How to Embed CRM Analytics Dashboards on Your Website
When we integrate analytics into business processes, we can connect multiple data sources, view or edit reports and dashboards, and toggle features for end users. We can also customize our actions based on customer interactions with dashboards and visualizations. This is known as embedded analytics. Companies are taking advantage of this and putting the dashboards […]
Using CRM Analytics Dashboards to Modernize Your Sales Metrics
I was chatting with my team recently and the topic of sales metrics came up and why CRM Analytics for sales is so important. We were discussing the most valuable metrics to track as indicators of sales performance and what we’ve seen most effectively done, both internally and across our dozens of Analytics customers. Some […]
Maximize the Value of Your Data with Tableau and Snowflake
As we evolve in a world where data is the most valuable and fastest growing resource a business can have, it can be difficult and overwhelming for organizations to prioritize and structure data in a way that can drive predictability and inform strategy for the business. Timing is crucial to decision making as industries experience […]
Whitepaper: Innovate and Accelerate With CRM Analytics for Financial Services
WHITEPAPER Innovate and Accelerate With CRM Analytics for Financial Services You may already know many of the benefits and potential customizations when it comes to a holistic CRM strategy. Whether it’s expertise in creating and logging opportunities, navigating Salesforce reports, or exporting and exploring your data in sheets, the power and accessibility is paramount for […]
How to Connect Snowflake to Tableau In Less Than 4 Minutes
If you’re looking to connect Snowflake to Tableau and wondering how, you’ve come to the right place. This is a step-by-step overview of how it’s done, and I will take a generalized approach that will work for most use cases. What you’ll need A Tableau Cloud license (with a site role of creator & view […]
Snowflake, Salesforce, and Tableau — The Trio for Modern Data Literacy
Being a data-driven customer nowadays can be confusing. There are so many choices, and your data lives in very diverse sources. Let me shout something from the top of a mountain—being on the cloud makes it easier and safer. I can be biased since I’ve spent a few years at Snowflake. However, having taken a […]
Whitepaper: The Right Revenue Intelligence Strategy
WHITEPAPER Transform Your Revenue Operations With The Right Revenue Intelligence Strategy As leaders look for ways to maintain growth and profitability, revenue intelligence is a crucial way teams can identify and eliminate internal silos and improve cross-team data visibility, in order to turbocharge the customer experience. What’s inside? Created in partnership with Salesforce, this whitepaper […]
What Are the Objects that Make Up Salesforce’s Sales Cloud?
If you’re reading this, it’s very likely that you’re familiar with Sales Cloud. It’s part of the Salesforce platform, and its main focus is to increase the effectiveness of the sales team in an organization. The main thing that sets Sales Cloud apart from the competition is its ability to combine customers’ account info with […]
A Complete Guide to Building Effective Salesforce Einstein Bots
If you’re unfamiliar with Salesforce Einstein Bots, they are chatbots. Chatbots are great for customer service as they give you the ability to respond instantaneously. If designed well, the conversation could sound very human and natural. Also, chatbots can significantly reduce agents’ workloads as they replace most of the repetitive manual tasks of answering questions […]