While standard reports and dashboards provide a fundamental overview, Salesforce CRM Analytics elevates data analysis by offering advanced capabilities in predictive forecasting and a heightened focus on understanding customer behaviour. Users can delve into intricate patterns, optimize sales strategies, and forecast future trends, providing a more comprehensive view of business performance. Continue reading “Unlocking the Power of Salesforce CRM Analytics with In-Product Documentation”
Category: Analytics
How Revenue Intelligence Drives Sales Success
Sales leaders face many challenges in today’s competitive and dynamic market. They must manage their teams, optimise their strategies, and deliver results that meet their goals. But how can they do all that without having an accurate forecast? Continue reading “How Revenue Intelligence Drives Sales Success”
Gathering Requirements for Analytics: Mastering the Art
In the fast-paced business landscape, analytics stands as a pillar of informed decision-making. But before diving in, it’s essential to gather the necessary data and inputs effectively. Continue reading “Gathering Requirements for Analytics: Mastering the Art”
A Closer Look at CRM Analytics Dashboard Viewer Features
In the realm of data analysis and reporting, CRM Analytics stands out in the way that it empowers the end user, the dashboard viewer. Its visualisation features offer a user-friendly interface that transforms complex data into understandable and interactive visuals. Continue reading “A Closer Look at CRM Analytics Dashboard Viewer Features”
The Importance of Becoming Data-driven
Being a data-driven company is more than a buzzword. It is a way of life for businesses, and the benefits it can bring are huge. Your business is likely collecting vast amounts of data, but how can you start using it? It is easy to fall into old habits by building from report requests using gut instinct. However, we often find that this does not yield the expected results.
Leading with Data: How CRM Analytics Can Help You Make Better Decisions
Someone asks you to build a report and gives you all the necessary information. You proceed to create it, review it, and test its results. But when you present your dashboard, the person who requested it does not trust the numbers they see. How can you build that trust and start leading with data?
Continue reading “Leading with Data: How CRM Analytics Can Help You Make Better Decisions”
Unlock Data Insights with CRM Analytics Visualisations
Salesforce CRM Analytics is a powerful tool that allows organisations to analyse and visualise their data in a user-friendly and intuitive manner. In today’s data-driven landscape, businesses face the challenge of extracting meaningful information from vast amounts of data. That’s where CRM Analytics comes in.
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Analytics for Marketing in Salesforce fashion
With Salesforce’s Analytics Studio, it is no longer difficult to create a connection between marketing execution and performance. However, there are times when the out-of-the-box B2B Marketing dashboards in Analytics Studio are just not enough. That’s when our Analytics team steps in.
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Preparing CRM Analytics Data With Clicks Not Code
When starting out with CRM Analytics, you have a blank canvas. Unlike with standard operational reports in Salesforce you do not have report types or any data to report on. This means you need to plan and prepare this data yourself in the Data Manager. Although you have to do this work yourself, it gives you great power and much can be accomplished using clicks not code. Continue reading “Preparing CRM Analytics Data With Clicks Not Code”
Powerful CRM Analytics Visualisations Without Code
Many businesses have vast amounts of data. However, they struggle to find insights from this data to drive the business forward. CRM Analytics allows you to bring your CRM data together with other data sources from across your business to create powerful dashboards that can drive behaviour and uncover insights that may otherwise have been unknown, all without leaving Salesforce. Continue reading “Powerful CRM Analytics Visualisations Without Code”
New CRM Analytics Viz Features
It is that time again, release notes and previews show us what is coming in the near future. And as you would expect, we have seen some truly remarkable additions to CRM Analytics (Tableau CRM) with the Salesforce Spring ‘22 release.
What are CRM Analytics App Templates?
When you first get your hands on CRM Analytics (Tableau CRM), or when you have been provided with a new set of business reporting requirements, it can be a daunting task to decide where to start. However, as is often the case with CRM Analytics, there is help at hand in the form of App Templates.