Boost Your Sales Performance with Tableau Salesforce Integration

By Rajat Kesarwani| Friday, Aug 22, 2023 12:30 PM | 4 min read

According to Forbes, organizations with rich data have a higher chance of getting new customers in comparison with the ones that ignore data, mainly customer data. The chance is 23 times higher. It means you, a business owner, need to have relevant data whether you want to have new customers or expand your business. And when it comes to customer data, you can come across several CRM tools or platforms. Salesforce and Tableau are two of them. Before you move to know how tableau salesforce integration can help you boost your salesforce performance, you should know what salesforce and tableau are.

What is Salesforce?

Salesforce is a CRM tool that helps you (business owners) get in touch with your customers in a completely new way. This customer relationship management (CRM) platform helps you find new perspectives, close more & more business deals, and help your customers have a unique experience with you. Further, it helps you automate your marketing and sales processes like lead capture, email marketing, and lead nurturing. As an IT company, it helps you with several Salesforce software solutions to facilitate your marketing or sales team. Core features of Salesforce:

• Contact management
• Opportunity management
• Dynamic dashboards
• Email integration

What is Tableau?

As a strong, robust, and widely used data visualization and business intelligence tool, Tableau allows customers to get in touch with each other and share their information without much effort. As a software platform, it helps you evaluate and interpret your data through interactive reports, dashboards, and charts. With it, you can easily access an extensive array of data sources, cloud-centric solutions, spreadsheets, counting databases, and more. After implementing it well, you can easily drag and drop fields to generate customized reports or visualizations based on colors, labels, and allied other design elements. It had its inception in 2003. Salesforce acquired it in 2019.

Can You Integrate Tableau with Salesforce?

Yes, you can. Tableau Salesforce integration is highly beneficial. After integrating Tableau with Salesforce, you can easily connect your data to get highly powerful insights seamlessly. This integration will help you get more interactive dashboards and reports and a more comprehensive view of your business performances.

Why Should You Go with Tableau Salesforce Integration?

Integrating Tableau with Salesforce is today’s need. It offers numerous benefits like visualization of important metrics and account tracking. Having a look at the following benefits will help you comprehend why you should go with Tableau Salesforce integration:

1. Helps you have data democracy across your organization - Each of your employees needs easy access to the requisite and right data to attain complete efficiency. With a single platform, Customer 360 from Salesforce, you can easily connect each team or department of your company - IT, sales & marketing, and service for example. And integrating it with Tableau will enable you to explore and visualize your Salesforce data in Tableau. And each staff of your organization can easily access the required data whenever they need in executing their tasks/jobs.

2. Takes you beyond CRM and produces analytic-driven advice - After acquisition of Tableau, Salesforce is more than a CRM platform in the contemporary world. Due to Tableau Salesforce integration, your employees can easily get all the requisite details for the front office within Salesforce. It can help your employees enhance their productivity, predict outcomes, track trends, and get recommendations in real time for their next steps.

3. Produce seamless user experience with increased productivity - To get most of your data, you need to present it in an appealing manner. The integration of Tableau with Salesforce executes this task easily and helps you have attractive visualization of your data. Without any technical knowledge, each of your employees can make informed decisions by accessing simple and intuitive dashboards. Quick decision making capability helps your workforce improve their productivity. With the use of AI in the integration of Salesforce with Tableau, your employees will easily know trends and patterns that were not easily available earlier.

4. Assists you offer the best-in-class experience to your customers - To win the trust of your customers, you need to offer an extraordinary customer experience to them. You can easily do it when you have an exact idea about your customer interactions across your channels. The integration of Tableau with Salesforce will help you know what offers make an appeal to them and what platforms they use to engage with you or allied businesses.

5. Makes your digital transformation sophisticated - In the contemporary world, businesses are moving ahead to have digital transformation. To have it in the right way, they need data. Tableau Salesforce integration enables you to have the requisite data at your fingertip. It means digital transformation of your business gets easier and more convenient for you.

Need Help?

If you have decided to have Tableau Salesforce integration and you need help for the same, get in touch with us at Dreamstel. For more than 15 years, we have been helping businesses of different sectors with our customized Salesforce solutions. With offices at three locations in India, UK, and US, we have served more than 500 esteemed clients. We are always ready to be your helping hand.