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Meet CRM Analytics

Note

Tableau CRM is now known as CRM Analytics. The new name reflects our mission and vision for innovation on the native Salesforce platform. CRM Analytics continues to deliver an intelligent experience that’s built on the world’s #1 CRM, whether you’re new to the platform or a pro. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it.

Learning Objectives:

After completing this unit, you'll be able to:

  • Describe CRM Analytics.
  • Explain the features of CRM Analytics.

Meet CRM Analytics

Get the most out of your data with CRM Analytics, the revolutionary analytics platform from Salesforce. It’s the first comprehensive artificial intelligence (AI) for customer relationship management (CRM). Its integrated set of AI technologies makes Salesforce Einstein 1 smarter and brings predictive analysis to trailblazers everywhere.

Einstein Analytics data displayed on mobile and laptop devices.

Simply put, CRM Analytics is immersive. Ask critical questions and use interactive analytics to answer them with real-time metrics in order to drive your business forward. CRM Analytics is trusted, secure, scalable, and mobile! With it, everyone in your org has immediate access to critical and secure data insights. Its self-service business intelligence doesn’t require any more waiting on IT to wrangle data or create complex queries. 

Discover the Story Your Data Tells

What’s the point of having data if you can’t understand it? CRM Analytics enables you to make sense of your data and decode the story it’s telling. You can use that data to make decisions, achieve your business goals, understand what’s happening within your business,  and understand why it’s happening. Best of all, you can do this all from a single screen. This is all possible with CRM Analytics integration, which lets you import data from anywhere, internal or external, and view it all on our platform. 

What You Can Do with CRM Analytics

Our AI-driven analytics platform offers top-market features to control your data.

  • Data management. Use data management tools to clean up your data.
  • No code AI. Can’t code? Get predictions, recommendations, and more using our transparent and easy interface, with no code.
  • CRM Analytics and Analytics Studio. Build AI-powered apps from scratch or use prebuilt templates to better understand your data.
  • Intelligent experience. Use our intelligent analytics to engage, collaborate, and act on insights.

Is CRM Analytics for You?

Curious if CRM Analytics is for you? If you answer yes to any of the following questions, consider CRM Analytics. 

  • Does decentralized data cause you to miss out on key information?
  • Do you need real-time analysis anytime and on the go?
  • Do you have a hard time understanding your data?
  • Do you have to wait for IT to wrangle your data?
  • Do you need data insights to maintain operations and improve business?

Learn more about how you can use CRM Analytics in your specific business role with CRM Analytics by Role.

Want to Know More About  CRM Analytics?

Interested in exploring CRM Analytics and whether or not it’s the right move for your business? Sign up for a Free CRM Analytics-enabled Developer Edition with sample data to learn more and take the CRM Analytics Basics module.

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