CRM Analytics training
This course covers the main concepts and techniques of CRM Analytics.
You'll explore increasingly complex visualizations and learn how to combine them into interactive dashboards.
-
4 days -
Face-to-face or distance learning -
10 participants max. per session -
Beginner / Intermediate -
3200€
CRM Analytics training
Training objectives
The CRM Analytics training course is designed to equip participants with the skills needed to make effective use of this Salesforce-integrated data analysis tool.
It enables you to master the creation of interactive dashboards, data exploration and the generation of advanced reports.
Learners will discover how to connect, transform and visualize data to improve decision-making. This training will also enable them to automate analyses and share relevant insights with their teams. By developing these skills, they will optimize the use of CRM Analytics to boost sales performance and customer satisfaction.
- Understand the fundamentals of CRM Analytics, how it works and its added value
- Structuring and exploiting data sets adapted to business needs
- Design a dashboard according to your needs and create a template
- Create dynamic dashboards and custom maps
- Manipulating AI with Einstein Discovery
Target audience
Ideal for Data Managers and operational teams involved in the use of CRM Analytics, in order to gain a better understanding of the solution’s functionalities and, in time, become autonomous in the construction of reports and dashboards.
This course is intended for :
- CRM Project Manager
- BI project coordinator
- Management Controller
- Customer account manager
- Customer service and sales performance manager
- IT Manager
- Marketing Manager
- …
Prerequisites
CRM Analytics is a no-code, intuitive tool that requires no development skills.
- Basic knowledge of Salesforce settings (security, access).
- Basic knowledge of Salesforce reports and dashboards is a plus.
The training program
CRM Analytics (formerly Tableau CRM)
- Introduction to the Salesforce environment and discovery of the CRMA interface
- Installation and configuration of the training organization
- Creation of a first analytical application
- Using Data Manager and importing files (.csv)
- Understanding the concepts of licensing, security and access rights
- Creation and preparation of recipe-based data sets
- Building value tables
- Creating and customizing interactive graphics
- Best practices to ensure data quality and consistency
- Design dashboards incorporating multiple graphics
- Setting up and integrating dashboards in Salesforce
- Exploring customization and automation possibilities
- Introduction to SAQL for advanced analysis
- Advanced dashboard configuration and user experience optimization
- Introduction to Einstein Discovery for predictive modeling
- Integration of dashboards in Lightning pages
- Quick actions and automations to facilitate decision-making
- Synthesis exercise and final question-and-answer session
Next sessions
April 13 - 16
Monday to Thursday
9h00 - 17h30
June 22 - 25
Monday to Thursday
9h00 - 17h30
Teaching methods and materials
The 4-day training course is led by an expert CRM Analytics trainer.
The trainer provides comprehensive technical training that is also adapted to the customer’s reality and the participants’ business requirements.
This is an active and participative training program, designed to enable learners to play an active role in their own training. It combines theory with practical exercises and role-playing exercises directly applied to their company and context.
CRM Analytics, turn your data into strategic decisions!
CRM Analytics training enables you to master the use of this powerful Business Intelligence tool integrated into Salesforce.
Through training, you’ll learn how to make the most of data, design interactive visualizations and dynamic reports, and make decisions based on clear, real-time insights.
Focus on CRM Analytics
A data analysis solution integrated with Salesforce
CRM Analytics (formerly Tableau CRM) is Salesforce’s data analysis solution. It enables companies to exploit and analyze data in real time, directly on the platform, to guide decision-making.
Powerful tools for informed decisions
With interactive dashboards, AI-powered predictions and automated recommendations, CRM Analytics helps teams optimize performance and anticipate customer needs.
Optimize interactions and predict trends
By providing insights and predictions, CRM Analytics helps companies personalize customer interactions and anticipate market trends. With interactive reports and dashboards, CRM Analytics simplifies data analysis and decision-making at all levels of the organization.
image source: salesforce.com
How to finance your training?
Depending on your status – employee, self-employed or jobseeker – there are a number of different financing solutions available. These solutions can cover all or part of your training costs.
Our training organization is Qualiopi certified, giving you access to a wide range of funding schemes.
Questions about CRMA training?
Read our FAQ to find out more.
Yes, the training program alternates between theory, guided demonstrations and practical workshops on a dedicated Salesforce environment.
No. This training is accessible to functional users. However, a good understanding of Salesforce is recommended.
Yes, a follow-up certificate will be issued by 2PACE at the end of the course.
Our other Salesforce training courses
AI & Salesforce
5 days
Face-to-face or distance learning
Master Artificial Intelligence, Prompting and Agentforce with Salesforce.
Become Salesforce Consultant
3 months
In-person
Learn the Salesforce consulting profession through an intensive 12-week training programme.
Consultant’s posture
2 days
Face-to-face or distance learning
Develop the attitude that builds customer loyalty and lends credibility to your interventions.
CPQ
4 days
In-person
Master Salesforce CPQ, from product configuration and pricing rules to sales process automation.
CRM Analytics (TCRM)
4 days
Face-to-face or distance learning
Understand and harness the power of Salesforce's data analysis and visualization tools to make strategic decisions.
Flow – Advanced level
3 days
Face-to-face or distance learning
Take automation a step further!
Flow – Beginner level
3 days
Face-to-face or distance learning
Flow Salesforce fundamentals to automate your business processes efficiently.
Mulesoft IDP
4 days
Face-to-face or distance learning
Understand the use and master the different functionalities of the Mulesoft IDP tool to enable its optimal use in the...
RCA – Beginner level
5 days
In-person
Master the fundamentals of Revenue Cloud Advanced and optimise your sales and invoicing processes.
Salesforce Administrator
5 days
In-person and virtual
Master Salesforce administration features, configure and manage the platform effectively.
A training project?
Let’s create the training you need!
Get in touch with our team.
