How Tableau Empowers your Sales Team to Achieve More?

  • 14 May 2020
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Tableau Empowers your Sales

Whether you are doing sales calls or meeting clients in person, there is no question that your role in the sales team is important to boost the bottom line. The sales team is a pillar of an organization that gives a robust foundation for any business. But, sometimes incompetent and legacy software can slow them down or hold them back. Sales reps could miss out on great leads or market their products or services at the right time. As time plays a major role in sales, salespeople need to have information that gives a comprehensive view of information anytime and anywhere without any complexity. The majority of businesses use CRM to gain a detailed view of a customer’s sales history and interactions. However, there are tons of other things that matter for your business and help you close your deals faster. 

A robust and enterprise-ready software such as Tableau empowers all sales teams and divisions with critical insights. You can run an ad-hoc analysis of any account in a matter of time.  In this blog, we will reflect on some major capabilities of this smart and next-gen software which helps the sales team to accelerate analysis and make a great impact with their data. 

Forecast Sales Performance

Gain a holistic view of your business, opportunities, and use the Tableau dashboard to rest your analysis on facts and figures. Gain a real understanding to prevent unwanted surprises. This BI software emerges as a great tool for sales leaders when they have to present a sales forecasting report to their senior management. You can feel confident that you are providing authentic data that can be used to forecast future and foster informed decisions.  

Monitor Sales Pipeline  

Now it is easier for sales executives, managers and analysts to monitor the health and status of your sales pipeline. You can view opportunity stages, KPIs, size buckets, and spot opportunities that require you to take necessary actions. With a complete and accurate view of your sales pipeline, you can evaluate where your leads are coming from and can take appropriate action to help your team reach desired targets.  

View YOY comparisons 

Quickly filter your sales data by region, industry-wise, salesperson, and view year on year comparison. It helps sales team management to identify patterns or trends, know which reps are selling to, how and what approach are they applying and set realistic targets. By viewing the Tableau dashboard, you can help sales personnel to change their tacts of approaching customers and boost customer relationships.  These insights can prove to be highly effective and can achieve a high customer satisfaction rate. 

360-degree view of an account

Knowing about every interaction of your account is vital to avoid any missteps in the relationship. Tableau software gives an immediate view of the details you want to know to service your customers better. How have been the journey of clients with us? Are they satisfied with our services? Quickly understand the metrics about your company and how much revenue has been generated from an existing account. 

Sales Cockpit dashboard 

Keep your sales team productive and in the know with Tableau “cockpit” dashboard. Empower sales leads and managers to track CRM call down-lists, view cross-sell and up-sell opportunities. The dashboard presents useful insights for sales reps at one place. Sales reps need not have to juggle between software to gain actionable insights. You can quickly filter data about quota attainment, lead activity, and 360 customer insights, enabling you to stay in front of the sales targets. 

By bringing a robust Tableau software in your business, you will give your sales team insights they need to make critical decisions based on data.  Alongside, sales analysts and managers can gain confidence that data is accurate without having to drill down into a mountain of excel sheets and focus on what matters to them most.  

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    Nidhi Batra

    About the author

    Nidhi Batra is a marketing and brand communication professional with 10 years of experience working in the dynamic B2B marketing environment. She strategizes, writes, reviews a variety of content for demand generation and sales support activities. Having a Master’s in English from Delhi University, she knows how to navigate her readers on insightful journeys with her SAP published blogs and thought leadership content.