CRM Analytics Guide

CRM Analytics is a Salesforce-native analytics experience that’s built for CRM users. Salesforce CRM Analytics refers to using data analysis tools to get insights into customer behavior and preferences. It helps businesses understand their customers better and identify trends, retention, and overall satisfaction.

What is CRM Analytics?

CRM Analytics is a cloud-based platform for connecting data from multiple sources, creating interactive views of that data, and sharing those views in apps. CRM Analytics is a better way to distribute insight to business users so they can understand and act on changing information.

Analytics Life Cycle

CRM Analytics Brand Journey

CRM Analytics Brand Journey

Why CRM Analytics?

CRM Analytics Provides a powerful, flexible, and scalable pre-built, plug-and-play analytics solution for salesforce.

  • On The Platform, Powerful BI Capabilities.
  • Connect to Salesforce Local, external org, and external source third-party provider data.
  • Action Oriented.
  • No More exporting salesforce reports and combining them in the spreadsheet.

CRM Analytics Step-By-Step Guide

1. Dataset

Creating the Base Dataset: Using input nodes to import Opportunity, Quote, and User data in the Recipe.


2. Recipe

Creating a Recipe to Enrich the Dataset

  •  Transformation
  •  Filter
  •  Join 
YouTube video

Transformation Example

Joining Dataset and performing data manipulation based on business needs like aggregation, Append, Concatenation, and Conditional Case statement.

Additional Function – Case Statement: Create another column for the stage name to help sort the data based on the opportunity flow.


By analyzing customer data from various sources such as social media, email, and website interactions, CRM Analytics can provide businesses with valuable insights into customer behavior, preferences, and needs, enabling them to tailor their products and services to meet customer demands better.

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