies the data governance process to adapt the new
business requirements as user adoption and engagement grow. Tableau CRM
streamlines the functioning of every department from sales to marketing, HR,
finance, admin, and analysts. It has the potential to help companies to fetch
insights from data anytime and anywhere. It empowers organisations to access,
explore and understand data by leveraging the best of both tools.
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