Salesforce CRM Analytics: A Quick Guide In 2025

Your CRM system is a vast pool of customer data containing essential information such as leads, accounts, contacts, opportunities, quotes, activity, purchase history, and more; it’s all there, meticulously collected. However, without the right tools, this data remains a swamp. This is where Salesforce CRM Analytics comes in.    

Unlike plain CRM data, which offers a raw snapshot of customer interactions, CRM Analytics empowers you to make data-driven decisions. 

What is Salesforce CRM Analytics? 

Salesforce CRM is a goldmine of customer data. It is home to all the crucial information about customers, such as personal information, customer interactions, sales data, and support data. This data only helps your business make data-driven decisions with Salesforce CRM analytics. CRM analytics help leverage this data to gain actionable insights and make data-driven decisions.  

Integrating with Salesforce provides a 360-degree view of customer data, analyzes trends, and identifies potential opportunities. 

“Salesforce CRM Analytics unlocks the true potential of your customer data. It empowers you to predict customer behavior, recommend next best actions, and automate workflows. This translates to sharper sales focus, improved customer experiences, and ultimately, a significant boost to your bottom line.” – Selva Pandian, VP, Cloud Practice, LevelShift

LevelShift’s Salesforce consulting services help enterprises deploy CRM Analytics with customized dashboards and AI integrations for immediate ROI.

The Importance of Salesforce CRM Analytics 

 Salesforce CRM analytics helps in going beyond numbers and gauging actionable insights that help you:  

• Make smarter decisions based on trends and patterns in the data. 
• Seize lucrative opportunities through forecasts, predictions, and customer behavior analysis. 
• Identify promising leads and let the sales team focus on potential opportunities. 
• Act on insights within Salesforce CRM and save time. 
• Personalize marketing campaigns and drive better engagement. 

 

Five Key Features of Salesforce CRM Analytics That You Can’t Miss in 2024

1. Intelligent Apps for Key Insights:

Use actionable insights to improve your sales, marketing, and service performance. The intelligent apps are pre-built on Salesforce, and they leverage CRM data and Einstein AI within the Einstein 1 Data Cloud platform to provide contextual insights. The insights are KPI-based, predictive, and based on the use case.

These dashboards can do everything from alerting you when you’re off track with your sales pipeline analysis and lead scoring. At the same time, a Service Cloud app might delve into customer satisfaction metrics and case resolution trends. 

2. Industry apps for deep business insights:

These apps allow you to tailor analytics for specific industry use cases. Their data visualizations, reports, and AI features address the industries’ challenges. It is important to note that some of the advanced features require certain prerequisites.

For example, a manufacturing industry app could provide specific insights into inventory management. You can visualize the inventory levels, track machine downtime, forecast future demands, and more.   

3. Einstein Discovery:

This leverages statistical modeling and Machine Learning to provide business intelligence that is both predictive and prescriptive.  

Predictive insights help you predict potential outcomes based on trend analysis and historical data. These insights will come in handy to sales teams interested in understanding the likelihood of a deal closing and its possible revenue. Customer success teams can identify customers on the verge of churn.   

Prescriptive insights go beyond providing information. They offer the following best actions and solid recommendations to improve performance. For instance, if a customer is at risk of churn, prescriptive insights will provide steps to improve customer satisfaction and the best steps to help retain them. 

4. Action Framework:

Insights become more meaningful and impactful when you can act on them immediately. The action framework helps you take critical actions like scheduling appointments, adding leads to your campaigns, automating emails, adding tasks, and creating interaction summaries, all within the CRM. This eliminates the hassle of switching between multiple tabs to action on an insight.

Contextual Insights: This gives a 360-degree view of the customer beyond customer data. With relevant data visualizations and predictions, you can make informed business decisions.

5. Data Platform:

The native Data Platform is built-in and works seamlessly within the Salesforce environment. You can connect, clean, and analyze data directly from your CRM and work on the external data. This streamlines workflows and improves data consistency.

You don’t have to switch between platforms for data access, cleaning, and analysis. It can all be done in the Salesforce environment, which helps you save time. When data preparation and analysis happen in a single platform, it reduces the risk of data inconsistencies and data errors. This ensures that the data-based insights are accurate and reliable. 

CRM Analytics: Winter 2024 Release 

The Salesforce Winter ’24 release brings exciting new features to CRM Analytics. Some of these include:  

• Staged data is an innovative feature that allows you to run multiple data recipes quickly. Instead of using datasets, you can use staged data for faster processing.  

• CRM Analytics visualizations and dashboards help users explore data quickly with table pagination, personalize the view with sortable repeater widgets, and easily reset navigation for a seamless experience.  

• You get industry-specific dashboards that offer instant insights into your business operations.  

• Leverage the power of Google Analytics 4 with the new connector and load massive datasets effortlessly using the Salesforce Bulk API 2.0.  

Final Thoughts 

Salesforce CRM Analytics empowers you to unlock the hidden potential within your customer data.  

LevelShift helps you leverage Salesforce CRM analytics, enabling every key stakeholder to make data-driven decisions. Our team of certified Salesforce experts who specialize in Salesforce CRM analytics can help with the following: 

• Customized analytics dashboard that provides insights tailored to your specific business goals and objectives.  

• Leverage advanced technologies like machine learning and predictive modeling to make intelligent and informed business decisions.  

• Integrate data from external sources to gain a 360-degree view of your customers.  

• Ongoing support and guidance to help you make the most of Salesforce CRM analytics.  

Organizations using CRM Analytics see 30-40% productivity gains through data-driven forecasting. Read our case study on increased employee productivity using data-driven forecasting reports to see real results.

Contact LevelShift today if you are interested in understanding Salesforce CRM analytics pricing and specifically how we can help you turn customer data into a strategic advantage. 

FAQs

1. What does Salesforce CRM analytics do?

Salesforce CRM analytics helps you analyze customer data within Salesforce, provides insights to improve sales, marketing, and customer service.

2. Who is a Salesforce CRM analyst?

A Salesforce CRM analyst leverages analytics to create reports, dashboards, and identifies trends to help businesses make data-driven decisions.

3. Is Salesforce CRM analytics the same as Tableau?

No, Salesforce CRM Analytics (formerly Tableau CRM) is a separate product built for Salesforce data, while Tableau is a broader BI platform.