WHO WE HELP

Sales & Marketing

Master your pipeline opportunities and predict time to close. Empower your marketing team to make more informed campaign decisions to get the best return on investment.

Visibility is key to the success of your business. Gain insight into your current pipeline opportunities and have the ability to see when opportunities may close, or deep-dive into your marketing campaigns and to predicting which have the best ROI. We’ve developed a series of workflows based on Einstein AI KPIs targeted towards Tableau users who have an existing investment in embedding Tableau in Salesforce.

How Can We Help You?

Lacking Pipeline Visibility

I’m lacking sufficient visibility into my sales pipeline

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Conversion Struggles

I’m struggling to understand those opportunities which are most likely to convert this quarter

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Data Visualization

I’m looking for new ways to visualize my data and share this with my team

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Campaign Results

I’m looking to better understand which campaigns yield the best results so I can prioritize my efforts accordingly

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Actionable Recommendations

I need my sales team to get actionable recommendations on the next best action to move a deal forward

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Predict Lead Generation Results

I need a way to predict lead generation results per tactic so I can evaluate which tactics to use and when

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Integrate Tableau

I’m looking for help to integrate my Tableau data with Salesforce

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Tableau Partner

I’m new to Tableau and looking for a partner to help get us started

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Tableau Training

I’m interested in getting some training for my team on Tableau and data visualization

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Interested in learning more?

Request a Consultation