CRM Analytics
Harness CRM Analytics to curate visual reporting that provides actionable insight across the entire customer lifecycle for all of your functional teams.
Make Data-Driven Decisions
At Nebula, we help businesses uncover insights from their data that have previously been hidden. Empower your employees to identify trends across the entire customer journey by breaking down data silos and providing greater visibility. This isn’t just about providing tools; it’s about fostering a mindset where data is seen as a strategic asset and decisions are supported by evidence.
Why use CRM Analytics
Align Reporting Across Functions
Aligning reporting across all functions is essential for a complete view of the customer journey. CRM Analytics helps you create consistent and unified data views throughout your organisation, breaking down silos and providing everyone with a single source of truth.
Take Action from Dashboards
Users can take immediate action directly from their dashboards, right where the insights are presented. This capability eliminates the delay between identifying an action and taking the necessary next step, empowering your teams to be more proactive and responsive.
Intelligent Analytics Apps
Leverage pre-built templates to accelerate your time to insights and get a head start with your analytics. CRM Analytics can help you use a range of apps, such as B2B Marketing Analytics, to get tailored insights across all your business needs.
Predict Outcomes with AI
With predictive AI, you can help predict future outcomes and gain valuable insights into your business. This powerful capability allows you to anticipate trends, identify opportunities, and make more informed, data-driven decisions.
Multi-Cloud Analytics
CRM Analytics allows you to connect to and report on large data volumes from a range of internal and external data sources. It helps you leverage a unified view of your data, including data from Salesforce and various cloud providers.
Trusted Security Architecture
Automatically leverage the sharing rules you already have set up in your CRM, or configure the system so that users only see the data relevant to them. The security architecture allows you to control access at a data set or dashboard level.
Why businesses trust Nebula
Certifications
CSAT Score
How We Can Help You?
At Nebula, we recognise the importance of having reliable data that can be utilised across the entire business. We provide guidance on industry best practices to ensure your reports are trusted and reliable.
Tailored Training
We curate training to suit your specific business needs, whether you are new to CRM Analytics or looking to enhance your existing reporting capabilities. This ensures your team is confident and ready to maximise your investment.
Implementation
We can help you with your CRM Analytics implementation project from start to finish. Our experts will work alongside you to plan and deliver a solution that is tailored to your business needs, ensuring a smooth and successful transition.
Managed Services
Our managed services enable you to extend your team with our Analytics experts. We provide ongoing support for your business requirements, ensuring your platform is continually optimised and aligned with your goals.
Dashboard Design
We help you design dashboards that improve usability and make people want to use them. By taking your requirements and applying best practices in design and data visualisation, we ensure that your dashboards are not just functional but also intuitive and engaging.
Strategic Health Check
Our data experts can ensure your dashboards are reliable and being used. We provide expert insight into your current system’s performance and provide recommendations for optimisation. This ensures that your system remains robust and reliable, giving you the confidence that it is always performing optimally.
Integrations
We can help you integrate data from across your entire business to build truly comprehensive reporting. By connecting your systems both inside and outside of Salesforce, we provide a 360° view of your data.
Jack Michel
Senior Salesforce Administrator
Got Questions? We’ve Got Answers!
Whether you’re curious about features, pricing, or getting started, we’ve got you covered. If you don’t find what you’re looking for, our team is always ready to assist you.
Can we take action on the insights in CRM Analytics?
Yes! CRMA is designed for actionability, allowing in-context actions to be taken directly from dashboards. It supports mass actions and can trigger Salesforce Flows based on insights to drive business outcomes.
How does CRM Analytics ensure data security and compliance?
CRMA adheres to Trusted Salesforce security architecture. It supports user and profile management, app and asset-level access control, and row-level Security for granular data access.
How does CRM Analytics deliver measurable business returns?
At Nebula, we’ve supported many customers with leveraging CRM Analytics for critical use cases that focus on return on investment. We will work with you to identify challenges where analytics can be used to deliver measurable returns, aligning on strategic goals.
How does CRMA help foster a data-driven culture and ensure effective user adoption of analytics tools?
CRMA’s best practice design provides actionable insights that offer clear recommendations, enabling users to leverage findings within their workflows and foster a data-driven culture.
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Book a Consultation
Empowering our customers to succeed is one of our core business values and we really do put customer success at the heart of everything we do. To see how we can help you achieve your business objectives and realise the power of the Salesforce platform, get in touch with our team of experts.
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