Creating Actionable Insights Using CRM Analytics
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Creating Actionable Insights Using CRM Analytics
By:
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)
Preface
Section 1: Getting Started with CRM Analytics
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Chapter 1: What Is CRM Analytics and Where Can You Use it?
Chapter 2: Developing Your First OOTB Analytics App in CRMA
Section 2: Building Datasets in CRMA
Chapter 3: Connecting Your Data Sources
Chapter 4: Building Data Recipes
Chapter 5: Advanced ETL Using CRMA Data Prep
Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time
Chapter 7: Security in CRM Analytics
Section 3: How to Build Awesome Analytics Dashboards in CRMA
Chapter 8: Building Your First CRMA Dashboard
Chapter 9: Advanced Dashboard Design and Build
Chapter 10: To Code or Not to Code?
Chapter 11: Best Practices in Dashboard Design Using CRMA
Section 4: From Data To Insight To Action
Chapter 12: Embedding and Actioning Your Insights
Questions and Answers
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