CRM Analytics

RATING:

4.3

(75)

About CRM Analytics

Salesforce Analytics Cloud, also known as Wave Analytics, is a cloud-based business intelligence (BI) system that provides an interactive platform to access and share business trends. The software provides data insights and helps to uncover new business opportunities. Analytics Cloud allows businesses to analyze critical sales and service specific data, generate business-relevant insights and make reformed decisions. The application seamlessly integrates with other Salesforce products such as Salesforce CRM, to share contact information and data insights across applications. The solution offers a contextual dashboard from where employees and partners can view data insights. The dashboard can also be used to track and monitor critical business metrics and KPIs. User...

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

CRM Analytics Pricing

The plans are billed annually.

Starting price: 

$70.00 per year

Free trial: 

Available

Free version: 

Not Available

Data visualization
Slide 1 of 6

CRM Analytics Reviews

Overall Rating

4.3

Ratings Breakdown

Secondary Ratings

Ease-of-use

4

Customer Support

4

Value for money

4

Functionality

4

Most Helpful Reviews for CRM Analytics

1 - 5 of 75 Reviews

Anonymous

1,001-5,000 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2019

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

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

Information Technology and Services, 1 employee

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2021

Using Sales force

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

Information Technology and Services, 10,000+ employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed June 2021

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

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.

Reasons for switching to CRM Analytics

It was a company requirement to migrate from the old tools to salesforce.

Erika

Broadcast Media, 1,001-5,000 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed July 2021

Sales Force review

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

Graphic Design, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

3

Reviewed April 2021

Salesforce review

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!