Get native analytics for Salesforce with CRM Analytics. Take data-driven action with visual insights, AI-powered predictions, and out-of-the-box user experiences, dashboards, and KPIs for every industry and role—built directly into your CRM.
CRM Analytics customers increase close rates by 28%.*
*Source: 2024 Salesforce Success Metrics Salesforce Analytics. Data is aggregated from 830* customers across 9 countries.
What can you do with CRM Analytics?
CRM Analytics provides contextual insights and AI-powered predictions and insights to drive engagement and focus directly in the flow of work in your Salesforce CRM. Drive outcomes at scale and get answers to inform your next best action with intelligent recommendations for every line of business or industry.
Purpose-built Analytics and AI
Get valuable insights with out-of-the-box intelligent analytics experiences, built directly into Salesforce Sales, Service, and Marketing Clouds, including prebuilt visualizations and ready-to-go AI.
Tailor analytics and AI experiences to specific industry use cases with prebuilt applications and dashboard for every Salesforce Industry Cloud.
Augment your business intelligence with predictive (potential outcomes and key drivers) and prescriptive (next best action) insights, enhanced by statistical modeling and machine learning. Use predictions to automate Salesforce flows and power bulk actions.
Actionable Insights
Take action directly from within Salesforce—at the point of insight—with a built-in actions menu. Schedule a meeting, add to a campaign, jump to an opportunity record, take mass actions with Flow, and more without leaving your CRM.
Create a more comprehensive Customer 360 experience by embedding visual and predictive insights directly into the flow of work in Salesforce—including directly on record pages.
Find, share, and collaborate on reports, dashboards, and CRM Analytics insights without leaving Slack. Set up subscriptions to stay on top of your data with Slack notifications.
Native to Salesforce
Connect, prep, and query data from anywhere with trusted data management tools, like Data Prep Recipes. Enrich your customer data by incorporating external data sources and writing back to your CRM fields.
Ensure proper governance, visibility, and user management of your data and analytics with inherited Salesforce security, role hierarchy, permissions and compliance standards.
Extend the power of CRM Analytics with these related products.
Revenue Intelligence
Close deals faster by equipping sales with tailored analytics and actionable insights throughout the sales cycle.
Tableau
Make better business decisions with the world's leading data and analytics platform.
Data Cloud
Unify your customer data and take action on insights in real time, enhanced with AI and automation.
CRM Analytics Pricing
Start by selecting your Sales, Service, or Industry Cloud edition. Some editions already include CRM Analytics right out of the box. For the others, you can easily add CRM Analytics at these price points.
Einstein Predictions
Automate discovery and get predictive insights with AI.
$ 75
user / month
USD (billed annually)
- Einstein Prediction Builder
- Einstein Discovery
CRM Analytics Growth
Get a complete analytics platform for all your data.
$ 140
user / month
USD (billed annually)
- Sales Analytics and Service Analytics
- Analytics Studio
- Data Platform
CRM Analytics Plus
Tap into an advanced analytics platform with AI built in.
$ 165
user / month
USD (billed annually)
- Everything in Einstein Predictions and CRM Analytics Growth
- Einstein Discovery for Reports
This page is provided for information purposes only and subject to change. Products may not be available in all markets. For product availability contact a sales representative.
Intelligent Apps Pricing
Revenue Intelligence
Purpose-built analytics and AI for sales teams.
$ 250
user / month
USD (billed annually)
- OOTB Dashboards, Data Models, Predictions
- CRM Analytics Plus License
- Tableau Explorer License
Industry Cloud Intelligence
Industry-specific use cases for sales teams in Financial Services, Manufacturing, Automotive, Communications, Energy & Utilities, Consumer Goods, Healthcare, Education, and Media.
$ 250
user / month
USD (billed annually)
- OOTB Dashboards, Data Models, Predictions
- CRM Analytics Plus License
- Tableau Explorer License
Service Intelligence
Supercharge service with actionable insights and AI-fueled recommendations, powered by Data Cloud.
$ 250
user / month
USD (billed annually)
- OOTB Dashboards
- Service Cloud Data Kit
- CRM Analytics Plus and Tableau Explorer Licenses
This page is provided for information purposes only and subject to change. Products may not be available in all markets. For product availability contact a sales representative.
Leadership needs to have a consolidated view of the organization, down to the entity. This is what we can provide with CRM Analytics dashboards—the business intelligence we have today.
Irina Zubova
Vice President, Sales Management and Support, Schneider Electric, Records
For revenue operations, Tableau and CRM Analytics are ideal complements to one another. Tableau provides the deep analysis needed for performance measurement, and CRM Analytics uses that analysis to help people do their jobs even better.
Miriam Lainez
Global Analytics Manager for Revenue Operations, NI
Get the most out of CRM Analytics with thousands of partner apps and experts.
Maximize your ROI with the right services for you.
From support, expert guidance, and resources to our trusted partner ecosystem, we're here to help you get more value from Salesforce in the AI era.
Join the Trailblazer Community.
Get support for your CRM Analytics journey, take your data skills to the next level, and make meaningful connections. Get support from the CRM Analytics group in the Trailblazer Community.
Learn new skills with free, guided learning on Trailhead.
Hit the ground running with analytics tips, tricks, and best practices.
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CRM Analytics FAQ
CRM Analytics (formerly Einstein Analytics and Tableau CRM) is the native analytics experience for your Salesforce CRM. As a Salesforce user, it provides you with AI-powered, actionable insights in your flow of work, empowering you answer questions, predict outcomes, get recommendations, and seamlessly act from the point of insight.
With CRM Analytics, you can:
- Get a holistic view of your customer’s data to deliver faster, more personalized experiences.
- Deliver industry-specific processes and insights in the flow of work to drive consistent behavior across your entire company.
- Act and collaborate on transparent, AI-powered predictions and prescriptive recommendations for better business results.
- Auto-scale in seconds across all users and billions of rows of data on the world’s most trusted CRM platform.
Yes, we offer a free trial for CRM Analytics. Sign up for free.
Every Salesforce user needs access to insights that can guide their business decisions as they engage with customers. CRM Analytics provides a native solution for Salesforce that is contextual, actionable, and easy to use.
CRM Analytics enables every Salesforce user in every industry to build stronger customer relationships. Sales reps, service agents, and business users can use CRM Analytics to access actionable, AI-powered insights in the flow of work, answer pressing questions, predict outcomes, get recommendations, and seamlessly act from the point of insight. And because it's 100% mobile, you can make data-driven decisions anytime, anywhere.
Ultimately, CRM Analytics helps drive greater adoption and value of Salesforce across your entire organization.
You don't need any extensive training to get started with and use CRM Analytics. Unlike complex legacy solutions, anyone can take advantage of insights derived from CRM Analytics; you no longer have to log tickets to ask simple questions. Instead, you can get personalized, AI-powered insights and recommendations right in your flow of work.
To help you get started fast, CRM Analytics offers out-of-the-box products, user experiences, dashboards, KPIs, and analytics data models for all Salesforce's line of business and industry Clouds that help you uncover actionable insights, drive consistent behavior across the company, and achieve performance at scale.
Yes, CRM Analytics offers dashboard creation and editing capabilities, so you can personalize dashboards based on the needs of your business.
CRM Analytics works with any data whether it is inside or outside of Salesforce, including structured data in Salesforce, financial data from ERP, and transaction data from transaction systems, lakes, and warehouses. CRM Analytics also helps you manage the constant creation of new data, including semistructured data from machines, sensors, mobile apps, and websites.
For other data sources, you can use an ETL tool to move data to CRM Analytics or leverage its public API.
At Salesforce, trust is at the core of everything we do. An unwavering focus on security, governance, and compliance are critical to that story. More than 150,000 companies trust Salesforce to keep their cloud data safe.
Our multi-layered security approach protects the integrity of your information. Individual users are restricted by authentication, session limits, and audits that provide control and visibility. Organizations receive a unique identifier that makes data inaccessible to anyone outside the company. Plus, we're always innovating and making updates to improve our security practices.
Because CRM Analytics is native to Salesforce, analytics and data access inherit Salesforce security, role hierarchy, and permissions and Salesforce compliance standards apply.
Learn more about all the ways Salesforce keeps your data secure at trust.salesforce.com.
Choose the right CRM Analytics license for your needs based on your data volume and feature scope. See more details on the CRM Analytics pricing page.
Einstein Analytics and Tableau CRM are the former names of CRM Analytics—the native analytics solution for Salesforce.
CRM Analytics and Tableau are complementary products from Salesforce. Select the right product for your organization by determining where your users need to see their insights.
CRM Analytics is ideal for teams who need analytics and insights deeply integrated into their Salesforce CRM. If you want to augment any Salesforce Cloud with native, actionable insights in your CRM workflow, try CRM Analytics.
Tableau is an end-to-end analytics platform for a broad range of enterprise use cases. If you need a business intelligence solution that provides actionable analytics across all of your business functions and operations, try Tableau.
We are also building greater product interoperability between CRM Analytics and Tableau to provide your entire organization with contextual, AI-powered insights and deep data exploration.
Reports and Dashboards in Sales Cloud and Service Cloud provide users with reports on Salesforce data.
CRM Analytics extends beyond Reports and Dashboards in the following ways:
- Data: Incorporate external data, live query popular data lakes, transform data with visual data prep, and scale with 10 billion rows of data
- UX: Visual, interactive, and actionable in the flow of work
- AI: No-code machine learning to predict outcomes, understand business drivers, and surface recommended actions
Intelligent Apps are out-of-the-box, intelligent analytics experiences built on CRM Analytics and infused directly into Salesforce Clouds. They include pre-built visualizations and ready-to-go AI that delivers valuable insights for sales, service, and marketing teams.
Revenue Intelligence, powered by CRM Analytics, equips sales teams with purpose-built analytics and actionable insights across the entire sales and revenue cycle. With out-of-the-box intelligence and analytics for CRM, sales leaders like you can forecast accurately, manage pipeline like never before, and coach reps to close deals—all on a single platform that can be easily customized to your business.
Yes! There are dedicated versions of Revenue Intelligence built specifically for Industry Clouds. Currently supported Clouds include: Financial Services, Manufacturing, Automotive, Communications, Energy and Utilities, Consumer Goods, Health, and Media.
Service Intelligence is purpose-built, AI-powered analytics app for Service Cloud. Service Intelligence introduces ready-to-use dashboards and AI-powered chat and email analysis to offer actionable insights and recommendations seamlessly integrated into daily workflows. This innovation is designed to boost agent productivity, cut costs, and enhance customer satisfaction.
As an expert in CRM Analytics, I bring a wealth of knowledge and hands-on experience in leveraging Salesforce's native analytics solution to drive data-driven actions and insights. My expertise extends to understanding the intricacies of CRM Analytics, its features, and its applications across various industries and roles.
Now, let's break down the concepts mentioned in the provided article about CRM Analytics:
-
Overview of CRM Analytics:
- Definition: CRM Analytics (formerly Einstein Analytics and Tableau CRM) is the native analytics experience for Salesforce CRM.
- Functionality: It provides AI-powered, actionable insights within the Salesforce workflow, enabling users to answer questions, predict outcomes, get recommendations, and seamlessly act on insights.
- Mobility: CRM Analytics is 100% mobile, allowing users to make data-driven decisions anytime, anywhere.
-
Key Features and Capabilities:
- Contextual Insights and Predictions: Offers contextual insights and AI-powered predictions directly within the flow of work in Salesforce CRM.
- Purpose-built Analytics and AI: Includes out-of-the-box intelligent analytics experiences, visualizations, and ready-to-go AI for Sales, Service, and Marketing Clouds. Tailors experiences to specific industry use cases with prebuilt applications and dashboards.
- Actionable Insights: Enables users to take action directly within Salesforce based on insights, such as scheduling meetings, adding to campaigns, and jumping to opportunity records.
- Native to Salesforce: Connects, preps, and queries data from anywhere with trusted data management tools, ensuring proper governance, visibility, and user management.
-
Customer Success Metrics:
- Source: The success metrics are sourced from the "2024 Salesforce Success Metrics Salesforce Analytics," aggregating data from 830 customers across 9 countries.
- Claim: CRM Analytics customers increase close rates by 28%.
-
Pricing and Product Tiers:
- Einstein Predictions: $75/user/month (USD, billed annually)
- CRM Analytics Growth: $140/user/month (USD, billed annually)
- CRM Analytics Plus: $165/user/month (USD, billed annually)
- Related Products: Revenue Intelligence, Tableau, Data Cloud
-
Use Cases and Testimonials:
- Industry-specific Use Cases: Industry Cloud Intelligence provides use cases for Financial Services, Manufacturing, Automotive, Communications, Energy & Utilities, Consumer Goods, Healthcare, Education, and Media.
- Testimonials: Testimonials from leaders such as Irina Zubova (Schneider Electric) and Miriam Lainez (NI) highlight the value of CRM Analytics dashboards and their complementarity with Tableau for revenue operations.
-
Integration and Security:
- Integration: Works with any data source, inside or outside Salesforce, using tools like Data Prep Recipes or public APIs.
- Security: Salesforce emphasizes trust, security, and compliance, with more than 150,000 companies trusting Salesforce for secure cloud data management. CRM Analytics inherits Salesforce security, role hierarchy, and permissions.
-
Learning and Support:
- Trailblazer Community: Offers support, guidance, and resources for CRM Analytics users.
- Trailhead Learning: Provides free, guided learning for users to enhance their data skills.
- ROI Maximization: Emphasizes maximizing ROI through support, expert guidance, and a trusted partner ecosystem.
-
Additional Offerings:
- Intelligent Apps: Out-of-the-box, intelligent analytics experiences built on CRM Analytics and integrated into Salesforce Clouds.
- Revenue Intelligence: Purpose-built analytics for sales teams, enhancing forecasting, pipeline management, and deal closure.
- Service Intelligence: AI-powered analytics app for Service Cloud, boosting agent productivity and enhancing customer satisfaction.
In conclusion, CRM Analytics is a comprehensive and versatile solution, empowering Salesforce users across industries to make informed decisions, automate workflows, and enhance customer relationships.
