Salesforce Einstein Analytics Review

Salesforce Einstein Analytics, now rebranded as CRM Analytics, is a powerful native analytics solution built directly into the Salesforce CRM platform. It empowers sales, service, marketing, and other business users to gain actionable insights and make data-driven decisions without leaving their familiar Salesforce environment.

CRM Analytics solves the challenge of surfacing relevant insights to the right people at the right time. Pre-built dashboards deliver visual analytics tailored to specific Salesforce clouds and industries. Interactive visualizations allow users to explore data, find answers, and even create their own custom dashboards.

But CRM Analytics goes beyond traditional business intelligence with AI-powered analytics. Leveraging machine learning, it can predict customer behavior, forecast outcomes, understand key drivers, and offer guidance on the next best actions to take. This predictive intelligence helps organizations stay proactive.

The platform also excels at productivity, letting users act on insights instantly. Native Salesforce integration means you can go from insight to action without cumbersome context switching between applications. CRM Analytics also inherits Salesforce's robust security and permissions infrastructure.

Under the hood, CRM Analytics incorporates strong data management capabilities to handle large volumes of information. Visual data preparation tools allow mashing up Salesforce data with external sources for enriched insights.

If you're a Salesforce customer looking to inject powerful, actionable analytics into your CRM users' workflow, CRM Analytics is the go-to solution. It delivers the holy grail of providing the right insights to the right people at the right time, all while letting them take action without friction. This embedded intelligence can help any organization drive smarter decisions and better business outcomes.

CRM Analytics (formerly Einstein Analytics): What Is the Product?

CRM Analytics is Salesforce's native analytics platform built directly into the CRM. It provides visual insights, AI-powered predictions, and out-of-the-box dashboards to help sales, service, and marketing teams make data-driven decisions and take action within their existing Salesforce workflows.

Who It's For and Problems It Solves

CRM Analytics is designed for Salesforce users across sales, service, marketing, and other departments who need actionable insights integrated into their CRM workflows. It helps solve challenges around understanding customer data, predicting outcomes, and taking informed actions to improve business results.

Visual Analytics and Dashboards

CRM Analytics provides interactive visualizations and pre-built dashboards tailored for different Salesforce clouds and industries. Users can explore data visually, create custom dashboards, and embed insights directly in Salesforce pages and workflows.

AI-Powered Predictions and Recommendations

The platform leverages artificial intelligence to deliver predictive analytics and prescriptive recommendations. Features like Einstein Discovery use machine learning to predict outcomes, understand key drivers, and suggest next best actions.

Native Salesforce Integration

As a native Salesforce product, CRM Analytics inherits Salesforce security and permissions. It allows users to take action directly from insights without leaving Salesforce, enhancing productivity and adoption of analytics.

Data Platform and Preparation

CRM Analytics includes tools to connect, prepare, and analyze data from Salesforce and external sources. It can handle large data volumes and allows enriching CRM data with external information.

‍Salesforce Einstein Analytics Pricing

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Salesforce Einstein Analytics, now part of the CRM Analytics suite, delivers AI-driven insights and tailored dashboards for businesses of all sizes. The solution can be enhanced with complementary products like Revenue Intelligence or Service Intelligence, depending on your organization’s needs. Plans are billed annually on a per-user, per-month basis in USD. Visit the Salesforce Analytics Pricing page for full details. Here are the plans available:

CRM Analytics

Starts at $140 USD/user/month, providing native analytics and AI within Salesforce for real-time insights. Features include data integration, analytics templates, and advanced visualization tools.

Revenue Intelligence

Starts at $250 USD/user/month, offering specialized AI-driven dashboards and analytics tailored for sales and industry clouds. Includes CRM Analytics Plus and Tableau Explorer licenses for deeper visibility into revenue performance.

Service Intelligence

Starts at $250 USD/user/month, delivering out-of-the-box dashboards and AI-based insights to supercharge service operations. Combines CRM Analytics Plus and Tableau Explorer for a unified analytics experience.

Data Cloud for Tableau Starter Pack

This solution is contact-for-pricing and helps unify all your customer data, offering real-time segmentation and data lake integration. Ideal for organizations that need a flexible data platform with extensive connectivity options.

Salesforce Einstein Capterra Review Summary

Sentiments for Salesforce Einstein are generally positive, with users praising its AI capabilities and continuous improvements. However, some users note a steep learning curve.

Link to Reviews

Pros

• Powerful AI and analytics capabilities
• Continuous improvements in releases
• Easy-to-use interface for creating and maintaining Einstein bots

"AI in Einstein analytics is simply superb and easy to adopt." - Source

Cons

• Steep learning curve
• Complex functionality may be challenging for some users

Salesforce Einstein would be excellent for businesses seeking advanced AI-powered analytics and willing to invest time in learning the platform. It may not be ideal for smaller companies or those needing a simple, quick-to-implement solution.

G2 Review Summary for Salesforce CRM Analytics (formerly Tableau CRM)

Salesforce CRM Analytics generally receives positive reviews on G2. Users appreciate its powerful analytics capabilities and AI-driven insights, though some find it complex to set up and use.

• Link to Reviews

Pros

• Intelligent CRM Analytics with Einstein Discovery
• Transparent, no-code AI capabilities
• Strong data governance and preparation features

"Intelligent CRM Analytics is smarter with Einstein Discovery, which is transparent, no-code AI. Users get narratives and explanations on what happened, ..." - Source

Cons

• Steep learning curve for advanced features
• Performance issues with larger data sets
• Complex setup process

"Reviewers noted some issues with the tool, including difficulties with setting up advanced features, performance issues with larger data sets, and a learning ..." - Source

Salesforce CRM Analytics is well-suited for businesses looking for powerful, AI-driven analytics integrated with their CRM. However, it may not be ideal for smaller organizations or those without dedicated technical resources to manage its complexity.

Reddit Review Summary

The sentiments towards Einstein AI and Salesforce's analytics tools are mixed, leaning slightly negative. Many users express disappointment or confusion with the various AI and analytics offerings, while some find value in specific tools like CRM Analytics.

Pros

• CRM Analytics (formerly Einstein Analytics) is seen as powerful for Salesforce-specific analytics
• High Velocity Sales with Einstein Analytics is praised by some users
• "I had no previous experience before that, but I'm loving the capabilities so far and have built some dashboards that have impressed my C-suite." - Source

Cons

• Users find the UI confusing and difficult to navigate
• Many are not impressed by early Salesforce AI tools
• "IMHO Einstein Analytics is the only worthwhile product, although it needs a significant amount of time investing to return any value." - Source

These tools would be good for organizations heavily invested in the Salesforce ecosystem and willing to invest time in learning the platform. However, they may not be suitable for those seeking an easy-to-use, out-of-the-box analytics solution or those not already committed to Salesforce.

Einstein Analytics LinkedIn Review

• LinkedIn URL

Einstein Analytics is a Salesforce app with over 630 followers on LinkedIn. It's described as a cloud-based BI tool that visualizes activity in Salesforce environments and enables businesses to quickly extract insights from their data. The tool is seen as a potential game-changer for businesses, offering predictive and actionable intelligence.

Pros:

- Allows creation of interactive dashboards, reports, and charts- Integrates data from various sources (CRM, ERPs, data warehouses)

- Provides AI-powered insights for smarter decision-making

- Helps uncover trends and grow businesses

- Turns CRM data into predictive intelligence

Cons:

- May require specialized expertise (e.g., Salesforce Einstein Analytics developers)

- Could have a learning curve for beginners

- Specific drawbacks not mentioned in the available reviews

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There seems to be generally positive sentiment around Einstein Analytics, with multiple LinkedIn posts and articles discussing its benefits and potential impact on businesses.

Salesforce's TrustPilot Reviews

The sentiments for Salesforce on TrustPilot are overwhelmingly negative, with a very low rating of 1.5 stars out of 5. Users express significant frustration with various aspects of the software and the company.

Link to Reviews

Pros

• Mobile app provides good basic contact info and follow-up dates
• Powerful analytical tool extension to Salesforce

Cons

• Software is cumbersome and time-consuming to navigate
• Too many clicks required for basic operations
• Poor customer service

"The software is cumbersome, time-consuming and too many "clicks" to navigate." - Source

Salesforce appears to be a powerful tool for large enterprises with complex needs, but it may not be suitable for smaller businesses or those requiring a more user-friendly interface and responsive customer support.

Who Salesforce Einstein Analytics Is Best For

Salesforce Einstein Analytics is an ideal solution for medium to large enterprises that are already invested in the Salesforce ecosystem and seeking powerful, AI-driven insights to supercharge their sales, service, and marketing efforts. This platform is particularly well-suited for go-to-market teams looking to leverage predictive analytics and machine learning to optimize their strategies and drive revenue growth.

For sales teams, Einstein Analytics offers features like lead scoring, opportunity insights, and forecasting to help prioritize high-value prospects and close more deals. Marketing teams can benefit from AI-powered segmentation, campaign optimization, and attribution modeling to maximize ROI. Service teams can leverage Einstein's case classification, intelligent routing, and predictive service to deliver exceptional customer experiences.

However, it's important to note that Einstein Analytics does have a learning curve and requires a significant time investment to fully realize its potential. Therefore, it may not be the best fit for smaller organizations with limited resources or those seeking a simple, out-of-the-box analytics solution.

Ideally, go-to-market teams leveraging Einstein Analytics should have dedicated analysts or Salesforce admins who can champion the platform and ensure its successful adoption. These teams should also have a clear vision for how they want to use AI and analytics to drive their business objectives.

In terms of team size, Einstein Analytics can scale to support go-to-market teams of various sizes, from a few dozen to several hundred users. However, larger teams may see more significant benefits due to the increased volume of data and the ability to leverage Einstein's advanced features across multiple business units or geographies.

Ultimately, Salesforce Einstein Analytics is a powerful tool for go-to-market teams that are committed to data-driven decision making and willing to invest the time and resources necessary to fully leverage its AI and analytics capabilities.

Final Thoughts

Salesforce Einstein Analytics, now rebranded as CRM Analytics, is a powerful native analytics solution that can supercharge go-to-market teams with AI-driven insights. By leveraging machine learning and predictive analytics directly within the familiar Salesforce environment, sales, service, and marketing users can make smarter decisions and drive better business outcomes.

The platform excels at delivering the right insights to the right people at the right time through tailored dashboards, interactive visualizations, and AI-powered predictions and recommendations. And with seamless Salesforce integration, teams can go from insight to action instantly to boost productivity.

However, unlocking the full potential of CRM Analytics does require a significant time investment and may have a steeper learning curve compared to simpler analytics tools. It's best suited for medium to large enterprises deeply invested in the Salesforce ecosystem and with dedicated resources to champion the platform.

For go-to-market teams willing to commit to this robust solution, CRM Analytics can be a game-changer. It equips them with the embedded intelligence needed to optimize strategies, better understand customers, and ultimately drive revenue growth in an increasingly data-driven business landscape.