Deep dive into Tableau CRM, now rebranded as Tableau+. Whether you’re new to Tableau or looking to enhance your existing setup, this blog will cover everything you need to know. We will explore what Tableau+ is, what’s included, what’s coming next, and how you can get started with Tableau+ with the help of expert services. If you’re looking to leverage data for better business decisions, this is your go-to guide.

Hire a Tableau Consultant to unlock the full potential of Tableau+ and ensure your CRM implementation is smooth and effective.

What’s Included in Tableau+?

Tableau+ integrates seamlessly with Salesforce, enhancing its capabilities with powerful data management, visualization, and predictive analytics. Here’s what you get with Tableau+:

Data Management

• Data Integration: Connect easily to various data sources within and outside of Salesforce, including databases, data warehouses, and external applications.
• Data Preparation: Use intuitive tools like Recipes and Dataflows to transform and prepare datasets. These tools simplify the creation and management of data sets.

Data Visualization

• Interactive Dashboards: Create interactive dashboards with widgets that make data visualization engaging and insightful. These dashboards help in making data-driven decisions quickly.
• Lens Exploration: Explore data using lenses to identify trends and relationships within your datasets. Lenses can be shared independently or embedded in dashboards for a deeper analysis.

Predictive Analytics

• Einstein Discovery: Utilize Einstein Discovery, Salesforce’s data science toolkit, to generate predictive, descriptive, and prescriptive insights. Create and deploy predictive models to forecast trends and outcomes.
• Einstein Discovery Stories: Build stories to explore variable relationships and outcomes. These stories help in understanding data impacts on metrics like Customer Lifetime Value (CLV).

What’s Coming to Tableau+?

Tableau+ continues to evolve, adding new features and capabilities to enhance user experience and functionality. Here’s a glimpse of what’s coming:

• Enhanced Integration: Expect more integrations with additional data sources, expanding the range of data you can analyze.
• Advanced AI Features: New AI-driven tools will further enhance predictive analytics, providing deeper insights and advanced data modeling.
• Improved User Experience: The user interface and experience are continuously being refined, making data visualization and interaction even more intuitive and user-friendly.

Tableau Implementation Services can help you stay ahead of these updates, ensuring you take full advantage of the latest features and enhancements.

How to Get Started with Tableau+

Getting started with Tableau+ is easy, especially with the support of experienced Tableau consultants. Here’s how to embark on your Tableau+ journey:

1. Assess Your Needs: Define your business goals and identify key areas where Tableau+ can enhance your CRM strategy. Determine specific needs like sales forecasting, customer segmentation, or operational efficiency.
2. Engage Tableau Consulting Services: Hire Tableau Consultant to guide you through the implementation process. Expert Tableau Consulting Services will help tailor the platform to your needs, ensuring a seamless setup and effective deployment.
3. Set Up Your Environment: Work with your Tableau consultant to configure your Tableau+ environment. Connect to data sources, set up data integration, and prepare your data using Recipes and Dataflows.
4. Training and Support: Provide comprehensive training for your team to ensure they are proficient with Tableau+ features. Leverage Tableau’s resources and your consultant’s expertise to maximize user adoption and utilization.
5. Continuous Optimization: Tableau Consulting Services offers ongoing support to refine and expand your Tableau+ deployment. Keep your system up-to-date with the latest features and ensure it continues to meet your evolving business needs.

Conclusion: Unlocking the Power of Tableau+ with FEXLE

Tableau+ is a robust analytics platform that enhances your CRM capabilities with advanced data management, visualization, and predictive analytics. It’s an essential tool for any business looking to leverage data for strategic decision-making.

Hire a Tableau Consultant to ensure a smooth and successful Tableau+ implementation. With the right Tableau Implementation Services and ongoing support from Tableau Consulting Services, you can maximize your investment and achieve greater insights and efficiency.

Ready to get started with Tableau+? Contact FEXLE today to explore how our expert consultants can help you transform your CRM strategy with Tableau+! Let’s unlock the full potential of your data together.