Salesforce CRM Analytics Review
November 04, 2025

Salesforce CRM Analytics Review

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CRM Analytics

Our primary use is to support our job seeking clients or customers, whatever you want to call them. We have a profile built for them, of course. And then we use this for tracking which programs they're in with us as far as the grant funded programs that we administer. And we also communicate them with them over text messaging.

Pros

  • It's easy to build custom reports to do analytics. That's definitely the thing that I like the most.
  • It's incredibly user-friendly with having multiple people inputting data.

Cons

  • Some things that we have to get an add-on for would be nice to have directly come from Salesforce. Like the SMS texting, we do have to use a third party for that. So if that could be built in and be part of the package that we already use, that would be great.
  • Super positive with the texting capability with this new generation that we work with.
I would give it a nine. We had a little bit of challenges in the beginning implementing something, but it is quite user-friendly and the support is there. It's good.
Obviously Oracle. And I've also used SAP, I implemented Oracle, but I aided implementation of SAP as well.

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?

Yes

Would you buy Salesforce CRM Analytics again?

Yes

Well, it'd be less appropriate if you're managing small amounts of data, but if you have large amounts of data that need to be categorized in multiple ways, it's really, really easy to build profiles and models to use to capture all of the information you need about clients.

Salesforce CRM Analytics Feature Ratings

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

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