What Is Crm Analytics Salesforce Salesforce CRM Analytics innovations infuse predictive and prescriptive insights directly in any customer s workflow Data analytics and AI are the foundation of every digital enterprise in which functional insights drive business outcomes Salesforce s CRM Analytics formerly known as Tableau CRM helps turn customer facing teams across
Tableau CRM is a powerful cloud based analytics and business intelligence BI solution on the Salesforce platform It integrates Salesforce data with external data and provides the ability to analyze large datasets while performing predictive analytics Tableau CRM is now known as CRM Analytics formerly Einstein Analytics and formerly Wave CRM Analytics helps you see ahead prioritise and seize business opportunities the moment it matters most Discover the story your data has to tell Automatically uncover simple answers to complex business questions using transparent understandable AI models built with clicks not code
What Is Crm Analytics Salesforce
What Is Crm Analytics Salesforce
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CRM Analytics is native analytics for Salesforce See how CRM Analytics provides intelligent insights for Salesforce users Learn how it provides smart insigh CRM Analytics 600 points Beginner Business Analyst 50 mins Start Exploring CRM Analytics 15 mins Get to Know Your CRM Analytics Home 35 mins
CRM Analytics is a self service application that enables you to make sense of large amounts of data You can explore your data to discover new unexpected insights Get instant visualizations that show how your business is doing and even gaze into the future to see what the coming months might bring And create dashboards to continually Build Advanced CRM Analytics Dashboards Increase adoption and usability by making dashboards more dynamic and focused 1 hr 20 mins Take Analytics Dashboards to the Next Level 25 mins Make Data Do the Talking with Conditional Highlights 15 mins Engage Users with Animated Pages 20 mins
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Build a CRM Analytics dashboard to continuously monitor key metrics of your business analyzing the results by key dimensions like region products and Salesforce CRM Analytics is accessible on mobile devices allowing users to access data and insights on the go This enables stakeholders to make informed decisions regardless of their location
CRM Analytics has quite a history Since Edgespring was acquired in 2013 years of innovation and acquisition has seen it morph from Salesforce Wave Einstein Analytics and Tableau CRM all to deliver what Salesforce customers should expect from an analytics cloud i e the technologies the possibilities How to Enable CRM Analytics in Salesforce In Salesforce go to Setup and search for Analytics and click Getting started From here enable CRM Analytics for your Org Next click on Settings in the search pane If you enabled CRM Analytics prior to the Winter 20 release a very useful feature to turn on is Data Sync the first checkbox
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What Is Crm Analytics Salesforce - Once your org has been provisioned with the proper licenses and if you have the Customize Application permission follow these steps to enable CRM Analytics 1 Click Setup select Analytics Getting Started 2 Click Enable CRM Analytics For a walk through on how to turn on CRM Analytics watch our Salesforce Support YouTube video How to