Salesforce Announces CRM Analytics With AI-Based Insights 

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Salesforce launched CRM Analytics with new innovations that surface AI-powered, actionable insights directly in the flow of work.

These technologies help sales leaders, service leaders, and employees across any industry – including financial services, manufacturing, consumer goods, and communications – put data at the centre of every customer relationship and ultimately deliver more personalised experiences.

Recent studies reveal that data-driven experiences are critical to customer relationships and business success:

• Most customers (78 per cent) are more likely to repurchase from companies that personalise experiences (McKinsey).
• Companies using data-driven practices report above-market growth of +15 per cent (McKinsey).

“Every Customer 360 digital transformation is a data transformation,” said Susan Emerson, Senior Vice President, Global Product Go-to-Market, Salesforce. “That’s why we built CRM Analytics – a complete, scalable, AI-powered data and analytics platform native to Salesforce. It enables Salesforce customers across every industry to inject visual and predictive insights and recommendations on the next best action deeply into work flow.”

Salesforce CRM Analytics innovations infuse predictive and prescriptive insights directly in any customer’s workflow

Data, analytics, and AI are the foundation of every digital enterprise in which functional insights drive business outcomes. Salesforce’s CRM Analytics, formerly known as Tableau CRM, helps turn customer-facing teams across industries into trusted advisors by allowing them to collaborate and act on AI-powered predictions and prescriptive recommendations. CRM Analytics innovations include:

• CRM Analytics App for Slack puts data at the centre of every conversation by integrating directly into an employee’s workflow, making analytics more visible, collaborative, and actionable.
• Predictions in Slack surface aggregated predictions from Salesforce Reports directly into the Slack workflow to help people better analyse deals at risk, customers at risk of leaving, or invoices being delayed.
• Search Insights uses natural language to search from the analytics landing page within CRM Analytics. Search Insights also helps all Salesforce customers discover any dashboard, dataset, and next best groupings related to the search.
• Energy & Utilities Analytics provides deeper insights into Energy & Utilities sales processes, such as opportunities likely to close. This reduces time to quote with guided, flexible, and actionable next steps built into the Salesforce workflow.
• Public Sector Analytics offers greater insight into department efficiency and compliance management with actionable intelligence inside the Salesforce workflow.

Industry Intelligence leverages out-of-box best practices to boost sales and revenue cycles

In February, Salesforce announced Revenue Intelligence, bringing Sales Cloud together with CRM Analytics for a unified revenue management command centre that equips sales leaders with insights throughout the sales and revenue cycles. With Revenue Intelligence, teams receive AI-led insights on deals that have a higher likelihood of conversation, and deeper visibility into how their forecast is changing over time. In Summer ‘22, Salesforce will introduce four new, industry-tailored versions of Revenue Intelligence, including:

• Financial Services Intelligence for Financial Services Cloud offers a complete intelligence platform for wealth, banking, and finance with pre-built industry KPIs and best practices.
• Manufacturing Intelligence for Manufacturing Cloud allows people to understand account profiles and build a unified view of their value chain with 50+ out-of-the-box metrics.
• Consumer Goods Intelligence for Consumer Goods Cloud delivers relevant descriptive and predictive analytics (BI+AI) powered by Einstein Discovery for strategic, operational, and tactical insights.
• Communications Intelligence for Communications Cloud provides AI-powered advanced analytics for Communications Service Providers.

NI taps CRM Analytics to identify insights and achieve sales goals

NI, a producer of automated test equipment and virtual instrumentation software, is using CRM Analytics to drive revenue:

• “CRM Analytics allows our sellers to look beyond opportunity data to identify key trends and behaviours for insights that support higher customer intimacy. These insights help drive additional pipeline opportunities to achieve their growth targets,” said Tom Vonderach, SVP, Global Sales & Support, NI.