CRM Analytics
An intelligent experience built for the world's #1 CRM
Save money. Scale quickly. Work intelligently.
Discover the combined power of all your data to drive better outcomes by connecting directly to Salesforce and external data from one place. Find patterns and experience actionable insights specific to your business, and infuse them into every process. Drive better outcomes with a full understanding of what happened, why it happened, and what you should do next, right in the flow of your work. It’s a complete intelligence experience built for Salesforce, the most trusted, secure, and performant platform.
Try CRM Analytics
Explore how CRM Analytics empowers Salesforce users with actionable insights and AI-driven analysis right in their workflow
CRM Analytics capabilities
Drive faster decisions with AI-powered predictions and recommendations
Get in-depth analytics on call times to identify cross-selling and upselling opportunities, increase conversions, and deepen customer relationships. Quickly collaborate and confidently act on predictions and prescriptive recommendations for better business results. Automate repetitive tasks to provide a streamlined and personalized experience in every sales and service touch point.
Uncover actionable insights built for your business
Get faster time to value with out-of-the-box dashboards and KPIs for every industry and role. Develop a better understanding of your customers by getting descriptive insights through easy-to-understand charts and explanations.
Connect to data wherever it lives
Integrate external data with Salesforce data for a holistic view of your customer. With over 50 connectors ready to go out of the box, you can implement Salesforce and complete projects faster to discover the full story of all your data.
Scale quickly for your enterprise
Auto-scale across all users and billions of rows of data in seconds on the world’s most trusted cloud. Leverage permissions and policies embedded in the Salesforce workflow to ensure proper governance and visibility across departments.
To prepare for client meetings, advisors had to reference up to 26 different systems. Now, all the information advisors need is right there at the click of a button.
Greg BeltzerHead of Technology, RBC Wealth Management
See how this Trailblazer use CRM Analytics
