CRM Analytics
Salesforce CRM Analytics is a native analytics platform that brings data, AI, and actionable insights directly into the Salesforce workspace. It enables teams to explore data, identify key drivers, and make decisions in the flow of work. By connecting Salesforce and external data sources, scaling to large volumes, and leveraging no-code machine learning, it delivers predictive and prescriptive insights for sales, service, marketing, and leadership. Interactive dashboards and AI-powered recommendations embedded in CRM pages empower organisations to turn insights into action with a single click, driving faster, data-driven decisions.
Salesforce CRM Analytics Key Features
- Interactive Dashboards and Reports
- Data Integration from Salesforce and External Sources
- Visual Data Preparation and Data Pipelines
- AI-Powered Predictions and Next Best Actions
- Pre-Built Apps for Sales, Service, and Revenue Analytics
- Embedded Analytics in Record Pages and Workflows
- Advanced Filtering, Drill-Down, and Exploration
- Role-Based Security and Governance Aligned with CRM
- Mobile-Ready Analytics Experiences
- Collaboration and Action from Dashboards (Chatter, Flows, Tasks)
Why Choose OM Soft?
Data-Driven Decisions in the Flow of Work
We help teams explore data, uncover key drivers, and take action directly within Salesforce—no need to switch systems.
Predictive & Prescriptive Insights
Leverage no-code AI and machine learning to surface actionable recommendations that guide sales, service, marketing, and leadership decisions.
Interactive, Scalable Analytics
Connect Salesforce and external data sources, scale to large volumes, and embed interactive dashboards for real-time insights at every level.
Proven Expertise & Accelerated Outcomes
With deep Salesforce analytics experience, we turn raw data into actionable insights quickly, helping organisations make faster, smarter decisions.
👉 Contact us today to turn your data into actionable insights and drive smarter, faster decisions
