This chapter will provide an overview of the history and key features of Salesforce and Tableau, it will also explore the benefits of integrating the two tools for Customer Relationship Management (CRM) analytics. This chapter will begin by discussing the origins and evolution of Salesforce as a CRM platform and the emergence of Tableau as a leading data visualization and business intelligence tool. It will then delve into the specific functions and capabilities of each tool. Then, we will discuss why using analytics tools can provide businesses with a powerful and flexible solution for gaining insights from customer data and thereby driving business value. Finally, the chapter will explore the advantages of using Salesforce and Tableau specifically, such as the ability to make more informed decisions, improve customer satisfaction, and drive growth.
The chapter covers the following topics:
- History of Salesforce and Tableau
- Defining Salesforce
- Defining Tableau
- Driving value with analytics
- Need for CRM analytics
- Advantages of using Tableau and Salesforce together
After completing this chapter, learners will be able to describe the history and evolution of Salesforce and Tableau as leading tools for CRM and data visualization respectively. They will learn how to explain the specific functions and capabilities of Salesforce and Tableau. The readers will know how to analyze the benefits of using analytics tools for gaining insights from customer data and driving business value. This chapters will help the readers evaluate the advantages of integrating Salesforce and Tableau for CRM analytics and identify ways in which using Salesforce and Tableau can lead to more informed decision-making, improved customer satisfaction, and business growth.