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Tableau
Tableau is a business intelligence tool that supports interactive dashboards, drag-and-drops functionality, and an intuitive and visual interface.
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Customer Inquiry
General inquiries or messages from prospects; starts the sales conversation.
Module:Sales
Entity:Contact
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Daily Operations Checklist
Ensure daily tasks are completed consistently in areas like safety, production, or logistics.
Module:Operations
Entity:Operations Task / Checklist
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Lead Nurture Workflow
Automatically send follow-up emails or content based on lead behavior.
Module:Marketing
Entity:Marketing Automation / Workflow
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Performance Review
Record and evaluate employee performance; can be linked to goals and review cycles.
Module:Human Resources
Entity:Employee
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