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.…
Actionable Insights for Sales and Marketing
Addigy struggled to accurately analyse conversion rates and pipeline trends due to a complex data structure and limited visibility. Nebula simplified their dataset architecture and built holistic, best-practice dashboards. The outcome? Executives, sales, and marketing now share a single location for key insights, easily tracking successful trends and marketing impact throughout the entire sales funnel.
Simplifying Revenue Tracking with Salesforce CPQ
Snowplow struggled to track Monthly Recurring Revenue and currency fluctuations using disconnected spreadsheets. Nebula stepped in, implementing an automated Salesforce CPQ revenue tracking model. The outcome? A truly unified single source of truth. Leadership now has a reliable, account-level view of MRR to easily forecast trends, entirely eliminating the need for manual, siloed external systems.
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…
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…
Are you ready to migrate to flow?
In the summer of 2020, Salesforce announced that Flow was the future and started putting more resources behind the development of the tool. While they…
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,…
Performing a Salesforce data export
As of August 2020, Salesforce no longer offers the data recovery solution it once provided. Although this solution was costly and not ideal, it does…
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…
