Carolyn Roth

During Tableau Pulse's pilot phase, its development team faced a unique challenge: Scale processing from 500 to 20,000 email digests per day while integrating AI/ML capabilities. Explore how they overcame those obstacles to provide real-time, AI-powered insights to customers:

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“The future of Tableau is all about delivering on where we came from with the analyst, this is the deep visualizations, data cataloging, data prep, etc.,” Ryan Aytay said. “But it’s also about bringing data and AI for everyone, every user like myself, because I’m of course a business user, but I need data to do my job.” Ryan Aytay, Tableau CEO, shares his vision for the future of Tableau and how the business will continue to stay true to it’s core while disrupting the #AI and #analytics space. More on this and what announcements were made at Tableau Conference 2024 in VentureBeat.

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86% of healthcare and life sciences leaders believe leveraging data and AI will be key to their success in the next five years. Now generally available, Salesforce's AI-powered Life Sciences Cloud transforms how pharma and medtech companies engage with patients and healthcare professionals by: ✅ accelerating identification, recruitment, and onboarding of eligible clinical trial candidates ✅ unifying data into profiles that enrich customer engagement ✅ streamlining healthcare engagement and improving patient outcomes

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Sales reps spend just 20% of their time on the phone selling to prospective customers. New innovations from @Salesforce are designed to help sellers: ✅ generate call summaries ✅ identify actionable insights directly from their teams’ calls ✅ accelerate call preparation and follow-up through automated agendas and to-do lists Learn more:

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Learn how life sciences companies have revamped their go-to-market strategies, engaged #healthcare pros and enhanced patient outcomes with digital interactions! ⬇️

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My customers often ask me "how are other healthcare organizations using Salesforce?" The most powerful way any org (healthcare or otherwise) can utilize Salesforce is to adopt Data Cloud which allows any data source, regardless of origin, to drive actions and workflows inside of your CRM. Baptist Health South Florida uses Data Cloud to connect various sources of patient data, like medical records and visit summaries, to have one clear, unified profile of every patient. This creates a seamless experience for their patients as they move from one stage of their healthcare journey to the next. Check out the full story here: https://lnkd.in/e5xvTmbh

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I have been pleasantly surprised how much interesting/good content is being made available to folks online for free. Case in point — I spent the last 2 days checking out sessions from Tableau's annual conference on Salesforce+ (which I didn't know existed until 2 weeks ago). This is not a plug for a particular product but I did find it interesting to see how this particular business intelligence product is evolving. It's also quite remarkable to see what a person skilled in using this product can create! I was pretty proud of a few dashboards I built in the past… until I saw what these folks can do! 🤣 If you analyze data or build dashboards you should check out TableauPublic and TableauPulse to see what this product and their users are up to!

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The Joint Chiro is scaling rapidly—in 2023, they performed 13.6M adjustments and grew by 923,000 patients. 📈 In a recent interview with Constellation, CTO Charles Nelles shares how SugarCRM helps them achieve a central source of truth as they grow: https://sgrcrm.co/49HFr2j #CRM

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Transform stakeholder engagement with MedTech solutions across the entire value chain. Leverage the power of data, AI, and automation for better business and health outcomes: https://sforce.co/3Ut6eL7

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Thank you Spekit 🐙 for hosting this #IAmEnablement contest with an effort to bridge the gap between the perception of what enablement is and what enablement actually DOES. I will always jump at the opportunity to amplify the voices of Sales Enablement professionals and advocate for the impact we can make in organizations when embraced. #WhoIsEnablement? 💡 🤔 Enablement is: ✅ Organized ✅ Manages time well ✅ A project manager, planning and executing on several revenue driven initiatives that are important to various stakeholders at a time. ✅ A great communicator because they are highly skilled at multi-tasking and incorporating communication plans as a part of the initiation and planning process.  ✅ Always taking into account the sellers perspective. ✅ A strategist who care about metrics and understands how to use and leverage the tools their sellers use. ✅ Involved in account planning templates, mutual action plans (if not sometimes creating them), pulling SFDC data to draw insights into selling trends, measuring how well sales skills programs are performing  ✅ Is a presenter relaying important ROI metrics on their programs to Executive Leadership ✅ Is the heart of a organization ❤️ ✅ IS IMPACT 💥 AND SO MUCH MORE! When asked #WhoisEnablement? I proudly say... #IAmEnablement! 🔔 Challenging some of my fellow enablement heroes to share their own stories and perspectives on the role of sales enablement! Lisa Duncan Clayton Schoenstein Jerri Onedera Rachel Antone Lisa Danaher 🚀 This post or video is not sponsored by Chat GPT 😂 You got my real authentic thoughts, sorry! 🤷‍♀️ #SalesEnablement #RevenueEnablement #IAmEnablement #Strategists #ProjectManagement #Impact #SellingTrends #AnnualPlanning #QuarterlyPlanning #StakeholderManagement

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The false optimization dilemma between speed and scale It's not a dichotomy 👇🏼 Here are key takeaways from five innovative companies that have successfully navigated their growth journeys with Salesforce 1. Nucliq Biologics Streamlined their sales processes from day one and integrated customer data for better forecasting and planning. 2. Thnks Advanced reporting and dashboards, providing real-time visibility into sales performance and guiding business strategy. Enhanced ability to measure sales KPIs, identify top accounts, and create accurate sales forecasts, improving overall business performance. 3. KCH Transportation Integrated industry-specific and third-party apps, ensuring centralized and secure data management. 4. BACA Systems Automated email generation, significantly increasing sales productivity by freeing up reps to focus on customer relationships. A 2x increase in sales productivity and higher email open rates, allowing reps to spend more time on valuable customer interactions. 5. Decimal Scalable solutions with advanced features like sales forecasting and pipeline management. A CRM that grows with the business, eliminating the need for multiple single-purpose tools and supporting long-term growth plans. 5 key things for a #CRM from these stories: 1️⃣ Flexibility and Scalability 2️⃣ Actionable Insights 3️⃣ Integration Capabilities 4️⃣ AI Productivity 5️⃣ Long-term Vision Read the entire report here 👇🏼

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Exciting usecases with Snowflake + Salesforce Data Cloud : Retailers can now combine Commerce and Service Cloud data from Salesforce with point-of-sale and supply chain data in Snowflake to help troubleshoot customer challenges and pinpoint manufacturing issues. With a comprehensive single source of truth that combines ERP data with customer data, retailers can also run targeted campaigns that feature discounts for surplus inventory. CPG customers have heavy advertising budgets but lack first-party data due to indirect contact with customers. CPG customers must rely on secure data collaboration methods that allow them to gather data which allows them to run more effective ads more confidently. By sharing Salesforce Marketing Cloud and Sales Cloud data from Salesforce to Snowflake, unifying those data sets with their own financial and sales data, CPG customers can then use a data clean room to share data with their retail partners without exposing PII, to gather a more refined view of their advertising and marketing performance. This allows them to adjust strategies and better allocate ad spend to maximize ROI. Finally, CPG customers can then share refined audiences back to Salesforce to execute consistent, cross-channel campaigns through the Salesforce Marketing Cloud.

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Learn how pharmaceutical companies can drive patient and customer engagement with an integrated platform that lets you: -Connect the customer lifecycle from clinical through commercial -Engage distributors and providers using AI-powered insights -Promote stronger patient relationships and healthier outcomes

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Tableau Community leaders help everyone in the #DataFam see and understand data. Learn more in the latest #DataFam Explained.

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Another successful implementation! 🔥 ✅ 😃 𝑺𝒎𝒊𝒍𝒆 𝑷𝒂𝒓𝒕𝒏𝒆𝒓𝒔 𝑼𝑺𝑨 managed to collect 1.1 million in aging A/R within just 45 days with Pearly. Learn more about their achievement in the case study: [Link to Case Study] #PearlyDSO #SuccessStory #HealthcareBilling

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Like Bryan says, it's going to be a special webinar next Thursday June 27th regarding Salesforce AI+CRM+Data! Please invest your time and you'll come away with new ideas on how to turbo-charge your Sales operations, not to mention how working with a partner like Egen.AI can assist you. #salesforce #AI #CRMA #SPM #DataCloud #Egen

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Are you struggling to keep up with administrative tasks and paperwork, leaving less time to support and motivate your team? Laudio is a powerful platform designed to streamline frontline leader workflows and automate time-consuming tasks. Take back control of your workday and reignite your passion for leadership.

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