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CRM Analytics: The Big Picture

by Shane Smyth

CRM Analytics is a great product that can be utilized to analyze your CRM and external data. This course will teach you the basics of CRM Analytics and how to utilize the dashboarding capabilities to gain insights from your data.

What you'll learn

Every user of Salesforce is seeking a way to make the best use of their data to glean insight into their customers, accounts, or other areas of CRM. However, the more data you have at your fingertips, the harder it is to develop dashboards that give you the needed insights.

In this course, CRM Analytics: The Big Picture, you’ll learn the basics of how CRM Analytics can be utilized inside of your CRM system to the fullest extent.

First, you’ll explore the background of standard reports and CRM Analytics.

Next, you’ll discover how to get started with building your first dashboard.

Finally, you’ll learn how to embed your dashboards into your standard CRM functionality.

When you’re finished with this course, you’ll have the skills and knowledge of CRM Analytics needed to develop dashboards that can be utilized to enhance the CRM user experience.

Table of contents

Course Overview
Preparing and Creating Your First Dashboard

About the author

Shane Smyth has been in the Salesforce ecosystem for several years as an expert in the marketing space, specifically in regards to the Salesforce Marketing Cloud platform. Through years of being a Salesforce consultant across several industries, Shane has experience in taking a company to true personalized communication with customers using Salesforce's technology.

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