What is CRM Analytics (fka. Tableau CRM, Einstein Analytics)?

CRM Analytics Journey

The article was originally published on our blog at medium.com.

Imagine you have lots of information about your business, like details about your customers, sales, and marketing efforts. But this information can be really confusing because there’s so much of it.

CRM Analytics (CRMA) is like a smart tool that takes all that confusing data and turns it into clear pictures and charts. It’s a bit like magic! Here’s how it works:

1. Collecting Data: You give CRMA your data. It could be from your Salesforce CRM, your website, or anywhere else you keep information about your business.

2. Cleaning and Organizing: CRMA makes sure your data is neat and tidy, like tidying up a messy room. This makes it reliable and easy to work with.

3. Making Pictures: Then, it creates graphs and charts that help you understand your data. You can see things like how well your business is doing or where you can improve.

4. Answering Questions: It can even answer questions for you, like which products are selling the most or which ads are bringing in the most customers.

5. Guessing the Future (Predicting!): CRMA is so smart that it can even guess what might happen in the future. For example, it might guess which potential customers are most likely to become real customers. Or which are most likely to churn…

6. Sharing Info: You can share all these smart insights with your team. So, everyone can use this information to make better decisions and help your business grow. It’s available natively in your Salesforce CRM, no additional software needed.

In simple words, CRM Analytics takes your messy data, makes it easy to understand, and uses super-smart technology to help you make really good choices for your business. It’s like having a super-smart helper who makes your business better by using numbers and facts.

See how CRM Analytics can transform your business. Request a personalised demo: