Product Engineering
Salesforce Solutions
Unlock the full potential of your CRM and data with Addo’s Salesforce + Tableau capabilities. We help you go beyond basic implementation by infusing intelligence, automation, and data-driven decision-making into every aspect of your business. From strategy and customization to integration and advanced analytics, we make Salesforce and Tableau work in harmony to deliver real-time visibility, predictive insights, and scalable business outcomes.
WHAT WE DO
Challenges We Solve
No CRM? No Problem
Still managing customer relationships through spreadsheets, emails, or siloed tools? We help you leapfrog into a scalable, intelligent CRM system. Addo AI designs and implements customized solutions from the ground up enabling centralized data, automated workflows, and actionable insights from day one.
Inefficient CRM Processes
Rigid CRM structures limit agility. We streamline and automate processes across sales, service, and marketing driving real-time responsiveness and seamless customer experiences.
Data Silos
Disconnected systems hinder visibility and decision-making. We integrate Salesforce and Tableau with your enterprise stack ERP, BI, and marketing automation to unlock unified, real-time insights.
Customization Gaps
Generic CRM solutions fall short. We design tailored experiences aligned with your workflows, KPIs, and industry needs enhanced by interactive Tableau dashboards.
Adoption Barriers
Salesforce delivers value only when fully adopted. We drive engagement with in app guidance, AI assistants, and intuitive Tableau visualizations that make insights easy to access and act on.
How we do it
Salesforce + Tableau Solutions Playbook
Product discovery process Together, we'll progress through key phases to shape your product:
1. Needs Assessment
Align Salesforce and Tableau roadmap with business goals, market trends, and operational priorities.
2. Salesforce Configuration
Tailor Salesforce to your industry, ensuring it meets compliance and reporting needs.
3. Integration Services
Seamlessly connect Salesforce with ERP, data platforms, Tableau dashboards, and analytics layers.
4. Data Migration
Migrate and clean data using Tableau Prep and Salesforce tools—ensuring minimal downtime and high-quality data.
5. User Training
AI-enabled onboarding, Tableau self-service dashboards, and contextual guidance to ensure adoption.
6. Continuous Support
Ongoing performance tuning, feature rollouts, and Tableau Pulse alerts to surface real-time opportunities.
What we offer
Areas of Expertise
Salesforce Implementation
Custom CRM deployments, tailored to your workflows, vertical, and goals.
Custom Development
Build Lightning apps, portals, and components for niche processes and user needs.
Integration Services
Link Salesforce with platforms like SAP, Oracle, Marketo, HubSpot, and Snowflake.
Process Automation
Automate service requests, approval flows, lead routing, and more using Flow, Apex, and Einstein.
Data Management
Ensure clean, compliant data with governance frameworks and advanced analytics (Einstein, Tableau).
Salesforce Support & Maintenance
Proactive monitoring, updates, and issue resolution to keep your Salesforce environment optimized.
Key Benefits
Advantages of Salesforce Solutions
Improved Customer Engagement
Personalize every interaction with CRM-driven workflows and Tableau-driven insights.
Enhanced Productivity
Automate repetitive tasks and reduce manual effort with actionable dashboards.
Data-Driven Decision Making
Unlock hidden value from data with cognitive insights and unified dashboards.
Scalability
Grow seamlessly with cloud-native Salesforce + Tableau architecture.
Faster Time-to-Value
Accelerate ROI with prebuilt templates, data connectors, and predictive capabilities.
Seamless Operations
Achieve true digital synergy with Salesforce + Tableau-powered interoperability.
Technologies
Best-in-Class Salesforce + Tableau Technology Stack
Salesforce Products
Integration Tools
Development Tools
Analytics
Automation
Security
