What is CRM Analytics? – Find your Salesforce Niche 

Find your Salesforce niche and unleash the power of data with Salesforce CRM Analytics.

In the age of digital transformation, data has become one of the most valuable assets for businesses. Leveraging data effectively can provide insights that drive decision-making, enhance customer experiences, and fuel innovation. Salesforce CRM Analytics is powerful cloud-based analytics and business intelligence (BI) solution on the Salesforce platform. In this blog, we’ll explore what Salesforce CRM Analytics is, why businesses invest in it, and discuss why training in CRM Analytics is a strategic move for professionals.

One way to advance your Salesforce Career – to build your confidence, land a job, or get a promotion – is to really carve out your niche in the Salesforce arena. At Supermums, we are passionate about education and love to help professionals to accelerate their career through our Training Courses and Recruitment Services. Join us over the next few weeks as we put a spotlight on Salesforce partners, their products and how to skill up in them to find your niche.

What is Salesforce CRM Analytics

Salesforce Data Cloud, formerly known as Tableau, Einstein Analytics and Wave, is an astute, accurate, and extensive CRM analytics solution, designed to allow users to combine customer data from a plethora of data sources and transform this into valuable insights.

The goal is to use this analysed data to make better-informed, customer-conscious business decisions. CRM analytics is an incredible tool for businesses of all sizes, but it is especially vital for large organisations that deal with an enormous number of customers a day. With so many different customers it can be tricky for those in sales, customer service, marketing, and any department who might be involved to keep track of where each customer is at each stage of their process.

CRM analytics allows you to build the bridge between the numbers and the clients, allowing companies to view their most important connections, gaps, and risks associated with every customer action.

Have you saved your seat?

Supermums are proud to offer our community Salesforce CRM Analytics course, sponsored by Nebula Consulting.

Supermums is an Authorised Salesforce Training Provider and we deliver the ANC 201 and 301 CRM Analytics Training Courses. Salesforce CRM analytics is an astute, accurate, and extensive CRM analytics solution, designed to allow users to combine customer data from a plethora of data sources and transform this into valuable insights.

find out more about our CRM ANalytics course

What are the benefits of Salesforce CRM Analytics?

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.

Why do Businesses Invest in Salesforce CRM Analytics?

The Supermums CRM Analytics Programme trains you and your team to build the bridge between the numbers and the clients, allowing companies to view their most important connections, gaps, and risks associated with every customer action. Benefits include:

Data Integration

Salesforce CRM Analytics allows businesses to integrate data from various sources, including customer interactions, sales transactions, and marketing campaigns. This enables organisations to gain a comprehensive view of their operations and make data-driven decisions.  In business decision-making, actionable intelligence makes it mandatory to merge data from various systems. Users can connect the CRM software with survey data with multiple ERPs to increase sales productivity and improve service quality.

CRM Analytics now includes built-in connectivity to all types of data sources, such as Google BigQuery, SAP, AWS, CSV Files, etc. It becomes convenient for users to connect with non-Salesforce data and process all these at the centre

Case Routing enables smarter and faster customer resolutions

This feature is the recent addition to CRM Analytics from Salesforce that automates case routing by navigating the cases to the best-fit queue. You can easily assign cases to the agents considering some factors like the skillset to handle that particular type of case and a success rate of resolving cases in the past. These factors have a significant impact on how the cases get resolved and businesses mostly tend to overlook them.

With the optimal agent-case match, users can benefit greatly as the case resolution time is reduced. Despite product diversification and vigorously evolving customer expectations, the entire case routing process is optimized without human intervention.

Use Article Recommendations for getting the right information

CRM Analytics hasn’t restricted its capabilities in providing apt responses, but its learnings can be used in various service scenarios. Let’s take knowledge articles as an example. You might have encountered this incident on Salesforce’s customer support hub, where Blaze comes in with many knowledge articles.

Salesforce Einstein Analytics comes into action by identifying the right information for your requirements. Customers can also find the apt info by self-servicing faster and more accurately. With Einstein intelligence, you no longer have to scroll through an entire knowledge base or struggle with finding the right content by conducting keyword searches.

Automatically retrieving more recommendations and insights

With Traditional Analytical approaches, users easily understand what happened in the past and the reason behind it to make the right future predictions. Einstein-AI backed-up analytics gives you a clear picture of the future and foresee how things can go.

One of the components of Einstein Analytics, popularly known as Einstein Discovery, helps users predict based on various relevant KPIs and recommend the most insightful tops in optimising the outcomes.

Utilise The Next Best Action for determining the best course of action

One of the key features of Salesforce Einstein Analytics is recognizing the best course of action through Predictive Intelligence while keeping users on a live interaction with a customer. It helps users deliver the maximum impact on customer interactions at crucial checkpoints. For instance, recommending any best-suited cross-selling opportunity, such as an add-on warranty, while resolving the case.

Trail every activity of the user with event monitoring analytics

Every minute detail of user activity can be tracked with Event Monitoring Analytics, parallel providing security to data. Businesses can view all kinds of activity detail about the individual event and identify changing behavioral patterns so that data can be safeguarded on time.

Event monitoring empowers teams to track logins, logout, Lightning (web clicks, performance, errors in Lightning Experiences and The Salesforce Mobile App), URI (web clicks in Salesforce Classic), API calls, Apex executions, Reports exports, and more.

Interactive Dashboards

With Salesforce CRM Analytics, users can create interactive dashboards that display real-time data in a visually appealing format. This allows stakeholders to easily identify trends, patterns, and areas of concern.

Customisable Reports

Salesforce CRM Analytics provides users with the ability to create custom reports that are tailored to their specific needs. Reports can be generated on a scheduled basis or as needed, providing users with up-to-date information.

Mobile Access

Salesforce CRM Analytics is accessible on mobile devices, allowing users to access data and insights on-the-go. This enables stakeholders to make informed decisions regardless of their location.

Why Should You Train in Salesforce CRM Analytics?

• Want to advance the reporting capabilities of your CRM
• Want to maximise the ROI of your Salesforce instance
• Looking to utilise the latest CRM product
• Advance your skills in data analytics
• Want to learn with live training from Authorised Salesforce Training Providers

Salesforce CRM Analytics can help businesses use their CRM data to achieve their goals. It can provide insights, predictions, and recommendations that can help sales and service teams make data-driven decisions. CRM Analytics can also help businesses: Identify trends and problems, Understand customer needs and behavior, Enhance customer relationships and loyalty, and optimise marketing campaigns.

Embrace the power of Salesforce CRM Analytics today and unlock new possibilities for your business and career. With CRM Analytics, the future of data management and analytics is within your reach.

Find Your Salesforce Niche

Find your Niche in the Salesforce Industry to accelerate your career and earning potential check out some of the other specialist products you could upskill in:

• Mulesoft 
• Field Service Lightning 
• Revenue Cloud 
• Marketing Cloud 
• Data Cloud