5 Benefits of Salesforce Financial Services Cloud
How does your financial firm manage relationships and deliver personalized service? The ways we maintain customer relationships has changed for the better in large part due to the capabilities brought by CRM. However, building relationships with new and existing customers, increasing revenue, and delivering the right personalized information at the right time takes a specialized […]
AppFlow: The “Glue” Between AWS and Salesforce
Modern enterprise organizations are continuing to adapt data science solutions in multi-cloud environments, driving the importance of the ability to seamlessly integrate data across environments in a simple and secure way. In many of these organizations, sales representatives, support services, and marketing experts spend the majority of their time within a cloud-based Customer Relationship Management […]
4 Building Blocks to Construct an Effective Multi-Cloud Strategy
“There are these two young fish swimming along and they happen to meet an older fish,” David Foster Wallace said in his now-famous commencement speech to the Kenyon College graduating class of 2005. The fable continues: “The older fish nods at them and says ‘Morning, boys. How’s the water?’ And the two young fish swim […]
The Possibilities with Multilingual Dashboards in Tableau CRM
Have you ever thought about a dashboard that is viewable in multiple languages depending on user location or language preferences, but wondered if it’s even possible? Well, the answer is yes, and it can be done in a few easy steps. Let’s first identify the use case where having a dashboard in multiple languages becomes […]
From Chaos to Order: A March Madness Tableau Retrospective
Salesforce supports several powerful tools for visualizing data in Tableau CRM (formerly Einstein Analytics) and Tableau Desktop. While both tools can be used to surface insights from CRM data, they can do far more. With March Madness wrapping up, I took some time to explore NCAA basketball data using Tableau, and to show how it […]
Professional Services, Elevated… and the Business Benefits of a Long-Term Approach
Data science is certainly at the top of many business leaders’ minds at the moment. It seems that almost daily, headlines announce things like the increase in the number of firms that are investing in AI and analytics, or about the trillions of dollars in “business value” that experts say will be created in the next decade […]
What We’re Excited About With the Launch of Einstein Discovery in Tableau
As data volumes continue to increase, getting insights in a meaningful way is the new norm. With that, Tableau CRM is leading the charge. Embedded discovery and insights in Tableau CRM help Salesforce users to understand data trends and key customer insights. Tableau CRM is already built with deep, native integration across the Salesforce platform. […]
Get Your Data Flowing Between Salesforce and Snowflake With These Connectors
In the past, getting rich customer data flowing between Salesforce and your data lake or data warehouse involved costly middleware and/or custom development. Recently, however, many companies have been consolidating their data lakes and data warehouses into Snowflake’s Data Cloud. This has not gone unnoticed by Salesforce. As such, they’ve made it easier than ever […]