CRM Analytics

4.3
Overall rating
Reviews

4.3
Overall rating
Reviews

About CRM Analytics

Salesforce Analytics Cloud, also known as Wave Analytics, is a cloud-based business intelligence (BI) system that provides an interactive platform to access and share business trends. The software provides data insights and helps to uncover new business opportunities. Analytics Cloud allows businesses to analyze critical sales and service specific data, generate business-relevant insights and make reformed decisions. The application seamlessly integrates with other Salesforce products such as Salesforce CRM, to share contact information and data insights across applications. The solution offers a contextual dashboard from where employees and partners can view data insights. The dashboard can also be used to track and monitor critical business metrics and KPIs. Users can auto-generate slides and presentation with data visuals and key points using one-click storytelling feature. Salesforce Analytics Cloud is a mobile compatible application that can be accessed on both Android and iOS devices. The solution can be used by companies operating in multiple industries.
CRM Analytics Software - Data visualization
CRM Analytics Software - Charts and graphs
CRM Analytics Software - Interactive interface
CRM Analytics Software - Analytic dashboard
CRM Analytics Software - Mobile ready
CRM Analytics Software - Sales pipeline trends
CRM Analytics video
CRM Analytics Software - Data visualization - thumbnail
CRM Analytics Software - Charts and graphs - thumbnail
CRM Analytics Software - Interactive interface - thumbnail
CRM Analytics Software - Analytic dashboard - thumbnail
CRM Analytics Software - Mobile ready - thumbnail

CRM Analytics pricing

CRM Analytics does not have a free version but does offer a free trial.

Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
Yes

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CRM Analytics Reviews

Feature rating

Value for Money
4.1
Functionality
4.2
Ease of Use
4.1
Customer Support
4.1
5 reviews of 74 View all reviews
Jovana
  • Industry: Hospitality
  • Company size: 10,000+ Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
0
Features
4
Ease of Use
4
Customer Support
5

5
Reviewed on 4/08/2021

Salesforce software makes your daily work easier.

I use this software to report daily work and tasks and to keep everything in the company's database, so it is easy to find and follow up later.

Pros

The Salesforce software makes my daily reporting sorted and easy to find. It keeps me updated and it makes my daily tasks easy to follow up.

Cons

The Software is very easy to use. I did not notice any problems so far.

Shivam
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
4
Features
5
Ease of Use
5
Customer Support
4

4
Reviewed on 14/02/2023

CRM Analytics for sales analysis

Pros

CRM analytics provides goods insights and add good value to business

Cons

CRM Analytics is expensive for small and medium enterprises.

Craig
  • Industry: Apparel & Fashion
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source
Value for Money
2
Features
3
Ease of Use
3
Customer Support
4

3
Reviewed on 19/07/2020

All-in-One Analytics Platform

As long as data integrations and some past experience using Salesforce Analytics Cloud is there, I find this tool super helpful in retargeting customers who are engaged with my marketing campaigns but need an extra nudge to buy my apparel items. Additionally, analyzing the retargeting campaigns on an ongoing basis and after they have concluded helps me use those clusters of customers for other ads I want to run in the future for a different but related items, categories or brands. If there is more technical support and training available for non-premium users, we should see a growth in value of Salesforce Analytics Cloud.

Pros

I used Salesforce Analytics Cloud to analyze impact of my marketing campaigns on customer journeys. After I connected Google Analytics to Salesforce, I was able to see the data flow between the tow systems. I then created custom audiences in Google Analytics using the criteria of customers who engaged with marketing campaigns, added items to cart but didn't purchase them. Once the destination of Salesforce was added, I was able to execute campaigns against those audiences. These re-targeting ads helped reduce cart abandonments and increase conversion rates. Because of data integration and re-targeting capabilities, I could leverage Salesforce Analytics Cloud to improve sales from customers who were interested in purchasing my apparel items. This data driven strategy drove high ROI for my business.

Cons

Setting up integration between Salesforce Analytics Cloud and business intelligence tools such as MicroStrategy needs development resources. There is a learning curve for users who have not used Salesforce before. Example: data extensions, APIs, etc. need to be configured according to Salesforce requirements. Coding knowledge is needed to maximize potential of data connectors. If password is forgotten, there is a long process to reset it which sometimes may involve working with Salesforce administrator or tech support. If tools like Datorama are used, integration is easier but then clients have to spend extra money to get access to those add-ons. So, premium support and integration costs are high.

Ankit
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
3
Features
4
Ease of Use
3
Customer Support
3

4
Reviewed on 19/10/2022

Great analytics platform from Salesforce

CRM Analytics has a several customization options for visual analytics that are being used to server our clients. It is a huge plus that it can integrate the Salesforce products really well. So, if you have a Salesforce stack then this product will be an added advantage for analytics and get insights to the datasets.

Pros

1. The platform is easy to use2. You can view the data on the tool itself and can make minor formatting changes over the cloud itself3. Connectivity to other systems is an add-on4. Several customization options for reporting

Cons

1. It can take sometime to understand the UI of the tool2. Bit expensive and takes time to build the report

Verified Reviewer
  • Industry: Insurance
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
0
Features
4
Ease of Use
3
Customer Support
0

4
Reviewed on 15/04/2021

Easy to use but has hurdles too

Quite easy to use for the end user, could do with some improvements but is a good tool all in all

Pros

It helps out your data into a visual point which helps to track news business as well as existing quotes. It links to external applications which is helpful

Cons

The views can be limited sometimes so may not be able to entirely personalize the way you want to use it. You need coding knowledge in order to be able to maneuver or change things which makes it tough

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