Tableau CRM (Einstein Analytics) for Salesforce Ecosystem
Salesforce customers often want deeper insights, predictive analytics, and AI-driven recommendations within the Salesforce environment. Standard reports can be limiting for complex forecasting or data mash-ups beyond CRM data.
Siloed CRM Data:
Blending external datasets (ERP, marketing automation, supply chain) requires advanced analytics.
Limited Predictive Capabilities:
Standard Salesforce reports lack robust predictive modeling.
User Adoption:
Need user-friendly dashboards that fit natively within Salesforce UI.
Relevant Tableau Solutions
Tableau CRM (Einstein Analytics): Purpose-built for advanced analytics inside Salesforce, featuring AI-driven insights.
Tableau-Salesforce Integration: Seamless embedding of Tableau dashboards in Salesforce pages, leveraging single sign-on.
Einstein Discovery: Machine learning to deliver predictions and next-best-action suggestions.
Detailed Use Case
A software vendor running end-to-end operations in Salesforce wants AI-driven lead scoring and real-time pipeline health. They also want to incorporate subscription usage data from external systems to refine upsell forecasting.
Data Integration
Dhanyaayai sets up connectors to bring subscription usage data into Tableau CRM, aligning it with Salesforce lead and opportunity objects.
Einstein Discovery
ML models generate lead score predictions, highlighting attributes that correlate with conversions.
Sales Rep Dashboards
Reps see dynamic pipeline charts, risk alerts, and recommended follow-up tasks.
Management Insights
Leaders track overall pipeline health, forecast accuracy, and which lead attributes drive success.
Why Choose Dhanyaayai
Key Benefits
Smarter Selling
AI-driven leads and pipeline predictions help teams focus resources effectively.
Reduced Churn
Identify red-flag clients or upsell opportunities early.
Salesforce-Native Experience
Reps use advanced analytics without leaving the CRM environment.
Scalability
Expand or refine models as the business evolves.
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