What is CRM Analytics?

CRM Analytics is a customer and business analytics platform that brings flexible customer analytics to CRM. It helps teams explore customer-centric data and answer critical business questions.

Why invest in Salesforce CRM Analytics?

Salesforce CRM Analytics brings business intelligence to CRM users, including sales, service, and business teams. It also helps maintain control over data and supports mobile access.

Can Salesforce CRM Analytics integrate with data outside Salesforce?

Yes. CRM Analytics can connect with ERP systems, financial platforms, marketing tools, and other external data sources to create a centralized view of business performance and customer interactions.

Salesforce CRM Analytics

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Overcome Data Silos and Make Smarter Decisions with CRM Analytics

Businesses looking to explore prospects without Salesforce CRM analytics face challenges such as a lack of visibility into customer behavior, inefficient workflows, and poor decision-making.

Forrester's 2025 Global Customer Experience Index found that the gap between the experience brands intend to deliver and what customers actually receive is widening, with 21% of brands declining in CX quality this year. In response, gain a comprehensive view of your customer interactions and behavior, identify areas of inefficiency in your operations, and make data-driven decisions to improve performance and customer satisfaction.

LevelShift's CRM Analytics expertise helps businesses like yours with customized analytics dashboards, advanced analytics capabilities, and seamless data integration from multiple sources. Take full advantage of analytics insights to optimize workflows, improve decision-making, and enhance customer experiences.

Our Offerings

Explore the capabilities that enable smarter decisions, improved visibility, and measurable business growth.

Customized analytics dashboards

Provide tailored analytics dashboards that fit specific business needs and objectives.

Advanced analytics capabilities

Use advanced analytics technologies and methodologies, such as machine learning and predictive modeling, to uncover insights and drive better decision-making.

Seamless data integration

Integrate data from multiple sources to provide a comprehensive view of customer interactions and behavior.

Personalized insights

Provide insights and recommendations that are specific to each business's unique needs and goals.

Ongoing support and training

Ongoing support and training ensure that users can make the most of their Salesforce CRM analytics services.

AppExchange Rating & CSAT Score

530+

Projects Completed

4.9

Average Rating

170+

Customer Reviews

120+

Certified Experts

Transform Data into Decisions

Speak with a CRM Analytics expert to drive continuous improvement.

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Selva Pandian

Managing Director - Cloud Practice

Customer Impact

Improving Forecast Accuracy with Salesforce CRM Analytics

For a leading global supplier of brewing ingredients and packaging solutions, disconnected systems and manual reporting made it difficult to gain visibility into sales performance and forecast revenue accurately. We implemented a Salesforce CRM Analytics-powered Revenue Intelligence Dashboard to deliver real-time insights, improve forecasting, and drive smarter business decisions.

See How We Did It

70% Improvement in Forecast Accuracy

Real-time pipeline visibility and advanced forecasting capabilities enabled more reliable planning and resource allocation.

87% Increase in Team Productivity

Role-based dashboards and performance KPIs improved accountability, efficiency, and sales execution across teams.

50% Faster Decision-Making

Centralized business insights empowered teams to identify opportunities, mitigate risks, and respond faster to changing market conditions.

Customer Testimonials

"I am very pleased to have LevelShift as our solution/integration partner to implement projects involving the Salesforce ecosystem. All the projects have been delivered on time and support the existing applications greatly."

Dillibabu Govindan

Director, Digital Technology, Ethan Allen Global

Why LevelShift

With a team of certified Salesforce CRM analytics experts, we offer comprehensive, intelligent business analytics solutions to help organizations find hidden opportunities and improve customer retention and sales growth.

Affordable

It is a Pay-As-You-Use model where customers can subscribe to this service for a specific period. The customers will have to pay only for what they have used.

Flexible

Unlike traditional service models like fixed-bid or time and material, our model is red tape free and easy to access.

Scalable

On Demand Services provide flexibility in scaling resources up or down depending on business dynamics.

Agile

On Demand services save time by eliminating the need to create SOW's, ensuring quick kickoff and early product delivery.

Available

There is no fixed-price contract with tedious paperwork. On Demand Services are available 24/7. We invest in knowledge transfer and are available for customers whenever needed.

Forrester Q4 2025

Recognized in the independent Salesforce Consulting Services Landscape report for Agentforce, Data Cloud & Field Service.

Our Perspectives

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FAQs

CRM Analytics is a customer and business analytics platform that brings flexible customer analytics to your CRM. It works with customer-centric data, allows you to explore it in powerful ways, and ultimately changes how your team answers customers’ critical questions.

It brings accurate business intelligence to every CRM user, including sales and service reps, business users, and more. In addition, CRM analytics helps you to maintain control over data and can be easily accessed via mobile platforms.

No, CRM analytics is simple and can be used as a search engine to explore and share data.

LevelShift develops tailored dashboards, KPIs, and reporting frameworks aligned with your business objectives. Whether you need sales performance tracking, customer journey analytics, or executive reporting, our team configures analytics experiences that deliver actionable insights.

Absolutely. CRM Analytics can connect with ERP systems, financial platforms, marketing tools, and other external data sources, enabling a centralized view of business performance and customer interactions.

Organizations can track sales performance, monitor customer engagement, identify operational inefficiencies, analyze customer journeys, and uncover growth opportunities through AI-powered analytics and predictive modeling.

With 120+ certified experts and experience delivering customized Salesforce solutions, LevelShift helps organizations transform complex data into actionable intelligence through advanced analytics, seamless integration, ongoing support, and scalable engagement models.

Beyond deployment, we offer ongoing support, enhancements, user training, dashboard optimization, and managed services to help organizations continuously improve their analytics capabilities.

Yes. We help organizations replace fragmented spreadsheets and manual reporting processes with scalable, real-time analytics solutions that provide greater visibility, accuracy, and business agility.

Get in Touch

Drive business growth with intelligent recommendations and scalable Salesforce CRM Analytics from LevelShift.

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