Business Analytics… Tableau and CRM Analytics – Better Together 11 Apr 202312 Apr 2023 I have had a great many conversations over the past few years regarding the distinctions between the various reporting tools and platforms offered by Salesforce. This has been the source…
Business Analytics… Data is the new soil 4 Dec 20225 Dec 2022 It has been said, repeatedly, that data is the new oil. Here is how Clive Humby, the data science entrepreneur who coined the phrase “data is the new oil,” compares…
Business Analytics… Why do you need CRM Analytics when you have reports and dashboards? 22 Oct 202222 Feb 2023 You’re using Salesforce, the #1 CRM in the world. It comes with best-in-class native analytics, providing powerful, customisable reports and dashboards. It’s working really well for your team or business.…
Business Analytics… How can you learn CRM Analytics? 13 Jul 202216 Apr 2023 Formerly known as Tableau CRM and Einstein Analytics, Salesforce CRM Analytics (CRMA) infuses predictive and prescriptive insights directly in the Salesforce workflow. “Every Customer 360 digital transformation is a data…
Business Analytics… Developing your first Analytics app in Tableau CRM 3 Dec 2021 I am excited to have completed the draft copy of my book, Creating Actionable Insights Using TableauCRM, which will be launched on December 29 of this year. As a teaser, I wanted…
Business Analytics… Are you confused about Einstein, Tableau, and TableauCRM? Read this: 31 Oct 202031 Oct 2020 If you're like me, you had a "What in the world!?" moment when Salesforce announced the renaming of Einstein Analytics as TableauCRM. Whoa! As if people weren't confused enough already,…
Business Analytics Tableau or Einstein Analytics – which is best for you? 20 Jun 202022 Jun 2020 It's all about getting value from data – right? Sounds simple, but one of the many challenges faced in this quest is the plethora of Business Intelligence (BI) tools available…
Business Analytics… Do your Salesforce reports live in spreadsheets? 8 Apr 20208 Apr 2020 Here is an all-too-common scenario for businesses and organisations which have their precious data stored in Salesforce: Step 1: Data analyst runs 25 Salesforce reports – based upon various objects,…
Business Analytics… Riding the Analytics Wave 15 Feb 202015 Feb 2020 I was stuck. While building out Salesforce Financial Services Cloud for InFusion360, I was knee-deep in reports and dashboards. Talking about being a data-driven organisation is easy – becoming one is…
Business Analytics… The Ten Commandments of Dashboard Design 22 Jun 201929 Jan 2020 1. Thou shalt tell a story with thy data Great analytics tell a story. The data speaks to the consumer, informing them, and empowering them to make smart decisions. Here…
A Most Unlikely Trailblazer 