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About

Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more.

About

CRM Analytics, powered by Salesforce, is an advanced platform that combines AI-driven insights with Salesforce data to help businesses make faster, more informed decisions. It offers real-time predictions and recommendations, enabling businesses to uncover actionable insights specific to their industry and role. With out-of-the-box dashboards and over 50 data connectors, CRM Analytics allows users to integrate external data and create a holistic view of their customers. This helps to identify opportunities for cross-selling and upselling, automate tasks, and optimize business processes directly within the Salesforce workflow.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales teams

Audience

CRM Analytics is ideal for businesses seeking to leverage AI-driven insights and integrate data from multiple sources to optimize decision-making, improve sales performance, and enhance customer experiences

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$50 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 4.3 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

InsightSquared
Founded: 2010
United States
www.insightsquared.com

Company Information

Salesforce
Founded: 1999
United States
www.tableau.com/products/crm-analytics

Alternatives

Alternatives

RxPulse Software

RxPulse Software

Pharmaceutical Data Services
Qymatix Predictive Sales

Qymatix Predictive Sales

Qymatix Solutions GmbH

Categories

Categories

Business Intelligence Features

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

Reporting Features

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

Data Visualization Features

Analytics
Content Management
Dashboard Creation
Filtered Views
OLAP
Relational Display
Simulation Models
Visual Discovery

Integrations

Salesforce
Beetsol
Boomi
Bullhorn
Data Sentinel
Desktop.com
Ecosmob
Google Cloud BigQuery
Informatica MDM
Insider One
Marketo
Octane11
PROCESIO
QuerySurge
Rayven
Salesforce Agentforce Marketing
Zendesk
Zoho Directory
revVana

Integrations

Salesforce
Beetsol
Boomi
Bullhorn
Data Sentinel
Desktop.com
Ecosmob
Google Cloud BigQuery
Informatica MDM
Insider One
Marketo
Octane11
PROCESIO
QuerySurge
Rayven
Salesforce Agentforce Marketing
Zendesk
Zoho Directory
revVana
Claim InsightSquared and update features and information
Claim InsightSquared and update features and information
Claim Salesforce CRM Analytics and update features and information
Claim Salesforce CRM Analytics and update features and information