Sales and business intelligence with Tableau

December 10, 2024 - Research Y189

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The integration of analytics tools and CRM systems has become essential in 2024 to forecast cash flow, optimize sales processes, and facilitate appropriate customer understanding. To investigate the value delivered by these tools, Nucleus interviewed multiple companies that adopted Tableau in conjunction with existing CRM systems. Organizations reported multiple tangible benefits, including 16 to 44 percent improved user productivity across data and business teams, decreased inventory holding costs, increased lead conversion rates, and expanded cross-sell revenue.

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