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Salesforce Tableau Consulting Services for Optimized CRM Analytics

Unleash the full power of your Salesforce data with Salesforce Tableau. Infuse highly intelligent and predictive analytics into every client interaction to not only provide your whole team with a clearer picture of data, but to curate more profound customer relationships.

OUR SERVICES 

Turn Tableau into a Growth Engine with Salesforce Tableau Consulting Services

Dive head first into your business’ data for total visibility of key opportunities and revenue trends previously unseen. Make smart decisions, faster, connect your teams and empower clients with Tableau.

Salesforce Tableau Implementation Services
Salesforce Tableau Optimization Services
Salesforce Tableau Managed Services

Salesforce
AppExchange

G2
User Reviews

Salesforce
Accredited
FSC

G2
Mid-Market
High Performer

RESULTS BY THE NUMBERS

Smarter Data, Stronger Relationships, Powered by Salesforce Tableau

For Sales

%

Increase in Close Rates

For Service

%

Decrease in Average Case Age

For Everyone

%

Increase in Revenue

INSURANCE // Insurance Industry


Driving Success with Salesforce: How AGG Transformed Benefytt’s Operations with Innovation and Expertise.

BANKING // SYSTEM INTEGRATIONS


Cadence Bank’s Digital Transformation: Seamless Integration of Salesforce Solutions.

PUBLIC SECTOR // CASE MANAGEMENT


Connecting Care: How Salesforce Transformed Massachusetts Health

HEALTHCARE // SERVICE CLOUD


Streamlining Support: Anthem’s Transformation with Salesforce Service Cloud

WEALTH MANAGEMENT // REPORTING


Boosting Productivity and Reporting: How Legg Mason Achieved Salesforce Excellence for Exceptional Client Service.

SALESFORCE CRM ANALYTICS BENEFITS

From Insight to Impact: Smarter Analytics Starts with Salesforce Tableau

Discover the untapped power of truly comprehensive analytics. Explore new ways to leverage data into your business to accelerate growth, launch your team ahead of the competition and make the best decisions for your current and future circumstances every time.

Salesforce Powered

CRM Analytics is 100% native to Salesforce, thus your data can be interwoven into every decision and action taken on the Salesforce instance.

Advanced AI

More than just an algorithm, CRM Analytics’ AI is driven by practical applications so you can uncover not only the “why” behind your data, but also how to improve business performance to better reach your goals.

 

Data Management

Easy to use data prep and cleaning makes it simple to extract meaningful insight no matter what condition the data is in; ensuring that the information you see is the information you can trust.

 

Total Flexibility

Explore and play with your data. From where it comes from, to where it lives, who gets access to it and how it’s visualized, CRM Analytics can be tailored to your specific needs.

 

Collaborate

Work better, together. Generate new ideas and opportunities around data to propel your business forward. Sharing insights across channels is not only secure but scalable.

 

Turn Data into Actionable Insights with Tableau Consulting Services

Implementation Services

End-to-end deployment solutions put into action.

Optimization Services

Optimize for peak performance & effectiveness.

Integration Services

Link software application functionality & data.

Managed Services

Offload comprehensive tasks to an expert team.

AI & Data Services

Improve insights, customer experience & Innovation.

Access Commissions

Commission plans to best suit organizational goals.

Access QuickBooks

Connect Salesforce & QuickBooks seamlessly.

Access Docs

Premier document generation tool for simplifying processes.

Access Payments

Complete control over processing payments in Salesforce.

Banking

Commercial banks, credit unions, retail banking.

Insurance

Broker/agency, MGA/wholesaler, insurer/carrier.

Healthcare

Equipment, supplies, technology, life science tools.

Mortgage & Lending

Streamline mortgage lending with FSC solutions.

Public Sector

Deploy quicker, innovate & Increase productivity.

Wealth Management

Firms, RIAs, broker dealers & investment management.

Blog

The latest industry news, updates & info.

Customer Stories

Learn how our clients are making big changes.

Datasheets

Comprehensive docs outlining key information.

Demos

On-demand showcasing of featuring & capabilities.

One-Pagers

In-depth single page overview of brand & services.

Webinars

Live & on-demand online educational presentations.