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Five benefits of the Salesforce analytical extension that monetize from the first day you get them.
Salesforce remains a powerful customer relationship management platform. It is cloud-based and offers many marketing automation and support management tools. It provides a business insights extension: Einstein Analytics (EA).
Salesforce is not cheap. Neither is EA. But investing in the former license will pay back. In many ways.
A vast majority of analytics software suffers from a similar problem. It is too tricky for an inexperienced person to use. Sales managers need simple dashboards, but no static ones. They need a flexible tool for plotting data quickly.
Einstein Analytics has found a solution. It has a builder where you can build a dashboard that will look like a dashboard builder. The user can use different dimensions to aggregate and filter the data. But you can define a restricted space for a maneuver.
It spares your salespeople a lot of confusion but enables ad-hoc insights into the main KPIs. Your sales managers can quickly identify potentials and pitfalls. They can make more elaborate decisions.
Even a small sales business has a hierarchy. Not every piece of information can be exposed to everybody. Sales managers get their bonuses calculated based on their performance. This data is very sensitive.
If you have any other reporting tool, managing these issues can become burdensome. It would require some programming and administrating effort. With Einstein Analytics, you have the so-called row-level security.
If manager A successfully closed the opportunity X, only this person can see any data. In a database, the data entry will be marked with the name of the manager. With a few more steps, you set the visibility of the data.
All managers access the same table with the data. But each sees only the data that he or she is allowed to see.
That means that your company needs lesser data storage. It spares you another cloud bill.
Another problem that many business analytical tools share. The license costs are only the beginning. To make sense out of the tool, employees often need a lot of learning and training.
Their time cost you money, and the time of their coaches naturally too!
If your sales managers have a lot of fun with Einstein Analytics, they may become eager to dig deeper. Since the sensitive data remains protected from undesired exposure, you can grant them more access to the dashboard builder.
You do not need to pay for any expensive workshops or online sources. Salesforce Trailheads, together with the documentation, will suffice to raise a power user from a pure dummy. It even includes a few testing environments — Playgrounds — where users can sharpen their skills.
Trailheads are available online. There is no schedule when the virtual classes must be attended. All users have their own learning tempo. Although there is no coach, the explanations are very detailed, and the visual material is extensive. There is no single topic that is not covered in Trailheads.
Many business analytics tools offer only an interface for data visualization. To build dashboards, you need another tool to prepare the data. And you need cloud storage to keep your data in there.
Einstein Analytics digests the data from your CRM directly. It also has in-built storage and an interface to create data pipelines. The EA license comes with limited cloud storage. It still can be quite enough for small businesses to start. The medium-sized may need to buy additional space.
The point is, you stay in one environment, in one cloud. It reduces administrative effort. You only need a Salesforce admin to manage it. If you decide to use another cloud to store data, this is also possible. EA offers in-built connectors that have friends among all big cloud providers.
Just keep in mind that you may need a specialist for another cloud. Don’t you prefer to save money instead?
Last but not least. Nobody needs a boring dashboard. EA helps you to build reports that resemble applications. It is a new level of user experience.
Published on Mar 9, 2021
<p>Five benefits of the Salesforce analytical extension that monetize from the first day you get them. </p><p>Salesforce remains a powerful customer relationship management platform. It is cloud-based and offers many marketing automation and support management tools. It provides a business insights extension: Einstein Analytics (EA).</p><p>Salesforce is not cheap. Neither is EA. But investing in the former license will pay back. In many ways.</p>