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.
Category: Analytics
What is B2B Marketing Analytics PLUS?
You may have heard of B2B Marketing Analytics (B2B MA), and may even be using some of the out of the box or custom build dashboards. Now, there’s a new kid on the block – B2B Marketing Analytics Plus (B2B MA Plus). But what is it, how does it differ from B2B Marketing Analytics, and should you be using it?
4 Signs you should be considering CRM Analytics (Einstein Analytics)
One of the most frequently asked questions I get when talking about CRM Analytics (Einstein Analytics) is, “Why should I pay for additional licences when I already have standard Salesforce reports and dashboards?”
This post is here to help you understand if you should invest in CRM Analytics by looking at four common requests that standard Salesforce reporting can’t handle.
Continue reading “4 Signs you should be considering CRM Analytics (Einstein Analytics)”
Summer’20 Einstein Analytics Release Highlights
We are not far off the Salesforce Summer’20 release (currently scheduled for mid-July). Although the core Salesforce platform features usually grab the headlines, it is another big release for Einstein Analytics.
So what features do we have coming very soon (already in sandboxes)?
Continue reading “Summer’20 Einstein Analytics Release Highlights”
Building powerful dashboards by using the right chart type
Charts in dashboards are used to help tell stories on your data. They help us to quickly identify the progress towards Key Performance Indicators (KPI’s), identify trends and patterns within your data. If you chose the wrong chart type, you risk users not being able to identify the information they need quickly, or worse, confusing them.
Continue reading “Building powerful dashboards by using the right chart type”
Stepping into the world of Einstein Analytics
Einstein Analytics is a product that is evolving rapidly and becoming more popular, mainly due to licences being included with other Salesforce projects such as Pardot.
Continue reading “Stepping into the world of Einstein Analytics”
Out of the Box With B2B Marketing Analytics
Way back in 2016, Salesforce developed an analytics tool called B2B Marketing Analytics. The idea behind this was to allow data analysis from both Pardot and Salesforce.
Continue reading “Out of the Box With B2B Marketing Analytics”
How to Integrate Google Analytics with Account Engagement Forms
Account Engagement
Google Analytics Conversion tracking and Google Tag Manager setup is fast becoming one of our top requests from customers. At first look, it is punishingly complicated with very little help available from either Account Engagement or Google. However, once you break the process down it is actually fairly straightforward.
Continue reading “How to Integrate Google Analytics with Account Engagement Forms”