Journey dashboard in CRM with close up on Einstein Predictions for likelihood to close and opportunity score

CRM Analytics

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.

CRM Analytics customers increase close rates by 28%.*

 

*Source: 2024 Salesforce Success Metrics Salesforce Analytics. Data is aggregated from 830* customers across 9 countries.

The future of Tableau

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Join Tableau leadership on August 15th for a sneak peek of how the Tableau team is building the future of data and analytics right now. Be the first to see how AI, Data and Analytics are coming together before the formal announcements at Dreamforce 2024 in San Francisco.

Purpose-built Analytics and AI

Get valuable insights with out-of-the-box intelligent analytics experiences, built directly into Salesforce Sales, Service, and Marketing Clouds, including prebuilt visualisations and ready-to-go AI.

Sales, Marketing, and Service Cloud icons paired with dashboard and text: Out of the box dashboards, prebuilt by use case, KPIs and predictions

Tailor analytics and AI experiences to specific industry use cases with prebuilt applications and dashboard for every Salesforce Industry Cloud.

Astro character surrounded by icons for every industry

Augment your business intelligence with predictive (potential outcomes and key drivers) and prescriptive (next best action) insights, enhanced by statistical modeling and machine learning. Use predictions to automate Salesforce flows and power bulk actions.

Einstein Predictions dialog box with likelihood to close stats, including top predictors and how to improve this outcome, paired with Einstein character
Sales, Marketing, and Service Cloud icons paired with dashboard and text: Out of the box dashboards, prebuilt by use case, KPIs and predictions
Astro character surrounded by icons for every industry
Einstein Predictions dialog box with likelihood to close stats, including top predictors and how to improve this outcome, paired with Einstein character

Actionable Insights

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.

Digital Engagements dashboard with dialog box open to take action at the point of insight: create interaction summary, schedule appointment, log a call, new task, etc

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.

CRM contact entry with opportunity score, Einstein score, and close up on Einstein Predictions for likelihood to close (with top predictors and how to improve this score)

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.

Slack channel with someone sharing a dashboard and options in Slack to Share, Subscribe, or Open in Salesforce. Plus pop out text: So glad we can review right here!
Digital Engagements dashboard with dialog box open to take action at the point of insight: create interaction summary, schedule appointment, log a call, new task, etc
CRM contact entry with opportunity score, Einstein score, and close up on Einstein Predictions for likelihood to close (with top predictors and how to improve this score)
Slack channel with someone sharing a dashboard and options in Slack to Share, Subscribe, or Open in Salesforce. Plus pop out text: So glad we can review right here!

Native to Salesforce

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.

Data Recipes window with text (Connect, Prep, Sync, Query) and Astro character

Ensure proper governance, visibility, and user management of your data and analytics with inherited Salesforce security, role hierarchy, permissions and compliance standards.

CRMA and Revenue Intelligent Industries with Salesforce inherited security turned on and progression from CRMA data to trust layer to Einstein to CRM Analytics
Data Recipes window with text (Connect, Prep, Sync, Query) and Astro character
CRMA and Revenue Intelligent Industries with Salesforce inherited security turned on and progression from CRMA data to trust layer to Einstein to CRM Analytics

Intelligent Apps Pricing

Revenue Intelligence

Purpose-built analytics and AI for sales teams.

$ 250
user / month
USD (billed annually)
  • OOTB Dashboards, Data Models, Predictions
  • CRM Analytics Plus License
  • Tableau Explorer License

Industry Cloud Intelligence

Industry-specific use cases for sales teams in Financial Services, Manufacturing, Automotive, Communications, Energy & Utilities, Consumer Goods, Healthcare, Education, and Media.

$ 250
user / month
USD (billed annually)
  • OOTB Dashboards, Data Models, Predictions
  • CRM Analytics Plus License
  • Tableau Explorer License

Service Intelligence

Supercharge service with actionable insights and AI-fueled recommendations, powered by Data Cloud.

$ 250
user / month
USD (billed annually)
  • OOTB Dashboards
  • Service Cloud Data Kit
  • CRM Analytics Plus and Tableau Explorer Licenses

Get the most out of CRM Analytics with thousands of partner apps and experts.

 

Atrium
Keyrus
Slalom
USEReady
Xeomatrix
Egen

Maximise your ROI with the right services for you.

From support, expert guidance, and resources to our trusted partner ecosystem, we're here to help you get more value from Salesforce in the AI era.

Two Tableau Community members wearing DataFam sweatshirts plus Data Rockstar Astro character

Join the Trailblazer Community.

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.

Learn new skills with free, guided learning on Trailhead.

CRM Analytics FAQ

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:

  • Get a holistic view of your customer’s data to deliver faster, more personalised experiences.
  • Deliver industry-specific processes and insights in the flow of work to drive consistent behaviour across your entire company.
  • Act and collaborate on transparent, AI-powered predictions and prescriptive recommendations for better business results.
  • Auto-scale in seconds across all users and billions of rows of data on the world’s most trusted CRM platform.

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 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 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 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.