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Description

Enhance the effectiveness of the salesforce by offering actionable performance insights via mobile applications. Foster transparency and build trust within the salesforce through effective communication and structured governance processes. Streamline the compensation plan creation for analysts using a cutting-edge comp model builder. Boost the efficiency of sales commission administration through enhanced dispute resolution and payment management procedures. Elevate quota achievement among the salesforce with practical performance insights. Encourage transparency and trust by clearly communicating quotas and adjustments within the salesforce. Simplify the quota establishment process for analysts with an innovative quota model builder. Increase the effectiveness of the quota setting process by providing a range of quota analysis tools for analysts. Finally, improve salesforce execution by delivering comprehensive map-based visualizations of territory-level data.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Amazon Redshift
Beetsol
Boomi
Direct Debit
Google Cloud BigQuery
Hightouch
Informatica MDM
Jitterbit
Journeybee
Rayven
RepEdge
Replenit
ReturnPro
Rox
SalesDirector.ai
Salesforce
Salesforce Agentforce Marketing
Simon AI
Talend Data Fabric
Zoho Directory

Integrations

Amazon Redshift
Beetsol
Boomi
Direct Debit
Google Cloud BigQuery
Hightouch
Informatica MDM
Jitterbit
Journeybee
Rayven
RepEdge
Replenit
ReturnPro
Rox
SalesDirector.ai
Salesforce
Salesforce Agentforce Marketing
Simon AI
Talend Data Fabric
Zoho Directory

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$50 per user per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Optymyze

Website

www.optymyze.com

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.tableau.com/products/crm-analytics

Product Features

Channel Management

Campaign Management
Channel Analytics
Incentive Management
Inventory Control
Lead Management
Opportunity Management
Order Management
Partner Management
Product Management
Reseller Management

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Compensation Management

Bonus Management
Compensation Assessment
Compensation Calculation
Compensation Plan Modeling
Compensation Statements
Employee Reward Programs
Incentive Programs
Organizational Charting
Salary Planning

Sales Analytics

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

Sales Enablement

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Force Automation

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

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

Product 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

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