Data Integration and Preparation:
· Connect Tableau CRM to various data sources (Salesforce and external databases).
· Perform data cleaning, transformation, and preparation for analysis.
· Dashboard and Report Development:
· Design and develop interactive dashboards and reports that provide actionable insights.
· Utilize Tableau CRM features like lenses, dashboards, and datasets effectively.
· Customization and Configuration:
· Customize Tableau CRM applications to meet business requirements.
· Configure user permissions and data security settings within Tableau CRM.
· User Training and Support:
· Provide training to end-users on how to use Tableau CRM tools and dashboards.
· Offer ongoing support and troubleshoot issues related to dashboard performance or data accuracy.
· Performance Optimization:
· Monitor and optimize dashboard performance for speed and efficiency.
· Implement best practices for data visualization and user experience.
· Collaboration with Stakeholders:
· Work closely with business analysts, data scientists, and other stakeholders to understand data needs and business objectives.
· Gather requirements and translate them into technical specifications for dashboard development.
· Data Governance and Compliance:
· Ensure data integrity and compliance with organizational policies and standards.
· Implement data governance practices within Tableau CRM.
· Reporting and Insights:
· Generate regular and ad-hoc reports to support business decisions.
· Analyze data trends and provide insights to stakeholders.
· Stay Updated with Trends:
· Keep abreast of the latest Tableau CRM features, updates, and best practices.
· Participate in training and professional development opportunities.
· Documentation:
· Document processes, dashboard designs, and data sources for reference and knowledge sharing.
Any Graduate