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What Is CRM Analytics?

Now, there's nothing between you and the insights you need. For every business user. Explore any combination of data, get answers instantly, and share with your team. From any device, anywhere, faster than ever before. For analysts. Deliver new insights to your business users however, wherever, and whenever they want them. Uncover every opportunity at the speed of your business.

Who Uses CRM Analytics?

Everyday business users.

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CRM Analytics

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Reviews of CRM Analytics

Average score

Overall
4.3
Ease of Use
4.1
Customer Service
4.1
Features
4.2
Value for Money
4.1

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
50%
4
39%
3
5%
1
5%
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
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 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

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 5 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.

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.

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.

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.

Verified Reviewer
Verified LinkedIn User
Education Management, 501–1,000 Employees
Used the Software for: Free Trial
Reviewer Source

Salesfrce the Best Analytics

5.0 3 years ago

Pros:

Easy to understand an use the analytcs tool

Cons:

Its really expensive, many comapnies cant afford it

Donny
CALIBRATION/ROBOTICS TECHNICAL SPECIALIST in US
Construction, 5,001–10,000 Employees
Used the Software for: 2+ years
Reviewer Source

Sales force Analytics Cloud has unresolved issues

1.0 3 years ago

Comments: Needs the bugs fixed

Pros:

Sales force Analytics Cloud has an easy to use dashboard.

Cons:

Sales force Analytics Cloud has many unresolved issues. After spending many hours working some of my data will have just disappeared or possibly ended up in someone else's account in the company.

hollie
associate in US
Human Resources, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

Very pleased with the software.

5.0 4 years ago

Comments: This has been by far a very good experience and will continue to be I am sure of that!

Pros:

I really like how easy it is to use. I use this every single day for my job. I literally sign inn and boom its straight to work. I rarely have an issue. Honestly in the beginning there were a few like usual but now there are non. This has to be on of the easiest and most organized platform I have used.

Cons:

Like I said there were issues in the beginning but they were sign inn issues. It really had nothing to do with the platform itself. We were all just having issues with remembering our passwords that's all haha!

Emily
veterinarian in US
Veterinary, 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.

Fraser
Product Marketing Executive in UK
Computer Software, 201–500 Employees
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

A great BI tool

4.0 6 years ago

Pros:

- the integration with Salesforce - a very intuitive user experience - cloud based, so has enterprise scalability

Cons:

- the ability to visualise your data is better on some other BI tools I have used in the past - it needs to be integrated with another BI tool to unlock its full potential

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.

Laura
Director of Marketing
Computer Software, 1,001–5,000 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Pricey - But reaps its returns eventually

4.0 8 years ago

Comments: As we all know that the standard salesforce out of the box reporting and dashboards isn't that great.
This tool mainly looks to eliminate any complaints in regards to that and it definitely does that.
The type of lenses and dashboards you can create is amazing!
The look and feel of it is very modern and fancy.
It has a flat data architecture so it can group, mould and join your data neatly.
It is however, not that easy to administer and maintain it. You definitely need specialists to work with you and help get this up and running.

Pros:

Great Interface More granular data reporting Powerful and fast

Cons:

Complex to maintain Doesnt directly sync / integrate with databases. Cant replace something like Mulesoft or Bhoomi.

Patrick
CSM in US
Financial Services, 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.

Mateo
Marketing Manager
Retail, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Great software

4.0 7 years ago

Comments: its a good software for small business like mine

Pros:

The price its low and the futures are amazing for the price ,they don't try to take your money for every single think that you need.

Cons:

they dont track my inventory and the reports are complicated some times but i can export my data to excel and figure it out what i need

Gail
Owner in US
Civic & Social Organization, 2–10 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

The Wave

5.0 8 years ago

Comments: I signed up with Wave for a free alternative to Quickbooks to run my business. The software is easy to use and categorize your purchases and the best part it is free. They do charge to do your payroll. Although, I am savy with software I found it cumbersome to navigate to see the summary of my categories. I liked it so much I am also using it for my personal accounting.

Pros:

It's fee and relatively easy to navigate.

Cons:

I had trouble finding where the information went after I categorized it.

Jacqueline
US
Marketing & Advertising
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

It's Okay - More Useful for Sales Reps

1.5 10 years ago

Pros:

It keeps track of what you need to do on a daily or weekly or monthly basis.

Cons:

It's not really geared to handle lots of campaign changes.

Nadia
Biostatistician in US
Medical Practice
Used the Software for: Not provided
Reviewer Source

Analytics Cloud Review

5.0 8 years ago

Comments: Analytics cloud has been really easy to use without any coding background. I find it helpful to use the analytics cloud to look at all the variables that we collect in our salesforce org.

Pros:

Ease of use.

Cons:

Doesn't come with our instance/requires some integration.

James
US
Used the Software for: Not provided
Reviewer Source

Good Product - Limited Experience with it

4.0 8 years ago

Comments: ACT User! Boss' son had us try it out, found it somewhat useful but had limited experience with it so decided to stick with our current CRM tool ACT!

saeed
administrator in US
Used the Software for: 6-12 months
Reviewer Source

outstanding.

5.0 7 years ago

Pros:

This account based marketing (ABM) solution designed to select valuable prospects, share web content, and analyze campaigns.

Cons:

It does need an analytical type experience. Which make it a bit hard to use. Lack of functionalities.

Darshana
Marketing Assistant in US
Entertainment, 51–200 Employees
Used the Software for: 1-5 months
Reviewer Source

Excellent

5.0 4 years ago

Pros:

Currently the most efficient data analytics tool for a reason. So user friendly, quick interpretation

Cons:

Can't think of any cons so far, have only used for less that 6 months

Emily
Customer Success Associate in US
Transportation/Trucking/Railroad, 10,000+ Employees
Used the Software for: 1+ year
Reviewer Source

CRM Analytics

5.0 3 weeks ago New

Comments: It is a good tool however there is always room for improvement.

Pros:

The information and tracking purposes. The secureness

Cons:

That the verification code doesn't go to both email and phone