Great tool to have everything under control
May 27, 2025

Great tool to have everything under control

Oscar Fernandez | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CRM Analytics

We are using Salesforce CRM Analytics in order to track all the information that we have in Salesforce, which is our main repository for all the information related with customers, prospects and partners, All our revenue is tracked there, so it´s very easy to see the return of the investment of each single campaign.

Pros

  • Check the return of investment
  • Track marketing activities
  • Track customer interactions

Cons

  • Personalization
  • Implementation
  • Better understanding of our customers interactions
  • Better control of the ROI
  • Better control of all the marketing activities
The usability is quite good in general, but you need a technical team dedicated to it, because it´s note very friendly for a business user to start using it. Having the technical support the tool will work perfectly
It is better to the integration with all our existing systems, despite of the higher cost if you compare it with the others

Do you think Salesforce CRM Analytics delivers good value for the price?

Yes

Are you happy with Salesforce CRM Analytics's feature set?

Yes

Did Salesforce CRM Analytics live up to sales and marketing promises?

Yes

Did implementation of Salesforce CRM Analytics go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce CRM Analytics again?

Yes

In every organization that has a complex infraestructure with different data sources it makes sense to have a tool like this. Itñs very important to track everything to have a good control of all the information that the organization has.

Salesforce CRM Analytics Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
7.3
Pixel Perfect reports
7
Customizable dashboards
8
Report Formatting Templates
7
7.8
Drill-down analysis
9
Formatting capabilities
7
Integration with R or other statistical packages
8
Report sharing and collaboration
7
7.6
Publish to Web
9
Publish to PDF
6
Report Versioning
8
Report Delivery Scheduling
8
Delivery to Remote Servers
7
6.8
Pre-built visualization formats (heatmaps, scatter plots etc.)
7
Location Analytics / Geographic Visualization
6
Predictive Analytics
6
Pattern Recognition and Data Mining
8
8.8
Multi-User Support (named login)
9
Role-Based Security Model
8
Multiple Access Permission Levels (Create, Read, Delete)
9
Report-Level Access Control
9
Single Sign-On (SSO)
9
5.0
Responsive Design for Web Access
6
Mobile Application
5
Dashboard / Report / Visualization Interactivity on Mobile
4
8.2
REST API
8
Javascript API
9
iFrames
8
Java API
9
Themeable User Interface (UI)
7
Customizable Platform (Open Source)
8

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