CRM ANALYTICS + SALESFORCE
Match Made in the Clouds
CRM Analytics (by Salesforce) is a powerful platform for businesses, as it helps them effectively manage and analyze their data and relationships with customers. By using advanced analytics techniques and data visualization, businesses can gain valuable insights into their customers’ behaviors, preferences, and pain points.
By leveraging the power of CRM Analytics, businesses can optimize their customer interactions, build stronger relationships, and ultimately drive business success.
Understanding
Find actionable insights
Accelerate your return on investment with pre-configured dashboards and performance metrics customized for various industries and job functions.
Relatable
Connect to Data
Utilize the more than 50 pre-built connectors to swiftly integrate Salesforce and finish projects ahead of schedule, uncovering the entire narrative of all your data.
Scalable
Scale with Ease
Effortlessly handle growth across all users and vast amounts of data in mere seconds through the world’s most reliable cloud platform.
Find out how we can help you
We have many years of experience in CRM Analytics – even from the Wave Analytics days
Analytics in CRM
Discover visual and predictive insights directly in your Salesforce data, including custom objects, for an even more streamlined experience
Data Anywhere
Access data management tools that connect, prepare, and synchronize data from any source, internal or external
Simple Security
With analytics and data access set and inherited at the Salesforce user level, you can maintain proper data governance and visibility
Easy Templates
Kickstart your journey with custom-fit applications for every industry and scenario, designed based on decades of proven best practices
Uncover the benefits of CRM Analytics for Salesforce users, providing them with AI-powered analysis and valuable insights within their workflow.
Check our latest articles
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Use SAQL and SOQL to Display User Information
Sometimes, you want to display user information like a username, full name, or ID on a dashboard, especially if you are logging in as someone else to check something. This post will explain to you how to use SAQL and SOQL to display user information on your dashboard. Creating the Query Once you have a…
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Your Next Steps After Registering a Dataset
After registering a dataset in CRM Analytics, there are steps you should take to make working with this new dataset easier for you (and your team and users). This post will explain to you the next steps you should take after pulling in data to make a dataset. Looking At Your Data After registering a…
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Pulling Data into CRM Analytics
Pulling data into CRM Analytics is pretty straightforward, due to an easy-to-use interface. By digesting your Salesforce data into CRM Analytics, you can use your customer data to its fullest potential. This will help your business make decisions based on data. This post will discuss how to get data into CRM Analytics from Salesforce directly…
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