Many organizations utilize Salesforce as their customer relationship management tool to better engage with and understand their customers. While Salesforce provides built-in reporting modules to help manage this information, they can be limited in how they let you look at that data. At least, they used to be. 

In 2019, Salesforce acquired Tableau, an analytics platform that allows users to model, explore, and visualize Salesforce data from across the Customer 360 platform, no matter their skill level. Read on to learn more about five benefits of integrating Salesforce and Tableau, as well as why bringing these two tools together provides even more value.

Benefits of Tableau and Salesforce Integration

Easing integration, these two platforms have been designed to work together. Tableau visuals can be embedded within Salesforce and allow data to be securely shared, allowing those vizzes (short for visualizations) to be automatically customized to each account or opportunity. And that’s not the only benefit of integrating Salesforce and Tableau. Here are a few others you can look forward to:

1) Better Data Analysis and Visualization

Integrating Tableau and Salesforce provides the data visualization features of Tableau within your Salesforce instance, helping you to spy patterns and trends that were previously invisible. Even better, visualizations can be presented in the form of dashboards and worksheets that even non-techies can understand. 

Having visual analysis at every phase of the sales pipeline will help your reps make smarter decisions, from prospecting to pipeline coverage, account management, and more. 

2) Analysis for All 

Tableau has democratized analytics. Because the tool is so easy to use, it’s possible for non-IT folks to analyze and visualize data all on their own, driving better decision-making across the company and helping everyone to succeed. 

3) Data Blending

Great as it is, Salesforce reporting does have its limitations. Take combining data across Salesforce modules, for example. If you wanted to display pipeline growth and marketing engagements on the same chart, you’d be out of luck with Salesforce alone. Add integration with Tableau into the mix, however, and things change. Because Tableau does this type of data blending natively, you can get the information you need, no matter what Salesforce modules it lives in. 

4) Knowledge Sharing Across the Enterprise

Because Salesforce reporting is limited to Salesforce data, it can’t be used as the standard tool throughout the company. Tableau has no data limitations, however, which means it can be the standard for all departments across the organization, whether that’s finance, operations, or the executive team.

5) Increased Productivity

Integrating Salesforce with Tableau puts Salesforce’s rich customer data to work and brings analytics to life for everyone in the organization. Putting departmental reporting on one page saves users time and provides an improved analysis of different customer bases. Plus, users can securely access their data on their desktop or mobile devices, all of which enhance the way those at your company understand your organization’s data. 

1 + 1 = Amazing

Being able to visualize your data helps you to focus on more promising leads, building a better pipeline, and correlating channels and campaigns with specific numbers and metrics. But visualizing your data is merely the first step. Once you know what’s going on, you need to figure out what to do about it. In other words, you need actionable metrics. 

With Salesforce and Tableau together, you’ll be able to:

  • Know where to focus your energy and budget.  
  • Improve communication between teams and set expectations.
  • Understand specific angles of your sales process that may be stuck in certain stages or help you identify new trends. 
  • Gain a better idea of which marketing channels and tactics to deploy and which customers provide more revenue to your business. 

Integrating Salesforce and Tableau

Data is the foundation of every modern business. Analyzing data allows companies to spy opportunities for growth, make better decisions, and increase their chances of success. Far too often, however, getting access to (and making sense of) all that data can be a challenge. That’s why integrating Salesforce and Tableau is such a critical move for anyone that wants a unified view across all of their company’s data. 

If you’re ready to transform how you make decisions using the most accurate data, Surety Systems is here to help. Our senior-level Salesforce consulting team can handle everything from integrating these tools to training your team on data best practices, and more.

Contact us today to get started.