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Salesforce Business IntelligenceSalesforce

Explore insights and anticipate needs faster with business intelligence tools built directly into your CRM and Tableau.

Vendor

Vendor

Salesforce

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Product details

What is business intelligence?

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.

Quickly understand and act on your data.

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.

Transform outcomes with personalized insights and the metrics that matter most.

Insight Summaries

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.

Personalized Homepages and Digests

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.

Slack, Email, and Web Integration

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.

Sell smarter with metrics that provide insight on pipeline gaps to hit your forecasts.

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.

Smart Account Management

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.

Team Analytics

Analyze and compare team performance across your top KPIs (key performance indicators) and view top accounts, open opportunities, and products.

Better support customers with personalized service-operations insights.

Trends and Predictions

Get a comprehensive view of your support case trends over time and understand what activities are driving outcomes (and which aren't).

Action Workflows

Perform CRM actions at the point of insight to save your service representatives' time and energy.

Intelligence Dashboards

Tap into a trusted dashboard for key business metrics such as SLA (service-level agreements), CSAT (customer satisfaction score), and first contact resolution.