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What is Salesforce CRM Analytics?

Salesforce's CRM Analytics provides an intelligent, AI-driven platform that empowers businesses to transform their data into actionable insights. It integrates seamlessly with Salesforce and external data sources, offering a complete view of customer information and allowing businesses to uncover key patterns that drive better decision-making. The platform delivers predictive analytics and prescriptive recommendations to help businesses improve sales performance, optimize customer service, and identify new opportunities for growth such as cross-selling and upselling. With out-of-the-box, customizable dashboards and KPIs tailored to specific industries and roles, CRM Analytics makes it easy to track performance and gain a deeper understanding of customer behavior. The platform supports over 50 prebuilt data connectors, which speed up implementation and ensure businesses can access a full spectrum of data across all departments. With AI-powered automation of repetitive tasks, CRM Analytics helps businesses enhance productivity while providing a personalized, streamlined experience. Built on Salesforce's secure, trusted cloud infrastructure, the platform scales effortlessly to meet the needs of enterprises, ensuring governance and compliance across all levels of the organization.

What is People.ai?

Maximize the effectiveness of your sales and marketing approach by utilizing actionable insights that can significantly boost pipeline development and affect the success of ongoing deals. People.ai integrates all data related to revenue-generating activities while enriching every account and opportunity with advanced insights that facilitate the swift creation of high-quality pipelines and improve the execution of each deal. Keep a consistent line of communication regarding all elements of account engagement, ensuring that your team is fully informed about who is involved, which helps in identifying opportunities for accelerating and expanding the pipeline. Develop a profound understanding of how every individual action influences the progression of a deal, enabling you to provide practical advice aimed at enhancing the performance of your representatives. Our cutting-edge data platform breaks down data barriers and utilizes patented AI technology to establish links between buyer interactions and seller productivity, offering insights that elevate the intelligence of your entire Revenue Engine. By integrating these insights into your strategy, you enable data-driven decisions that promote better outcomes and encourage ongoing development in your sales efforts. This comprehensive approach will not only enhance your current operations but also set the foundation for future growth and success.

Media

Media

Integrations Supported

Amazon Redshift
Beetsol
Data Sentinel
Direct Debit
Ecosmob
Euler
Heroku
Informatica MDM
Jitterbit
Microsoft Dynamics 365
Okta
Outreach
PROCESIO
QuerySurge
Rayven
Replenit
ReturnPro
Tableau
Talend Data Fabric

Integrations Supported

Amazon Redshift
Beetsol
Data Sentinel
Direct Debit
Ecosmob
Euler
Heroku
Informatica MDM
Jitterbit
Microsoft Dynamics 365
Okta
Outreach
PROCESIO
QuerySurge
Rayven
Replenit
ReturnPro
Tableau
Talend Data Fabric

API Availability

Has API

API Availability

Has API

Pricing Information

$50 per user per month
Free Trial Offered?
Free Version

Pricing Information

$50 per user per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

1999

Company Location

United States

Company Website

www.tableau.com/products/crm-analytics

Company Facts

Organization Name

People.ai

Date Founded

2016

Company Location

United States

Company Website

people.ai

Categories and Features

Business Intelligence

Ad Hoc Reports
Benchmarking
Budgeting & Forecasting
Dashboard
Data Analysis
Key Performance Indicators
Natural Language Generation (NLG)
Performance Metrics
Predictive Analytics
Profitability Analysis
Strategic Planning
Trend / Problem Indicators
Visual Analytics

Predictive Analytics

AI / Machine Learning
Benchmarking
Data Blending
Data Mining
Demand Forecasting
For Education
For Healthcare
Modeling & Simulation
Sentiment Analysis

Reporting

Customizable Dashboard
Data Source Connectors
Drag & Drop
Drill Down
Email Reports
Financial Reports
Forecasting
Marketing Reports
OLAP
Report Export
Sales Reports
Scheduled / Automated Reports

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Categories and Features

Account Planning

Account Segmentation
Account Tracker
Annual Account Plan
Communication Matrix
Competitor Stacking
Dashboard
Performance Metrics
Relationship Mapping
Trend Monitoring
White Space Analysis

Inside Sales

Auto-Dialing
Call List Management
Call Recording
Campaign Management
Dashboard
Data Management
Lead Capture
Lead Distribution
Lead Scoring
Performance Management

Revenue Intelligence

Actionable Insights
Alerts / Notifications
CRM Interactions
Call Scoring
Conversation Intelligence
Dashboard
Email/Message Interactions
Market Intelligence
Phone Call Interactions
Pipeline Visibility
Sales Coaching
Video Call Interactions

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Sales Analytics

Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting

Sales Intelligence

CRM Integration
Data Cleaning
Data Enrichment
Data Import/Export
Data Mining
Data Verification
Email Integration
Lead Scoring
List Building
Performance Management
Pipeline Management
Predictive Modeling/Analytics
Prospecting Tools
Reporting/Analytics
Sales Forecasting

Sales Performance Management

Incentive Compensation Management (ICM)
Predictive Sales Analytics
Quota Management
Reporting / Analytics
Sales Coaching Analysis
Sales Gamification
Sales Performance Tracking
Sales Planning & Forecasting
Territory Management

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