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

In this section, you learned how to extract data from various sources and bring it into CRMA. You should now have a good understanding of the capabilities and limitations of CRMA when it comes to bringing in data from Salesforce, flat files, and other data sources, as well as the framework and tools that enable this. You have been taught how to create datasets from Salesforce data and CSV files, and you have performed hands-on exercises to do this for yourself. These lessons have formed the basis for your expertise in transforming data and building dashboards in CRMA.

In the following chapter, the process of creating a data recipe in CRMA will be defined and explained. Then, beginning with the dataset created in this chapter, you will be able to apply filters, calculations, and transformations to that data in order to create a new dataset that meets the requirements of a business use case.