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CRM Analytics Services

CRM Analytics, previously known as Einstein Analytics and Tableau CRM, is Salesforce's integrated analytics platform. Enhance productivity and decision-making with Salesforce's top-tier AI-driven analytics platform. Tableau simplifies data comprehension and action, no matter where you work.

CloudCentric CRM Analytics Services


Data Integration

Integration of data from various sources like sales, marketing, customer service, social media, and more, ensuring that data is updated in real-time across all systems.

Advanced Analytics

Using machine learning algorithms to predict customer behavior, sales trends, and market changes; providing detailed reports and dashboards to understand historical data and current trends; and offering recommendations on the best actions to take based on predictive models.

Customer Insights

Grouping customers based on similar characteristics to target them more effectively, calculating the total worth of a customer over the entire relationship, and identifying customers at risk of leaving along with reasons behind churn.

Sales and Marketing Optimization

Prioritizing leads based on their likelihood to convert, measuring the success of marketing campaigns in real-time, and predicting future sales to help with inventory and resource planning.

Enhanced User Experience

Tailored dashboards for different roles within the organization, ensuring that insights and data are accessible on-the-go via mobile devices, and providing an easy-to-use interface that allows non-technical users to gain insights quickly.

Security and Compliance

Protecting sensitive data with encryption both at rest and in transit, ensuring that all data handling meets industry standards and regulations like GDPR, HIPAA, etc., and defining roles and permissions to ensure only authorized users have access to sensitive data.

Salesforce CRM Analytics, previously known as Einstein Analytics and Tableau CRM, is a comprehensive cloud-based analytics platform developed by Salesforce. It enables businesses to harness the power of their data, providing AI-powered insights and advanced analytics that help drive smarter decisions across sales, service, marketing, and more. Built natively into the Salesforce ecosystem, CRM Analytics allows users to integrate data from both Salesforce and external sources, offering a complete, real-time view of business performance.

What is Salesforce CRM Analytics?


Salesforce CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful analytics and business intelligence platform designed to help businesses gain insights from their data. Integrated seamlessly within the Salesforce ecosystem, it enables users to visualize, analyze, and act on data from multiple sources, including Salesforce CRM and external systems. With built-in artificial intelligence (AI) and machine learning (ML) capabilities, Salesforce CRM Analytics provides predictive insights, helping users forecast trends, identify opportunities, and uncover risks. Its customizable dashboards and real-time data visualizations make it easy for non-technical users to explore data, monitor key performance indicators (KPIs), and generate actionable reports. By offering AI-driven recommendations and predictive analytics, it empowers businesses to make smarter, data-driven decisions across sales, marketing, service, and other areas, all from a unified platform accessible on any device.

Why Choose CloudCentric for analytics services ?


Comprehensive Solution

CloudCentric provides a comprehensive suite of CRM analytics services, including data integration, advanced analytics, customer insights, and sales and marketing optimization. This integrated approach ensures that all aspects of your CRM strategy are covered, leading to more holistic insights and better decision-making.

Advanced Analytics Capabilities

With CloudCentric, you gain access to advanced analytics capabilities such as predictive analytics, descriptive analytics, and prescriptive analytics. These tools enable you to uncover valuable insights from your CRM data, identify trends, and make data-driven decisions to drive business growth.

Enhanced User Experience

CloudCentric prioritizes user experience by offering customizable dashboards tailored to different roles within your organization. Additionally, mobile access ensures that insights and data are accessible on-the-go via mobile devices, while the user-friendly interface makes it easy for non-technical users to gain insights quickly.

Security and Compliance

CloudCentric takes security and compliance seriously, providing robust data encryption to protect sensitive information and ensuring that all data handling meets industry standards and regulations such as GDPR and HIPAA. Access controls are also in place to ensure that only authorized users have access to sensitive data.

Scalability and Flexibility

CloudCentric's cloud-based infrastructure allows for easy scalability, enabling you to scale resources up or down based on your business needs. Additionally, pay-as-you-go pricing models offer cost efficiency, reducing capital expenditure and providing flexibility as your business grows.

Continuous Improvement

CloudCentric is committed to continuous improvement, regularly updating its systems with new features and improvements based on customer feedback and evolving business needs. This ensures that you always have access to the latest tools and technologies to stay ahead of the competition.

Our Salesforce Development Process


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  • Why Choose CloudCentric ?


    360-Degree Salesforce Services

    End-to-end Salesforce services for your journey to success.

    Center of Excellence

    Expert-led Salesforce CoE for innovative solutions and domain expertise.

    Salesforce Partner

    Trusted Salesforce partner providing tailored solutions and top-tier service expertise.

    Industry Expertise

    Sector-focused expertise for tailored solutions to address unique industry challenges.

    Effectiveness of Business

    Efficient and effective Salesforce solutions for optimized business processes.

    Extensive Service Portfolio

    Tailored Salesforce solutions spanning Sales Cloud, Marketing Cloud, and more.

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  • Frequently Asked Questions


    What is Salesforce CRM Analytics?
    Salesforce CRM Analytics is a business intelligence and analytics platform that helps businesses visualize, analyze, and gain insights from their data. Integrated within Salesforce, it leverages AI-driven analytics to provide predictive insights and recommendations for sales, marketing, service, and more.
    How does Salesforce CRM Analytics differ from Salesforce Reports and Dashboards?
    While Salesforce Reports and Dashboards offer basic data reporting within Salesforce, CRM Analytics provides advanced, AI-powered analytics, deeper data insights, and integration with external data sources. It allows for predictive analysis, custom dashboards, and more complex data visualizations.
    Can I integrate data from sources other than Salesforce into CRM Analytics?
    Yes, Salesforce CRM Analytics supports integration with external data sources like databases, ERPs, and other third-party applications, allowing you to create unified insights from multiple platforms.
    Is Salesforce CRM Analytics suitable for non-technical users?
    Yes, Salesforce CRM Analytics is designed with business users in mind. It offers intuitive tools for data exploration and reporting, so even non-technical users can create reports and visualize data without needing technical expertise.

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