Tableau CRM

Tableau CRM: A new CRM on the block?

We’re taking a closer look at the announcement by Tableau on its plans to integrate with Salesforce. Introducing Tableau CRM. We’ll look into:

Tableau CRM

You’ll recall that Salesforce acquired Tableau for a meager $15.7bn last June. Now that’s not bad for a fun visualization tool. Tableau is now stepping up the integration with it’s CRM parent Salesforce with more integrated analytics and AI. This is being accomplished by bringing together Tableau and Salesforce’s Einstein Analytics. Einstein Analytics will now be called Tableau CRM and will represent the Analytics band of Salesforce.

“The events of 2020 accelerated the need for companies to adapt to an all-digital, work from anywhere world, and empower everyone to make better decisions faster.“

Adam Selipsky

What’s Different

From the company whose reporting left a lot to be desired when it came to businesses that required actual business intelligence, comes the ability to drive recommendations and predict outcomes. You’ll now be able to query the data stored in Tableau CRM in Tableau, which will make queries easier and faster as well as being able to visualize extracts of data from both Salesforce and Tableau.

We presuppose that it probably comes at a price that might leave the average SMB eyes a little watery when the combination of offerings is presented from visual analytics to server software and CRM software. No pricing can be currently found but the product launch date is 2021.

Was it worth spending billions of Dollars?

So what is it that Salesforce believes businesses are missing? What is it that businesses demand from their CRM provider that Salesforce thought it was worth spending billions of dollars on? Could it be more information around customer churn? Telemetry around customer adoption and engagement from both the customer and Salesforce?

What is it about this analytics toolset that has us so interested, is that the big idea is to help businesses discover relevant patterns in their data. We can get on board with that. For most SMB’s, they have to start becoming smarter about leveraging their data. Some obvious patterns emerge before one starts to implement sophisticated algorithms, that frankly require a huge volume and structure to the data lake.

Why are these patterns important?

And what do the patterns tell businesses? Where campaigns are failing or succeeding, and why? How engaged both the customer and your sales team are. Where is revenue being generated and applicable cost allocations? The largest deals and associated variables to that success. When customers react positively versus negatively, customer sentiment. All of this leads to reduced operational expenses, better customer experience, and a forward push of the business.

Salesforce and Tableau = Tableau CRM

Tableau CRM: Self-Service Driven Platform

However, Salesforce envisions all of this sophistication being a self-service driven practice.  Ultimately we all want this, but the truth is that customization to your specific business needs is key. That is exactly why custom reporting becomes critical – within the boundary of affordability of course. 

However, that does not mean you have to be the one coding towards a solution either! Having a no-code answer is a given. This is something that Salesforce has effectively touted for years.  Agreed! Dashboards and reporting are the names of the game, not Apex or VisualForce, or Html. 

A New CRM?

In essence, though the name Tableau CRM is new, Salesforce’s Einstein Analytics is not. Neither is Salesforce CRM, which works hand in hand with Tableau CRM. However, could this be the new dream team?

We’d love to know what you think about Tableau CRM? Comment below and subscribe to our blog if you would like to read more from us.

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