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Home / Services / Salesforce and Tableau Integration
In today's data driven world, businesses often look for ways to manage their data in a systematic way. Salesforce is the world's leading CRM platform and is used in many organizations for their day-to-day business activities. Tableau, on the other hand, is a powerful BI and visualization tool that is used for analyzing, interacting and exploring data. Tableau excels at turning raw data into insights, enabling business to make informed and strategic decisions in a short amount of time.Integrating Salesforce and Tableau fixes the gap between data collection and data analysis. At Dreamstel, our certified Salesforce professionals adhere to the best Tableau Integration in the Salesforce Process, and for businesses using Salesforce services it is recommended to go for Salesforce Tableau integration.
Integrating Salesforce with Tableau can increase your chances of improved digital growth. It helps businesses make detailed decisions and take advantage of all the data from different sources. Tableau integration in Salesforce also improves client experience and accelerates growth. Whether you need a complete Salesforce Tableau integration solution or you can find errors during extract, we can assist you with anything and everything you need regarding the process. Our experienced developers exhibit hands-on experience in Tableau as well as Salesforce. The acquisition just made our job easier. Be it file extraction, knowledge of character limits on certain fields, such as calculated fields or recreating calculated fields in Tableau after creation of the extract, we can do it all.
Salesforce has taken the concept of Customer Relationship Management to a whole new level by truly showing business transformation through cloud services, and Tableau contributes by providing analytics to ensure that the business only moves forward. Tableau helps users create interactive dashboards and visualizations that are easier to read and analyze and collect all organizational data in one place.
If your business needs a platform that helps you manage your data, then integrating Tableau with Salesforce may be the right decision for you:
Enhanced Data management
It helps simplify data and make it easier for the users to understand.
Improved decision making
Data is easily accessible making the decision making process easier and faster.
Creating a common platform for all business activities
Tableau and Salesforce Integration creates a common platform for everyone to access data from.
Improved user experience
End users can access any data at any given time with Tableau and Salesforce Integration
Understanding your business better
Helps businesses understand their position in the market by analyzing growth and calculating data
Enhanced Data Analysis
Get deeper insights and transform complex data into simplified visuals.
Increased Productivity
Organizational productivity is increased
Improved Customer Experience
Customer relation improves resulting in customer satisfaction.
See how our experts develop Salesforce Solutions for your business
1
Planning
Establish your goals, ensure you have the correct permissions and design a data framework.
2
Integrating the platforms
Connecting the platforms to ensure best performance
3
Building
The design, visuals, dashboards etc are made during this step.
4
Deployment
The integrated system is then deployed and observed to see if its working according to client needs.
5
Maintenance and Support
Ongoing maintenance and support to ensure best performance.
6
Optimization and Scaling
Continuously analyze user feedback and system performance to optimize dashboards, enhance data accuracy, and scale the integration as your business grows.
We develop projects globally with multiple satisfied clients.
If you are a startup or a growing business, integrating Salesforce and Tableau may help you reach your business goals faster.
Your data is fragmented
No unified platform for your data
You need predictive analysis
SYour business analytics are inaccurate
Forecasting is inaccurate
Your trend perceptions are not optimized
Manual reporting
You still report manually
Your company is not fully leveraging its data
Too much data, too little insight
Utilizing Salesforce investment
You don't know how to generate satisfactory ROI
Problems in account management
Your account data are not managed properly.
Difficulty in generating ROI
Your present ROI is not satisfactory
Difficulty in adopting new trends
If your business is struggling to adapt to new trends.
Dreamstel Technologies offers Salesforce and Tableau integration which will help your business create a unified view for your customers.
Integrating Salesforce and Tableau can unlock powerful insights, drive better decisions and boost company growth. We provide:
Certified Salesforce experts
Dreamstel brings deep domain expertise in both Salesforce and Tableau. Our experts understand the importance of each platform and how to align them for optimal business performance.
Customized Solution
We provide solutions that are tailored to your business needs.
End-to-end satisfactory service delivery
Dreamstel provides full cycle integration, from planning to deployment.
Security
We prioritize data security and user access control to ensure your salesforce data is protected.
Industry Experience
Our experts have experience in multiple industries
Commitment to Quality
We do not compromise on the quality of work
Competitive advantage
We help you get better industry insights
Tailored Solutions
Our professionals understand your business goals and make solutions accordingly.
Multi-domain industry experts
Our Salesforce developers are experts in their field.
Every Project needs a unique technology stack and our experts understand your business objectives and choose the technologies accordingly. Here is what we specialize in:
Web / Frameworks:
Databases / Data storage:
DevOps containers:
DevOps automation:
DevOps CI/CD:
DevOps monitoring:
Industries We Serve
Core domains we specialize in
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Retail & E-Commerce
IT & Telecom
Automotive
Manufacturing
Additional domains we have experience in
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REAL ESTATE
EDUCATION
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Improved Sales Forecasting
Effective Lead Management
Personalized Customer Journeys
Proactive Issue Resolution
Deeper Customer Understanding
Accelerated insights
Enhanced customer service and customer satisfaction
Smoother integration
Real-Time Data Visualization for Faster Decision-Making
Salesforce is a powerful CRM but Tableau helps in simplifying the data and making it visually simpler and easy to understand.
Yes, for a seamless integration with API access, you typically need a Salesforce edition that supports API access.
Salesforce development is not industry specific. Any company or industry that wants to upgrade itself can benefit from Salesforce Development.
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