# CRM Analytics Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is CRM Analytics the right Reporting solution for you? Explore 80 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/140039/Salesforce-Analytics-Cloud/reviews --- CRM Analytics 4.3 (80) [View alternatives](https://www.capterra.com/p/140039/Salesforce-Analytics-Cloud/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of CRM Analytics Ease of use 4.1 Customer Service 4.1 ## Pros and Cons in Reviews JB Juan B BDRComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “Salesforce, with its numerous features for analytics and reports, is a perfect business intelligence tool with advanced data analytics capabilities.“ April 19, 2025 DK Deepanshu K Customer support executiveFinancial Services, 5,001 - 10,000 employeesUsed the software for: 6-12 months. “There is nothing to dislike in CRM Analytics but sometimes i feel the data fillup section which takes most of the productive time in payment cases.“ December 21, 2024 JB Juan B BDRComputer Software, 51 - 200 employeesUsed the software for: 1-2 years. “Its highly customizable nature makes it ideal for businesses of all sizes.“ April 19, 2025 Ankit G Senior ConsultantInformation Technology and Services, 10,001+ employeesUsed the software for: 1-2 years. “Bit expensive and takes time to build the report“ October 19, 2022 Ankit G Senior ConsultantInformation Technology and Services, 10,001+ employeesUsed the software for: 1-2 years. “So, if you have a Salesforce stack then this product will be an added advantage for analytics and get insights to the datasets.“ October 19, 2022 Canice Renzie P Business Development ManagerStaffing and Recruiting, 201 - 500 employeesUsed the software for: Less than 6 months. “It's a bit expensive especially for small businesses.“ March 16, 2023 RC Ricardo C Software EngineerBanking, 1,001 - 5,000 employeesUsed the software for: I used a free trial. “The dashboards are very handy and useful to our activities because it nicely integrates the information and presents it in a very digestable way with the enhancement of the Analytics Cloud“ May 6, 2021 Alayna F Customer Service RepresentativePharmaceuticals, 10,001+ employeesUsed the software for: 6-12 months. “The most difficult was navigation wise and the amount of help someone would really give because they expect you to know everything about the software you know nothing about.“ July 30, 2021 ## Showing most helpful reviews Showing 1-25 of 80 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Shivam P. Sr. Business Development Consultant Information Technology and Services Used the software for: 1-2 years ### "CRM Analytics for sales analysis" February 14, 2023 4.0 Pros CRM analytics provides goods insights and add good value to business Cons CRM Analytics is expensive for small and medium enterprises. Switched from [Zoho CRM](https://www.capterra.com/p/155928/Zoho-CRM/) We wanted to scale in operations and Zoho was not able to cover our requirements Review Source RC Ricardo C. Software Engineer Banking Used the software for: I used a free trial ### "Salesforce Analytics Cloud Performance Review" May 6, 2021 4.0 Take decisions based on information result now easier Pros The dashboards are very handy and useful to our activities because it nicely integrates the information and presents it in a very digestable way with the enhancement of the Analytics Cloud Cons Knowledge ramp is a bit difficult to users that have no idea what is it Alternatives considered [Microsoft Power BI](https://www.capterra.com/p/176586/Power-BI/) Reason for choosing CRM Analytics Because of the trailhead playgrounds to my employees result helpful to learn Review Source GM Gabriel M. System maintenance team lead Information Technology and Services Used the software for: 2+ years ### "Salesforce a great option but may show some issues on the long run" June 11, 2021 3.0 We have our ups and down, its does the job really good but has make me pass for bad situations with oldest report to track them on this system. Pros The dashboard options. Reports available to use. KPI performance monitor. Integration with different tools. Cons Search options can be painful with some required values for my job. Attachments of critical information can be lost if a lot of time has passed since opening a case/report. Review Source NP Narender P. Senior Customer Support Executive Financial Services Used the software for: 2+ years ### "Senior Customer Support Executive " December 7, 2024 5.0 Pros We are using Salesforce CRM analytics for our merchants to easily track their requests, complaints and services related issues, easily to access there previous records through his case id, easy to use after integration with our knowledge base Cons To close the generated Service appointment number Review Source DK Deepanshu K. Customer support executive Financial Services Used the software for: 6-12 months ### "CRM Analytics Review" December 21, 2024 4.0 Pros Easy to track merchant account, transactions details, complaints, queries and requests. I most like feed feature to track the latest conversation and complaints progress. Cons There is nothing to dislike in CRM Analytics but sometimes i feel the data fillup section which takes most of the productive time in payment cases. Review Source JB Juan B. BDR Computer Software Used the software for: 1-2 years ### "Salesforce: CRM Analytics for all" April 19, 2025 4.0 For me, it’s one of the more comprehensive CRM analytics tools because it’s naturally integrated with Salesforce, which has always had a wide range of customizable capabilities. Additionally, its analytics features are never lacking. Although its features and services are highly customizable, it would be a great addition if the interface could also be customized to some extent. Pros Salesforce, with its numerous features for analytics and reports, is a perfect business intelligence tool with advanced data analytics capabilities. Its highly customizable nature makes it ideal for businesses of all sizes. Cons The only disadvantage I’ve found about Salesforce, in general, and its CRM analytics capabilities, is that its interface is visually unappealing compared to other systems. Review Source Ankit G. Senior Consultant Information Technology and Services Used the software for: 1-2 years ### "Great analytics platform from Salesforce" October 19, 2022 4.0 CRM Analytics has a several customization options for visual analytics that are being used to server our clients. It is a huge plus that it can integrate the Salesforce products really well. So, if you have a Salesforce stack then this product will be an added advantage for analytics and get insights to the datasets. Pros 1\. The platform is easy to use2. You can view the data on the tool itself and can make minor formatting changes over the cloud itself3. Connectivity to other systems is an add-on4. Several customization options for reporting Cons 1\. It can take sometime to understand the UI of the tool2. Bit expensive and takes time to build the report Review Source Juan G. Sales Manager Retail Used the software for: 6-12 months ### "Game changer" June 21, 2021 4.0 We are very happy with the software, because we were able to make a leap in terms of productivity and data reading. Pros It is very intuitive and easy to learn how to use. Also, it is very user friendly even for people who are not familiar with this kind of products. Finally the integration with other apps is clean. Cons Maybe the softwear needs to integrate more updates. Switched from [SAP BusinessObjects Business Intelligence](https://www.capterra.com/p/92075/SAP-BusinessObjects/) Because BO was too obsolete for our needs. Review Source Jovana C. Customer Success Analyst Hospitality Used the software for: 6-12 months ### "Salesforce software makes your daily work easier. " August 4, 2021 5.0 I use this software to report daily work and tasks and to keep everything in the company's database, so it is easy to find and follow up later. Pros The Salesforce software makes my daily reporting sorted and easy to find. It keeps me updated and it makes my daily tasks easy to follow up. Cons The Software is very easy to use. I did not notice any problems so far. Review Source Edgar G. Director Marketing and Advertising Used the software for: 2+ years ### "Best way for customer analytics" July 19, 2023 5.0 Do more with less effort. Pros User friendly and very powerful tool for customer analytics. Cons Maybe it could improve mobile experience. Review Source BC Brittany C. District Manager Computer Software Used the software for: 2+ years ### "Does the job! " July 8, 2021 4.0 Good but have not explored other options to know different Pros Reporting and analytics mostly easy to customize and generate reporting but could be more intelligent with categories. Cons Time taken to load each page snd lack of abundant categories to drill down into. Better dashboard as well. Review Source DM Donny M. CALIBRATION/ROBOTICS TECHNICAL SPECIALIST Construction Used the software for: 2+ years ### "Sales force Analytics Cloud has unresolved issues" December 21, 2021 1.0 Needs the bugs fixed Pros Sales force Analytics Cloud has an easy to use dashboard. Cons Sales force Analytics Cloud has many unresolved issues. After spending many hours working some of my data will have just disappeared or possibly ended up in someone else's account in the company. Review Source hS hollie S. associate Human Resources Used the software for: 6-12 months ### "Very pleased with the software." May 22, 2021 5.0 This has been by far a very good experience and will continue to be I am sure of that! Pros I really like how easy it is to use. I use this every single day for my job. I literally sign inn and boom its straight to work. I rarely have an issue. Honestly in the beginning there were a few like usual but now there are non. This has to be on of the easiest and most organized platform I have used. Cons Like I said there were issues in the beginning but they were sign inn issues. It really had nothing to do with the platform itself. We were all just having issues with remembering our passwords that's all haha! Review Source EA Emily A. veterinarian Veterinary Used the software for: 6-12 months ### "Salesforce user review" August 25, 2021 4.0 Pros Salesforce is intuitive and easy to learn. It is nice that it has memory of tabs previously opened on the dashboard, even between user sessions. Cons It has not be very adaptable for our specific needs as a database for our veterinary patients and clients. Review Source FD Fraser D. Product Marketing Executive Computer Software Used the software for: 6-12 months ### "A great BI tool " October 31, 2018 4.0 Pros \- the integration with Salesforce - a very intuitive user experience - cloud based, so has enterprise scalability Cons \- the ability to visualise your data is better on some other BI tools I have used in the past - it needs to be integrated with another BI tool to unlock its full potential Review Source ME Michelle E. Regional manager Computer Software Used the software for: 2+ years ### "Beware of the server your service is on. " May 10, 2016 1.5 Pros It has lots of customization functions which are great but time consuming. Reporting functions are nice but you need to dedicate the time to get it right. Cons Our services were on one of their servers that went down. This crippled operations and sales for a full day. Although we appreciated the constant updates about their fix, there should have been safe guards or back ups that would help them avoid these situations. The droid phone ap is extremely difficult to use. Review Source NH Nate H. Marketing Automation Manager Telecommunications Used the software for: 6-12 months ### "A truly amazing addition to SFDC" August 28, 2020 5.0 General end user. Learning to develop solutions and dashboards more and more though. Pros Just about everything. It's an amazing platform to bring all of your Salesforce data together in one place and see a truly holistic view of the things that matter. The end user experience is great. Cons Admin/development work can be very cumbersome and difficult. Generally requires a knowledgeable Salesforce developer, but with that asset you can far. Review Source SR Sapana R. Sales Manager Computer Software Used the software for: 1-2 years ### "Excellent Business Intelligent Software" September 1, 2015 4.5 Pros Salesforce Analytics Cloud is Valuable in areas rich with recorded information, analytics relies on the simultaneous application of statistics, computer programming and operations research to quantify performance. Analytics often favors data visualization to communicate insight, the best part is making reports and dashboards. Cons It's not really geared to handle lots of campaign changes. It's a bit tough to pick up the logic at the beginning when you first use it. Review Source WD William D. Admin/ HR Media Production Used the software for: I used a free trial ### "Great, take your time" January 20, 2023 4.0 Pros Very great UI systems, and visual pleasing. Able to utilize multiple aspects of data acquisition. Cons Lots of options that need tutorials and a great deal of direction on the front end. Review Source JL Jason L. Computer Software Used the software for: 6-12 months ### "Ride the wave" February 20, 2015 4.0 Pros The product is nice and simple, which is exactly how products should be. Cons It's a bit tough to pick up the logic at the beginning when you first use it. Review Source AD Ashley D. CRM Administrator Events Services Used the software for: ### "Analytics Cloud Review" October 24, 2016 5.0 We purchased the Analytics Cloud for the Wave features and using Wave has been great. It's a bit difficult to understand and get used to at first, but once you get your hands on it, it's easier to understand and build with. Produces great results aesthetically & fundamentally. Review Source AO Alison O. Used the software for: ### "Salesforce Analytics - Wave" December 6, 2016 4.0 Salesforce Analytics is a great tool for experienced administrators in your company. For beginners or people looking to find information quickly, building it out can be time-consuming. Similarly to Dashboards, once it's built, it's easy to use..but building requires time and knowledge of your API. Review Source JG James G. Used the software for: ### "Expensive BI Toolkit" December 18, 2016 4.0 Salesforce keeps expanding its reach in the CRM market and is bringing deep analytics power to the cloud also with Analytics. It is pricey however but if you are after a suite of tools to rest on top of your data without integration services, this might be the one for you. Review Source RA Ravi A. Used the software for: ### "Best analytics software for a business user" October 7, 2016 5.0 software developer who uses wave to analyze data. Most often the data is in some delmited format for which wave has an easy to use API Review Source DS David S. IT Admin Used the software for: Less than 6 months ### "Neat solution" March 9, 2018 4.0 Pros Solid tool. Gets the job done. Easy to setup and manage. The client loved the solution and their sales reps use it frequently. Sometimes it feels like they are still working on new features and thats OK Review Source Similar Products Featured ## Related categories [Statistical Analysis](https://www.capterra.com/statistical-analysis-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/)[Data Visualization](https://www.capterra.com/data-visualization-software/)