Salesforce CRM Analytics Archives - gettectonic.com
summer 24 analytics release notes

Summer 24 Analytics Release Notes

Analytics summer 24 enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. Summer 24 Analytics Release Notes. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Public Sector Solutions

Get a Public Sector Solutions Trial Salesforce Org

Explore Public Sector Solutions, purpose-built applications crafted on the world’s most reliable CRM, tailored to assist public sector organizations in fostering and sustaining vibrant communities. Public Sector Solutions Trial Salesforce offer is your chance to test drive the PSS SFDC platform. Public Sector Solutions Trial Salesforce Gain hands-on experience through a comprehensive trial of Public Sector Solutions, designed for proof of concept and guided exploration. These trial organizations have a 30-day lifespan and encompass pre-enabled features, including: Access a specialized solution empowering governments and public agencies to enhance digital service delivery. The free trial includes: Visit the Salesforce Public Sector Solutions Trailhead [link] for more details. Why Invest the Time in a Free Trial? Designed for proof of concept and guided exploration, these trial organizations have a 30-day lifespan. These solutions are particularly beneficial for state and local, federal, and tribal agencies seeking a rapid deployment of a flexible and scalable platform. This platform aims to modernize constituent services, such as licensing, permitting, and inspections, while expediting crisis response efforts to swiftly restore communities to well-being. For additional information, contact your Salesforce Account Executive or Tectonic. Like2 Related Posts Salesforce Government Cloud: Ensuring Compliance and Security Salesforce Government Cloud public sector solutions offer dedicated instances known as Government Cloud Plus and Government Cloud Plus – Defense. Read more Case Study: Health Payer/Provider Onboarding/Network Growth After doing their initial Sales Cloud implementation and SAP integration over 12 years ago, this company was only leveraging Salesforce Read more Public Sector Salesforce Solutions Public Sector Solutions revolutionize public service delivery through flexible and secure e-government tools supporting both service providers and constituents. Designing Read more Salesforce Accelerator Salesforce Accelerators encompass specialized tools, applications, and services crafted to expedite the adoption and effectiveness of Salesforce within organizations. Tailored Read more

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add-ons for public sector solutions salesforce

Add-Ons for Salesforce Public Sector

Enhance your Public Sector Solutions implementation by incorporating add-ons. For instance, consider obtaining an add-on license for CRM Analytics, featuring prebuilt dashboards with predictive analytics to enhance constituent service. Alternatively, opt for an add-on license for Intelligent Document Reader, utilizing optical character recognition to extract data from paper-based forms and supplementary documents directly into Salesforce records. Further, explore add-on licenses for Einstein Relationship Insights, additional calls for the Business Rules Engine, or extra business and individual application forms.

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Salesforce CRM Analytics and Tableau Explained

In the busy world of business data management, leveraging data as a core element of strategy is not just important, it has become an imperative. Salesforce CRM Analytics and Tableau are great tools. Salesforce provides advanced solutions that surpass standard lightning reports and dashboards, offering profound insights into your data. CRM Analytics (formerly Tableau CRM): CRM Analytics is an integral part of the Salesforce platform, enabling the utilization of Salesforce data and external data sources to integrate analytics seamlessly within Salesforce. Users must possess Salesforce licenses to access this data. Tableau: Acquired by Salesforce in 2019 to expand into the broader business intelligence landscape, Tableau remains an off-platform solution, ideal for comprehensive data analysis across the entire business. Users are not required to have Salesforce licenses, and there is an option for Tableau to operate on-premise. CRM Analytics was formerly known as Einstein Analytics and Tableau CRM, before earning its current name. CRM Analytics is all about the Salesforce user experience, enabling the user to go quickly from data to insight to action without leaving CRM – goodbye swivel chair and spreadsheets! Tableau extends this capability outside of Salesforce to all users anywhere with all data. Salesforce CRM Analytics and Tableau – which one is right for you? Like2 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Sales Analytics

Salesforce Sales Analytics App

Sales Analytics empowers users to leverage the analytical capabilities of Analytics within Sales Cloud, accessible on any device supporting Analytics functionality. Featuring intuitive visualizations derived from Salesforce data, Sales Analytics facilitates a swift transition from insights to actionable strategies, enabling users to transform data into informed and intelligent sales decisions. The Salesforce Sales Analytics App provides improved visibility across departments. Built by Salesforce Built by Salesforce, Sales Analytics streamlines the analysis of Sales Cloud data. Whether you’re an executive, manager, sales representative, or involved in operations, Sales Analytics offers an elevated level of insight into your Salesforce data. Begin with the Sales Analytics Home dashboard to gain insights into recent wins, win rates, and average deal amounts. Dive deeper into other dashboards that utilize Sales Cloud Collaborative Forecasts to showcase quotas, aiding in precise forecasting. Executives benefit from a comprehensive overview highlighting pipeline and sales and service business performance, along with insights into top deals. Managers can access leaderboards displaying team key performance indicators (KPIs) and delve into specific details about quotas, pipeline changes, team trends, and average sales cycle time. Reps can monitor their own quota attainment, bookings, and pipeline activities, while operations staff can analyze performance by geography, source, and customer to identify trends and expedite new deals. App creation is simplified with Sales Analytics, conducting a compatibility check against your org to ensure the inclusion of all necessary data for app datasets and dashboards. If any data is missing, error messages guide you on the required additions before app creation. Once compatibility is confirmed, you have two options: Post-app creation, explore Sales Cloud data seamlessly across any device supporting CRM Analytics. The intuitive CRM Analytics interface delivers actionable insights promptly. Constantly allowing for in-depth exploration and customization of Sales Analytics tailored to your business requirements. Prebuilt dashboards in Sales Analytics feature key performance indicators (KPIs) for managing pipeline, visualizing quota data, fine-tuning forecasts, understanding business performance drivers, visualizing trends, and assigning actions. Use these dashboards to provide swift answers to business-related queries, ensuring value extraction from Salesforce data. Sales Analytics also incorporates lenses—focused visualizations providing greater detail about sales KPIs, enhancing dashboards. Upon creating Sales Analytics, the app automatically generates datasets based on existing Salesforce data. By encompassing standard and custom fields. These datasets fuel the dashboards and lenses. Instantly delivering insights necessary for effective business management. Users can further create custom lenses and dashboards utilizing the data within the Sales Analytics dataset. CRM Analytics, the rebranded Tableau CRM from Salesforce, represents a dynamic evolution from its previous incarnation, Einstein Analytics. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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Salesforce BI

Analytics Studio Salesforce

Analytics Studio Salesforce provides the foundational tool for building CRM Analytics assets—the lenses and dashboards that make up Analytics apps. Use Analytics Studio to explore your data and build lenses and dashboards with data visualizations that give you the insights to help you run your business. Store everything in apps— the containers of assets that tell a story about an aspect of your business through data visualizations. Analytics Studio lets you do most of your work declaratively through its intuitive graphical user interface. You can also access the JSON, XMD, SaQL, and other files that control how Analytics consumes and displays data in dashboards and apps. Open those files with your editor of choice to make fine-grained changes to Analytics business user functionality. To open Analytics Studio, navigate to the Salesforce app picker and select Analytics Studio. Sometimes you must scroll or click View All to find it. From there, click Create, and start building. The Analytics Learning Map provides pointers to help get you going and master Analytics visualizations. Is Salesforce analytics Studio free? You have to be aware that Einstein Analytics is not free even if you’re using other Salesforce products such as Sales, Service, or Financial Cloud. You have to buy a separate license for Einstein Analytics Plus or Einstein Analytics Growth, depending on the components you plan to use in your workflow. What is CRM Analytics Salesforce? Salesforce CRM analytics is a powerful, accurate, and expansive CRM analytics solution, designed to provide users with a single, unified system capable of collecting and analyzing customer data to turn into valuable insights. Content updated December 2023. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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CRM analytics

Salesforce CRM Analytics Collection Components

CRM Analytics organizes data into datasets, lenses, dashboards, and apps, collectively known as “CRM Analytics assets.” These assets represent different levels of data refinement, ranging from raw data uploaded from source systems to highly curated, packaged views. Salesforce CRM Analytics Collection Components. Salesforce CRM Analytics Collection Components After creating dashboards, lenses, and datasets, apps can be organized to present dashboards in a relevant order, and then shared with appropriate groups. Folders serve as the primary location for saving reports and dashboards, while Collections provide a space to reference reports and dashboards from multiple folders, based on unique use cases. Collections enable users to curate analytics for a personalized experience, bringing together information from different apps and folders into a single, easily accessible place. They can also be utilized to personalize the home page, saving time and effort in finding pertinent information. Wave Dashboard The wave:wave Dashboard component is employed to display a CRM Analytics dashboard in a Visualforce or Lightning page. This component is available in the Lightning App Builder as a drag-and-drop feature. Users can also create custom components to interact programmatically with the wave:waveDashboard component. To display a CRM Analytics dashboard, users can pass in the required attribute, either the dashboardId or the developerName. Other attributes have default values and are specified only if customization is desired. Dynamic changes to the dashboard state can be achieved using the filter attribute to add selections or filters to the embedded dashboard, allowing users to filter dataset fields by variables or specified values. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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CRM Analytics and Tableau

CRM Analytics and Tableau

Whether you’re exploring data visualization tools or delving into the realm of analytics, Tableau and Salesforce CRM Analytics (formerly known as Tableau CRM) likely appear on your radar, both under the Salesforce umbrella. In this discussion, we’ll scrutinize the key disparities between these solutions and discern when one triumphs over the other. Firstly, let’s clarify the essence of both platforms: Tableau stands as a standalone, user-centric business intelligence platform, offering a suite of products like Tableau Prep, Tableau Desktop, and Tableau Online, tailored for data preparation, visualization, and dissemination. Salesforce CRM Analytics embeds analytics and reporting within Salesforce, furnishing insights seamlessly within your CRM workflow, predominantly drawing data from your Salesforce environment while accommodating certain external data sources. Here’s a comparative glimpse: Tableau: Salesforce CRM Analytics: Moreover, Salesforce offers Einstein Discovery, an AI-powered analytics tool augmenting data analysis with machine-learning models and statistical analysis. It enables swift detection of correlations, prediction of outcomes, and recommendation of improvement strategies, enhancing proactive decision-making. This plug-in seamlessly integrates with both Salesforce CRM Analytics and Tableau, subject to appropriate licensing. In contemplating between Tableau and CRM Analytics, Charlotte Bayart, Data & AI consultant at delaware, emphasizes the level of reporting: “For business reports on a management level, Tableau will likely excel due to its versatility and powerful visualizations. However, for operational reporting within CRM workflows necessitating real-time insights and immediate actionability, CRM Analytics proves indispensable. With embedded solutions like CRM Analytics, users gain direct access to detailed insights without additional layers, facilitating prompt decision-making and action.” Ultimately, organizations leveraging Salesforce as a CRM platform might find synergy in employing both Tableau and CRM Analytics concurrently, optimizing their analytical prowess across various reporting needs. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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Salesforce Einstein and Einstein Automate

Salesforce Analytics in the Insurance Industry

In the insurance sector, data analytics are an indispensable tool for making informed decisions and achieving measurable, positive business outcomes. Salesforce analytics in insurance, and data can make all the difference. The current landscape poses heightened and more frequent risks, presenting substantial threats to carriers, reinsurers, and brokers across various business lines. Salesforce Analytics in Insurance Key benefits of data analytics for Property and Casualty (P&C) companies include: Life and annuity companies leverage these capabilities to connect with customers seamlessly, while group benefits providers streamline operations and enhance scalability throughout the benefits lifecycle. The digital, data, and cloud technology innovations offer robust solutions to support and elevate portfolios, streamline operations, and deliver superior customer experiences. The transformative force of data and analytics in the insurance industry has been further accelerated by the challenges posed by the COVID-19 pandemic and the changes in the way companies do business in a far more digital landscape. The property and casualty insurance sector, in particular, grapples with fundamental challenges, such as increased price competition and the need to demonstrate value comprehensively. The market’s competitiveness and fast-paced nature underscore the urgency for insurers to operate at the speed of light and sound. The future of underwriting hinges on artificial intelligence, automated workflows, machine learning, and an agile development approach. Salesforce’s cloud-based solutions not only reduce operational costs but also facilitate faster innovation through purpose-built insurance solutions. Tectonic specializes in implementing these solutions without the need for additional IT staff or extended operational downtime. Salesforce Analytics in Insurance Capabilities: In Europe and North America, data and analytics capabilities are becoming standard in the P&C sector. Leading performers distinguish themselves by building advanced data and analytics underwriting capabilities that deliver substantial value. These capabilities result in improvements such as decreased loss ratios, increased new business premiums, and enhanced retention in profitable segments. Salesforce analytics in insurance play a crucial role in fraud detection, expediting the process and improving accuracy. Insurers need to stay ahead by utilizing preventive, data-driven parametric models. Data in the insurance industry empowers carriers to collect, process, and utilize information across various stages of the insurance product lifecycle. Leading insurance carriers leverage data and advanced analytics to reimagine risk evaluation, enhance customer experience, and improve efficiency throughout the underwriting process. These insights also contribute to loss prevention. Insurers utilizing big data technology can efficiently work on a customer’s profile, from checking history to automating claims processing. The development of sophisticated tech stacks by insurance carriers has proven essential for efficient model development and continual revisions, resulting in rapid and profitable growth. Risk Segmentation Risk segmentation models, powered by machine learning, consider regulatory landscapes and identify risk characteristics to enhance pricing and reduce losses. Actuaries benefit from risk analysis software. By applying statistical and mathematical models to demographic data, and combining with external sources, to calculate the likelihood of various events. Salesforce Analytics in Insurance Best-in-class performers invest in cross-functional agile teams, emphasize adoption and scale, build skills and capabilities, practice continuous improvement, and partner with technology consulting firms. Tectonic supports P&C insurance carriers in harnessing the power of data and analytics to transform their underwriting and pricing efforts, providing substantial benefits and a competitive edge. Salesforce’s suite of tools, including a 360-degree customer data view, enables reps, agents, agencies, and companies to deliver outstanding customer service. The cloud infrastructure seamlessly integrates with various insurance solutions, enhancing data accessibility and overall business performance. For a demonstration of these capabilities, reach out to Tectonic for a free demo today. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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