What we do
What is Salesforce Analytics?
Tableau is a cloud-based app from Salesforce that connects with your CRM and business processes. Through collecting and collating data from various business departments, it generates valuable reports and dashboards and creates easily-digested data visualisations -without the need for writing algorithms or complex code.
Analytics should be used to inform every part of your businesses operations, removing guesswork. Your sales team will benefit from lead and opportunity scoring based on behavioural data, customer service can enhance their round-the-clock interactions through bots, routing cases through automated case classification, while marketing can leverage the data to refine activity for higher engagement and engagement scoring. Of course, it doesn’t end here, Tableau is highly effective when used in manufacturing, e-commerce and data science environments.
Team 17
The Result
Cloud Orca implemented Salesforce Sales Cloud, Inbox, Quip and Einstein Analytics for Team17 to optimise their current processes and gain a better understanding of their B2B customers by using data capture features for superior segmentation.
Now, all time-wasting activities such as bouncing between different media were obsolete, as Salesforce as a platform brought a new and enhanced way of managing important company information.
Working with Cloud Orca has been a great experience. Their product knowledge is excellent, and their ability to ask the right questions in order to tailor Salesforce to our needs was excellent.
Harley Homewood, Team17
Centralise company data
By centralising, cleansing and processing company data you can optimise multiple data assets to become truly data-driven, improve consistency and enhance every customer experience and interaction.
Leverage the power of AI and analyse large data sets
Clean, store, explore and enrich large data sets using powerful AI software that uncovers relationships between data and predicts future outcomes.
Connect your workforce through access to the same data
Empower the decisions, activities and collaboration across every department by giving individuals access to data reports and visualisations that add value.
Track relevant KPI’s using Sales Analytics
Gain true visibility over departmental and team performance, understand the sales pipeline and know when to take action using real-time and legacy data.
Gaining true visibility means that businesses that respond to trends and behaviours both inside and outside of their organisation. By using a tool like Tableau, businesses gain a deeper insight into employees and customers, identifying opportunities and enabling better decision-making that supports growth and allows you to remain competitive.
As your Tableau implementation partner, we will ensure you get the very best out of your analytics tool to increase your business insights and achieve a high ROI.
Contact us today to find out how we can transform your business.
Please complete the application form below and someone will be in contact with you.
Please fill out the form below and we will email you a link to download the PDF.
