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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Holistics empowers users to independently address their data inquiries without needing assistance from technical teams, effectively eliminating the frustrations associated with request queues for both business and data personnel. By utilizing Holistics, the Data Team can establish and refine a comprehensive set of business metrics, enabling users to access the data they need without the necessity of writing SQL queries or interrupting the Data Team. This allows the Data Team to develop a centralized definition of metrics while selectively curating datasets for business users. Consequently, business users can conduct their own analyses and create personalized reports and visualizations without relying on technical staff. Insights can be shared with stakeholders effortlessly with just a click, and notifications can be dispatched via email, Slack, webhooks, and more. Say goodbye to the delays of waiting for data! If you're weary of depending on a busy data team for answers, take the initiative to generate your own dashboards from a thoughtfully curated selection of business metrics. Additionally, leverage drill-through features on your preferred dashboards, and receive alerts for significant developments, ensuring you're always informed. This shift not only enhances efficiency but also promotes a culture of data-driven decision-making within your organization.

Description

CRM Analytics from Salesforce is a robust analytics platform designed to help businesses leverage their data to drive better outcomes. By combining AI-powered predictions with data insights, CRM Analytics enables businesses to quickly uncover actionable intelligence and make decisions faster. The platform offers customizable dashboards and key performance indicators (KPIs) tailored to different industries and roles, ensuring that businesses get valuable insights without needing to rely on complex data models. Integration with over 50 external data connectors allows businesses to get a complete view of their customer data, enhancing sales, service, and marketing strategies. CRM Analytics also automates repetitive tasks, streamlining operations and providing a more personalized experience for both employees and customers. With its ability to auto-scale and support billions of rows of data, the platform is built to grow with enterprises, offering secure, governed insights directly within the Salesforce workflow.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Amazon Redshift No 
Beetsol No 
Direct Debit No 
FieldINSPECT No 
HubiFi No 
Informatica MDM No 
Insider One No 
Jitterbit No 
Journeybee No 
Oli AI No 
Rayven No 
Rox No 
SalesDirector.ai No 
Salesforce No 
Simon AI No 
Talend Data Fabric No 
Univid No 
VZone No 
revVana No 

Integrations

Amazon Redshift Yes 
Beetsol Yes 
Direct Debit Yes 
FieldINSPECT Yes 
HubiFi Yes 
Informatica MDM Yes 
Insider One Yes 
Jitterbit Yes 
Journeybee Yes 
Oli AI Yes 
Rayven Yes 
Rox Yes 
SalesDirector.ai Yes 
Salesforce Yes 
Simon AI Yes 
Talend Data Fabric Yes 
Univid Yes 
VZone Yes 
revVana Yes 

Pricing Details

$50 per month
Free Trial No 
Free Version No 

Pricing Details

$50 per user per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Holistics Software

Founded

2015

Country

Singapore

Website

www.holistics.io

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.tableau.com/products/crm-analytics

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis Yes 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Product Features

Business Intelligence

Ad Hoc Reports No 
Benchmarking No 
Budgeting & Forecasting No 
Dashboard No 
Data Analysis No 
Key Performance Indicators No 
Natural Language Generation (NLG) No 
Performance Metrics No 
Predictive Analytics No 
Profitability Analysis No 
Strategic Planning No 
Trend / Problem Indicators No 
Visual Analytics No 

Predictive Analytics

AI / Machine Learning No 
Benchmarking No 
Data Blending No 
Data Mining No 
Demand Forecasting No 
For Education No 
For Healthcare No 
Modeling & Simulation No 
Sentiment Analysis No 

Reporting

Customizable Dashboard No 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports No 
Forecasting No 
Marketing Reports No 
OLAP No 
Report Export No 
Sales Reports No 
Scheduled / Automated Reports No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation No 

Sales Analytics

Collaboration Tools No 
Dashboards No 
Forecasting Analytics No 
Ideal Customer Profile (ICP) No 
Lead Analytics No 
Pipeline Management No 
Predictive Forecasting No 
Predictive Lead Scoring No 
Sales Intelligence Reporting No 

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