Turn Your Salesforce Data Into Decisions Your Team Actually Acts On
Most Salesforce implementations produce data that nobody looks at. CRM Xperts builds CRM Analytics (formerly Einstein Analytics / Tableau CRM) dashboards and datasets that give sales, service, and leadership the right metrics — in a format they'll actually open every morning.
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Dashboards That Tell You
What to Do Next
CRM Analytics is more than reports — it's a decision layer on top of your Salesforce data. We design datasets, dataflows, and dashboards that surface what matters for each role — rep, manager, or executive — and connect to your live CRM data.
Custom Dashboard Design
Role-specific dashboards for sales reps, managers, and executives — built around the questions each persona needs answered, not generic templates.
Dataset & Dataflow Design
Custom datasets that pull from Sales Cloud, Service Cloud, and external sources — cleaned, joined, and structured for fast, accurate queries.
Einstein Discovery
Predictive models that identify which deals are likely to close, which accounts are at risk, and what actions will move the needle — embedded in your existing Salesforce pages.
Every Layer of CRM Analytics,
Done Properly
From dataset design to predictive models — we build Analytics Cloud implementations that give your team data they can act on.
CRM Analytics Setup
Environment configuration, permission sets, app design, and data source connection for a clean Analytics Cloud foundation.
Custom Dashboards
Sales, service, and executive dashboards with filters, drill-downs, and role-based visibility built for real-world use.
Dataflow & Recipe Design
Custom dataflows, transformations, and Prep recipes that clean and structure your data before it hits a dashboard.
Einstein Discovery
Predictive models for deal scoring, churn risk, and next-best-action — embedded directly in your CRM records.
External Data Integration
Pull in data from ERP, finance, marketing, and third-party tools into a unified analytics layer alongside Salesforce data.
Analytics Audit
Is your existing Analytics Cloud underused or producing wrong numbers? We audit datasets, dataflows, and dashboards and fix them.
Ready to Get the Most From Salesforce Analytics Cloud?
Tell us your challenge — we'll scope a solution that fits your business and budget. Free call, no commitment.
Book a Free Scoping CallSalesforce Analytics Cloud Across Industries
We've configured Salesforce Analytics Cloud for businesses across sectors — each with different processes, team structures, and integration requirements.
Sales Leadership
Pipeline health, forecast accuracy, rep performance, and deal velocity — in one dashboard leadership actually opens daily.
Service Operations
Case volume trends, SLA compliance rates, agent performance, and backlog analysis for support managers.
Finance & Executive Reporting
Revenue forecasting, quota attainment, and deal-level pipeline data for CFOs and board reporting.
Marketing & Demand Generation
Campaign attribution, MQL-to-SQL conversion rates, and revenue influenced by marketing tied to CRM pipeline data.
From Kickoff to a Analytics Your Team Loves
A structured 4-phase engagement that gets your implementation live, adopted, and delivering results.
Data Audit & Discovery
We map your Salesforce data model, identify reporting requirements per role, and audit existing reports and datasets before designing the analytics architecture.
Architecture & Design
Dataset structure, dataflow logic, dashboard layout per role, and filter design — all designed and client-approved before build.
Build, Configure & Test
We build dataflows, create dashboards, configure Einstein Discovery, and test every query and filter with your team before launch.
Go Live & Optimise
Live launch, training per role, and ongoing optimisation as your business data evolves.
Deep Analytics Cloud Expertise
From SAQL to Prep recipes, we build Analytics Cloud implementations that give your team data they can trust.
SAQL & SOQL
Custom queries, calculated fields, and data transformations
Dataflow & Recipes
Transformations, joins, and data prep for clean datasets
Einstein Discovery
Predictive models, story design, and Apex integration
External Data
Bring ERP, finance, and marketing data into unified datasets
Most projects go live within
From kickoff to production deployment
Projects delivered
Core expertise
Platform certified
Client retention
Is This Right for You?
We work best with teams that have data in Salesforce but can't extract the insights they need from standard reports.
Leaders Who Can't Trust Their Reports
Your standard Salesforce reports give different numbers every time someone pulls them. You need a clean, governed analytics layer.
Sales Managers Without Forecast Visibility
You have pipeline data but no way to know what's real, what's at risk, and what's going to close this quarter.
Ops Teams Building Manual Reports
Someone on your ops team spends hours each week pulling Salesforce data into Excel for the leadership deck. That shouldn't happen.
Businesses With Multiple Data Sources
Your data lives in Salesforce, your ERP, and your marketing platform. You need a unified analytics layer that combines all three.
Salesforce Analytics Cloud Insights
Practical guides, case studies, and expert takes.
Why 63% of CRM Implementations Fail — And the 7-Step Framework to Make Yours Succeed
Real-world causes and practical fixes for the most common Salesforce Analytics Cloud implementation failures.
How We Cut a Client's CRM Implementation Timeline by 40% Without Cutting Corners
The discovery, architecture, and phased delivery approach that got results faster — without sacrificing quality.
Salesforce vs Zoho CRM in 2026: An Honest Comparison for Mid-Market Businesses
Total cost, implementation complexity, and ecosystem depth — without vendor bias or sponsored content.
Salesforce Analytics Cloud FAQ
CRM Analytics is Salesforce's native business intelligence platform. It sits on top of your Salesforce data and lets you build interactive dashboards, predictive models, and custom datasets — without exporting anything to Excel.
Yes — CRM Analytics requires a separate Salesforce licence. We can advise on which licence tier is right for your use case before you commit.
Yes. CRM Analytics supports external data connectors — we regularly integrate ERP, finance, and marketing platform data into unified datasets alongside Salesforce data.
Standard reports are row-based. CRM Analytics uses datasets and SAQL queries to build interactive, filtered dashboards that update in real time and support drill-down analysis. It's significantly more powerful for complex analysis.
Yes. We audit your datasets, dataflows, and dashboards — identify what's broken or producing wrong numbers — and fix it systematically.
Ready to Turn Your Salesforce Data Into Decisions Your Team Acts On?
Free scoping call, 24-hour response, no commitment required.
Book a Free Analytics Cloud Scoping Call