Aug 17, 2023
Conclusion – Blending Tableau with Traditional CRM Analytics
In this chapter, we have journeyed through the crucial domain of CRM Analytics and its paramount role in understanding, managing, and improving customer relationships. You should now be able to grasp the full picture of CRM Analytics, its key features, and how it facilitates thorough analysis of customer data through datasets and lenses.
The concept of Einstein Discovery within Salesforce, and its application in the CRM Analytics platform, was another essential part of our journey. Now, you should be capable of creating and utilizing Einstein Discovery models to enhance your data interpretation and decision-making processes.
Finally, we discussed the use of the CRM Analytics Tableau Output Connector, a bridge that allows Salesforce data to flow seamlessly into Tableau. This key tool enables you to perform detailed, insightful analysis of your Salesforce data, further enriching your understanding and enabling you to derive practical benefits.
In sum, we have armed you with a comprehensive understanding of CRM Analytics within Salesforce, its integration with Tableau, and the immense value these tools bring to your organization. Now, you should feel confident to apply these skills in your own work, harnessing the power of CRM Analytics and Tableau to transform raw data into strategic actions, and thereby improve your business operations and customer relationships.
We will now move on to putting our hard work on setting up CRMA to use inside Tableau for advanced analytics use cases, while also covering the basics of what advanced analytics are really all about in the process.
Join our book’s Discord space
Join the book’s Discord Workspace for Latest updates, Offers, Tech happenings around the world, New Release and Sessions with the Authors:
More Details