Activating CRM Dashboard Salesforce for Customer Success on Looker CRM
Imagine this: You’re digging through your Salesforce reports, trying to make sense of endless customer data. What if you could see everything—not just numbers and names but vivid, actionable insights—right there on your dashboard?
That’s where Looker comes in, turning that complex data into clear, visual stories using CRM Analytics to gain deeper insights.
Today, we’re diving into how integrating Looker dashboards into Salesforce isn’t just an upgrade—it’s a revolution. Stick around as we introduce AppEQ, your new dashboard and secret weapon for streamlining data like never before. Learn how to connect Salesforce with Looker Studio seamlessly and customize customer success dashboards to drive decision-making and support your business’s growth.
Curious? Let’s uncover the possibilities together.
Maximizing Customer Success with CRM Analytics Dashboards on Salesforce with the Power of Looker
Imagine having a CRM Analytics dashboard that shows you not just data, but clear, actionable insights through an in-depth analysis. That’s what Looker dashboards bring to the table when you connect Salesforce with Looker Studio, allowing teams around you to track customer success metrics effectively.
Visual Clarity
Looker takes raw Salesforce data and transforms it into visually compelling dashboards. A dashboard designer allows you to create and customize dashboards using a canvas and various widgets, such as charts, tables, filters, and containers. By using Google Data Studio, you can connect Salesforce data to Looker Studio through various connectors like Coupler.io, Google Sheets, BigQuery, and Data Loader. Picture this: instead of sifting through endless rows of numbers, a dashboard widget can you see trends and patterns emerge clearly on your screen. It’s like turning a complex map into an easy-to-read GPS. The user interface enhances this visual clarity, making it simple to access and interpret the data.
This visual clarity helps you understand customer behavior at a glance, making it easier to pinpoint and measure what’s working and what’s not within your customer base.
Data-Driven Decisions
With Looker dashboards, making data-driven decisions becomes second nature. Imagine you’re planning your next big marketing campaign and need to extract the desired data from various data sources such as Salesforce, AWS, or SQL warehouses using methods like ETL scripts, JSON query importer, or Data Loader.
Instead of guessing only results, you can look at the data to see what previous campaigns worked best. This way, you can optimize your strategies, track key metrics, analyze metrics related to new customers, identify upsell opportunities, save, and build stronger customer relationships.
Actionable Insights
But Looker doesn’t stop at just showing you data; it gives you actionable insights through CRM Analytics Dashboards. These dashboards utilize interactive data visualizations to gain insights, allowing you to manipulate and process data, turning it into actionable insights, including tracking expansion revenue from existing and future customers. By using your Salesforce account, for example, you can track key metrics and monitor sales team performance effectively.
Think of it like having a personal data analyst who highlights exactly what you need to focus on. You can drill down into specific data points, analyze trends, see reports, and get the context you need to make informed decisions. Whether it’s monitoring customer health, spotting upsell opportunities, or tracking key performance indicators (KPIs), Looker dashboards empower you to act on your data effectively.
By creating and leveraging Looker dashboards within Salesforce, account managers and customer success managers can:
- Monitor Customer Health: Keep a pulse on customer activity and identify potential issues before they escalate.
- Identify Upsell Opportunities: Spot trends that indicate customer needs beyond their current plan and present relevant upsell opportunities.
- Track Key Performance Indicators (KPIs): Monitor critical metrics like customer acquisition cost (CAC) and customer lifetime value (CLTV).
Activating Looker Dashboards on Salesforce: A Look at the Salesforce Looker Studio Connector Options and Global Filters
Integrating Looker dashboards into Salesforce can be done in a few ways:
- Salesforce Looker Studio Connector: Looker offers a Salesforce Looker Studio Connector, which allows you to pull metrics and dimensions directly from Salesforce into Looker Studio. This method provides seamless integration but may have limitations in customization and data transfer.
- Third-Party Integration Tools: These tools offer more flexibility but can be complex to configure and require technical expertise.
- Custom Development: For highly specific needs, custom development is an option, though it demands significant resources and ongoing maintenance.
Looker dashboards offer a powerful way to visualize and act on Salesforce data. Utilizing a Salesforce dashboard, you can leverage ready-to-use templates and tools for visualizing and analyzing data such as total revenue, overview, sales team performance, win-loss analysis, and sales analytics. By choosing the right integration method and utilizing an existing report, you can unlock the full potential of your data, making your B2B operations smoother and more effective.
Einstein Analytics, now known as Tableau CRM, brings interactive dashboards, predictive analytics, and actionable insights to existing Salesforce deployments, aiding in faster decision-making and increased sales conversions.
Up next, we’ll explore how AppEQ takes this integration to the next level.
References
Challenges of Traditional Looker Activation Methods in a Data Warehouse
Integrating Looker with Salesforce sounds straightforward, right? Unfortunately, it’s not always smooth sailing. Here are the hitches that often throw a wrench into the works:
One of the project’s main challenges is the need for exporting Salesforce data using tools like Salesforce Data Loader. The customer success team is responsible for owning and delivering accurate churn and expansion forecasts, and this process involves exporting data as CSV files for subsequent upload to Looker Studio and must be repeated every time updated data is needed.
Additionally, it appears it’s important to note the rebranding of tools like Tableau CRM, formerly Einstein Analytics, which distinguishes it from other tools such as Tableau and Salesforce Lightning reports and dashboards.
Context Switching
Have you ever had to juggle between apps on your phone when trying to get something done? It’s annoying, isn’t it? Similarly, having to switch back and forth between Salesforce and Looker can really disrupt your workflow.
Imagine needing to log into two separate systems just to get a full view of your sales cloud customer data—it’s like having to run between two offices to edit and fetch documents! With the integration between Salesforce and Looker Studio, you can achieve this with just a few clicks.
Data Siloed View and Export Salesforce API Data
Keeping your data in separate systems is like trying to solve a puzzle with half of the pieces missing. Introducing global filters, such as dropdown field lists that filter the entire dataset in a dashboard, can help streamline data analysis.
When your customer information is scattered across different platforms, you’re likely missing out on some key insights. This fragmented view can make it tough to see the big picture and make informed decisions quickly. Utilizing a data warehouse service helps in avoiding data silos by centralizing current and historical data from cloud applications for comprehensive analysis.
Technical Hurdles
Setting up and maintaining these integrations might require a tech wizard if you’re not one yourself. A Salesforce admin is often responsible for managing and setting up Salesforce, particularly when utilizing Tableau CRM (TCRM) and creating dashboards within the Salesforce environment. For many B2B users, the technical demands of configuring and keeping these systems in sync are daunting. It’s like trying to repair a spaceship with a manual for a car—it’s confusing and frustrating! The added complexity of managing a cloud data warehouse for in-depth analysis further complicates the process.
In essence, while traditional methods let you create and activate Looker dashboards in Salesforce, they often come with more headaches than they solve.
Next, we’ll explore how AppEQ simplifies understanding all this, ensuring you get the insights and detailed information you need without any fuss.
Seamless Integration with AppEQ for Salesforce Data
Ever wondered what it would be like to have all your data insights just a click away, right where you need them? That’s the magic AppEQ brings to your Salesforce experience, empowering your customer success teams and managers with valuable insights. AppEQ can also easily load Salesforce data to your preferred data storage options, ensuring seamless integration.
In addition to these features, Tableau CRM, formerly known as Einstein Analytics, offers fast, actionable insights, merges data from multiple sources, and creates interactive and predictive analytics dashboards, enhancing decision-making with automated recommendations.
In-the-Moment Insights
With AppEQ, it’s like having a superpower for your Salesforce interface. You can access real-time Looker dashboards without ever leaving Salesforce. By using a toggle widget, you can apply a number widget of selections or filters to your dashboard, grouping data by specified dimensions for more precise insights.
No more switching between systems or drowning in endless tabs. Just imagine: you’re in the middle of a sales call, and with just one click, you pull up the latest data visualizations to make a compelling point. That’s the kind of in-the-moment insight that can change the course of a conversation—and possibly close a deal. By connecting the processed dataset from intermediaries like Google Sheets or BigQuery to Looker Studio, you ensure that the insights are timely, complete and actionable.
Streamlined Data Access from Multiple Data Sources
Think of AppEQ as your personal data concierge:
- Direct Access: All your essential Looker insights and Salesforce data are merged seamlessly. It’s like having everything in one easy-to-read book instead of scattered papers. For a SaaS business, AppEQ also helps transform Salesforce data by using intermediary apps like Google Sheets and BigQuery to prepare and process the data before connecting it to Looker Studio for visualization and analysis. The choice between tools like Tableau CRM and Salesforce Lightning reports and dashboards often comes down to personal preference, based on individual inclinations and needs.
- Simplified User Experience: No technical hurdles. Even if you’re not tech-savvy, AppEQ makes it feel like a breeze to integrate and use complex data insights.
AppEQ doesn’t just integrate; it transforms how you interact with data in Salesforce. By removing the barriers of traditional activation methods, it ensures your data is not just visible but instantly actionable. Ready to transform your Salesforce experience with Looker? AppEQ is your answer.
