Economic uncertainty and declining budgets are making for a rough ride -- especially for marketers. When belts tighten, management heads to marketing looking for budget cuts.
But during a downturn, marketers can drive new business opportunities by building a comprehensive view of the customer – from web analytics to sales transaction data – that gives marketers the knowledge to act quickly and deliver results.
From website statistics through sales transaction data, marketers will gain a deeper understanding of customers, identify opportunities more rapidly and invest their marketing budgets more effectively.
The unique drag and drop interface enables people to create ad hoc pipeline analyses, sales trends, won/loss reports, etc. as well as standard business performance summaries and dashboards. Since there are no "canned" templates or charting wizards in the product, people have an unlimited ability to view and explore their CRM data.
Tableau is a fantastic tool that can show analysts the impact of business activities, from new product launches, to marketing campaigns, to customer service initiatives."
With Sales data, one can start looking at opportunities, asking questions like :
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What deals are in the pipeline? |
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What stage is each of those deals at? |
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How much revenue have we booked this quarter? |
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How is each of the sales representatives doing? |
Tableau also allows data to be "sliced" by many attributes (e.g. regions, products, partners, etc.) and is especially flexible when investigations required multiple time dimensions.
Whitepaper
Visual Scoring - the 360° View
Lead scoring can be a fast and easy way to help you and your salespeople prioritize and value every lead. Traditional scoring approaches can be underutilized by the sales organization who lacks the understanding o f how behavior is scored and doesn't understand the history of the lead.

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