Salesforce is one of the leading Customer Relationship Management (CRM) platforms, that streamlines and automates CRM activities. The platform boasts of over 150,000 customers across the globe, commanding 20% of the CRM market share.
Needless to say, the platform generates a lot of raw customer data with the idea that it can be used to make valuable business decisions. But the captured data is only useful if it is properly evaluated and analyzed. It is estimated that less than 1% of the world’s data is effectively analyzed. The rest is either captured but never utilized, or never captured at all. There is a need to capture relevant data, eliminate unwanted data, and fill the gap between piles of mounting data and data analysis to facilitate decision making.
The best way, to make sense of all the collected information, is Data Visualization.
What is Data Visualization?
Data visualization is the graphical depiction of data that allows for more comprehensive exploration of information. It is a visual presentation that offers deep insights for informed decisions, that is not easily possible with raw data. Data visualization makes use of charts, graphs, tables, and other elements for business analytics that are more appealing and simpler to decipher. This makes it possible for decision makers to comprehend analytical data, even with limited knowledge of statistics or computer science.
How does it help?
The human brain is programmed for visualization. We tend to process visual representations faster than the written word, or, in this case, exhaustive data tables. This is why data visualization is the faster, better, and more effective way of analyzing data. Let’s look at the benefits of data visualization.
Get the most out of Data Visualization
Data visualization needs to be dynamic, relevant, and appealing to be fully utilized. Here are a few pointers on how that can be achieved.
- Cut the clutter
Hide unwanted details and unnecessary information from your visuals using filters. This will make your dashboards look cleaner and easy to interpret. There is also no need for extra or complicated widgets where they are not required.
- Tell the data story
Widgets and charts that represent the data in the best possible way need to be chosen. This will depend on the type of data that you are handling. Texts and sizes can be utilized to instantaneously draw the viewers’ attention to the context.
- Beautify
Make use of colors to focus on relevant information. For example, using red and blue to signify hot and cold temperatures. This should be done tastefully to avoid visuals looking like a chaos of colors. It may sometimes also be appealing to incorporate pictures or shapes, in place of conventional charts.
- Refresh
Raw data is recorded every minute and may impact the information that is used for decision making. This is why it is important to use real-time or near real-time data for analysis. Visuals must be auto refreshed to reflect the most recent data for interpretation.
Analytics Tools for Salesforce
Processing data generated from Salesforce is key for business success while using this platform. There are many analytics tools available on the market that integrate with Salesforce for visualization data. Here we have a look at some of the most popular ones.
Conclusion
The job of good data visualization is to present data clearly and effectively by use of graphics. Taking complex information and breaking it down with the help of visuals makes it easy to comprehend. This, in turn, translates to interpretation and valuable business decisions for profitability and growth. To fully realize the potential of data and visualization tools, it is important to assess and select the most suitable tools for your specific requirements.
IT Crats helps businesses realize the value of their data with comprehensive data management and support services for Salesforce and other enterprise platforms. Unlock your potential with high-quality services from IT Crats, including Data Warehousing, Architectural Consulting, Extract, Transform, Load (ETL) services, Data Governance and Data Auditing, among other services. If you want to make your data useful, write to us now on info@itcrats.com
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