Einstein for CRM Analytics

Bringing Data-Driven Analysis and Insights to Salesforce CRM Analytics Solutions

Analytics Studio: The Foundation of CRM Analytics

Analytics Studio in Salesforce serves as the cornerstone for building powerful CRM Analytics assets, including lenses and dashboards that drive actionable insights for your business.

What Can You Do with Analytics Studio?

Analytics Studio empowers you to explore your data and create dynamic lenses and dashboards, using data visualizations to uncover key insights. These visual elements are stored in apps, which act as containers for related assets. Each app tells a compelling story about a specific aspect of your business through visually engaging data.

Key Features of Analytics Studio

Intuitive Interface: Most tasks can be completed declaratively through a user-friendly graphical interface, making it accessible even for those with minimal technical expertise.
Advanced Customization: For fine-grained control, you can edit underlying files like JSON, XMD, or SaQL to tailor how Analytics processes and displays data in dashboards and apps. Use your preferred text editor to make these precise adjustments.

Getting Started with Analytics Studio

Open Analytics Studio:
- In Salesforce, navigate to the app picker and select Analytics Studio.
- If it’s not immediately visible, click View All to locate it.
Start Creating:
- Once inside, click Create to begin building your lenses and dashboards.
Learn as You Go:
- Use the Analytics Learning Map for guided resources to help you explore and master data visualizations, ensuring you make the most of your Analytics Studio experience.

With Einstein Analytics Studio, you can transform raw data into meaningful insights, enabling better decision-making and deeper visibility into your business operations.

Key features and components of Salesforce Data Cloud include:

Data Ingestion and Integration
Data Organization and Segmentation
Audience Activation
Personalization and Targeting
Privacy and Compliance
B2B Data Solutions
Connectivity and Integration
Customer Insights

Salesforce Einstein is an AI-powered platform that can be used in various ways to enhance customer experiences and streamline business operations.

Salesforce AI provides a reliable and scalable AI experience embedded in the foundation of their Einstein Platform. Leverage Salesforce’s AI capabilities within your customer data to create tailored, predictive, and generative AI solutions that cater to your diverse business requirements securely. Integrate conversational AI seamlessly into any workflow, user interface, department, or industry with Einstein. Salesforce Einstein AI is artificial intelligence for the CRM.

Utilize Salesforce Einstein to drive productivity and personalization across the Customer 360. Create and deploy assistive AI experiences natively in Salesforce, allowing customers and employees to interact directly with Einstein for faster issue resolution and smarter work practices.

Powering Customer Relationship Management Salesforce is a leading CRM solution that has long delivered cutting-edge cloud technologies to manage customer relationships effectively. In recent months, the platform has further advanced with the integration of generative AI and AI-powered features, primarily through its AI engine, Einstein. Salesforce AI Evolves with the Generative AI Landscape.

Salesforce Native

Sales Analytics is seamlessly integrated with Sales Cloud, so it’s easy to instantly get the right data into your dashboards. And because it’s Salesforce, it has the same speed, scale, and security you already enjoy.

Preloaded Dashboards

Your weekly pipeline call, quarterly business review, and performance metrics are now powered by Tableau CRM. Templates pre-populated with your Sales Cloud data bring best practice dashboards and KPIs to your entire sales team.

Sales managers can finally track year-over-year business performance and get a better view of the big picture. Review pipeline movement and risk indicators, and forecast metrics to identify behaviors that drive sales.

Actions

Once you find answers, Tableau CRM Actions can help you create and update records and objects, right within the app. And you can instantly collaborate through Chatter, using any device.

Einstein Analytics is a powerful AI Tools provided by Salesforce to forecast insights, make predicted outcomes and in turn helps sales team members to take the next best action by providing them the key information about the patterns found in existing data.

Tableau CRM. Formerly known as Einstein Analytics, Tableau CRM is the Salesforce solution to a cutting-edge premium analytic platform. Tableau CRM is advertised as a powerful way to explore data especially if you are a current Salesforce user.

Tableau CRM is now known as CRM Analytics. The new name reflects our mission and vision for innovation on the native Salesforce platform. CRM Analytics continues to deliver an intelligent experience that’s built on the world’s #1 CRM, whether you’re new to the platform or a pro.

Spot opportunities, predict outcomes, get recommendations, and more with CRM Analytics.

Ready for a Einstein for CRM Analytics Implementation?

Explore the possibilities of CRM Analytics or other Salesforce solutions based on your company’s goals.

Although Salesforce Tectonic offers numerous benefits, companies may face challenges during integration, such as aligning it with existing systems and ensuring proper training for employees to maximize its use.

Tectonic is ready to partner with you, offering support at every stage of your Salesforce journey. Reach out online to request more information or schedule a call – we look forward to discussing your needs!