Territory Management in CRM Analytics

Territory Management in CRM Analytics
Data security has always been critical. And sometimes it becomes difficult to align business processes and the data security model. To be honest, I realized this was the case with some of our users who were struggling with implementing Territory Management in CRM Analytics. This was a cue for me to write this blog. Now, ...

Clean up Data Manager Assets

Clean up Data Manager Assets
Like any other tool out there, Tableau CRM is bound by limits and limitations. The license type you purchase will introduce you to an ocean of possibilities and resources when you’re just starting with TCRM. However, if you’re not careful enough you may end up with a dirty TCRM closet, one where you have a lot of assets you are ...