Your business is collecting data, yet you’re not using it to its full potential. Teams spend hours on reports, dashboards go unused, and departments are working from different sources. Sound familiar?
Tableau can change that. A visual analytics and business intelligence tool that brings raw, complex data to life through charts, visual reports and interactive dashboards. Tableau helps organisations see, understand and make informed decisions based on real data.
Tableau connects directly to your Salesforce data and any other systems you use to give your entire business a single, visual dashboard.
With clear charts, graphs and dashboards that are easy to explore and drill into, your teams can easily review the data and make decisions without waiting for a report.
Provide role-based dashboards for sales leaders, service teams, marketers, finance and executives, each focused on what matters most to them.
Embed Tableau dashboards directly on Salesforce pages so users don’t have to switch between systems to understand what’s going on.
Blend Salesforce data with finance, ERP and other tools to get a single source of the truth across the entire organisation.
At Simpala, we make sure Tableau and Salesforce don’t just connect, but actually work for your business. As Tableau consultants, we can help you by:
We’ll connect Tableau to Salesforce and other systems, set up data sources and reports, and configure real-time refresh schedules so the data stays accurate.
We build clear, role-based dashboards for sales, service, marketing, finance and leadership, focused on the metrics that matter.
We surface Tableau dashboards directly inside Salesforce so teams can see what’s happening and take action in one place.
We provide handover, training and ongoing support so your people feel confident exploring and evolving the dashboards over time.
Your business goals and culture dictate our project: there’s no one-size-fits-all. So, before we touch any technology, we take the time to understand your entire business.
We work with you throughout the project. We deliver straight-talking advice and thoughtful recommendations, designed to help your organisation see real results, fast.
With the easy drag and drop user experience, you can build interactive, multi-source dashboards, complex charts and maps or even just simple bar graphs. Use dashboards to, at a glance, visually see how well a part of the business is doing.
AI integrations within Tableau make it easy for anyone to understand the data and take action. Users can interact with the insights through natural language processing, contextual guidance and automation.
Graphical representations of your organisation’s data bring together visual elements such as maps, charts or graphs, helping you see and understand data trends, patterns and outliers in a clear, engaging visual way.
Data visualisation and analytics are only ever as good as the data that you input. Tableau offers various built-in cleaning solutions, for example, removing fields, fixing values, combining records, and filtering.
Has all this piqued your interest? Speak to our Salesforce Tableau consultants today and see how we can help you make sense of your data.