Get native analytics for Salesforce with CRM Analytics. Take data-driven action with visual insights, AI-powered predictions and out-of-the-box user experiences, dashboards and KPIs for every industry and role—built directly into your CRM.
*Source: 2024 Salesforce Success Metrics Salesforce Analytics. Data is aggregated from 830* customers across 9 countries.
CRM Analytics provides contextual insights and AI-powered predictions and insights to drive engagement and focus directly in the flow of work in your Salesforce CRM. Drive outcomes at scale and get answers to inform your next best action with intelligent recommendations for every line of business or industry.
Get valuable insights with out-of-the-box intelligent analytics experiences, built directly into Salesforce Sales, Service and Marketing Cloud, including prebuilt visualisations and ready-to-go AI.
Tailor analytics and AI experiences to specific industry use cases with prebuilt applications and dashboard for every Salesforce Industry Cloud.
Augment your business intelligence with predictive (potential outcomes and key drivers) and prescriptive (next best action) insights, enhanced by statistical modelling and machine learning. Use predictions to automate Salesforce flows and power bulk actions.
Take action directly from within Salesforce—at the point of insight—with a built-in actions menu. Schedule a meeting, add to a campaign, jump to an opportunity record, take mass actions with Flow and more without leaving your CRM.
Create a more comprehensive Customer 360 experience by embedding visual and predictive insights directly into the flow of work in Salesforce—including directly on record pages.
Find, share and collaborate on reports, dashboards and CRM Analytics insights without leaving Slack. Set up subscriptions to stay on top of your data with Slack notifications.
Connect, prep and query data from anywhere with trusted data management tools, like Data Prep Recipes. Enrich your customer data by incorporating external data sources and writing back to your CRM fields.
Ensure proper governance, visibility and user management of your data and analytics with inherited Salesforce security, role hierarchy, permissions and compliance standards.
Close deals faster by equipping sales with tailored analytics and actionable insights throughout the sales cycle.
Make better business decisions with the world's leading data and analytics platform.
Unify your customer data and take action on insights in real time, enhanced with AI and automation.
Start by selecting your Sales, Service or Industry Cloud edition. Some editions already include CRM Analytics right out of the box. For the others, you can easily add CRM Analytics at these price points.
This page is provided for information purposes only and subject to change. Products may not be available in all markets. For product availability contact a sales representative.
This page is provided for information purposes only and subject to change. Products may not be available in all markets. For product availability contact a sales representative.
Leadership needs to have a consolidated view of the organisation, down to the entity. This is what we can provide with CRM Analyticsdashboards—the business intelligence we have today.
Irina ZubovaVice President, Sales Management and Support, Schneider Electric, Records
For revenue operations, Tableau and CRM Analytics are ideal complements to one another. Tableau provides the deep analysis needed for performance measurement, and CRM Analytics uses that analysis to help people do their jobs even better.
Miriam LainezGlobal Analytics Manager for Revenue Operations, NI
Activate your data superpowers with Tableau and Agentforce at the must-attend data and analytics event of the year.
Trusted advisors with unmatched Salesforce experience and expertise, by your side.
Get support for your CRM Analytics journey, take your data skills to the next level and make meaningful connections. Get support from the CRM Analytics group in the Trailblazer Community.
Try Tableau for free—a fully-hosted enterprise solution for deep data exploration.
Try CRM Analytics for free to get actionable insights within your existing Salesforce workflows.
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CRM Analytics (formerly Einstein Analytics and Tableau CRM) is the built-in analytics experience inside Salesforce.
It uses AI to give you clear insights right where you work in Salesforce, helping you answer questions, predict results and take action instantly.
With CRM Analytics, you can:
Yes, we offer a free trial for CRM Analytics. Sign up here for free.
Every Salesforce user benefits from having insights built directly into their workflow. CRM Analytics turns raw data into clear, AI-driven actions that help teams make better decisions and predict outcomes. The insights it provides can also increase adoption and the overall value your team gets from Salesforce.
The good news is that you don’t need advanced training to get started. CRM Analytics includes ready-to-use dashboards, KPIs, and data models for every Salesforce cloud and industry. You can start analysing your data right away and uncover insights that you can instantly use to improve your business.
Yes, CRM Analytics offers dashboard creation and editing capabilities, so you can personalise your dashboards based on the needs of your business. This is great if your business has specific KPIs you want to keep on everyone's radar.
No. CRM Analytics connects to almost any data source, including ERP systems, databases, and data warehouses inside or outside Salesforce. It also works with semi-structured data from your apps, sensors or websites. If you’re interested in learning more about our integration capabilities, view our API platform, MuleSoft.
At Salesforce, trust is at the core of everything we do. More than 150,000 companies trust Salesforce to keep their cloud data safe. Since CRM Analytics is native to Salesforce, analytics and data access inherit Salesforce security, role hierarchy, permissions and compliance standards.
Our multi-layered security approach protects the integrity of your information. Individual users are restricted by authentication, session limits and audits that provide control and visibility. Organisations also receive a unique identifier that makes data inaccessible to anyone outside the company.
You can choose the right CRM Analytics licence for your needs based on your data volume and feature scope. See more details on the CRM Analytics pricing page.
Einstein Analytics and Tableau CRM are the former names of CRM Analytics, the native analytics solution for Salesforce. You can still get all their capabilities and more in CRM Analytics.
Standard Reports and Dashboards only show Salesforce data. CRM Analytics can connect to external data and uses AI for predicting outcomes. It also allows you to build more custom dashboards and track what really matters to your business.
Intelligent apps are pre-built analytics tools powered by CRM Analytics. They include ready-made dashboards and AI models for sales, service and marketing teams to get insights faster.
Revenue Intelligence uses CRM Analytics to help sales teams forecast their revenue, which helps manage pipeline health and can be used to coach reps using data-driven insights.
Yes, there are dedicated versions of Revenue Intelligence built specifically for our different industry clouds. Currently supported industries include:
Service Intelligence is a ready-to-use analytics app specifically for Service Cloud. It uses AI to analyse chat and email interactions, helping agents work faster, reduce costs and improve customer satisfaction.
