CRM Analytics

Explore data
and discover
insights

• The amount of user data is growing every single day with an annual growth of 61%. Manually analysing this large amount of data has become an enormous challenge.
• Salesforce has addressed this challenge with CRM Analytics: a portfolio of advanced AI-driven analytical apps. 
• With CRM Analytics users can explore data and discover insights – from a simple point-of-sale dashboard to advanced and complex forecasting decisions. The solution is integrated directly into Salesforce.

Better,
smarter and
more personal

• CRM Analytics enables sales managers, service employees, marketers and analysts to use the right insights to make customer interactions smarter, offer personalised services and make the right decisions.  
• No need to build mathematical models, write algorithms or have experts dig into the data: CRM Analytics does it all.

Bring all of
the data
together

• Salesforce is the number one CRM system in the world for a reason. It comes with many easy-to-use features, reports and dashboards and allows you to visualise data in many ways. 
• CRM Analytics is not just a tool, it’s a platform. It not only retrieves data from Salesforce, but also helps you import and analyse external data from sources like Amazon Redshift, Microsoft Dynamics and Google BigQuery. 
• And the great thing is: the out-of-the-box connectors make encryption unnecessary. Just a few clicks are enough to connect new data sources.  
• You no longer have to go through all of the different data sources manually to interpret them.

Unleash
the power
of AI

• The AI-driven Einstein Discovery is your own personal data analyst available to you 24/7. It helps you find patterns and correlations, gain insights and make accurate predictions. 
• Einstein Discovery analyses millions of data combinations in just a few minutes and uncovers key relationships and trends that will help you close deals faster, improve customer service or increase productivity. 
• Still want access to statistical analysis? It takes only one click.

Integrate
Einstein Analytics
into existing
applications

• Seamless integration capabilities allow CRM Analytics dashboards to be embedded across the entire Salesforce platform to give employees, customers and partners access to actionable data and new insights. 
• Users no longer need to manually switch between different systems and solutions to find the information they need to do their jobs. With embedded analytics implementations, all essential information sources are bundled in one place. 
• Want to add dashboards to user records? No problem! Do you need Analytics to be shared with Communities so that external users can view apps? That’s possible too.
• As CRM Analytics was designed API-first, the Analytics Web SDK allows you to embed analytics in any webpage or web-based app. By specifying trusted sites in the Analytics Whitelist, you integrate dashboards into your website while making sure that the data is 100% protected.