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You're reading from  Creating Actionable Insights Using CRM Analytics

Product typeBook
Published inDec 2021
Reading LevelBeginner
PublisherPackt
ISBN-139781801074391
Edition1st Edition
Languages
Python
Tools
Tableau
Concepts
Business Intelligence
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Author (1)
Mark Tossell
Mark Tossell
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Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Read more about Mark Tossell

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Embedded dashboards

The ability to easily embed a dashboard in Salesforce is one of the distinguishing features of CRMA. It sets CRMA apart from the crowd of BI tools out there. Let's see why it is important.

Why would you embed your dashboards?

One of the great struggles in the world of data analytics and business intelligence is user adoption. It is often the case that organizations spend hundreds of hours and many thousands of dollars on capturing, analyzing, and visualizing, only for the project to fail miserably because business users simply don't use and apply the insights.

One way to address poor user adoption is to embed the insights in front of the user in the CRM workflow, where they will inevitably view the dashboards as they work in their Business As Usual (BAU) environment. This is very different, and much more effective, than asking users to remember to review dashboards during their busy workdays, even if they are only a tab away in Salesforce. It...

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Creating Actionable Insights Using CRM Analytics
Published in: Dec 2021Publisher: PacktISBN-13: 9781801074391
© 2021 Packt Publishing Limited All Rights Reserved

Author (1)

author image
Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.
Read more about Mark Tossell

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