Author: SivaKrishna Marri

When gathering requirements for a dashboard, it’s important to understand the goals, audience, and key metrics that the dashboard should showcase. To help guide the conversation and ensure that all important aspects are covered, you can ask the following questions: So what’s the best dashboard in Power BI? Or in Tableau, or in Qlik Or…

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Customer service platform that allows businesses to manage customer interactions and support tickets across various channels, such as email, phone, chat, and social media. The platform also provides tools for creating and managing dashboards that display key performance indicators (KPIs) for customer service teams. Here are a few examples of KPIs that can be tracked…

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Data visualization is becoming increasingly important in today’s digital world. It helps us to gain insights from data and make informed decisions. CRM Analytics is a great tool for creating visualizations of data and making it easier to understand. It can be used to create dashboards, charts, maps, and other visuals that make it easier…

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Tableau CRM Salesforce Output connectors allow us to write the outcome of a recipe to any Salesforce org. Steps to achieve. Configure an output connector to the Salesforce org using the Service URL, username (we can utilize Integration user) and password/security token. Create a recipe with input node with Install base dataset and Output node…

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