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About CRM Analytics

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

Learn more about CRM Analytics

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
4.1

Likelihood to recommend

7.9/10

CRM Analytics has an overall rating of 4.3 out 5 stars based on 75 user reviews on Capterra.

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Filter reviews (75)

Verified Reviewer
Verified LinkedIn User
Consumer Goods, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Analytics is great, as long as your data is in Salesforce.

5.0 6 years ago

Comments: Expensive and there is always a hitch with Salesforce, but we are getting our money's worth and happy with the analytics we have built.

Pros:

Any Salesforce plug-in to your implementation is a benefit, and this is a great one. As long as your data is in Salesforce, you have ample tools to run analytics and build reports.

Cons:

We have a lot of data NOT in Salesforce, so have to use a third party tool to analyze that data separately. We are looking into Einstein, as they say you can use both external and internal data.

Mark
Owner in US
Information Technology & Services, Self Employed
Used the Software for: 2+ years
Reviewer Source

Using Sales force

5.0 3 years ago

Comments: If you need the best CRM, with the most tools and features, this is the CRM to get, bottom line. The analytics it tells you can really help yourself, your company and your team too

Pros:

I was a user of Sales Force while working for a larger company. Many of the features were set up by the company, and these tools and features were quite robust. The sales function tools help you keep track of closed sales, opportunities and events meetings and potential leads. Plus you can customize reports to help you determine your success rate and areas to help you grow your business.

Cons:

I think that due to this CRM being the leader in this space, that it also comes with many many tools and features, which at times can be a little overwhelming. (Although many good trainings on using this software are also available to help).

Gabriel
System maintenance team lead in Panama
Information Technology & Services, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Salesforce a great option but may show some issues on the long run

3.0 3 years ago

Comments: We have our ups and down, its does the job really good but has make me pass for bad situations with oldest report to track them on this system.

Pros:

The dashboard options. Reports available to use. KPI performance monitor. Integration with different tools.

Cons:

Search options can be painful with some required values for my job. Attachments of critical information can be lost if a lot of time has passed since opening a case/report.

Erika
Sales in US
Broadcast Media, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Sales Force review

5.0 3 years ago

Comments: Salesforce Analytics reminds be to contact clients that I haven't reached out to in a while and also it is a great tool to look at what cleint did previously and keeps my buisness fresh,

Pros:

I use the analytics daily to keep up with my buisness, it reminds me when i haven't spoken to clients. The Dashboard is something I use daily, and it is very user friendly and easy to keep up with my buissness.

Cons:

Overall I am exteremly happy with Salesforcea and all of the Analytics it provides to make my business easier.

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!

Brittany
District Manager in US
Computer Software, 10,000+ Employees
Used the Software for: 2+ years
Reviewer Source

Does the job!

4.0 3 years ago

Comments: Good but have not explored other options to know different

Pros:

Reporting and analytics mostly easy to customize and generate reporting but could be more intelligent with categories.

Cons:

Time taken to load each page snd lack of abundant categories to drill down into. Better dashboard as well.

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.

Verified Reviewer
Verified LinkedIn User
, 201–500 Employees
Used the Software for: 6-12 months
Reviewer Source

SalesForce is a great tool to manage customers/clients information. It is pretty easy to use.

5.0 7 years ago

Comments: One benefit of using SalesForce is that I save a lot of time when I pull up account and I have the benefit to customize views to help me have everything organized.

Pros:

SalesForce has the ability to store many accounts with the customers/clients information and easy to find them and create new account.

Cons:

The software itself could be a little more nice-looking. I believe it can have several updates to make it easier to use.

Akash Mohan
Software Engineer in India
Computer Software
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Best Visual Reporting and Dashboard Tool

4.0 9 years ago

Pros:

I have recently worked with this product, Dashboards are very interactive, mobile friendly and easy to share your data with your colleagues. You can filter your data with your dynamic time query. Response is also very quick and fast in terms of performance.

Cons:

We have started recently and in learning phase, So can't provide much information for least like, but graphics are above than my expectation. i personally appreciate it.

Emily
veterinarian in US
Veterinary Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Salesforce user review

4.0 3 years ago

Pros:

Salesforce is intuitive and easy to learn. It is nice that it has memory of tabs previously opened on the dashboard, even between user sessions.

Cons:

It has not be very adaptable for our specific needs as a database for our veterinary patients and clients.

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 2 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

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.

Sapana
Sales Manager in India
Computer Software
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

Excellent Business Intelligent Software

4.5 9 years ago

Pros:

Salesforce Analytics Cloud is Valuable in areas rich with recorded information, analytics relies on the simultaneous application of statistics, computer programming and operations research to quantify performance. Analytics often favors data visualization to communicate insight, the best part is making reports and dashboards.

Cons:

It's not really geared to handle lots of campaign changes. It's a bit tough to pick up the logic at the beginning when you first use it.

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 9 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.

Patrick
CSM in US
Financial Services Software, Self Employed
Used the Software for: 6-12 months
Reviewer Source

Overall a good tool

4.0 3 years ago

Comments: Overall my experience has been okay - not great but also not the worst. Take your time in your search.

Pros:

Powerful analytics at your whim, as long as you know what you're looking for this can be a very powerful tool.

Cons:

The tool can be very clunky and hard to navigate at times. If you dont know exactly what you're looking for it can be difficult.

Gloria
Support Engineer in India
Computer Software
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

Perfect Analytics Cloud tool!!

5.0 9 years ago

Pros:

The pictorial representation of the overall data and its mapping on the Dashboard is the most fascinating thing of this tool and the parallel processing is also remarkable

Cons:

There is nothing as such that can be least liked, However it would be great if the query time out time is increased from 2 minutes to more.

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

Verified Reviewer
Verified LinkedIn User
Government Administration
Used the Software for: 1+ year
Reviewer Source

This software has been useful in my non-profit management experience.

3.0 7 years ago

Pros:

The export functionality made it easy to share information with those outside the nonprofit organization.

Cons:

I wish it had greater permissions settings so that I could give volunteers outside of the organization the ability to use the tool.

Juliet
Consultant in Australia
Management Consulting
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Worst analytics tool ever

1.0 8 years ago

Pros:

Salesforce sales team work hard to persuade their client that Wave is what they need. Unfortunately, having no technical background, clients rather rely on Salesforce brand than the actual functionality of the tool.

Cons:

It is not a self-sufficient product, but rather an API with very limited functionality and bugs. Almost impossible to scale the tool, or build something usable once the complexity of tasks increases.

James
US
Used the Software for: Not provided
Reviewer Source

Expensive BI Toolkit

4.0 8 years ago

Comments: Salesforce keeps expanding its reach in the CRM market and is bringing deep analytics power to the cloud also with Analytics. It is pricey however but if you are after a suite of tools to rest on top of your data without integration services, this might be the one for you.

William
Admin/ HR in US
Media Production, 2–10 Employees
Used the Software for: Free Trial
Reviewer Source

Great, take your time

4.0 2 years ago

Pros:

Very great UI systems, and visual pleasing. Able to utilize multiple aspects of data acquisition.

Cons:

Lots of options that need tutorials and a great deal of direction on the front end.

David
IT Admin in US
Used the Software for: 1-5 months
Reviewer Source

Neat solution

4.0 7 years ago

Pros:

Solid tool. Gets the job done. Easy to setup and manage. The client loved the solution and their sales reps use it frequently. Sometimes it feels like they are still working on new features and thats OK

Parag
QA Team Lead in India
Computer Software
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Analytics Cloud WAVE

4.0 9 years ago

Pros:

The Reporting and the Summary fetching capabilities of the application makes it one of the best in the market today.

Cons:

Nothing as such, but yes there are some scope of improvements for the product.

Craig
Small Business Owner in US
Apparel & Fashion, Self Employed
Used the Software for: 1-5 months
Reviewer Source

All-in-One Analytics Platform

3.0 4 years ago

Comments: As long as data integrations and some past experience using Salesforce Analytics Cloud is there, I find this tool super helpful in retargeting customers who are engaged with my marketing campaigns but need an extra nudge to buy my apparel items. Additionally, analyzing the retargeting campaigns on an ongoing basis and after they have concluded helps me use those clusters of customers for other ads I want to run in the future for a different but related items, categories or brands. If there is more technical support and training available for non-premium users, we should see a growth in value of Salesforce Analytics Cloud.

Pros:

I used Salesforce Analytics Cloud to analyze impact of my marketing campaigns on customer journeys. After I connected Google Analytics to Salesforce, I was able to see the data flow between the tow systems. I then created custom audiences in Google Analytics using the criteria of customers who engaged with marketing campaigns, added items to cart but didn't purchase them. Once the destination of Salesforce was added, I was able to execute campaigns against those audiences. These re-targeting ads helped reduce cart abandonments and increase conversion rates. Because of data integration and re-targeting capabilities, I could leverage Salesforce Analytics Cloud to improve sales from customers who were interested in purchasing my apparel items. This data driven strategy drove high ROI for my business.

Cons:

Setting up integration between Salesforce Analytics Cloud and business intelligence tools such as MicroStrategy needs development resources. There is a learning curve for users who have not used Salesforce before. Example: data extensions, APIs, etc. need to be configured according to Salesforce requirements. Coding knowledge is needed to maximize potential of data connectors. If password is forgotten, there is a long process to reset it which sometimes may involve working with Salesforce administrator or tech support. If tools like Datorama are used, integration is easier but then clients have to spend extra money to get access to those add-ons. So, premium support and integration costs are high.

Shivam
Shivam
Sr. Business Development Consultant in India
Verified LinkedIn User
Information Technology & Services, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

CRM Analytics for sales analysis

4.0 2 years ago

Pros:

CRM analytics provides goods insights and add good value to business

Cons:

CRM Analytics is expensive for small and medium enterprises.