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How to Maximise Every Customer Service Interaction using Tableau CRM

Service agents play a critical role in your organization. They’re on the front lines engaging with your customers every day, turning frowns upside down to keep satisfaction high. Why not equip them with the insights they need to make the most of every customer interaction?

Join us for our upcoming webinar where we’ll discuss how Tableau CRM can help your service organization to:

  1. Boost agent productivity: combine disparate service data and embed insights directly within Service Cloud records to reduce swivel chair and customer hold times
  2. Reduce customer churn: use Einstein to predict likelihood of customer churn and then proactively engage at risk customers
  3. Grow revenue via up-sell and cross-sell: turn your service center into a meaningful source of revenue by empowering agents to make the right offer at the right time with prescriptive recommendations

About the speakers

Jordan Patterson headshot

Jordan Patterson

AI Analytics Specialist, Salesforce
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Ava Kavelle

Product Marketing Manager, Tableau
Sam Ennis headshot

Sam Ennis

Lead Tableau CRM Solution Engineer, Salesforce
Brittany Thornton headshot

Brittany Thornton

Senior Solutions Engineer, Salesforce

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