Ever since data visualization has entered in the world of business reporting culture, businesses have become more productive, efficient, and customer-centric. These tools have helped companies to understand their data more accurately and closely. Although the data visualization tools solve the basic purpose of reporting and dashboarding, when process and data become complex, things get tricky, there comes the concept of integration, and one of the best is Salesforce Tableau integration services.
What is Tableau – A Brief Understanding of Data Visualization?
Listed as one of the best data visualization tools, Tableau offers a myriad of features and functionalities that help businesses make smart decisions, stay ahead of their competitors, and understand customer behavior.
Currently, Tableau holds the second position in 14.11% market share with Microsoft Power BI at the first position and D3js in the third position.
Tableau processes the stored data, analyzes it, and creates engaging dashboards including graphs, charts, maps, etc. We can connect data with Tableau from multiple sources like direct upload, excel sheets, third-party apps, or from different systems like Salesforce CRM.
The graphs and visualizations created by Tableau contribute substantially to understanding customer patterns.
Also Check – Top Benefits of Tableau That Will Accelerate Your Business Growth & Efficiency
Why to Integrate Salesforce with Tableau? The Limitations You Should Know
The global market of the data visualization tool is expected to grow to USD 27.54 billion by the year 2031 and it will keep rising at a CAGR of 11.5%. The visualization tool is high in demand; still, there are certain areas where Tableau has few limitations and so is the Salesforce CRM. Before we discuss the benefits of the Salesforce Tableau integration, let’s understand their imitations individually.
Salesforce Limitations
- Salesforce comes with limited visualization capabilities because it has basic dashboards and reporting functionalities.
- Making complex in-depth reporting with a dash of sophistication is tricky with Salesforce.
- If you are someone from a non-tech background, navigating through the UI and UX of Salesforce is quite challenging.
Tableau Limitations
- Tableau is best in data visualization but when it comes to collecting, storing, and managing large amounts of data, Tableau has its limitations.
- It needs a proper and robust data source to function optimally.
- If you do not have strong technical knowledge then setting up a new Tableau environment and maintaining it may become a complex process.
- Setting p of new Tableau environment gets tricky when you have to deal with real-time data.
The two are most powerful when used individually, but every coin has a second phase, these two tools lack robust data management and the finest data visualization and that’s where their integration becomes a must.
The Powerful Benefits of Salesforce Tableau Integration Services
Tableau is a data visualization tool when integrated with Salesforce, it provides intelligent analytics to your data and makes it rich data. The use of the Customer 360 platform ensures you don’t miss a single piece of your data, and it is well collected from diverse sources.
The richer the data the deeper the customer insights.
The c-suite from finance, operations, channel teams, and other important stakeholders can make informed decisions by leveraging the customized view of every critical data.
Excellent Data Analysis and Visualization
The amalgamation of the two intelligent technologies simplifies the complex data such that you can read the insights and make informed decisions.
- Reports can be highly interactive with charts, graphs, maps, etc.
- Data becomes easier to decipher for everyone.
- The engaging and interactive visuals help create relationships among the data.
- Salesforce helps users leverage real-time data.
- Tailor your sales pipeline as per business needs.
Rapid Decision Making
Tableau makes the computation of in-memory and real-time data easy and accessible. This facilitates rapid, faster decision-making.
- Tableau integration with Salesforce optimizes the long hours to short ones.
- There is no more haphazard of manual report-making.
- Users can make their decisions based on the latest data.
- They adjust their strategies on the go.
Identify Hidden Insights
- With Salesforce you can have access to a miniscule of data and Tableau will help you uncover the hidden truth of each piece of data with rich visualization.
- You can identify customers’ behavior as time passes.
- Customer segmentation becomes easy and streamlines marketing campaigns.
- Based on the collected data you can personalize each interaction.
Stronger Data Security
Data security is paramount. With Tableau on one side and CRM on the other, users can enjoy the best of both worlds in terms of robust security.
- Data collection from different sources becomes easier. It enables data blending easily.
- Salesforce ensures that every data that has been collected recently, is shown via Tableau dashboards.
- Creating custom Reports is now super easy.
- Different teams can work on the same data without compromising its quality.
Easy Reporting
- Salesforce has some in-built reporting templates; you can use them and create reports without starting from scratch.
- You can make as many custom reports as possible as per your business requirements.
- The pre-built template helps save time in report makings.
- Automatic data collection and reporting minimize the errors in report making.
Why Choose Salesforce Integration Services Provider for Tableau & Salesforce Integration?
Integration of the two most powerful tools is not a cakewalk. This powerful move needs someone experienced and expert in the domain. That’s where the Salesforce Integration company comes into the picture.
FEXLE is a Salesforce platinum partner that has been serving businesses with Salesforce integration services for more than ten years.
The team of Salesforce integration experts helps businesses in –
- Seamless data synchronization between the two tools in real-time.
- Customization and scalability to align with your business goals. They also see if there’s a requirement to scale up the solutions.
- Giving data security and compliance when handling customer and business data.
- Delivering expertise in both platforms. Tableau Salesforce integration services provider possesses in-depth knowledge.
- Optimize time and resource efficiency by mitigating the chances of errors.
- Salesforce integration company provides ongoing support and maintenance services.
Conclusion
Salesforce Tableau Integration is a win-win combo that empowers businesses and decision-making in a holistic manner. Both tools help users create a single source of truth, eliminate data silos, and ensure universal accessibility of data to all stakeholders. Let’s not wait for more and hire a Salesforce Integration partner now!!!
