Business Analytics… Why do you need CRM Analytics when you have reports and dashboards? 22 Oct 202222 Feb 2023 You’re using Salesforce, the #1 CRM in the world. It comes with best-in-class native analytics, providing powerful, customisable reports and dashboards. It’s working really well for your team or business.…
Business Analytics… How can you learn CRM Analytics? 13 Jul 202216 Apr 2023 Formerly known as Tableau CRM and Einstein Analytics, Salesforce CRM Analytics (CRMA) infuses predictive and prescriptive insights directly in the Salesforce workflow. “Every Customer 360 digital transformation is a data…
Business Analytics… Developing your first Analytics app in Tableau CRM 3 Dec 2021 I am excited to have completed the draft copy of my book, Creating Actionable Insights Using TableauCRM, which will be launched on December 29 of this year. As a teaser, I wanted…
Business Analytics… Are you confused about Einstein, Tableau, and TableauCRM? Read this: 31 Oct 202031 Oct 2020 If you're like me, you had a "What in the world!?" moment when Salesforce announced the renaming of Einstein Analytics as TableauCRM. Whoa! As if people weren't confused enough already,…
Business Analytics… Do your Salesforce reports live in spreadsheets? 8 Apr 20208 Apr 2020 Here is an all-too-common scenario for businesses and organisations which have their precious data stored in Salesforce: Step 1: Data analyst runs 25 Salesforce reports – based upon various objects,…
Business Analytics… Riding the Analytics Wave 15 Feb 202015 Feb 2020 I was stuck. While building out Salesforce Financial Services Cloud for InFusion360, I was knee-deep in reports and dashboards. Talking about being a data-driven organisation is easy – becoming one is…
Einstein Analytics… “It’s been a wild ride!” – the inspiring story of Peter Lyons, Analytics MVP 15 Dec 2019 Background I was always a “tinkerer”. I loved taking stuff apart and putting it back together. When I was only 14, I took a computer apart (with zero plans of putting…
Artificial Intelligence… Einstein Prediction Builder and Einstein Discovery – What is the difference, and which one is for me? 14 Oct 201914 Oct 2019 Guest post by my esteemed colleague, Arun Arunagiri. Salesforce’s Einstein adds intelligence to its CRM via a suite of products and they continue to evolve on what is essentially a…
Business Analytics… The Ten Commandments of Dashboard Design 22 Jun 201929 Jan 2020 1. Thou shalt tell a story with thy data Great analytics tell a story. The data speaks to the consumer, informing them, and empowering them to make smart decisions. Here…
Artificial Intelligence… Brief on Summer’19 Release for Einstein Analytics and Discovery 1 May 2019 Some of the features are being added on a rolling basis, not available immediately. Analytics Setup and Data Integration Connect data in Oracle Eloqua and NetSuite, Amazon redshift. Set…
A Most Unlikely Trailblazer 