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About CRM Analytics

Business intelligence software by Salesforce.com. Explore any data, get instant answers, and collaborate with your team.

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Pros:

The dashboards are very handy and useful to our activities because it nicely integrates the information and presents it in a very digestable way with the enhancement of the Analytics Cloud.

Cons:

The droid phone ap is extremely difficult to use.

CRM Analytics ratings

Average score

Ease of Use
4.1
Customer Service
4.1
Features
4.2
Value for Money
4.2

Likelihood to recommend

8.0/ 10

CRM Analytics has an overall rating of 4.3 out 5 stars based on 79 user reviews on Capterra.

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Filter reviews (79)

Juan
Juan
Sales Manager in Peru
Verified LinkedIn User
Retail, 201–500 Employees
Used the Software for: 6-12 months
Reviewer Source

Game changer

4.0 4 years ago

Comments: We are very happy with the software, because we were able to make a leap in terms of productivity and data reading.

Pros:

It is very intuitive and easy to learn how to use. Also, it is very user friendly even for people who are not familiar with this kind of products. Finally the integration with other apps is clean.

Cons:

Maybe the softwear needs to integrate more updates.

Verified Reviewer
Verified LinkedIn User
Insurance Software, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Easy to use but has hurdles too

4.0 4 years ago

Comments: Quite easy to use for the end user, could do with some improvements but is a good tool all in all

Pros:

It helps out your data into a visual point which helps to track news business as well as existing quotes. It links to external applications which is helpful

Cons:

The views can be limited sometimes so may not be able to entirely personalize the way you want to use it. You need coding knowledge in order to be able to maneuver or change things which makes it tough

Esteban
CEO in Costa Rica
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

CRM Analytics review

3.0 3 years ago

Comments: Overall it’s been a good option for basic and mid-level analytics routines

Pros:

Great features and high performance, together with professional support

Cons:

Lacks Visualization tools found in other top products

Jovana
Jovana
Customer Success Analyst in US
Verified LinkedIn User
Hospitality, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Salesforce software makes your daily work easier.

5.0 4 years ago

Comments: I use this software to report daily work and tasks and to keep everything in the company's database, so it is easy to find and follow up later.

Pros:

The Salesforce software makes my daily reporting sorted and easy to find. It keeps me updated and it makes my daily tasks easy to follow up.

Cons:

The Software is very easy to use. I did not notice any problems so far.

Nehal
Nehal
Software Tester in India
Verified LinkedIn User
Information Technology & Services, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Analytics platform for everyone under one roof!

4.0 4 years ago

Pros:

1. We are using it to create dashboard by integrating Salesforce CRM 2. We are also using SQAL and SQL queries to create dashboards 3. Salesforce Analytics Cloud - we call it Wave Analytics creates beautiful dashboards

Cons:

1. This is a web os platform so you will need internet connection to access it 2. Can expect more functionalities compared to other reporting tools i.e. integration with other data connectors

Long
Long
Salesforce Admin in Canada
Verified LinkedIn User
Computer Software, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Great BI tool if you know SAQL

5.0 6 years ago

Comments: we use wave analytics to product sales and service dashboards

Pros:

Produces great-looking dashboards that work within salesforce enviroment

Cons:

difficult to create dashboard with out a good understanding of sql and sqal

Verified Reviewer
Verified LinkedIn User
Insurance Software, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

SalesForce

5.0 3 years ago

Pros:

I am able to share our POD's KPI report with my team.

Cons:

It is not updated often enough for next month.

Alayna
Alayna
Customer Service Representative in US
Verified LinkedIn User
Pharmaceuticals, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Easy to use with some minor kinks

5.0 4 years ago

Pros:

The most effective was getting the information that the patients needed about sales of the medication elsewhere other than CVS. We could see where the medication was being sold where as the competitors would not do that for the patients.

Cons:

The most difficult was navigation wise and the amount of help someone would really give because they expect you to know everything about the software you know nothing about.

Verified Reviewer
Verified LinkedIn User
Electrical/Electronic Manufacturing, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Greatly improved CRM and improved customer engagement

4.0 3 years ago

Comments: Salesforce Analytics Cloud is great to use to engage with customers. Pay as you go can be a pain but it is worth it

Pros:

It helps us with analytics on customer movement and preferences. It makes marketing and sales easier and more targeted allowing us to serve their needs better, improving customer satisfaction

Cons:

There is a learning curve associated with the use of the software. Training videos would help immensely

Katherine
Katherine
Marketing Assistant in Switzerland
Verified LinkedIn User
Internet, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Efficient, but needs updates

4.0 6 years ago

Comments: We've been trying to implement Salesforce in our business for months, but it's been quite difficult and tedious. It is not a very user friendly platform.

Pros:

It is amazing for our business being able to have all information from our users in just one platform.

Cons:

It needs an update. It is not easy to implement and the user experience is a bit inefficient.

Sophia
Accountant in US
Nonprofit Organization Management, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Helpful software

5.0 4 years ago

Comments: Overall, I've had a good experience with Salesforce. The software has streamlined processes in our organization.

Pros:

Product is easy to use and has the option for a lot of different functionality. Reports are helpful and the chatter function is great to have as a cross-check feature.

Cons:

It takes me 5-10 tries to login to the software every day. I enter the same username/pw but I have to click login multiple times before I can actually get in.

Andrea
Designer in UK
Graphic Design Software, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Salesforce review

4.0 4 years ago

Comments: Great tools for sales as well for building up your leads with a lot of functions linked with the phone.

Pros:

The effectiveness in organizing the leads and the contracts sent to the accounts -as soon as they click through by e-mail everything is done

Cons:

I wouldn’t call cons , it a very complex software because the wide functionality you can deploy- you have to study in order to make the most of it!

Kevin
Consultant in US
Telecommunications, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

Amazing platform for Amazing Analytics

5.0 7 years ago

Pros:

Amazing visual experience for your data. Users find it so much easier to use and view data as well, which allow them to drive their performance in the right directions. The visualization of data not just from salesforce but also from outside systems is a huge plus as well, as now we can see all of our data in one place.

Cons:

It is a heavy lift to implement and at first it can take a little bit of time to understand what you are looking at. But once it clicks it is off to the races.

Raghunandan
SR Business Analyst in India
Computer Software, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

SFDC BI Platform

4.0 7 years ago

Pros:

One of the best cloud BI platform. We can notice that Salesforce is improving Einstein Analytics continuously in their releases. AI in Einstein analytics is simply superb and easy to adopt.

Cons:

More functionalities needs to be added.We all know it is improving but when compared to other BI tools like Tableau, some features are lagged.

Eva
Client Data Quality Representative in Canada
Insurance Software, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

CRM Review

5.0 2 years ago

Pros:

This software is so user friendly! I am glad we are switching to it.

Cons:

Nothing needs to be improved, amazing software.

Stormy
Data Entry Specialist in US
Health, Wellness & Fitness, 501–1,000 Employees
Used the Software for: 1-5 months
Reviewer Source

Easy to use

5.0 3 years ago

Comments: I think that overall Salesforce was for sure a positive aspect of the job that I was hired to do. It was easy to learn and easy to use. It was pretty straight forward and uncomplicated.

Pros:

It was easy to learn to use and easy to switch functions in the usage in my daily use.

Cons:

I think a help feature wouldn't be amiss in the actual program.

Ayushi
Associate in US
Used the Software for: 6-12 months
Reviewer Source

A great software.

4.0 7 years ago

Pros:

provides with great analytics. Good tool to use. Would definitely recommend. It is certainly better than most softwares out there.

Cons:

There would be some more features added to it. Still lacks some basic features such as inventory management.

Viresh
Software developer in India
Computer Software
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Wave Analytics Cloud - Delivers new insights to your business users.

5.0 10 years ago

Pros:

-Build any analytic app for any business need. Through a rich, responsive analytic platform you can customize, connect, and deploy quickly. -Securely deliver any data, from any source via a 100% native Salesforce cloud service. -Access to any data :Reports and Dashboards deliver a real-time look at your Salesforce data. Wave goes further to combine data from across your business, helping you explore any data, find new insights, and build dashboards that let data tell a story.

Cons:

-Easy to explore : Measure. Group. Filter. View. Share. Five actions let you unlock limitless insight. The only platform that lets you easily navigate every data set right from your phone. -Share on the go : Get answers, share findings — no desktop required. Have a conversation around data. Answer any question with everyone on your team and present your findings from your phone.

Mateo
Marketing Manager
Retail, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Great software

4.0 8 years ago

Comments: its a good software for small business like mine

Pros:

The price its low and the futures are amazing for the price ,they don't try to take your money for every single think that you need.

Cons:

they dont track my inventory and the reports are complicated some times but i can export my data to excel and figure it out what i need

Gail
Owner in US
Civic & Social Organization, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

The Wave

5.0 8 years ago

Comments: I signed up with Wave for a free alternative to Quickbooks to run my business. The software is easy to use and categorize your purchases and the best part it is free. They do charge to do your payroll. Although, I am savy with software I found it cumbersome to navigate to see the summary of my categories. I liked it so much I am also using it for my personal accounting.

Pros:

It's fee and relatively easy to navigate.

Cons:

I had trouble finding where the information went after I categorized it.

Jacqueline
US
Marketing & Advertising
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

It's Okay - More Useful for Sales Reps

1.5 10 years ago

Pros:

It keeps track of what you need to do on a daily or weekly or monthly basis.

Cons:

It's not really geared to handle lots of campaign changes.

Nadia
Biostatistician in US
Medical Practice
Used the Software for: Not provided
Reviewer Source

Analytics Cloud Review

5.0 8 years ago

Comments: Analytics cloud has been really easy to use without any coding background. I find it helpful to use the analytics cloud to look at all the variables that we collect in our salesforce org.

Pros:

Ease of use.

Cons:

Doesn't come with our instance/requires some integration.

James
US
Used the Software for: Not provided
Reviewer Source

Good Product - Limited Experience with it

4.0 8 years ago

Comments: ACT User! Boss' son had us try it out, found it somewhat useful but had limited experience with it so decided to stick with our current CRM tool ACT!

saeed
administrator in US
Used the Software for: 6-12 months
Reviewer Source

outstanding.

5.0 7 years ago

Pros:

This account based marketing (ABM) solution designed to select valuable prospects, share web content, and analyze campaigns.

Cons:

It does need an analytical type experience. Which make it a bit hard to use. Lack of functionalities.

Darshana
Marketing Assistant in US
Entertainment, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Excellent

5.0 4 years ago

Pros:

Currently the most efficient data analytics tool for a reason. So user friendly, quick interpretation

Cons:

Can't think of any cons so far, have only used for less that 6 months