What is better about CRM Analytics in a Salesforce environment?

Why is CRM Analytics SO much better in a Salesforce environment than any other BI or data analytics platfrom?

What are the benefits of a platform approach to CRM intelligence?

CRM Analytics and Other BI Tools is not an “either…or” decision – it is an AND decision!

Other BI tools:

• Enterprise, general BI platform
• Used for complex analysis
• Built to leverage Enterprise Data Schemas
• Reporting and Dashboarding
• Embedded into Non-Salesforce Applications

CRM Analytics:

Optimised for CRM, CRMA (CRM Analytics) is contextual, actionable, operationalised.

Note: See here for a deeper dive into the AND not OR discussion

What is better about CRM Analytics in a Salesforce environment?

The benefits of a platform approach to CRM intelligence are as follows:

1. CRMA infuses intelligence across every salesforce user experience with a variety of out-of-the-box (OOTB) analytics apps designed for Salesforce. Salesforce has spent years engineering and refining a ton of OOTB analytics apps that are designed for Salesforce users and Salesforce data. This includes Revenue Intelligence, Service Intelligence, Snapshot Analytics, Customer Insights, and many more, providing fast time to value for CRMA users.
2. CRMA inherits Salesforce security and sharing to facilitate governance. There is no need to replicate Salesforce security and sharing when embedding CRMA dashboards and insights into Salesforce, unlike other BI platforms that require extensive work to govern who sees what in Salesforce.
3. CRMA delivers predictive and prescriptive insights powered by no-code AI/ML to enhance the user experience. CRMA is powered by Einstein Discovery, a no-code supervised machine learning platform that takes Salesforce data and builds AI / ML models that deliver predictive and prescriptive insights, as well as enabling automated data discovery.
4. CRMA natively integrates with Salesforce automation, empowering users with data-driven actions. When it comes to getting premium value from your data and going quickly from data to insight to action, you can’t beat CRMA – kick off Salesforce automations such as Flow and Next Best Action directly from your embedded dashboard!
5. CRMA writes data back to Salesforce records from CRMA so that insights are seen and used. Now, this is an undervalued benefit of CRMA – you can not only combine Salesforce and external data and embed the resulting dashboard in Salesforce, but you can directly write data back to Salesforce records from CRMA! Wow. This data can be used in so many cool ways, such as flagging a record for follow up, kicking off an automation, etc.
6. CRMA ensures data freshness and completeness with near-real-time data sync and live connections to Salesforce objects. Unlike stale Salesforce data that has been extracted and fed into a warehouse for transformation, visualisation, and embedding back into Salesforce, CRMA uses data that is near real-time, or even real-time with SOQL queries, ensuring data freshness and one source of truth.

Addendum: CRM Analytics Total Cost of Ownership

The hidden cost of platform agnostic analytics:

Summary Slide (click to enlarge)