CRM Analytics from Salesforce

4 min read

Nikita R.

Media-savvy content creator, with a curiosity for all Salesforce experiences.

Updated: Jan 9th, 2025

CRM Analytics is a product from Salesforce designed to help teams who work with customers regularly. With CRM Analytics, your teams can work with smart software for analytics and forecasts in Salesforce workflows.

Join us in our article below to find out how to work better with your Salesforce data and scale your operations fast. We are going to tackle popular topics around CRM Analytics.

Advantages of CRM Analytics

First up, why do we need the CRM Analytics solution? To begin, it can help your business teams collaborate and make decisions faster since it provides recommendations and predictions based on data.

There are many ways to use CRM Analytics to get the upper hand in your industry. We take a look at two other results your business can gain.

Your teams get dashboards and Key Performance Indicators (KPIs) to work faster than they did before, no matter which industry you operate in.

Salesforce is a flexible platform that allows you to integrate with your external data apps and systems. For instance, when you set up your Salesforce integration correctly, you will find all your customer data in a single location saving you from jumping between platforms for tasks.

What Features do you get from CRM Analytics?

CRM Analytics can help your business scale operations quickly to meet business demands. Here are a few features that support this business objective.

An Empowering Data Analytics Platform

First up on the feature list is that your teams get a data analytics platform. It provides numerous data management tools. Your workforce can use these tools to seamlessly transfer data between platforms and prepare it for thorough analysis.

Stay in Salesforce with Analytics Software

Next up, you get to work directly on Salesforce pages. This means that with business analytics software, you can see your data and get forecasts on your Salesforce account and opportunity pages.

Trustworthy Apps for your Data

The best part about CRM Analytics is that you get access to apps to start working on your data immediately.

You can find an app in CRM Analytics for any use case that will fit any industry, too.

Your subject matter experts will be happy to hear that these apps are created with 20 years of best practices kept in mind so that you can confidently work with data.

AI Einstein Discovery Feature

CRM Analytics also provides AI features. With the Einstein Discovery feature, you can know everything about your data, such as:

What is happening in my industry?

Why is something happening in my industry?

What decisions can I make with my data?

Einstein Discovery can be found in CRM Analytics Plus and offers you clear data that you can use to make business decisions.

Manage your Salesforce User Accounts

Who has access to your data and analytics is an important topic.

With CRM Analytics, you can decide and configure user access levels in Salesforce. This feature makes sure that the right employees are viewing and accessing data to follow the requirements of your business.

Salesforce: Einstein Analytics – Where is it?

Before we finish this article, we would like to quickly talk about Einstein Analytics. If you were looking for it, it hasn’t gone anywhere. Einstein Analytics in Salesforce now goes by its new name: CRM Analytics.

With CRM Analytics, your teams get to make objective decisions faster. And an added benefit is that your data and analytics are suited to your Salesforce platform.

Other than the features that we mentioned previously, here are a few more automation gems that you can add to your data-related tasks with CRM Analytics:

You can set up alerts and notifications for your employees.

You get an action framework and are able to embed it in your apps.

The platform connects well to other automation tools.

It supports mobile use.

Frequently Asked Questions from Titan Readers

What is CRM Analytics in Salesforce?

CRM Analytics in Salesforce is a product that has tools to gather and analyze your data in a single location.

Is Salesforce CRM Analytics worth it?

CRM Analytics is worth it if you are looking for a Salesforce solution for visualizing, analyzing, and reporting on data.

What is CRM in Analytics?

In CRM Analytics, CRM stands for customer relationship management.

Your Daily Salesforce Insights

Thank you for reading our article on CRM Analytics from Salesforce. We hope we provided you with some information to skill up your teams on Salesforce subjects. If there is a topic you are interested in that we have not covered, please feel free to reach out to us. We would love to help you with your custom Salesforce solutions.

Check us out! Our Titan platform integrates seamlessly with Salesforce data across your entire organization. We have code-free applications to help you build scalable organizational workflows that connect your teams, customers, and partners. Our customers enjoy reduced development costs, improved user experiences, and boosted revenue streams thanks to Titan.

For more information on all our tools and features, contact us on one of our social media channels below.

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