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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 78 user reviews on Capterra.

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Filter reviews (78)

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 3 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.

Verified Reviewer
Verified LinkedIn User
Insurance, 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

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, 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 3 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

Verified Reviewer
Verified LinkedIn User
Computer Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Superb Analytics Tool

5.0 6 years ago

Pros:

Great analytics tool used to make data driven decisions.

Cons:

You need to be heavily invested in Salesforce products to use this.

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.

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.

Tom
sales rep in Canada
Information Technology & Services, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

SF review

5.0 4 years ago

Comments: overall experience has been great. It feels like there are unlimited things you can do with Salesforce.

Pros:

i love how so much information about contacts, leads, accounts can be stored in one holistic software.

Cons:

salesforce is a great too and i cant really say anything bad about it but if I had to pick I would say that its frustrating how there are 2 different types of Salesforce: lightning and regular.

Aleksandrs
Business Analyst in UK
Entertainment, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Salesforce is a very powerful tool

5.0 4 years ago

Comments: I was really impressed as a user by this software and it was a great tool for our business sales analysis

Pros:

Easy to configure for the business needs easy to use on a daily basis training is relatively easy as well a good support service allows integrations via open APIs

Cons:

can be tricky to understand the configuration and what needs to be updated in order to use the same values in all modules

Tim
IT-Consultant in Germany
Information Technology & Services, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Artificial Intelligence for Citizen Developers

5.0 4 years ago

Comments: I used Einstein Analytics (now: Tableau CRM) to rebuild and improve sales reporting in a medium-sized company.

Pros:

Data analyses, including predictive data analyses, can be created quickly. The AutoML algorithm automates many tasks. The visualisation is excellent.

Cons:

Salesforce promotes the product as a solution for Citizien Developers. This is generally true. However, basic knowledge of artificial intelligence and data analysis in general is necessary for the implementation so that added value can be generated. In addition, individual requirements in dashboards can often only be implemented with increased effort. For this, JSON files have to be adapted, which often leads to many errors.

Shrikant
Engineer in India
Computer Software
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Excellent analytics cloud as A Best Business Intelligent Application

4.0 9 years ago

Pros:

1. Mobile First: Wave was designed for smartphone and tablet use first, but also works seamlessly on desktop and laptops. 2. Key-value Store: Wave is based on a key-value-store, NoSQL database meaning you can bring all data from 3rd party apps and your desktop into the system easily. 3. Data for All: Wave provides insights and reports for back-end, front-end, end-user and developers to query and analyze the KPIs that interest them. 4. Secure Data: Wave can meet high-level data privacy and data security requirements for analyzing confidential data. 5. Multiple Dashboards: Create dashboards for multiple datasets and to meet a variety of business, departmental and individual KPI analyses.

Cons:

Data-analysis capabilities aren't well known. - But It's true that sometimes simpler is better, and the saved lenses and dashboard views and ad-hoc "group, measure, filter, view," and "action" options may cover a lot of needs. But this is a V1 product, and it will undoubtedly take some time to mature.

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 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.

Jason
US
Computer Software
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

Ride the wave

4.0 10 years ago

Pros:

The product is nice and simple, which is exactly how products should be.

Cons:

It's a bit tough to pick up the logic at the beginning when you first use it.

Ashley
CRM Administrator in US
Events Services, 1,001–5,000 Employees
Used the Software for: Not provided
Reviewer Source

Analytics Cloud Review

5.0 8 years ago

Comments: We purchased the Analytics Cloud for the Wave features and using Wave has been great. It's a bit difficult to understand and get used to at first, but once you get your hands on it, it's easier to understand and build with. Produces great results aesthetically & fundamentally.

Alison
US
Used the Software for: Not provided
Reviewer Source

Salesforce Analytics - Wave

4.0 8 years ago

Comments: Salesforce Analytics is a great tool for experienced administrators in your company. For beginners or people looking to find information quickly, building it out can be time-consuming. Similarly to Dashboards, once it's built, it's easy to use..but building requires time and knowledge of your API.

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.

Ravi
US
Used the Software for: Not provided
Reviewer Source

Best analytics software for a business user

5.0 8 years ago

Comments: software developer who uses wave to analyze data. Most often the data is in some delmited format for which wave has an easy to use API

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

Narender
Senior Customer Support Executive in India
Financial Services, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Senior Customer Support Executive

5.0 last month New

Pros:

We are using Salesforce CRM analytics for our merchants to easily track their requests, complaints and services related issues, easily to access there previous records through his case id, easy to use after integration with our knowledge base

Cons:

To close the generated Service appointment number