Home > Quick Starts > Tableau CRM

If you have got a Tableau CRM to quickstart up and running, We've got a plan. Read the below sections to understand more.

Tableau CRM


Timeline: 4 weeks

Key Benefits
  • Build a single, comprehensive view of each consumer to power 1-to-1 journeys
  • Market smarter with AI: power predictive recommendations
  • Integrate every touchpoint and experience with brand across different channels
Team Introduction and Discovery

We’ll kick off the project and discuss your goals with Tableau CRM as well as what metrics, reports and dashboards are desired.

Dataset and Lens Development

We’ll configure Tableau CRM Dataset, in consultation with our analytics team and configure any lenses or queries.

Tableau CRM Dashboard and Report Widgets

We’ll create two dashboards and up to 5 report widgets, customized to your business metrics.

Desktop, Mobile and Tablet Layouts

We’ll configure the desktop, mobile and tablet layouts for an optimized experience both at your desk and on the go.

Tableau CRM Training

We’ll provide one hour of training on how to create and configure Tableau CRM, including report widgets and dashboards.

Ready to get started? We can help.

Contact Us