Identify sales risks earlier with Salesforce CRM Analytics
Predictive analytics for sales teams
Sales leaders may only find out that a deal is at risk after it starts to slip. We implement Salesforce CRM Analytics to analyze historical opportunity data and build predictive models that identify potential risks earlier.
With Agentforce, business users can ask questions in plain language using existing datasets and get a generated chart or answer on demand, without waiting for the analytics team to create a new report.
What our CRM Analytics experts do for you
Analytics Strategy & Data Modeling
Design the datasets and data models behind your analytics to keep metrics consistent and reliable across teams.
Dataset & Dataflow Configuration
Set up data pipelines that bring information from Salesforce and external systems into CRM Analytics-ready datasets and keep them updated on a schedule.
Predictive Model Build
Create predictive models using historical opportunity or operational data to score risk, forecast outcomes, and identify anomalies.
Dashboard & Visualization Design
Design dashboards that present relevant metrics for each audience, from rep-level views to executive summaries.
Embedded Analytics in Salesforce
Embed dashboards and components directly into Salesforce records and consoles, putting relevant insights where reps already work.
Natural-Language Query Enablement
Configure Agentforce to let business users ask questions in plain language using existing datasets, without requiring a new dashboard for each request.
CRM Analytics in action
Here are two examples of what we’ve built with CRM Analytics and Agentforce, as part of the broader analytics services we deliver.
Predictive pipeline risk scoring
Sales teams need a clear way to identify which open opportunities may need attention.
How it works
CRM Analytics uses historical opportunity data, including engagement gaps, stage duration, and stakeholder turnover, to build a predictive model. The model scores open deals by risk and highlight at-risk opportunities before the forecast call, giving sales teams time to act.
Natural-language dashboard queries
Business users may need a new dashboard whenever they have a different question, adding to the analytics team’s workload.
How it works
Agentforce lets users ask questions in plain language using existing CRM Analytics datasets. For example, a user can ask, “Which region underperformed on renewals last quarter?” and receive a generated chart or answer on demand, without requiring a new dashboard.
Earlier risk identification gives sales teams more time to act.
FAQs
How much historical data do we need for risk scoring to be useful?
You need enough closed-won and closed-lost opportunity data for the model to identify meaningful patterns. The quality and relevance of the data used to train the model are important for reliable results.
Do you build the data pipelines too, or just the dashboards on top?
Both. We configure datasets and dataflows to bring data from Salesforce and external systems into CRM Analytics and keep them updated on a schedule. This keeps analytics and predictive models working with current data.
Can dashboards live inside Salesforce records, or only as standalone reports?
Both. We embed dashboards and components directly into Salesforce records and consoles, allowing reps to access relevant insights without leaving their current workspace.
Can business users really trust an AI-generated chart?
The answers are generated from your existing, governed CRM Analytics datasets. The underlying numbers come from the data your analytics team uses, while Agentforce makes those insights easier to access.
Does this replace our analytics team?
No. It reduces repetitive, one-off requests, giving your analytics team more time to focus on deeper modeling and strategic analysis.
Can we start with dashboards and add predictive models or natural-language queries later?
Yes. These capabilities can be introduced independently and rolled out based on your priorities.
What can we do for you
Consulting and Advisory
Conduct thorough business audits to craft tailored strategies for your success. Receive actionable insights and recommendations prioritized to meet your needs.
Platform Administration
Streamline your Salesforce operations with our expert administration services. From production releases to analytics, we ensure your platform is primed for success.
Custom Implementation
Tailor Salesforce solutions to fit your unique business requirements. Our seasoned experts guide you through seamless implementation processes aligned with your organization’s goals.
Integration
Seamlessly integrate tools to harness 360-degree customer insights. Align your marketing automation tools with Salesforce policies for enhanced data merging.