Case Study: Merkle achieves interactive, story-driven presentations that wow customers with Tableau Software

Merkle wows customers with interactive presentations

Merkle, a global, data-driven customer relationship marketing agency that partners with Fortune 1000 companies, needed a flexible business intelligence tool to present complex analyses as clear, persuasive stories and give clients immediate, interactive access to their data. Their challenge was to move beyond static reports and make data understandable and actionable for people across the organization.

Merkle adopted Tableau—using Story Points and interactive visualizations—to turn analyses into narrative, drillable presentations that feel like PowerPoint but let clients filter, explore, and get answers on the spot. The result: stronger client engagement, faster insight discovery, more effective BI work, and wider internal adoption (including active user groups), empowering both analysts and customers to make data-driven decisions.

Merkle

Amanda Gessert

Senior Manager, Business Intelligence