CRM Analytics

Intuitive Data Exploration: Tableau CRM offers an intuitive interface that empowers users to explore complex data sets effortlessly. With drag-and-drop functionality and interactive visualizations, uncovering insights becomes a breeze, even for non-technical users.

AI-Driven Predictive Analytics: Leverage the power of artificial intelligence to forecast trends, anticipate customer behavior, and identify growth opportunities. With advanced predictive analytics capabilities, Tableau CRM enables users to make data-driven decisions with confidence.

Dynamic Dashboarding: Create dynamic, interactive dashboards that provide real-time insights into key performance metrics. Customize dashboards to suit specific business needs and enable stakeholders to track progress, identify trends, and take immediate action.

Smart Data Preparation: Say goodbye to tedious data cleansing and preparation tasks. Tableau CRM automates data preparation processes, intelligently identifying and resolving data inconsistencies, so users can focus on analysis rather than data wrangling.

Embedded Analytics Everywhere: Seamlessly integrate analytics directly into Salesforce CRM workflows and external applications. Whether viewing sales performance within a customer record or analyzing marketing campaign effectiveness within a third-party platform, embedded analytics ensures that insights are always accessible where they're needed most.

Mobile-Optimized Experience: Stay connected to your data on the go with Tableau CRM's mobile-optimized experience. Access dashboards and reports from any device, anytime, anywhere, enabling decision-makers to stay informed and take action wherever they are.

Collaborative Analytics: Foster collaboration and knowledge sharing across teams with Tableau CRM's collaborative analytics capabilities. Share insights, annotate dashboards, and collaborate on analyses in real-time, driving alignment and informed decision-making across departments.

Customizable AI Insights: Tableau CRM's AI capabilities deliver personalized insights tailored to individual user needs. From sales forecasts to customer segmentation, AI-powered recommendations empower users to uncover actionable insights and drive business outcomes.

Tableau CRM offers a comprehensive suite of functionalities that empower organizations to unlock the full potential of their data and drive business success in the digital age.