Explore insights and anticipate needs faster with business intelligence tools built directly into your CRM and Tableau. Discover the "why" behind your businesses performance and identify your next best action based on the data and insights that matter most to you.
Source: 2024 Salesforce Success Metrics Analytics Highlights. Data is aggregated from 1,536 customers across 9 countries.
See why Gartner named Tableau from Salesforce a Leader in the Gartner® Magic Quadrant™ for Analytics and Business Intelligence Platforms for the 12th consecutive year.
Use your data to answer specific questions and inform better business decisions. Business intelligence tools and software allow you to perform holistic analysis for decision making or planning.
Tableau Pulse
Start your day with Today’s Pulse: a summary of the most relevant insights across all the metrics that are relevant to you. Powered by AI in Tableau, these natural language summaries provide you with the at-a-glance insights you need to understand what’s happening and why.
See the metrics and insights that matter most to you and your work—curated into a personalized digest. Activate your team to focus on the same shared goals, without having to dig for information across several data sources, to make appropriate and timely decisions.
Right time, right place: Make insights actionable by bringing them into where you’re already working. Whether Slack, email, Tableau dashboard, or embedded into Salesforce products, applications, and web portals, Tableau Pulse delivers relevant insights to meet you where you are.
Revenue Intelligence
Get a complete view of your revenue performance—as it relates to your pipeline, teams, sales, and more—to drive focus and results.
Quickly identify where to focus your resources based on account performance. React in real time to accounts with upside opportunities and those that are at risk.
Analyze and compare team performance across your top KPIs (key performance indicators) and view top accounts, open opportunities, and products.
Service Intelligence
Get a comprehensive view of your support case trends over time and understand what activities are driving outcomes (and which aren't).
Perform CRM actions at the point of insight to save your service representatives' time and energy.
Tap into a trusted dashboard for key business metrics such as SLA (service-level agreements), CSAT (customer satisfaction score), and first contact resolution.
Make better business decisions with the world's leading data and analytics platform.
Get the full power of Tableau by integrating embedded analytics tools directly with your CRM or third-party applications.
Take action, faster, with visual analytics, AI-powered predictions, and out-of-the-box user experiences for CRM data, built directly into Salesforce.
Optimize spend and customer engagement with unified performance data, automated reporting, and cost-saving AI insights.
Sell smarter with sales analytics built directly into your CRM.
Leadership needs to have a consolidated view of the organization, down to the entity. This is what we can provide with CRM Analytics dashboards—the business intelligence we have today.
Irina ZubovaVice President, Sales Management and Support, Schneider Electric
Try Tableau for free—a fully-hosted enterprise solution for deep data exploration.
Try CRM Analytics for free to get actionable insights within your existing Salesforce workflows.
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Business intelligence, or BI, combines business analytics, data mining, data visualization, data tools and infrastructure, and best practices to help organizations make more data-driven decisions.
Modern BI solutions prioritize flexible self-service analysis, governed data on trusted platforms, empowered business users, and speed to insight. In practice, modern business intelligence software enables a comprehensive view of your organization’s data and use that data to drive change, eliminate inefficiencies, and quickly adapt to market or supply changes.
Historically, business intelligence tools were based on a traditional BI model. This top-down approach to business intelligence was driven by the IT organization and most, if not all, analytics questions were answered via static reports. So, if you had a follow-up question about a report you received, your request would go to the bottom of the reporting queue—essentially restarting the entire process. The traditional BI model led to slow, frustrating reporting cycles, and people weren’t able to leverage current data to make timely decisions. Despite these challenges, traditional business intelligence is still a common approach for regular reporting and answering static queries.
In contrast, modern business intelligence is interactive and approachable. While IT departments still play an important role in managing access to data, multiple levels of users can customize dashboards and create reports on little notice. With the proper business intelligence software, users across the business are empowered to visualize data and use that analysis to answer their own questions.
BI is more than just software—it’s a way to gain a holistic, real-time view of all your relevant business data. Implementing BI tools offers a myriad of benefits, from better analysis to an increase in competitive advantage. Some of the top business intelligence benefits include: data clarity, increased efficiency, better customer experiences, and improved employee satisfaction.
To learn more, read our complete business intelligence overview.
