E-mail and CRM Analytics

Tableau can significantly improve your ability to gain insight from your CRM and email analytics by helping you:

  • Optimize online media campaigns in real time
  • Make strategic decisions that reduce cost and risk while increasing brand reach
  • Quickly determine marketing effectiveness & calculate ROI
  • Monitor & measure email & CRM marketing
  • Analyze and hit your digital media goals
Email & CRM Analytics
Calculate ROI and Effectiveness of Email & CRM Marketing

Tableau can be used to analyze data from CRM, email, and automation platforms. Develop stunning and insightful funnel reports. Segment and perform database hygiene. Analyze campaign and lead nurturing stats. Combine multiple data sources into a single view of your closed loop marketing efforts.

In this view, we see how a marketing department uses Tableau to analyze Eloqua and Salesforce response and email data. The first view shows accounts ranked by activity. Individual activities and accounts can be filtered and drilled into. You can even see individuals and the activities they performed on a visual timeline. The second tab show campaign metrics.

Optimize Online Media
Monitor Performance and Identify Successful Campaigns

Optimizing your online presence means digging into the data available to you to make informed decisions. Do your search ads perform differently than your display ads? What’s the conversion rate and, most importantly, what’s the cost?

Getting a historical perspective on your campaign effectiveness is critical for making future investment decisions. Analyze your performance down to a campaign level to know which ads performed well in different channels so you know when you’ve got a home run that can be re-used and when you need to look for new material.

Watch this short video to see an example of how visualizing online media spend data can lead to quick, insightful decisions to maximize your investments.