Why do you need CRM Analytics?

Salesforce reports and dashboards are always relevant and useful, and they are often the “go to” option for a quick win.

However, Salesforce analytics is a tool – CRM Analytics (CRMA) is a platform.

CRMA provides every Salesforce user with contextual, intelligent and actionable insights in the CRM workflow. This results in increased business productivity, improved Salesforce adoption, and enhanced user experience. Like this:

Let us look at seven reasons why you might need CRM Analytics.

1. CUSTOMER 360

You want to have a “one pane of glass” view of the customer embedded in Salesforce, such as displaying service, sales, activity and revenue data on an account page.?Your Salesforce users are tired of searching all over Salesforce to try and create a customer 360 view – you want it embedded in the flow of work.

2. EXTERNAL DATA

You want to combine external data with Salesforce data in one dynamic dashboard within Salesforce and write back CRMA data to Salesforce records/fields.?CRMA gives Salesforce users the ability to analyse not just Salesforce data but?external data?as well, taking analytics from looking at disconnected graphs to a far more meaningful analysis through interactive dashboards. With CRMA, external data can be processed, manipulated, connected and visualised?without?storing it in your Salesforce org, saving valuable space, and helping to preserve your sanity.

3. CUSTOMISED SALESFORCE ENVIRONMENT

Your Salesforce environment has customisations and complexities that make comprehensive reporting in Salesforce difficult, if not impossible. You need to be able to go beyond the limitations of Salesforce reports and analyse your complex object model in dynamic dashboards without going to an external BI platform. CRM Analytics provides almost unlimited capability and flexibility when it comes to analysing complex Salesforce data models.

4. SPREADSHEET HELL

Here is an all-too-common scenario for businesses and organisations which have their precious data stored in Salesforce:

• Step 1: Data analyst runs 15 Salesforce reports and exports as csv’s.
• Step 2: He/she imports the csv’s into a spreadsheet.
• Step 3: Analyst spends days massaging said csv’s into the desired report – connecting, aggregating, transforming, calculating, and fudging.
• Step 4: After many tedious, error-prone hours, the report is ready to share.
• Step 5: Business leaders review this report in a PDF – and complain that it is inflexible, questionable, and out-of-date.
• Step 6: Data analyst cries.

Why??There are a number of possible reasons, including:

1. Your Salesforce org has customisations and complexities that make comprehensive reporting in Salesforce difficult, if not impossible.
2. You want to report on data which is based upon complex object relationships that cannot be handled by custom report types.
3. Your business rules and reporting requirements are too complex to be managed in Salesforce reports.
4. You want to combine external data with Salesforce data.

So, what can you do? You have two options:

1. Remain trapped in this vicious cycle
2. Break free by employing CRM Analytics

5. AI AND PREDICTIVE INSIGHTS

You are tired of looking in your rear vision mirror while trying to drive forward. You want to deliver intelligent, predictive insights, powered by machine learning, with clicks not code.?No other platform can deliver predictive intelligence to the Salesforce user in their flow of work like CRMA.

6. ADVANCED ANALYTICS

Complex reporting requirements result in business pain as team members struggle to turn data into intelligence. Perhaps your business logic, data requirements and reporting needs are too complex to be managed in Salesforce reports. Good news – CRMA can solve complex cross-object reporting.

7. SNAPSHOT ANALYTICS

Do you want to capture a regular snapshot of Salesforce data and build dynamic analytics that show changes over time? The business value of snapshot analytics is extraordinary, enabling leaders to identify trends and be proactive in decision making. CRMA can make that happen quickly and easily, within Salesforce, without resorting to code-heavy tools.

At the end of the day, CRMA Analytics helps Salesforce users go quickly, easily and intelligently from data to insight to action.

No other platform easily embeds in Salesforce and provides contextual, configurable AI, inbuilt predictive insights, and an action framework. It also inherits Salesforce security and sharing settings, saving build time and facilitating governance.