Find answers to your toughest questions with analytics for every industry.
TABLEAU CRM FOR FINANCIAL SERVICES
Transform your business and drive client success.
Insurance
Gain policyholder trust, increase sales, and improve customer retention with simple, data-driven insights. Help insurance agents proactively retain policyholders, and service reps see what actions truly boost customer satisfaction.
Commercial Banking
Give coverage bankers and relationship managers the power to hit their numbers by understanding sales blind spots and engaging customers at the right time.
Wealth Management
Get prescriptive account, referral, product, and personal performance analyses that help increase book of business, reduce customer and employee churn, and increase total assets under management.
Retail Banking
Hit your branch targets for new customers and assets by automatically identifying your best leads, predicting customer churn, and detecting and preventing fraud.
8,000
spreadsheets per quarter eliminated
“Citizens Bank has customized Tableau CRM to deliver best in class business intelligence, helping our customers and colleagues reach their potential.”
Tableau CRM FOR MANUFACTURING
Boost revenue and increase customer satisfaction with on-time delivery.
Complete Manufacturing Analytics for Sales
Optimize plant performance by measuring safety and compliance, manufacturing cycles, and capacity utilization with a single dashboard. Close the gap between sales, finance, operations, and channel partners.
Field Service Analytics for Manufacturing
Help field technicians, agents, and mobile workers deliver personalized, efficient service appointments. View all customer data in a simple app that analyzes all work orders and technician performance.
HEALTHCARE & LIFE SCIENCES
Improve operational efficiency and better serve your patients by connecting all your data sources.
Healthcare Providers
Spot trends, find answers, and create new best practices for your whole organization. Bring together all your data, like electronic health records, claims data, and clinical systems.
Medical Devices
Build strong partnerships with physicians, cut maintenance costs with proactive service, manage sales pipeline and territories based on supplier actions, and create smarter marketing with real-world customer insights.
18
day reduction in patient therapy*
“With the adoption of the analytics platform we are now able to engage with over 2,000 of our customer service representatives which would impact thousands of patients.”
*in proof of concept dashboard based on key patient and provider engagement roles
RETAIL & CONSUMER GOODS
Track inventory, store performance, and the entire health of your business.
Customer Satisfaction
Monitor and break down customer satisfaction scores across stores, regions, trends over time, and more.
Store Operations
See how your field service representatives, and the stores they service, are impacting sales, CSAT, and customer traffic.
Retail Marketing
Easily understand how marketing directly affects leads, open pipeline, and more, and drill down by region, segment, and product.
PUBLIC SECTOR
Get a better return on taxpayer dollars and make programs more effective.
Intelligent Correspondence Management
Collect and connect data from multiple systems to have a single view over all correspondence channels, from simple “contact us” forms to controlled FOIA correspondence.
Smart Case Management
Better manage cases at every level of government with greater insight into program effectiveness, risk factors, demographic trends, and more.
Financial Crime Reduction
Stop financial crimes from occurring with proactive notifications and alerts. Identify trends in credit and debit card fraud, identity theft, insurance fraud, and beyond.
Intelligent Health and Human Services
Improve outcomes and reduce patient re-enrollment in substance abuse treatment programs. Quickly learn critical patient information, drill down for a comprehensive view, and identify red flags in treatment.
Business Intelligence Tools from Salesforce
Welcome to a new era of data visualization software, an era of self-service BI where instant access to insights wins the day time and time again. With Wave Analytics, now anyone can organize and present information in a much more intuitive way, without a team of analysts. Wave Analytics is designed for every device, from desktops to tablets to smartwatches. So anyone can access vital analytics anytime, and take action instantly, wherever they are.