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Prazto Introduces the MA-CRM Tableau Integration Dashboard Package

In a groundbreaking move for B2B enterprises, Prazto, headquartered in Chuo-ku, Tokyo, is set to launch its "MA-CRM Tableau Integration Dashboard Package" in January 2026. This innovative solution aims to seamlessly integrate Salesforce Account Engagement (formerly known as Pardot) with Salesforce Sales Cloud, coupled with advanced analytics capabilities via Tableau.

The Development Backdrop

Many businesses in the B2B sector find their marketing and sales teams operating in silos. Marketing departments utilize Salesforce Account Engagement to measure leads, page views, and conversion rates, while sales teams manage deals and orders through Salesforce Sales Cloud. However, a significant challenge has arisen due to the lack of a standard connector from Tableau for Account Engagement. This gap has left numerous companies unable to perform detailed analyses of their Account Engagement data.

Traditionally, to integrate data from Account Engagement into Tableau, companies would have to invest heavily in systems, building a data warehouse (DWH) from scratch. However, Prazto's new package alleviates this issue through its data integration service known as Passwork (Any2Tab), enabling businesses to overcome these challenges simply and cost-effectively.

Service Overview

The MA-CRM Tableau Integration Dashboard Package enables automatic linking of data from Account Engagement and Salesforce Sales Cloud into Tableau, allowing companies to visualize the entire process from marketing touchpoints to sales closings. This package includes two types of Tableau dashboards:

1. Attribution Analysis Dashboard (for Marketing Teams)
This dashboard visualizes which marketing initiatives contribute to sales. It analyzes the effectiveness of various channels, such as blogs, trade shows, and webinars, using four attribution models:
- First Touch Model: Assigns 100% value to the first touchpoint, identifying initiatives important for gaining awareness.
- Last Touch Model: Attributes 100% to the final touchpoint, revealing which initiatives are effective at closing deals.
- Linear Model: Distributes value evenly across all touchpoints, providing an overall view of contribution.
- U-Shaped Model: Equally splits value between the first and last touchpoints.

It quantitatively assesses each initiative's contribution based on the number of orders and their total value, assisting in optimizing budget allocation toward the most effective marketing strategies.

2. Funnel Visualization Dashboard (for Executives and CxOs)
This dashboard takes a comprehensive look at the marketing to sales funnel, enabling users to identify where opportunities may be lost. It includes:
- A summary of KPIs such as visitor numbers, prospect counts, lead numbers, deal counts, order counts, and sales revenues.
- Conversion rates between each stage at a glance, showcasing rates for turning prospects into leads, leads into deals, and deals into orders.
- Multi-axial segment analysis based on product, region, and company size.
- Monthly trend graphs that facilitate timely detection of shifts in market conditions and campaign effectiveness.

Key Features of the Package

1. Seamless Data Integration
Leveraging Passwork (Any2Tab), data from both systems is automatically linked, enabling the analysis of detailed behavioral data from Account Engagement—such as Visitor and Visitor Activity—which cannot be captured through standard Salesforce actions. There is no longer a need for manual data integration, keeping the data up-to-date automatically.

2. Standard Dashboards for Funnel and Attribution Analysis
The package comes equipped with purpose-built dashboards, allowing users to immediately feel the impact of their investment.

3. Quick and Cost-Effective Implementation
The package's pre-configured settings and dashboards drastically reduce the necessary effort and cost. In standard scenarios, implementation can begin in as little as one month without the need for DWH construction, minimizing operational and management burdens.

Pricing Structure

• - Initial Setup Fee: ¥300,000 (excluding tax)

This includes a package installation with kickoff, installation procedures, and an operation manual (approximately 30 hours of support).

• - Tableau Dashboard Customization: Individual estimates based on customer requests.
• - Usage License (Any2Tab): ¥30,000/month (excluding tax), based on an annual contract.

Implementation Timeline

• - Standard Implementation (no customization): 1 month
• - Custom Solutions: 2-4 months (approximately 2 months for up to five dashboards)

Recommended For

• - Companies that currently use Salesforce Account Engagement and Sales Cloud but experience a disconnection of data.
• - Those wanting to quantify the contributions of marketing initiatives to orders.
• - Businesses eager to visualize their entire marketing-sales funnel and pinpoint bottlenecks.
• - Firms looking to establish a data analysis platform without heavy investments in DWH.
• - Entities aiming to visualize marketing initiatives leading to orders that cannot be captured by GA4 alone.

About Passwork (Any2Tab)

Passwork is an EAI/ETL tool developed and provided by Prazto, aiming to make data integration between systems clearer and more robust. Any2Tab is a service focused on Tableau data connections, enabling connections with systems not typically supported by standard connectors, such as Account Engagement, through intuitive interface operations.

Service Site

About Prazto

Prazto operates under the vision, "Technology and Design are True", providing support for Salesforce and Tableau implementations alongside the development of the Passwork integration service. In 2022, Prazto was awarded the Emerging Partner of the Year – Consulting, a testament to their rapid success as a Salesforce partner. Through their hybrid approach of product business and contract services, Prazto supports customer digital transformations.

Company Overview

• - Company Name: Prazto, Inc.
• - Location: 6-10-1 Ginza, GINZA SIX 13F, Chuo-ku, Tokyo
• - CEO: Reishi Haga
• - Founded: 2019
• - Business Focus: Supporting Salesforce/Tableau implementations and providing the Passwork data integration service
• - Website: Prazto Website

Contact for Inquiries

For more information, please reach out via Prazto Contact Form.