Salesforce CRM Analytics: Optimize Data by Twopir Consulting

Salesforce CRM Analytics: Optimize Data by Twopir Consulting

What is CRM Analytics?

CRM Analytics (formerly Einstein Analytics and Tableau CRM) is the native analytics platform by Salesforce. CRM Analytics offer AI-powered and actionable insights to help every Salesforce user in answering questions. You can improve the flow of work, obtain recommendations, predict possible results, and vigilantly respond with the help of insights.

How Does Salesforce CRM Analytics Work?

CRM Analytics collaborates directly with customer relationship management software to prepare data on dashboards and reports for predictive analytics. Salesforce assured that users don’t have to limit themselves while using Einstein. That’s why it enables you to connect it with other CRMs and drive better results powered by business intelligence. Tableau CRM provides solutions for key business problems, allowing businesses to know more about their customers.

The valuable insights provided by this Salesforce tool are deliberate to extend the potential business opportunities and another segment for the growth of users by providing easy access and helping organizations flourish.

CRM Analytics comes with these components:

1. Lenses defining logic where data should get stored.
2. Recipes to create flows.
3. Datasets for cumulating data from Salesforce and other external sources.
4. Dashboard Templates (comprised of datasets and a visual representation of analytics data)
5. Stories, Statistical Analysis of a dataset, and Insight into trends and future predictions,
6. Drag-and-drop interface, Recipes for addressing common business use cases like Lead Conversion Analysis, Sales Performance Dashboard, Customer Lifetime Value Analysis, etc.

7 Features Of Salesforce CRM Analytics :

The popularity of CRM Analytics or Salesforce Einstein Analytics has constantly been going up since the acquisition of Tableau.  CRM Analytics has consistently delivered intelligent insights for enhancing the user experience of native CRM and integrating with world-class CRM solutions.

1. In-built Dynamic Dashboards

Salesforce believes in providing free trials to its users and ensures you have a great experience in knowing CRM Analytics. For that, the trial version carries a lot of sample datasets, dashboards, and applications that permit users to explore straight off.

2. Establish Connections With Different Data Sources

Einstein Analytics now includes built-in connectivity to all types of data sources, such as Google BigQuery, SAP, AWS, CSV Files, etc. It gets convenient for users to connect with non-Salesforce data and process all these at the center.

3. Case Routing Enables Smarter And Faster Customer Resolutions

This feature is the recent addition to CRM Analytics from Salesforce that automates case routing by navigating the cases to the best-fit queue. These factors have a significant impact on how the cases get resolved and businesses mostly tend to overlook them.

4. Use Article Recommendations For Getting The Right Information

CRM Analytics hasn’t restricted its capabilities in providing apt responses, but its learnings can be used in various service scenarios. Let’s take knowledge articles as an example. You might have encountered this incident on Salesforce’s customer support hub, where Blaze comes in with many knowledge articles.

5. Automatically Retrieving More Recommendations And Insights

With Traditional Analytical approaches, users easily understand what happened in the past and the reason behind it to make the right future predictions. Einstein-AI backed-up analytics will give you a clear picture of the future and foresee how things can go.

6. Utilize The Next Best Action For Determining The Best Course Of Action

One of the key features of Salesforce Einstein Analytics is recognizing the best course of action through Predictive Intelligence while keeping users on live interaction with a customer. It helps users deliver the maximum impact on customer interactions at crucial checkpoints. For instance, recommending any best-suited cross-selling opportunity, such as an add-on warranty, while resolving the case.

7. Trail Every Activity Of The User With Event Monitoring Analytics

Every minute detail of user activity can be tracked with Event Monitoring Analytics, parallel providing security to data. Businesses can view all kinds of activity detail about the individual event and identify changing behavioral patterns so that data can be safeguarded on time.

Benefits Of CRM Analytics

Salesforce CRM Analytics provides features to extract crucial data and optimize manual tasks from the previous workforce.

Now, let’s discuss the benefits of CRM Analytics to its users:

1. Performance

The sales manager has all the charge of the entire pipeline and distinguishes the achievements and performance throughout the sales timeline frame. Afterward, you can ask members to differentiate their performance with pre-defined quotas. Leader View Dashboards demonstrate a cutting-edge view of all the KPIs and authorize further data evaluation to permit action without exiting the application.

2. Pipeline Management

Teams can progressively inculcate the changes required to make in the opportunity pipeline on a real-time basis with CRM Analytics (Tableau CRM). Also, you can keep track of deals that are going on-and-off the timeframe of the sale and assess the closed deals that were either a success or failure.

Apart from that, it aids in determining the ongoing trends in the classification of opportunities, which facilitates creating the sales pipeline and building an essential list of prospective opportunities that users can avail of within the app. The platform can differ dynamically on the parameters for all the sales processes on dashboards and disclose all the requested data at lightning speed, especially when the sales representative handles the sales processes.

3. Whitespace Analytics

With CRM Analytics, it becomes easy to timely target the potential deal with whitespace analytics implementation. Also, anticipating which products will get sold to which account is also possible, and it curates the opportunities based on the requirements of that account.

4. Forecasting

Salesforce CRM Analytics lets Sales people avail high-quality benefits from forecasting. It empowers you to foresee sales and revenue precisely. With the presence of forecasting functionality, reps can put forecasting dashboards to use for planning sales timeframe or approaching the quarter.

You can also analyze while apprehending deals having the potential for closure. Users can activate the notifications in two circumstances: when there is a change in the number of pipelines or when there are significant changes in the deals.

Users can reap the following advantages with Salesforce CRM Analytics:

• Grow Sales by 37%
• Faster Deployment by 55%
• Increases Customer Satisfaction by 45%
• Increase marketing ROI by 43%

HOW CAN WE HELP :

At Twopir Consulting, we specialize in helping businesses unlock the full potential of Salesforce CRM Analytics, also known as Tableau CRM. Our expertise in implementing, optimizing, and leveraging Salesforce CRM Analytics ensures that you can transform your data into actionable insights, driving better decision-making and achieving your business goals.We assist you in integrating data from various sources, including Salesforce, external databases, spreadsheets, and other applications. This unified data approach ensures a comprehensive view of your business operations.

Conclusion:

It brings business users closer to data-driven insights and enables them to make well-calculated business decisions. Additionally, the liberty developers get by connecting applications of their choice with the Salesforce Einstein network yields personalized solutions for catering sales, marketing, and service problems. Adopting CRM Analytics/ Tableau CRM is one of the best ways to bring transformational change in customer services. It assists businesses in swamping potential threats related to customer support and services and guarantees customer satisfaction on an increased level.

For assistance with Salesforce and CRM Analytics, please contact us directly by completing the form below.