Creating Actionable Insights Using CRM Analytics (E-book)

Creating Actionable Insights Using CRM Analytics (E-book) - Opis

CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights.Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease.By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently. Spis treści: 1. What Is TCRM and Where Can You Use It?2. Developing Your First OOTB Analytics App in TCRM3. Connecting Your Data Sources4. Building Data Recipes5. Advanced ETL Using TCRM Data Prep6. TCRM Lenses - Diving into Your Data, One Click at a Time7. Security in Tableau CRM8. Building Your First TCRM Dashboard9. Advanced Dashboard Design and Build10. To Code, or Not (...) więcej to Code?11. Best Practices in Dashboard Design Using TCRM12. Embedding and actioning your insights O autorze: Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam. mniej