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.
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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.
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 Industry dashboards—the business intelligence we have today.
Irina ZubovaVice President, Sales Management and Support, Schneider Electric, Records
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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 any time, anywhere.
Ultimately, CRM Analytics helps drive greater adoption and value of Salesforce across your entire organisation.
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 personalised, AI-powered insights and recommendations right in your flow of work.
To help you to 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 behaviour across the company and achieve performance at scale.
Yes, CRM Analytics offers dashboard creation and editing capabilities, so you can personalise 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 to 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. Organisations 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 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.
CRM Analytics and Tableau are complementary products from Salesforce. Select the right product for your organisation 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 organisation 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 visualisations 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 customised 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.
