What is CRM Analytics?

CRM Analytics (formerly Einstein Analytics and Tableau CRM) is the native analytics experience for your Salesforce CRM. As a Salesforce user, it provides you with AI-powered, actionable insights in your flow of work, empowering you answer questions, predict outcomes, get recommendations, and seamlessly act from the point of insight. With CRM Analytics, you can:

• Get a holistic view of your customer’s data to deliver faster, more personalized experiences.
• Deliver industry-specific processes and insights in the flow of work to drive consistent behavior across your entire company.
• Act and collaborate on transparent, AI-powered predictions and prescriptive recommendations for better business results.
• Auto-scale in seconds across all users and billions of rows of data on the world’s most trusted CRM platform.

What can you do with CRM Analytics?

CRM Analytics provides contextual insights and AI-powered predictions and insights to drive engagement and focus directly in the flow of work in your Salesforce CRM. Drive outcomes at scale and get answers to inform your next best action with intelligent recommendations for every line of business or industry.

Purpose-built Analytics and AI

Intelligent Apps

Get valuable insights with out-of-the-box intelligent analytics experiences, built directly into Salesforce Sales, Service, and Marketing Cloud, including prebuilt visualizations and ready-to-go AI.

Industry Apps

Tailor analytics and AI experiences to specific industry use cases with prebuilt applications and dashboard for every Salesforce Industry Cloud.

Einstein Discovery

Augment your business intelligence with predictive (potential outcomes and key drivers) and prescriptive (next best action) insights, enhanced by statistical modeling and machine learning. Use predictions to automate Salesforce flows and power bulk actions.

Actionable Insights

Action Framework

Take action directly from within Salesforce—at the point of insight—with a built-in actions menu. Schedule a meeting, add to a campaign, jump to an opportunity record, take mass actions with Flow, and more without leaving your CRM.

Contextual Insights

Create a more comprehensive Customer 360 experience by embedding visual and predictive insights directly into the flow of work in Salesforce—including directly on record pages.

Collaboration in Slack

Find, share, and collaborate on reports, dashboards, and CRM Analytics insights without leaving Slack. Set up subscriptions to stay on top of your data with Slack notifications.

Native to Salesforce

Data Platform

Connect, prep, and query data from anywhere with trusted data management tools, like Data Prep Recipes. Enrich your customer data by incorporating external data sources and writing back to your CRM fields.

Security and User Management

Ensure proper governance, visibility, and user management of your data and analytics with inherited Salesforce security, role hierarchy, permissions and compliance standards.