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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

Average score

Overall
4.3
Ease of Use
4.1
Customer Service
4.1
Features
4.2
Value for Money
4.2

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
50%
4
40%
3
5%
1
5%
Nehal
Nehal
Software Tester in India
Verified LinkedIn User
Information Technology & Services, 1,001–5,000 Employees
Used the Software for: 1+ year
Reviewer Source

Analytics platform for everyone under one roof!

4.0 4 years ago

Pros:

1. We are using it to create dashboard by integrating Salesforce CRM 2. We are also using SQAL and SQL queries to create dashboards 3. Salesforce Analytics Cloud - we call it Wave Analytics creates beautiful dashboards

Cons:

1. This is a web os platform so you will need internet connection to access it 2. Can expect more functionalities compared to other reporting tools i.e. integration with other data connectors

Verified Reviewer
Verified LinkedIn User
Insurance, 501–1,000 Employees
Used the Software for: 2+ years
Reviewer Source

Easy to use but has hurdles too

4.0 4 years ago

Comments: Quite easy to use for the end user, could do with some improvements but is a good tool all in all

Pros:

It helps out your data into a visual point which helps to track news business as well as existing quotes. It links to external applications which is helpful

Cons:

The views can be limited sometimes so may not be able to entirely personalize the way you want to use it. You need coding knowledge in order to be able to maneuver or change things which makes it tough

Esteban
CEO in Costa Rica
Information Technology & Services, 2–10 Employees
Used the Software for: 6-12 months
Reviewer Source

Alternatives Considered:

CRM Analytics review

3.0 2 years ago

Comments: Overall it’s been a good option for basic and mid-level analytics routines

Pros:

Great features and high performance, together with professional support

Cons:

Lacks Visualization tools found in other top products

Long
Long
Salesforce Admin in Canada
Verified LinkedIn User
Computer Software, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Great BI tool if you know SAQL

5.0 6 years ago

Comments: we use wave analytics to product sales and service dashboards

Pros:

Produces great-looking dashboards that work within salesforce enviroment

Cons:

difficult to create dashboard with out a good understanding of sql and sqal

Verified Reviewer
Verified LinkedIn User
Insurance, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source

SalesForce

5.0 3 years ago

Pros:

I am able to share our POD's KPI report with my team.

Cons:

It is not updated often enough for next month.

Alayna
Alayna
Customer Service Representative in US
Verified LinkedIn User
Pharmaceuticals, 10,000+ Employees
Used the Software for: 6-12 months
Reviewer Source

Easy to use with some minor kinks

5.0 3 years ago

Pros:

The most effective was getting the information that the patients needed about sales of the medication elsewhere other than CVS. We could see where the medication was being sold where as the competitors would not do that for the patients.

Cons:

The most difficult was navigation wise and the amount of help someone would really give because they expect you to know everything about the software you know nothing about.

Verified Reviewer
Verified LinkedIn User
Electrical/Electronic Manufacturing, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Greatly improved CRM and improved customer engagement

4.0 3 years ago

Comments: Salesforce Analytics Cloud is great to use to engage with customers. Pay as you go can be a pain but it is worth it

Pros:

It helps us with analytics on customer movement and preferences. It makes marketing and sales easier and more targeted allowing us to serve their needs better, improving customer satisfaction

Cons:

There is a learning curve associated with the use of the software. Training videos would help immensely

Verified Reviewer
Verified LinkedIn User
Computer Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Superb Analytics Tool

5.0 6 years ago

Pros:

Great analytics tool used to make data driven decisions.

Cons:

You need to be heavily invested in Salesforce products to use this.

Verified Reviewer
Verified LinkedIn User
Government Administration
Used the Software for: 1+ year
Reviewer Source

This software has been useful in my non-profit management experience.

3.0 7 years ago

Pros:

The export functionality made it easy to share information with those outside the nonprofit organization.

Cons:

I wish it had greater permissions settings so that I could give volunteers outside of the organization the ability to use the tool.

Katherine
Katherine
Marketing Assistant in Switzerland
Verified LinkedIn User
Internet, 11–50 Employees
Used the Software for: 1-5 months
Reviewer Source

Efficient, but needs updates

4.0 6 years ago

Comments: We've been trying to implement Salesforce in our business for months, but it's been quite difficult and tedious. It is not a very user friendly platform.

Pros:

It is amazing for our business being able to have all information from our users in just one platform.

Cons:

It needs an update. It is not easy to implement and the user experience is a bit inefficient.

Sophia
Accountant in US
Nonprofit Organization Management, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Helpful software

5.0 4 years ago

Comments: Overall, I've had a good experience with Salesforce. The software has streamlined processes in our organization.

Pros:

Product is easy to use and has the option for a lot of different functionality. Reports are helpful and the chatter function is great to have as a cross-check feature.

Cons:

It takes me 5-10 tries to login to the software every day. I enter the same username/pw but I have to click login multiple times before I can actually get in.

Andrea
Designer in UK
Graphic Design, 2–10 Employees
Used the Software for: 2+ years
Reviewer Source

Salesforce review

4.0 4 years ago

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!

Kevin
Consultant in US
Telecommunications, 201–500 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

Amazing platform for Amazing Analytics

5.0 7 years ago

Pros:

Amazing visual experience for your data. Users find it so much easier to use and view data as well, which allow them to drive their performance in the right directions. The visualization of data not just from salesforce but also from outside systems is a huge plus as well, as now we can see all of our data in one place.

Cons:

It is a heavy lift to implement and at first it can take a little bit of time to understand what you are looking at. But once it clicks it is off to the races.

Raghunandan
SR Business Analyst in India
Computer Software, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

SFDC BI Platform

4.0 7 years ago

Pros:

One of the best cloud BI platform. We can notice that Salesforce is improving Einstein Analytics continuously in their releases. AI in Einstein analytics is simply superb and easy to adopt.

Cons:

More functionalities needs to be added.We all know it is improving but when compared to other BI tools like Tableau, some features are lagged.

Michelle
Regional manager in US
Computer Software
Used the Software for: 2+ years
Reviewer Source
Source: SoftwareAdvice

Beware of the server your service is on.

1.5 9 years ago

Pros:

It has lots of customization functions which are great but time consuming. Reporting functions are nice but you need to dedicate the time to get it right.

Cons:

Our services were on one of their servers that went down. This crippled operations and sales for a full day. Although we appreciated the constant updates about their fix, there should have been safe guards or back ups that would help them avoid these situations. The droid phone ap is extremely difficult to use.

Nate
Marketing Automation Manager in US
Telecommunications, 1,001–5,000 Employees
Used the Software for: 6-12 months
Reviewer Source

A truly amazing addition to SFDC

5.0 4 years ago

Comments: General end user. Learning to develop solutions and dashboards more and more though.

Pros:

Just about everything. It's an amazing platform to bring all of your Salesforce data together in one place and see a truly holistic view of the things that matter. The end user experience is great.

Cons:

Admin/development work can be very cumbersome and difficult. Generally requires a knowledgeable Salesforce developer, but with that asset you can far.

Sapana
Sales Manager in India
Computer Software
Used the Software for: 1+ year
Reviewer Source
Source: SoftwareAdvice

Excellent Business Intelligent Software

4.5 9 years ago

Pros:

Salesforce Analytics Cloud is Valuable in areas rich with recorded information, analytics relies on the simultaneous application of statistics, computer programming and operations research to quantify performance. Analytics often favors data visualization to communicate insight, the best part is making reports and dashboards.

Cons:

It's not really geared to handle lots of campaign changes. It's a bit tough to pick up the logic at the beginning when you first use it.

Julia
Controller
Computer Software, 501–1,000 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Has been amazing so far!

4.0 8 years ago

Comments: We recently implemented wave and it has been really amazing so far! The grouping, cutting and slicing of data is just amazing. It really makes the sales reps and the management team be in Salesforce and do most, if not all, their reporting needs. It took us about 3 months to get this up and going and we were happy with the way things had rolled out. The only thing is that it takes some training to use this tool the right way.

Pros:

Great insights to your data, clean polished UI

Cons:

Training costs and resource availability to get this going.

Gloria
Support Engineer in India
Computer Software
Used the Software for: 6-12 months
Reviewer Source
Source: SoftwareAdvice

Perfect Analytics Cloud tool!!

5.0 9 years ago

Pros:

The pictorial representation of the overall data and its mapping on the Dashboard is the most fascinating thing of this tool and the parallel processing is also remarkable

Cons:

There is nothing as such that can be least liked, However it would be great if the query time out time is increased from 2 minutes to more.

Reyner
Accountant
Computer Software, 1,001–5,000 Employees
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Doesnt live up to the expectations

4.0 8 years ago

Comments: The look and feel of this tool is really good but as you start using it more and more you see where it lacks.
Salesforce really did sell this one big! I like it for its features but I dont think it is value for the money. I think for the amount we paid we could have found a cheaper tool with similar functionalities. Its speed is definitely fast compared to the normal salesforce reporting and dashboards. It loads up reports and shows them pretty neatly. To achieve a specific ask, it takes a lot of customization and then you again need to invest on a dedicated resource to keep building the lenses and views for you.

Pros:

fast and clean Flexible

Cons:

Pricey Too much customization needed

Juliet
Consultant in Australia
Management Consulting
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Worst analytics tool ever

1.0 9 years ago

Pros:

Salesforce sales team work hard to persuade their client that Wave is what they need. Unfortunately, having no technical background, clients rather rely on Salesforce brand than the actual functionality of the tool.

Cons:

It is not a self-sufficient product, but rather an API with very limited functionality and bugs. Almost impossible to scale the tool, or build something usable once the complexity of tasks increases.

David
US
Used the Software for: Not provided
Reviewer Source

Extremely easy to use

5.0 8 years ago

Comments: Extremely easy to learn this very powerful analytics tool. But needs to be easier to integrate outside data.

Pros:

Easy to ise

Cons:

Outside data hard to bring in

Agnes
US
Used the Software for: Not provided
Reviewer Source

Great Product

5.0 8 years ago

Comments: So cool the product itself. Can drill into detail in a sec. Nice visualization. Nice features. Great Product.

Parag
QA Team Lead in India
Computer Software
Used the Software for: 1-5 months
Reviewer Source
Source: SoftwareAdvice

Analytics Cloud WAVE

4.0 9 years ago

Pros:

The Reporting and the Summary fetching capabilities of the application makes it one of the best in the market today.

Cons:

Nothing as such, but yes there are some scope of improvements for the product.

Narender
Senior Customer Support Executive in India
Financial Services, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Senior Customer Support Executive

5.0 last month New

Pros:

We are using Salesforce CRM analytics for our merchants to easily track their requests, complaints and services related issues, easily to access there previous records through his case id, easy to use after integration with our knowledge base

Cons:

To close the generated Service appointment number