Salesforce CRM Analytics Consulting Services
Salesforce CRM Analytics empowers businesses to turn data into actionable insights, driving smarter decisions and measurable growth. At OzaIntel, our Salesforce CRM Analytics Consulting services help you unlock the full potential of your CRM data from building custom dashboards and predictive models to uncovering trends that shape strategy. We design scalable, secure, and intelligent analytics solutions that give you a complete, real-time view of your business performance.
Value Propositions
Native Salesforce Integration
Seamlessly connects with Salesforce data for real-time, actionable insights within the CRM.
AI-Powered Predictions
Uses Einstein Discovery to deliver predictive analytics and smart recommendations.
Customizable Dashboards
Provides interactive, role-based dashboards tailored to sales, service, and marketing teams.
Data-Driven Decisions
Empowers users to make informed decisions by uncovering trends, opportunities, and risks from CRM data.
Our Salesforce CRM Analytics Approach
Identify key outcomes, analytics priorities, and success metrics.
Mock up dashboards with connected sample datasets for validation.
Tailor layouts and visuals to business KPIs and user needs.
Walk through live dashboards to gather feedback and align teams.
Continuously refine metrics, visuals, and performance based on usage.
Promote adoption with training, sharing, and internal showcases.
What We Offer
Sales & Revenue Forecasting
- Predict future revenue using historical CRM trends.
- Uncover seasonal patterns and pipeline performance.
- Improve planning with data-driven sales projections.
Custom CRM Dashboards
- Design interactive dashboards within Salesforce.
- Visualize key metrics tailored to user roles.
- Enable real-time decision-making from CRM data.
Prescriptive Recommendations
- Deliver AI-driven next-best actions for users.
- Enhance sales and service workflows intelligently.
- Support faster, smarter business decisions.
Cross-Cloud CRM Data Integration
- Connect Salesforce with Snowflake, Azure, and AWS.
- Sync data from multiple systems into one view.
- Ensure consistency across cloud platforms.
Transforming insights into action with AI and analytics.
Salesforce CRM Analytics Consulting Services
Unlock the full potential of your Salesforce data with our expert analytics consulting.
Salesforce Einstein Discovery / Predictions
Leverage AI to predict outcomes and drive smarter business decisions with Einstein Discovery.
Data Analytics Services
Transform your raw data into actionable insights that power growth and innovation.
Data Visualization Services
Turn complex data into clear, compelling visuals that drive informed decisions.
Tableau
Elevate your data storytelling with interactive, dynamic dashboards tailored to your needs.
AI and Machine Learning
Implement advanced AI and machine learning solutions to automate and optimize your business processes.
Trusted By
Tech Stack & Tools Used
Industry Specific Solutions
Certified Salesforce Analytics Experts
Proven success across Einstein Discovery, CRM Analytics, and data-driven decision-making on the Salesforce platform.
24/7 Global Support & Strategic Guidance
Access real-time support and expert consulting whenever you need it, across time zones, projects, and use cases.
Industry-Specific Experience
Deep experience in healthcare, retail, financial services, technology, manufacturing, and public sector. Ensuring relevant, high-impact analytics deployments.
Results-Driven Predictive Solutions
Every solution is designed to generate measurable ROI. From lead scoring and churn prediction to revenue forecasting.
Xcelarator Playbook for Leaders
Working with an experienced Salesforce-focused consultancy like OzaIntel can streamline implementation timelines and ensure your analytics solution aligns with business objectives, governance standards, and user adoption strategies.
Let’s Talk
Feel free to give us a call or drop a message anytime. We aim to respond to all inquiries within 24 hours on business days and are eager to assist with any questions you may have.
FAQs on Salesforce CRM Analytics Services
Salesforce CRM Analytics (formerly Tableau CRM and Einstein Analytics) is a powerful analytics and business intelligence platform built natively on the Salesforce platform. It enables users to explore data, uncover insights, predict outcomes, and take action—all within Salesforce. With interactive dashboards and AI-driven analytics, it helps businesses make data-informed decisions across sales, service, marketing, and more.
Predictive Analytics: AI forecasts outcomes like deal closures, customer churn, or lead conversion probability—helping teams prioritize efforts.
Automated Insights: Instead of manually digging through reports, AI highlights trends, anomalies, and patterns automatically.
Tableau CRM (now part of CRM Analytics): Focuses on interactive dashboards, visual exploration, and business intelligence inside Salesforce.
Einstein Discovery: An AI-powered tool within CRM Analytics that uses machine learning to uncover patterns, predict future outcomes, and recommend actions.
In short: Tableau CRM helps visualize your data, while Einstein Discovery explains the “why” behind it and predicts the “what next.”
Simple use cases (basic dashboards and reports): 2–6 weeks
Advanced use cases (multiple data sources, custom models, AI features): 2–3 months or more
Working with an experienced Salesforce partner can streamline the process and ensure alignment with business goals.
Ensuring clean, reliable data is key to getting meaningful analytics outcomes. We assess your data sources, perform integrity checks, and establish governance frameworks to prepare for deployment and ongoing usage.
Successful analytics solutions aren’t just about the dashboard they’re about people using them. We offer training sessions, user-workshops and change-management guidance so your team becomes confident and the solution gets adopted across roles.
Many organizations have very specific KPIs and workflows. We tailor the analytics dashboards, filters, visualizations and embedded workflows to your industry context (e.g., retail, financial services, healthcare) so that the insights are relevant and actionable.
OzaIntel integrates Salesforce CRM Analytics with ERPs, data warehouses, marketing platforms, and cloud environments like AWS or Azure. This unified approach gives you a single source of truth, connecting data across departments for deeper, cross-functional insights.
Our Salesforce CRM Analytics Services include continuous performance monitoring, dashboard tuning, and insight optimization. We ensure your analytics platform evolves with your business needs, keeping it efficient, secure, and strategically valuable.
