Book Image

Creating Actionable Insights Using CRM Analytics

By : Mark Tossell
Book Image

Creating Actionable Insights Using CRM Analytics

By: Mark Tossell

Overview of this book

CRM Analytics, formerly known as Tableau CRM and Einstein Analytics, is a powerful and versatile data analytics platform that enables organizations to extract, combine, transform, and visualize their data to create valuable business insights. Creating Actionable Insights Using CRM Analytics provides a hands-on approach to CRM Analytics implementation and associated methodologies that will have you up and running and productive in no time. The book provides you with detailed explanations of essential concepts to help you to gain confidence and become competent in using the CRM Analytics platform for data extraction, combination, transformation, visualization, and action. As you make progress, you'll understand what CRM Analytics is and where it provides business value. You'll also learn how to bring your data together in CRM Analytics, build datasets and lenses for data analysis, create effective analytics dashboards for visualization and consumption by end users, and build dashboard actions that take the user from data to insight to action with ease. By the end of this book, you'll be able to solve business problems using CRM Analytics and design, build, test, and deploy analytics dashboards efficiently.
Table of Contents (19 chapters)
1
Section 1: Getting Started with CRM Analytics
4
Section 2: Building Datasets in CRMA
10
Section 3: How to Build Awesome Analytics Dashboards in CRMA
15
Section 4: From Data To Insight To Action

Chapter 12: Embedding and Actioning Your Insights

The secret sauce of CRMA compared to any other data analytics tool or platform is the ability to easily embed your dashboards in Salesforce and action insights directly from a chart or table. This increases user adoption and delivers great value from an investment in CRMA. In my opinion, the embedded and actionable functionalities of CRMA are its most neglected product features.

This chapter will teach you how to embed your analytics in the business workflow and make your insights actionable in the Salesforce CRM, enabling your organization to get the most out of CRMA.

We'll cover the following topics in this chapter:

  • Creating and configuring record actions in CRMA
  • Embedded dashboards