How can Tableau and AI help us better understand our clients?

It's no surprise that data is at the heart of today's business concerns – and possibilities. Data is ubiquitous – it's created at every stage of the customer experience and throughout the company lifecycle – and businesses are working hard to make the most out of it. Customers feel they have a bond with businesses and believe that brands should recognize them. The experience should be beneficial to both parties, thus it should be organized with them in mind. If a corporation gathers personal information from clients, it should utilize that information to better understand them before dealing with them.

Businesses that combine data to generate insights and create incredible customer experiences will stand out from the crowd. With the right analytics tools, they have the ability to create and manage available data in a systematic way that would otherwise be very difficult to track. One such tool is CRM, which enables companies to take their customer management process to a new level.   

What is Tableau CRM?   

Tableau CRM is a leader on the business intelligence and analytics market, created from the merger of Tableau and the world's number one CRM platform, Salesforce in 2019. Tableau CRM, officially called Einstein analytics is appropriate for the team that wants integration of their analytics into your Salesforce CRM, as well as actionable and Artificial Intelligence-driven insights immediately within the platform.

The system can also be used to implement real-time processing of data, identifying patterns that can be analysed to better understand customers. Tableau CRM includes all functionalities from artificial intelligence to data modelling, processing, and visualisations.

– said Ágnes File, Salesforce Practice Lead, Deloitte Digital Hungary.   

Segment of one - the pinnacle of customisation 

Personalisation in Tableau CRM means that users can create a simpler analytics solution by themselves, without the need for extensive technical knowledge.
Historically, the notion of personalization was not integrated since the focus was on meeting objectives. Now, a macro and personalised cyclical market can be created, where AI tools like Tableau CRM provide a more deeply connected customer experience than ever before. Thanks to the right set of parameters and predictive models based on artificial intelligence, all the data a consumer has, their performance, their chats, their history – in other words, all the data they generate – can be easily managed and turned to their own advantage, helping companies to plan strategically and improve the customer experience.    

Focus on data quality 

Data quality is one of the pitfalls of implementing real-time business analytics. The purpose of real-time reporting is to enable immediate decisions based on current data, therefore the accurately recorded data is vital. When data is input incorrectly, a domino effect emerges, spreading incorrect information throughout the whole database, not just one isolated spreadsheet. The consequence of this is that incorrect decisions are made based on the incorrect information, not to mention the time and energy wasted trying to find the error. An important consequence of incorrect data can ultimately be the loss of user confidence in the system

– added Ágnes File.

When evaluating data, it's critical to verify for correctness, completeness, consistency, and integrity, among other things. To achieve this, everyone, from customer to analyst have to understand the operations and importance of data.

Salesforce CRM provides a number of built-in tools to ensure good data quality, such as various data validation and anti-duplication rules, merge of records in case of redundant data, or mandatory fields.  

What can Tableau CRM do that others can't?