How Does the Integration of Salesforce and Tableau Benefit Organizations?

As leaders in the CRM space, Salesforce offers multiple features and functionalities, which has helped organizations streamline their business processes while ensuring operational efficiency. The robust CRM is being leveraged by organizations across the globe for managing the data of the Sales department. However, when integrated with a powerful business intelligence tool like Tableau, the effectiveness of Salesforce increases manifolds.

The integration of these two tools has enabled enterprises to manage customer relationships and keep track of sales and marketing leads. Organizations should get in touch with one of the reputed Salesforce consulting partners to know more about this powerful combination tool.

Tableau is a powerful and fastest-growing data visualization tool that helps convert raw information into a simple, comprehensible format. Salesforce acquired Tableau in 2019, and since then, this magical integration has efficiently helped multiple organizations optimize their business processes.

Listed below are some of the advantages of this integration: 

More Dashboard Designs: Though Salesforce dashboards can be leveraged for data visualization, the integration of Salesforce and Tableau offers more design elements, which can help businesses better engage their audiences.

The Power of Einstein Analytics: Businesses can avail a smooth workflow and analytics with Einstein analytics. This integration ensures effective collaboration among users, ensuring work efficiency, predicting sales outcomes, and planning for the next course of action. Moreover, organizations get access to AI models that do not require coding skills and are simpler to set up.  

Drives Digital Change: The integration of Tableau and Salesforce can drive digital change by empowering businesses across the globe to take advantage of customer data and develop deeper insights to make informed decisions and drive smarter client experiences while accelerating development.

Quicker Decision Making: Businesses generate a humongous amount of data during various business operations, which keep piling up over time. However, valuable insights can be unlocked from the data by leveraging this powerful integration tool. Apart from this, there is no need to extract data from the Salesforce platform and then manually share it with Tableau. Instead, Salesforce Tableau integration will automatically provide organizations with insights from different departments. 

Seamless User Experience: Another benefit of a Tableau integrated framework is that it enables organizations to make sense of customer data. It empowers users to get department reports on the same page, saving time and ensuring better data analysis. The new Tableau integrated platform has revolutionized the way organizations understand their data. It allows data analysis in a secure and meaningful way and can be accessed from the web and mobile devices. 

Final words:

The integration of Salesforce and Tableau promises a robust analytics functionality that can help organizations drive more benefits from rich customer data. The integration allows businesses to get rid of data inconsistency by transforming it into an easily readable format. To leverage the benefits of this magical integration, organizations should consider getting in touch with a reputed Salesforce consulting partner.

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Jaya Ghosh

Jaya is a content marketing professional with more than 10 years of experience into technical writing, creative content writing and digital content development. Her decade long experience lends her the ability to create content for multiple channels and across different technology verticals.