Why Salesforce Reports and Dashboards Aren't Always Enough: The Power of CRM Analytics
Автор: Coffeelytics with Mark Tossell
Загружено: 2023-05-08
Просмотров: 730
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Why do you need CRM Analytics when you have Salesforce reports and dashboards?
You’re using Salesforce, the #1 CRM in the world. It comes with best-in-class native analytics, providing powerful, customisable reports and dashboards. It’s working really well for your team or business.
Why, then, do you need CRM Analytics (formerly Tableau CRM)?
First, understand that you will never replace Salesforce reports and dashboards. The analytics capability built into Salesforce is powerful and flexible, easy to configure, and simple to learn. Salesforce reports and dashboards are always relevant and useful, and they are often the “go to” option for a quick win.
However, Salesforce analytics is a tool – CRMA is a platform.
CRMA delivers a pre-built, plug-and-play analytics solution for Salesforce that is powerful, flexible and scalable. It provides every Salesforce user with contextual, intelligent and actionable insights in the CRM workflow. This results in increased business productivity, improved Salesforce adoption, and enhanced user experience. The deep integration in the Salesforce workflow results in powerful process intelligence that is unmatched by any other platform.
See my detailed blog post here: https://bit.ly/why-crma
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