CRM Analytics

Empower customer-facing teams with intelligent analytics and predictions in Salesforce workflows.
 

Save money. Scale quickly. Work intelligently.

 

Use intelligent recommendations to drive faster decisions.

Quickly collaborate and confidently act on predictions and prescriptive recommendations for better business results.

Uncover actionable insights tuned to your business.

Start working faster with out-of-the-box dashboards and KPIs for every industry and role.

Connect to data wherever it lives.

Integrate external data with Salesforce data for a holistic view of your customer.

Scale quickly for your enterprise.

Advance data trust across departments by leveraging permissions and policies embedded in the Salesforce workflow.
 

Intelligent features to drive productivity.

 
 
FEATURE

Native Analytics

Uncover visual and predictive insights directly on Salesforce pages — including the account and opportunity pages.
FEATURE

Data Platform

Get data management tools that connect, prep, and sync data from anywhere.
FEATURE

Apps for Every Department and Industry

Get started quickly with tailored applications for every industry and use case based on 20 years of best practices.
 
FEATURE

Einstein Discovery

Understand what's happening, why it’s happening, and what to do next with transparent, actionable AI. Available for CRMA Plus.
FEATURE

Security and User Management

Analytics and data access are set at and inherited from the Salesforce user level, ensuring proper governance and visibility.
 
 

CRM Analytics customers are in good company.

 
 

The zero-carbon journey is different for each customer. Their energy solution has to be tailor-made, based on market and customer intelligence.

Yves Le Gélard

EVP, Digital & Information Systems, ENGIE
 

To prepare for client meetings, advisors had to reference up to 26 different systems. Now, all the information advisors need is right there at the click of a button.

Greg Beltzer

Head of Technology, RBC Wealth Management
 

Salesforce helps us democratize our data and capabilities in real time. We couldn’t accomplish that on our own.

Linda Yaccarino

Chairman, Global Advertising & Partnerships, NBCUniversal
 
 
 

Hear from more happy customers.

 
 

CRM Analytics Pricing

 

Einstein Predictions

Automated discovery and predictive insights
$ 75
USD/user/month*
(billed annually)

CRM Analytics Growth

Complete analytics platform for all your data
$ 125
USD/user/month*
(billed annually)

CRM Analytics Plus

Advanced analytics platform with AI built in
$ 150
USD/user/month*
(billed annually)

Revenue Intelligence

Purpose-built analytics and AI for sales organizations
$ 200
USD/user/month*
(billed annually)

* All per-user products require an annual contract.

This page is provided for information purposes only and subject to change. Contact a sales representative for detailed pricing information.

 

A G2 Top 50 Analytics & AI Product of 2022

G2 helps businesses discover, buy, and manage the technology they need to reach their potential. Dive into real user reviews of CRM Analytics today.
 

Augment your Salesforce workflow with actionable insights.

Dive deeper into CRM Analytics and learn how to:
  • Prioritize and close high-propensity-to-buy deals
  • Increase share of wallet with contextual insights
  • Drive next-level customer care and reduce churn
 
 

Tailored industry solutions for better outcomes.

 
CRM Analytics empowers call center agents with critical data-driven insights and AI to improve customer experiences.
 
Eighty-four percent of customers say the experience a company provides is as important as the product or service. CRM Analytics provides retail and consumer goods organizations the tools needed to drive customer satisfaction. By giving their service associates the insight to inspire great experiences through personalized suggestions, ultimately they can generate more revenue.
 
Healthcare providers need to provide a personalized patient experience. CRM Analytics provides rich analytics across care plans and referral management to proactively help patients achieve their health goals while giving a holistic view of revenue pipeline risks and opportunities.
 

Try CRM Analytics, actionable insights in the Salesforce workflow.