Salesforce CRM Analytics Programme

The data you gather regarding your customers’ needs to be extensive and precise, allowing you to customise your strategy and align to individuals that make up your customer base, rather than a generic all-encompassing approach. Every customer wants to feel valued, and CRM Analytics allows you to do that. Here are some more benefits:

Customer Classification – CRM analytics tools also make it possible to segment your clients into various groups, such as those based on age, gender, spending habits, buying trends etc., for smoother marketing and sales management. Enhances the customer 360-degree view with real time data.

Predictive Monitoring No Coding – The declarative tool can analyse customer data to accurately determine how successful future business decisions may be, reducing the overall risk and increasing sales potential. Accessing a wide range of data sources and housing this dataset inside the analytics studio can identify trends and patterns to effectively predict future outcomes.

Identify Quality Records – CRM sales analytics are designed to determine which groups of customers likely to bring in the highest ROI utilising customer segmentation. This allows businesses to focus more of their advertising, marketing, and sales efforts on the most valuable demographics, ensuring higher profits over time. Recommend the high opportunity sales deals for sales reps to pursue.

Native to Salesforce – Everything in CRM Analytics adheres to Salesforce’ number one value trust, therefore security. CRM Analytics also simplifies data governance, allowing you to adapt to new business requirements as user adoption and engagement evolve. You can adopt existing Salesforce security or create bespoke accessibility and manage internally.

ANC201 course – 8hrs content

• Build and manage apps in CRM Analytics
• Design a dashboard based on requirements, and create a dashboard template
• Create and add lenses to build a dashboard
• Optimize a dashboard for mobile use

ANC301 Course – 24hrs content

• Determine your user, data, and security requirements, and establish a development process.
• Set up apps and control what users can do in CRM Analytics by assigning them licenses, permission sets, and app permissions.
• Load external data to CRM Analytics.
• Create and run dataflows to load Salesforce data, and join it with data from other datasets.
• Understand and use Data Sync effectively.
• Understand Recipes and Data Prep.
• Understand and implement data security in CRM Analytics, and override security for implementation and testing.
• Understand how filters on dashboards function and be able to use interactions when necessary.
• Understand a dashboard’s JSON file.
• Explain the process of dashboard queries and modify a query to meet specific analytic requirements.
• Modify dataset metadata.