Without data, you’re just another sales person with a quota; it’s a strong statement, but there’s no confidence found in making decisions without it. When it comes to sales metrics, everything from your pipeline to your revenue is mission critical—so your analytics solution needs to be fast, easy and talk seamlessly with your entire data ecosystem. Saving time in every step of your sales data workflow is fundamental. From accessing and analyzing complex data sets, publishing interactive dashboards, and sharing across your organization, for your sales data to be impactful, the insight-to-decision process must be swift.
Salesforce is one of the most widely used customer relationship management tools in business today, and the data collected with it is vital to decision making throughout every sales organization.
When it comes to sales metrics, everything from your pipeline to your revenue is mission critical—so your analytics solution needs to be fast, easy and talk seamlessly with your entire data ecosystem.
One of the best ways to ensure your people have the data to make the best decisions is to embed analytics right into the systems they use every day. This is definitely true for sales: most salespeople live inside Salesforce, deciding who to call and when and planning account strategy.
With the Tableau direct connector to Salesforce®, use analytics at every step of the sales process. Enable self-reliant dashboards and advanced analytics for prospecting, lead and opportunity management, pipeline coverage, account management, and more. Provide your entire sales force, channel team, and executives with customized views of data — right in a browser or tablet, secure, and updated automatically.
With Salesforce + Tableau, you can really get a holistic view of your prospects, sales pipeline, accounts, and sales performance. Best of all, IT doesn’t have to spend weeks or months to build canned reports – within the security parameters set by IT, sales people create and share their own self-reliant dashboards, in minutes.
Show progress toward meeting real-time or near-real-time indicators. You don’t want to get to the end of the quarter and know that you failed. Make sure that you and your sales team are performing every day.
- Create, customize & share interactive web dashboards in minutes with simple drag & drop
- See a comprehensive view of your sales pipeline and results
- Access dashboards from any browser or tablet
- Embed dashboards right into Salesforce.com
- Blend Salesforce data with demographics, quotas, market stats, and more
Tableau allows you to automatically updating Salesforce data on a schedule, so your analytics stay up to date.