What we do
What is Salesforce CRM Analytics?
Salesforce CRM Analytics is a transformative centralised platform that takes customer data out of silos and aids you into turning it into robust business intelligence – no matter your industry.
Segmentation, event monitoring and profitability analysis to fuel powerful and informed demographic -based campaigns that drive ROI and profit and predictive modelling to help visualise performance, reduce risk and power decision-making using compounded historical data
Salesforce CRM analytics is a transformative centralised platform that takes customer data out of silos and aids you into turning it into robust business intelligence – no matter your industry.
Through collecting and collating data from various business departments, it generates valuable reports and dashboards and creates easily-digested data visualisations -without the need for writing algorithms or complex code.
CRM Analytics features including customer segmentation, event monitoring and profitability analysis to fuel powerful and informed demographic -based campaigns that drive ROI and profit and predictive modelling to help visualise performance, reduce risk and power decision-making using compounded historical data - removing guesswork.
Your sales and marketing teams will benefit from lead and opportunity scoring based on behavioural data, customer service can enhance their round-the-clock interactions through bots, routing cases through automated case classification, while marketing can leverage the data to refine activity for higher engagement and engagement scoring.
Level-up your decision making today with CRM Analytics.
Team 17
Working with Cloud Orca has been a great experience. Their product knowledge is excellent, and their ability to ask the right questions in order to tailor Salesforce to our needs was excellent.
Harley Homewood, Team17
Our Process
Centralise company data
By centralising, cleansing and processing company data you can optimise multiple data assets to become truly data-driven, improve consistency and enhance every customer experience and interaction.
Leverage the power of AI and analyse large data sets
Clean, store, explore and enrich large data sets using powerful AI software that uncovers relationships between data and predicts future outcomes.
Connect your workforce through access to the same data
Empower the decisions, activities and collaboration across every department by giving individuals access to data reports and visualisations that add value.
Track relevant KPI’s using Sales Analytics
Gain true visibility over departmental and team performance, understand the sales pipeline and know when to take action using real-time and legacy data.
Gaining true visibility means that businesses that respond to trends and behaviours both inside and outside of their organisation. By using a tool like Tableau, businesses gain a deeper insight into employees and customers, identifying opportunities and enabling better decision-making that supports growth and allows you to remain competitive.
As your Tableau implementation partner, we will ensure you get the very best out of your analytics tool to increase your business insights and achieve a high ROI.
Contact us today to find out how we can transform your business.
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