CRM Analytics, the product once called Einstein Analytics and Tableau CRM, brings Salesforce data and data from your other systems together in dashboards inside Salesforce. We design the data, build the recipes and dashboards, and set security so each person sees their own numbers.
900+ integrations completed · Salesforce partner · We sign BAAs
How the data moves
Salesforce objects, plus data from connected systems
Data joined, cleaned and shaped into datasets
Charts, filters and drill-downs for each team
Dashboards in the app and on record pages, with security applied
Standard Salesforce reports and dashboards answer a wide range of questions. CRM Analytics is for the ones they cannot: data joined across objects that do not relate, trends over long periods, data from outside Salesforce, and dashboards with filters that drill from a total down to a single record.
Discovery starts with the questions your managers ask. We write down each metric, where its data lives and who should see it. That decides which objects and outside sources we bring in, and how.
The build covers data connections, recipes that join and shape the data into datasets, and dashboards with the charts, filters and actions each team needs. Dashboards can be embedded on record pages, so a rep sees the numbers for an account on the account. Security predicates and sharing inheritance keep each user to the rows they are allowed to see.
We check every number against the source before go-live, then train your team on reading and filtering dashboards and hand over the recipes with written docs. If standard reports cover what you need, we tell you, and our reporting and dashboards work covers that too.
What's included
Each metric defined, with its source, its formula and who should see it.
Salesforce objects synced, and outside data brought in where a connector or upload fits.
Data joined, cleaned and shaped into datasets on a refresh schedule.
Dashboards for reps, managers and leadership, with filters and drill-downs.
Dashboards placed on account, opportunity or other record pages.
Security predicates and sharing inheritance so users see only the rows they are allowed to.
Every dashboard checked against the source data before go-live.
Your team trained on using the dashboards, and recipes documented for your admins.
Failed refreshes fixed, and new metrics and dashboards added as your team asks.
Every system we connect to Salesforce, in one list
CallRail and CallTrackingMetrics native integrations, with recordings and AI call summaries on the lead
Gravity Forms, Jotform and Typeform fills create leads with tracking attached
LiveChat, SnapEngage, Tawk.to and Avochato conversations saved to the lead
Kipu and Sunwave: admissions in Salesforce, clinical in the EMR, kept in step
CollaborateMD, AdvancedMD and HiLite, with insurance payments on the patient
Stripe, PayTrace and PayPal payments recorded on the opportunity
Google Ads, Microsoft Ads, Meta and TikTok leads in, offline conversions out
ActiveCampaign lists and automations that follow Salesforce
Open other systems from the Salesforce record with SSO
Salesforce data in Google Sheets, BigQuery and Looker Studio
No app for it? We build the connection with Apex and the APIs
Book a free call. Bring the questions your managers ask, and we show you whether CRM Analytics or standard dashboards answer them.
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How it works
The questions you need answered, and where the data lives.
Priced by project, not by the hour. You approve the scope before we start.
Data connections, recipes and dashboards built, then every number checked against the source.
Your team trained, recipes documented, and support after launch.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Yes. Salesforce renamed Einstein Analytics to Tableau CRM, then to CRM Analytics. It is the analytics product that runs inside Salesforce.
Standard reports and dashboards cover a wide range of needs. CRM Analytics fits when you need data joined across objects, data from outside Salesforce, or dashboards that drill down further. We tell you which fits on the free call.
Yes. Data can come in through connectors or uploads and be joined with Salesforce data in recipes.
No. We set security predicates and sharing inheritance so each user sees only the rows they are allowed to see, and we test it with users in each role.
Yes. We work out which edition and add-ons your team needs, and we work with Salesforce reps directly to get you the best price we can.
Yes. Journeys Through Search is a Salesforce partner.
By project, not by the hour. The first call is free, and you get a project quote after it.
