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

Summary

By now, you should have a clear understanding of the importance of data analytics and business insights in a pandemic-affected society. You have seen how CRMA, a powerful data analytics platform, integrates with Salesforce to facilitate actionable insights in any organization. You have also had the opportunity to evaluate the data analytics in your organization and see where CRMA can make a difference.

In the next chapter, we will get hands-on with CRMA and build our very first CRMA Analytics app.

Questions

Here are some questions to test your knowledge of this chapter:

  • Define data analytics and what value it offers.
  • Our goal is to go from data to insight to _______________.
  • Name five features of CRMA.
  • How does CRMA differ from Tableau?
  • What are five practical use cases for CRMA?
  • How does CRMA provide value to your organization or clients?
  • Does your organization excel at data analytics? If not, what is preventing it from doing so?