Don’t leave business decisions to chance. Built natively on Salesforce, CRM Analytics bridges the gap between "seeing the data" and "winning the deal" by putting actionable insights in the flow of work. Unlock the full potential of your Salesforce data with tailored insights that move as fast as your business.
*Source: 2024 Salesforce Success Metrics Salesforce Analytics. Data is aggregated from 830* customers across 9 countries.
Move past fragmented tools and disconnected dashboards. With pre-built analytics and frictionless out-of-the-box setup, you get intelligent predictions and contextual insights that guide every move. From the front line to the C-suite, CRM Analytics turns data into your next big win — no matter your line of business or industry.
Stop searching for answers and start driving outcomes. CRM Analytics delivers out-of-the-box insights built natively for Salesforce.
Skip the custom build. Accelerate time to value with analytics apps tailored for every industry and line of business, ready to deploy right out of the box — no lengthy setup, no friction, and no delays.
Move from “what happened?” to “what should I do about it” with predictive insights that forecast what’s ahead and prescriptive recommendations that reveal your next best move. Then, turn those predictions into execution by triggering Salesforce flows and bulk actions—instantly.
Close the gap between "seeing" and "doing" by triggering workflows, updating records, and collaborating with your team — all without leaving Salesforce.
Don’t just look at data — act on it. With a native actions menu, you can schedule meetings, launch campaigns, or update opportunities the second you see the insight. No tab switching, no friction. Just seamless execution directly within Salesforce.
Bring the power of data directly into your flow of work by embedding visual insights and AI predictions into your record pages.
Find, share, and discuss CRM Analytics insights right in Slack. With automated subscriptions and real-time notifications, your data finds you — empowering your team to take action right when the data changes.
Connect your tech stack and scale with confidence. Harness data from any source while maintaining the ironclad security standards of Salesforce.
Break down the silos. Connect, clean, and query data from any source with enterprise-grade tools. Don't just analyze external data — pull it in, enrich your customer profiles, and write insights directly back to Salesforce to keep your CRM as the single source of truth.
Scale with confidence, not complexity. CRM Analytics automatically inherits your existing Salesforce security, role hierarchies, and permissions. You get world-class governance and compliance standards without having to rebuild your security model from scratch.
Tableau’s unified portfolio is built for the agentic era with analytics interoperability across CRM Analytics, Tableau Cloud, Tableau Server, and Tableau Next. Unlock even more value from your existing investments and accelerate success with agentic analytics.
Build agentic experiences in Tableau Next using trusted data from CRM Analytics. Seamlessly write CRM Analytics datasets to Data Cloud and turn CRMA Recipes into semantic models to unlock agentic analytics in Tableau Next.
Evolve your strategy with confidence while using the best tool for the job, backed by a flexible, connected portfolio.
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.
Turn data into action with the world’s first agentic analytics platform.
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 organization, down to the entity. This is what we can provide with CRM Analytics dashboards—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
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 native analytics experience for your Salesforce CRM. As a Salesforce user, it provides you with AI-powered, actionable insights in your flow of work, empowering you answer questions, predict outcomes, get recommendations, and seamlessly act from the point of insight.
With CRM Analytics, you can:
Yes, we offer a free trial for CRM Analytics. Sign up for free.
Every Salesforce user needs access to insights that can guide their business decisions as they engage with customers. CRM Analytics provides a native solution for Salesforce that is contextual, actionable, and easy to use.
CRM Analytics enables every Salesforce user in every industry to build stronger customer relationships. Sales reps, service agents, and business users can use CRM Analytics to access actionable, AI-powered insights in the flow of work, answer pressing questions, predict outcomes, get recommendations, and seamlessly act from the point of insight. And because it's 100% mobile, you can make data-driven decisions anytime, anywhere.
Ultimately, CRM Analytics helps drive greater adoption and value of Salesforce across your entire organization.
You don't need any extensive training to get started with and use CRM Analytics. Unlike complex legacy solutions, anyone can take advantage of insights derived from CRM Analytics; you no longer have to log tickets to ask simple questions. Instead, you can get personalized, AI-powered insights and recommendations right in your flow of work.
To help you get started fast, CRM Analytics offers out-of-the-box products, user experiences, dashboards, KPIs, and analytics data models for all Salesforce's line of business and industry Clouds that help you uncover actionable insights, drive consistent behavior across the company, and achieve performance at scale.
Yes, CRM Analytics offers dashboard creation and editing capabilities, so you can personalize dashboards based on the needs of your business.
CRM Analytics works with any data whether it is inside or outside of Salesforce, including structured data in Salesforce, financial data from ERP, and transaction data from transaction systems, lakes, and warehouses. CRM Analytics also helps you manage the constant creation of new data, including semistructured data from machines, sensors, mobile apps, and websites.
For other data sources, you can use an ETL tool to move data to CRM Analytics or leverage its public API.
At Salesforce, trust is at the core of everything we do. An unwavering focus on security, governance, and compliance are critical to that story. More than 150,000 companies trust Salesforce to keep their cloud data safe.
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. Organizations receive a unique identifier that makes data inaccessible to anyone outside the company. Plus, we're always innovating and making updates to improve our security practices.
Because CRM Analytics is native to Salesforce, analytics and data access inherit Salesforce security, role hierarchy, and permissions and Salesforce compliance standards apply.
Learn more about all the ways Salesforce keeps your data secure at trust.salesforce.com.
Choose the right CRM Analytics license 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.
CRM Analytics and Tableau are complementary products from Salesforce. Select the right product for your organization by determining where your users need to see their insights.
CRM Analytics is ideal for teams who need analytics and insights deeply integrated into their Salesforce CRM. If you want to augment any Salesforce Cloud with native, actionable insights in your CRM workflow, try CRM Analytics.
Tableau is an end-to-end analytics platform for a broad range of enterprise use cases. If you need a business intelligence solution that provides actionable analytics across all of your business functions and operations, try Tableau.
We are also building greater product interoperability between CRM Analytics and Tableau to provide your entire organization with contextual, AI-powered insights and deep data exploration.
Reports and Dashboards in Sales Cloud and Service Cloud provide users with reports on Salesforce data.
CRM Analytics extends beyond Reports and Dashboards in the following ways:
Intelligent Apps are out-of-the-box, intelligent analytics experiences built on CRM Analytics and infused directly into Salesforce Clouds. They include pre-built visualizations and ready-to-go AI that delivers valuable insights for sales, service, and marketing teams.
Revenue Intelligence, powered by CRM Analytics, equips sales teams with purpose-built analytics and actionable insights across the entire sales and revenue cycle. With out-of-the-box intelligence and analytics for CRM, sales leaders like you can forecast accurately, manage pipeline like never before, and coach reps to close deals—all on a single platform that can be easily customized to your business.
Yes! There are dedicated versions of Revenue Intelligence built specifically for Industry Clouds. Currently supported Clouds include: Financial Services, Manufacturing, Automotive, Communications, Energy and Utilities,Consumer Goods, Health, and Media.
Service Intelligence is purpose-built, AI-powered analytics app for Service Cloud. Service Intelligence introduces ready-to-use dashboards and AI-powered chat and email analysis to offer actionable insights and recommendations seamlessly integrated into daily workflows. This innovation is designed to boost agent productivity, cut costs, and enhance customer satisfaction.
