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Salesforce · Tableau / CRM Analytics

See your business clearly and act on it in Salesforce.

We implement Tableau and CRM Analytics (formerly Einstein Analytics) with custom dashboards, AI-driven insights and actions inside Salesforce, so teams make data-driven decisions from one trusted source.

At a glance
Real-time
Dashboards on live data
AI
Predictions & recommendations
Embedded
Insight inside Salesforce
1
Trusted source of truth
Since 2017
10+ years of delivery
200+
Projects delivered
100+
Salesforce certifications
5
Regions served
The challenge

Data is everywhere; insight is nowhere.

Numbers live in exports and spreadsheets, dashboards don’t match, and insight arrives long after the moment to act. Leaders end up debating the data instead of the decision.

✕
Reports nobody trusts
Every team exports to spreadsheets and gets a different number.
✕
Insight arrives too late
By the time the monthly report lands, the moment to act has passed.
✓
Answers where work happens
Tableau and CRM Analytics dashboards and AI insights inside Salesforce.
What we do

End-to-end Tableau & CRM Analytics services.

From first workshop to long-term optimisation, a single accountable partner across the entire Tableau / CRM Analytics lifecycle.

Analytics Strategy

Define KPIs, data sources and the dashboards each team actually needs.

Dashboard Design & Build

Custom Tableau and CRM Analytics dashboards tailored to your objectives.

Data Preparation

Recipes, dataflows and data models that make numbers consistent.

Integration

Bring ERP, marketing, finance and warehouse data together with Salesforce.

AI & Predictions

Einstein Discovery predictions and recommendations surfaced in records.

Training & Support

Enable users to explore data themselves, with ongoing admin support.

Capabilities

Everything your analytics needs, connected to Salesforce.

Interactive Dashboards

Visual, drill-down dashboards for every role and team.

CRM Analytics in Salesforce

Analytics embedded in records and pages where people work.

Data Preparation

Clean, join and transform data from many sources.

Workflow Actions

Act on insight directly: create tasks or update records from a dashboard.

Einstein & Agentforce AI

Predictions, recommendations and AI insights on your data.

Collaboration

Share, discuss and subscribe to insights across departments.

Beyond the core

Extend analytics to every team.

Sales Analytics

Pipeline, forecast and rep performance in one view.

Service Analytics

Case volumes, SLAs and CSAT trends for service leaders.

Marketing Analytics

Campaign performance and attribution across channels.

Executive Scorecards

Company KPIs on one trusted page.

Our approach

A proven path from kickoff to measurable revenue.

01

Discovery & value mapping

We review your processes, data and systems, then prioritise the changes with the biggest impact.

02

Solution design

Data model, automation and user experience designed around how your teams actually work.

03

Build & configure

Agile sprints with clean, scalable configuration and regular demos.

04

Data migration & integration

Clean migration and reliable integrations with the systems around you.

05

Enablement & launch

Role-based training, adoption support and hypercare after go-live.

06

Optimise & scale

Managed services, quarterly roadmaps and AI improvements over time.

Packages

Right-sized for where you are today.

Fixed-scope packages, from a dashboard sprint to an enterprise analytics programme.

Assessment

Plan before you build

Analytics fit & readiness review
Current-state and data audit
Prioritised roadmap & estimate
Quick-win recommendations
Talk to us
Popular

Implementation

Go live with confidence

Solution design & configuration
Integrations & data migration
Testing, training & launch
Hypercare after go-live
Talk to us

Managed & AI

Grow and optimise

Enhancement sprints
Release & health management
Agentforce & AI roadmap
Quarterly optimisation reviews
Talk to us
Engagement models

Work with us the way that fits.

Dedicated team

A cross-functional Salesforce squad embedded with you for the long haul.

Project-based

Fixed-scope delivery with clear milestones, timelines, and outcomes.

Staff augmentation

Certified experts who extend your in-house team on demand.

Why iTechCloud

A Salesforce partner accountable to your outcomes.

Salesforce Select Partner

100+ certifications across Sales, Service, Data, and AI clouds.

AI-first delivery

Every implementation is built to be Agentforce- and Einstein-ready from the ground up.

Five-region coverage

Follow-the-sun delivery across USA, UK, Europe, Middle East, and APAC.

Outcome accountability

We tie our engagements to adoption and revenue metrics, not hours billed.

Connected ecosystem

Analytics, connected to your whole stack.

From MuleSoft and Tableau to Slack, ERP and marketing platforms, we connect Tableau / CRM Analytics to the systems your teams already rely on.

Salesforce
MuleSoft
Tableau
Slack
AWS
Google Cloud
FAQ

Tableau & CRM Analytics, answered.

Tableau is Salesforce’s enterprise visual analytics platform for data from any source. CRM Analytics (formerly Einstein Analytics / Tableau CRM) is analytics built into Salesforce, embedded in records and apps.
Yes. Both connect to external databases, warehouses and applications, so you can analyse Salesforce and non-Salesforce data together.
Defining KPIs, data preparation, dashboard design and build, security setup, testing and user training.
Yes. CRM Analytics dashboards can create tasks, update records and launch flows, so insight leads straight to action.
Yes. We use Einstein Discovery and Agentforce to add predictions and recommendations where they help decisions.
Yes. We train users and admins to explore data and extend dashboards themselves, with support when needed.

Ready to turn your data into decisions?

Book a free discovery call. We’ll assess your setup and map the fastest path to a Tableau / CRM Analytics your team loves to use.