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CRM Analytics
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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Reviews of CRM Analytics
Analytics is great, as long as your data is in Salesforce.
Comments: 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.
Using Sales force
Comments: 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).
Salesforce a great option but may show some issues on the long run
Comments: 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.
Sales Force review
Comments: 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.
Salesforce review
Comments: 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!
