Imagine you are an entrepreneur who is multitasking between meetings, sales targets and 100’s of emails, and you have access to all the data that you need in your fingertips, but making informed decisions based on that in real time is challenging. Making sense of data in real-time is altogether a different ballgame. Enter Tableau Pulse that directly puts data into the everyday workflow tools like slack and salesforce. This not only analyses your data, but also gives you the power to act on the available data.
Why do you need better data integration?
Data is crucial for any modern business, but it’s just not enough. The actions taken from the available data make all the difference. The most challenging aspect of having data is that it is scattered across various platforms. It is available in dashboards, spreadsheets, CRMs, emails etc. By the time somebody understands all this data and reports, the time for impactful decision has already passed. With Tableau Pulse, this process becomes seamless. Instead of going through multiple platforms, insights based on the available data is delivered to you in your slack channels or salesforce interface.
Like your mobile app notifications, for example: The lead conversion rate is spiking today. Ready to explore this opportunity? just like a personal assistant who gives minute to minute update.
Data is delivered like a conversation in simple English.
Tableau Pulse is more about how data interacts with you. Gone are the days when it was just about integration. Now it is about personalised notifications or messages.
Imagine this: you’re in a slack chat room with your sales team and Tableau Pulse sends a conversational message like, “lead conversion is up 20% today, check this trend to make most of it.”
Now with this kind of message, you can act on it instantly and at that very moment. It is real-time insights that are delivered in human language and this will push you to act on it when the time is right.
This applies to Salesforce as well. Tableau Pulse highlights performance trends or fakes. This will help in focusing your attention on turning insights into actions before opportunities slip away.
Slack + Tableau Pulse:
This helps in turning data into teamwork. On a busy day in the slack workspace, if Tableau Pulse delivers an insight directly into the conversation that’s happening in
in the slack workspace, this invites the whole team to respond. This also gives you the flexibility to tag a colleague, start a quick chat and brainstorm your next move – all of this can happen on Slack and this will take a lot less time than normal.
In a world where speed matters, Tableau Pulse ensures that data-driven actions happen in real-time. It reduces delays by integrating directly into your workflow, pushing you to take action without disturbing the workflow.
Salesforce + Tableau Pulse:
For the Sales team, having access to real time numbers is like a superpower. Tableau Pulse inside the Salesforce is like giving wings to CRM. Instead of going through dashboards, the most important and crucial insights get directly embedded in the sales process. Pulse alerts when it’s a new trend in customer behaviour or a fall in the sales in pipeline. It flags the right information to where it matters. This helps in closing the loop on sales.
When you spot an opportunity, you can easily take the lead on that or adjust the sales strategy or alert the team. All of this can be taken care of from wherever you are.
Closing the gap between Data and Action:
The major drawback with data is not that we don’t have enough of data, it has to do with how it is often too late by the time we act on it. By integrating Tableau Pulse into tools like Slack and Salesforce, the gap between insights and actions gets shorter. Decisions can be taken faster, collaboration becomes seamless and you can make most of your data available in the dashboard.
In summary, the ability to act on data quickly is what sets businesses apart. Tableau Pulse allows you to act on your data right when it matters most. So, the next time your data notifies you, you’ll be ready to take action.
CRG Solutions is a business performance improvement company helping organizations traverse their data to insights journey and beyond.
We leverage curated analytics technology such as Tableau, and we are one of Tableau’s longest standing gold partners with vast experience in visual analytics best practices. Contact us for more details.
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