What is CRM Analytics in Salesforce
- 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.
- It helps turn customer-facing teams across industries into trusted advisors by allowing them to collaborate and act on AI-powered predictions and prescriptive recommendations.
How CRM Analytics is used in FSC?
- A comprehensive set of CRM Analytics dashboards, helps financial service executives and managers, advisors, and personal bankers to manage their books of business with insights about client goals and satisfaction, leads, and referrals.
- Client Segmentation App, which replaces the dashboards formerly available through the Financial Services Cloud Advisor Analytics tab, helps financial advisors identify high-potential clients for outreach.
