CRM Analytics

Excellence in analytics at scale

CRM Analytics (formerly Tableau CRM) is the data analysis and visualisation layer of our modern data cloud stack. Lightfold is a certified Salesforce partner and has implemented CRM Analytics across a range of industries both in Australia and overseas. Secure, scalable, performant and leveraging the backbone of Salesforce architecture, CRM Analytics continues to be a compelling value proposition for solving data visualisation.

How it works

CRM Analytics solves analytics at scale with elegant, best-in-class architecture at every level of the stack, from data management right through to user experience.

Insights don’t come from reports

Embedded intelligence isn’t a hash tag, but a compelling value proposition when it comes to CRM Analytics. Added to this, dashboard assets are a part of the action framework of the entire Salesforce platform. But what does that mean? It means that insights and intelligence can be added seamlessly to workflows where they happen and form a stepping off point to further action.

An Account360 embedded dashboard

Decisions happen in context, it’s who to call next about the new product offering and which task to prioritise. Supporting these actions means putting data where the action is, not in another application. Embedded analytics makes analytics work for every type of user, seamlessly complementing their work with meaningful insight into their jobs as well as offering useful recommendations for next steps.

Lightfold has made this real for some of the worlds biggest brands as well as smaller businesses doing cool things here at home. Our experience means we can bundle the incredible capabilities of the Einstein platform into functional outcomes that suit a huge variety of requirements across industry verticals. We’re focused on accelerating how quickly you reach value, so we charge exclusively on a fixed price model. Partnership isn’t just a buzzword for us, because your success is ours too.

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