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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 Quaeris?

Tailored results will be delivered to you based on your preferences, past experiences, and specific role. QuaerisAI ensures that you have access to data that is almost in real-time for all your data needs. The platform boosts your data and document management tasks by leveraging AI technology. To foster knowledge exchange and monitor progress, teams have the ability to share insights and create pinboards. Our sophisticated AI engine swiftly converts your inquiries into a format suitable for database processing within mere seconds. Just as life requires context, so does data; our intelligent AI engine analyzes your search terms, interests, roles, and historical data to rank results that encourage deeper exploration. Additionally, you can effortlessly apply filters to your search outcomes, allowing you to uncover specific details and delve into pertinent questions that arise. This seamless integration of AI not only enhances efficiency but also enriches the overall user experience.

Media

Media

Integrations Supported

Amazon Redshift
Google Cloud BigQuery
Salesforce
Amazon Video Ads
Chargebee
Dixa
Docebo
Euler
Fivetran
HiBob
HubSpot Customer Platform
Intercom
LiveChat
Medallia
MySQL
PowerSchool
RingCentral RingCX
TikTok
Typeform
Zendesk Gather

Integrations Supported

Amazon Redshift
Google Cloud BigQuery
Salesforce
Amazon Video Ads
Chargebee
Dixa
Docebo
Euler
Fivetran
HiBob
HubSpot Customer Platform
Intercom
LiveChat
Medallia
MySQL
PowerSchool
RingCentral RingCX
TikTok
Typeform
Zendesk Gather

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

$100 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

Quaeris, Inc.

Date Founded

2020

Company Location

United States

Company Website

www.quaeris.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

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

Dashboard

Annotations
Data Source Integrations
Functions / Calculations
Interactive
KPIs
OLAP
Private Dashboards
Public Dashboards
Scorecards
Themes
Visual Analytics
Widgets

Data Analysis

Data Discovery
Data Visualization
High Volume Processing
Predictive Analytics
Regression Analysis
Sentiment Analysis
Statistical Modeling
Text Analytics

Embedded Analytics

Ad hoc Query
Application Development
Benchmarking
Dashboard
Interactive Reports
Mobile Reporting
Multi-User Collaboration
Self Service Analytics
Streaming Analytics
Visual Workflow Management

HR Analytics

Compensation Plan Modeling
Dashboard
HR Metrics Library
Leave & Absence Reporting
Predictive Modeling
Recruiting Management
Succession Planning
Talent Management
Trend Analysis
Turnover Tracking

Marketing Analytics

A/B Testing
Campaign Management
Channel Attribution
Customer Journey Mapping
Dashboard
Performance Metrics
Predictive Analytics
ROI Tracking
Social Media Metrics
Website Analytics

Natural Language Generation

Business Intelligence
CRM Data Analysis and Reports
Chatbot
Email Marketing
Financial Reporting
Multiple Language Support
SEO
Web Content

Natural Language Processing

Co-Reference Resolution
In-Database Text Analytics
Named Entity Recognition
Natural Language Generation (NLG)
Open Source Integrations
Parsing
Part-of-Speech Tagging
Sentence Segmentation
Stemming/Lemmatization
Tokenization

Predictive Analytics

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

Product Analytics

Attribution
Automatic Data Capture
Churn Reporting
Customer Feedback Collection
Customer Guidance
Customer Journey Analytics
Data Export
Data History Retention
Data Labeling
Product Engagement Scoring
Real-Time Data Analysis
Touchpoint Analytics
User Segmentation

Sales Analytics

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

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