Keeping the business on track: Salesforce CRM Analytics consulting services
Understand the right objectives and the effective methods to reach them
Einstein
consulting partner
Benefits of Salesforce Analytics consulting services
Why get started with CRM Analytics
Visualization of your business
Responsive dashboards, meaningful layouts, and trend reports bring every aspect of business operations into one screen with zero irrelevance taking up the space.
Human-friendly data for every employee
CRM Analytics supports native language questions for non-advanced Salesforce users. It will be a great asset to every team member to quickly check what’s important for their daily work.
Prioritizing the important
CRM Analytics can be targeted at specific areas of business and skip over less important stuff. It works with every piece of data, but it’s also good at bringing the most crucial things into the spotlight.
Adding value with Salesforce Einstein AI
Predictive AI seeing right through the CRM to enrich what’s in there
Einstein 1 Platform and endless AI extensions for Salesforce cloud solutions are changing the game as you scroll this page. AI consumes massive pools of data and, just like a separate member of your analytics team would, draws intelligent conclusions and hands them over right in the Salesforce CRM.
Leveraging AI capabilities in analytics setups, we notice rapid growth in the efficiency of businesses we consult. Salesforce Einstein takes over most mundane tasks and frees up time for strategic evaluation of proposals and predictions it offers. It can even point to exact areas of growth and scalability to make sure business owners don’t miss out on the potential.
Leveraging AI capabilities in analytics setups, we notice rapid growth in the efficiency of businesses we consult. Salesforce Einstein takes over most mundane tasks and frees up time for strategic evaluation of proposals and predictions it offers. It can even point to exact areas of growth and scalability to make sure business owners don’t miss out on the potential.
Putting analytics into action with Data Cloud
The new Salesforce product goes beyond mere data aggregation – it's about placing the customer front and center.
Data Cloud ensures your data is readily accessible across all Salesforce applications – Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Tableau, and MuleSoft. Taking advantage of Salesforce Einstein AI, it drives automation in business processes based on deep data analysis and smart insights.
Noltic’s advanced team of Salesforce Certified Architects architects has already started their Data Cloud journey to provide our customers with that powerful edge over the competition.
Noltic’s advanced team of Salesforce Certified Architects architects has already started their Data Cloud journey to provide our customers with that powerful edge over the competition.
Noltic’s Salesforce Analytics consulting services
Consulting
To support you in making the best start in the analytics journey, we do thorough Salesforce Analytics consulting. Our service packages can vary from a quick consultation with an expert to developing a major strategy for your internal team to follow.
Migration
The businesses usually have some analytics setup in place before they decide to incorporate Salesforce CRM Analytics. Our services ensure a seamless transition that preserves data integrity with care and attention to details.
Audit
We conduct thorough audits of your Salesforce Analytics setup, identifying gaps and action points. Our goal is to enhance data accuracy for more informed decisions and increased performance of your team.
Support
Our team of Salesforce Analytics consultants offers comprehensive assistance, from troubleshooting technical issues to providing ongoing guidance and training. We ensure you maximize the potential of all analytics tools.
Integration
Adding all sources of information to one setup decreases the number of clicks to make when checking on your business. After completing the Salesforce Analytics integration you’ll have the revenue channels, social media, website data and more in one place.
Visualization
As visualized data is most easily comprehended, we develop interactive graphs for you to access at any moment. We recommend putting the most important dynamics in the first screen for instant checkups.
Customization
Your team’s daily work is a valuable source of information on important metrics when developing a customized setup. To include them all and set the right access levels is then on us as a Salesforce Analytics integration partner.
22x
Having a reliable Salesforce analytics setup opens up new logical conclusions that might have been otherwise overlooked. With AI to back it up, this powerful piece of technology can even pinpoint the exact areas of growth and scalability to make sure business owners don’t miss out on the potential.
Just keep in mind that the AI outputs are only as good as the data inputs it consumes.
Just keep in mind that the AI outputs are only as good as the data inputs it consumes.
Andrii
Analytics Lead
Salesforce Certified Architect
/ Start an Analytics project
Lets work together
FAQ
How do you extract maximum value from existing Salesforce data?
To do this, we leverage advanced analytics and machine learning techniques. The process begins from conducting a comprehensive data audit to identify key data sources and assess data quality.
Our team then utilizes Salesforce’s powerful tools, such as Einstein Analytics, to uncover actionable insights and trends. We implement predictive analytics to forecast future outcomes and prescribe actions that drive business growth.
What is your approach to data cleaning and preparation for analysis?
Our approach to data cleansing and preparation lies in methodical actions. Here’s how it looks like:
- Profiling your data to understand its structure, quality, and any inconsistencies.
- Employing data cleansing techniques, like deduplication, normalization, and validation, to ensure accuracy and consistency.
- Utilizing advanced tools to automate much of this process, reducing manual effort and minimizing errors.
Besides, we establish data governance policies to maintain data quality over time. Once the data is cleaned, we transform it into a suitable format for analysis, ensuring it is ready for accurate and insightful analytics that drive informed business decisions.
How do you build interactive dashboards and reports for effective data visualization?
Our process begins with understanding your specific business needs and key performance indicators (KPIs). Using tools like Salesforce Einstein Analytics and Tableau, we design intuitive dashboards that present data in a visually appealing and easy-to-understand manner.
We incorporate features such as drill-down capabilities, real-time data updates, and customizable views to enhance interactivity. This way, our team can ensure your dashboards and reports are tailored to different user roles, providing relevant insights to executives, managers, and operational teams.
How do you measure the ROI of CRM Analytics initiatives?
In our experience, this requires a multifaceted approach. When our collaboration begins, we define your objectives and key performance indicators in advance. This allows us to track the performance of analytics initiatives by monitoring metrics such as increased sales, improved customer retention, and enhanced operational efficiency.
For better results, we also use advanced analytics tools. Additionally, we conduct regular reviews and provide detailed reports that highlight the value generated from CRM Analytics.
