# Page 2 | CRM Analytics Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - 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 # Page 2 - Reviews of CRM Analytics ## Showing most helpful reviews Showing 26-50 of 80 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use EB Emily B. Customer Success Associate Transportation/Trucking/Railroad Used the software for: 1-2 years ### "CRM Analytics" November 22, 2024 5.0 It is a good tool however there is always room for improvement. Pros The information and tracking purposes. The secureness Cons That the verification code doesn't go to both email and phone Review Source AM ASHLEY M. Office Manager Information Technology and Services Used the software for: 6-12 months ### "Great Platform" February 4, 2025 4.0 I enjoy using this platform, i find new tools each day. Pros CRM Analytics was a great tool to keep me organized and informed. Cons Platform was a little hard to navigate at times. Review Source VR Verified Reviewer Engineer Information Technology and Services Used the software for: 2+ years ### "データ加工や可視化、自動化、機械学習モデルの作成までカバーするＢＩツールの最高峰" December 27, 2022 5.0 これまで多くＢＩツールを活用してきましたが、これだけすべての機能において質が高いツールは、これ以上がないといっても過言ではありません。ＢＩツールを検討する方全てにおすすめしたい至極の一品です。 Pros ・ダッシュボードの作成は操作しやすく、コンテナ機能も備えているため、開発と改修どちらにも有利・動的ダッシュボードなのに、ダッシュボードの挙動が速い・保持できるデータ量が多い・ＧＵＩでカスタマイズできるダッシュボードとグラフの設計が細かく、豊富・全体的にＧＵＩが見やすく、作業負荷が小さい・ＧＵＩで前処理を簡便に行うことができる・ＡｕｔｏＭＬをアドオンでつけることができ、そこで返された結果をダッシュボードでそのまま可視化することができる。ツール間の移動がなく、ストレスフル Cons ・前処理は基本的にＧＵＩをベースとしているので、コードベースでアップロードや改修ができない・ダッシュボードとＥＴＬにはゴミ箱機能やバージョン管理ができない（コピーを作成するしかない）ので、バックアップ用のアプリケーションを作成することが望ましい・日本語でも英語でもインターネット記事が少なく、公式のドキュメントやコミュニティに頼るしかない。 Alternatives considered [Dataiku](https://www.capterra.com/p/142192/Data-Science-Studio-DSS/) Reason for choosing CRM Analytics ダッシュボード Review Source ML Mark L. Owner Information Technology and Services Used the software for: 2+ years ### "Using Sales force" August 19, 2021 5.0 If you need the best CRM, with the most tools and features, this is the CRM to get, bottom line. The analytics it tells you can really help yourself, your company and your team too Pros I was a user of Sales Force while working for a larger company. Many of the features were set up by the company, and these tools and features were quite robust. The sales function tools help you keep track of closed sales, opportunities and events meetings and potential leads. Plus you can customize reports to help you determine your success rate and areas to help you grow your business. Cons I think that due to this CRM being the leader in this space, that it also comes with many many tools and features, which at times can be a little overwhelming. (Although many good trainings on using this software are also available to help). Review Source ER Esteban R. CEO Information Technology and Services Used the software for: 6-12 months ### "CRM Analytics review" July 19, 2022 3.0 Overall it’s been a good option for basic and mid-level analytics routines Pros Great features and high performance, together with professional support Cons Lacks Visualization tools found in other top products Alternatives considered [Tableau](https://www.capterra.com/p/208764/Tableau/) Reason for choosing CRM Analytics Testing Review Source CS Craig S. Small Business Owner Apparel & Fashion Used the software for: Less than 6 months ### "All-in-One Analytics Platform" July 19, 2020 3.0 As long as data integrations and some past experience using Salesforce Analytics Cloud is there, I find this tool super helpful in retargeting customers who are engaged with my marketing campaigns but need an extra nudge to buy my apparel items. Additionally, analyzing the retargeting campaigns on an ongoing basis and after they have concluded helps me use those clusters of customers for other ads I want to run in the future for a different but related items, categories or brands. If there is more technical support and training available for non-premium users, we should see a growth in value of Salesforce Analytics Cloud. Pros I used Salesforce Analytics Cloud to analyze impact of my marketing campaigns on customer journeys. After I connected Google Analytics to Salesforce, I was able to see the data flow between the tow systems. I then created custom audiences in Google Analytics using the criteria of customers who engaged with marketing campaigns, added items to cart but didn't purchase them. Once the destination of Salesforce was added, I was able to execute campaigns against those audiences. These re-targeting ads helped reduce cart abandonments and increase conversion rates. Because of data integration and re-targeting capabilities, I could leverage Salesforce Analytics Cloud to improve sales from customers who were interested in purchasing my apparel items. This data driven strategy drove high ROI for my business. Cons Setting up integration between Salesforce Analytics Cloud and business intelligence tools such as MicroStrategy needs development resources. There is a learning curve for users who have not used Salesforce before. Example: data extensions, APIs, etc. need to be configured according to Salesforce requirements. Coding knowledge is needed to maximize potential of data connectors. If password is forgotten, there is a long process to reset it which sometimes may involve working with Salesforce administrator or tech support. If tools like Datorama are used, integration is easier but then clients have to spend extra money to get access to those add-ons. So, premium support and integration costs are high. Review Source EW Erika W. Sales Broadcast Media Used the software for: 2+ years ### "Sales Force review " July 6, 2021 5.0 Salesforce Analytics reminds be to contact clients that I haven't reached out to in a while and also it is a great tool to look at what cleint did previously and keeps my buisness fresh, Pros I use the analytics daily to keep up with my buisness, it reminds me when i haven't spoken to clients. The Dashboard is something I use daily, and it is very user friendly and easy to keep up with my buissness. Cons Overall I am exteremly happy with Salesforcea and all of the Analytics it provides to make my business easier. Review Source VR Verified Reviewer Associate Insurance Used the software for: 2+ years ### "Easy to use but has hurdles too" April 15, 2021 4.0 Quite easy to use for the end user, could do with some improvements but is a good tool all in all Pros It helps out your data into a visual point which helps to track news business as well as existing quotes. It links to external applications which is helpful Cons The views can be limited sometimes so may not be able to entirely personalize the way you want to use it. You need coding knowledge in order to be able to maneuver or change things which makes it tough Review Source Felix G. Insurance Agent Medical Devices Used the software for: 1-2 years ### "Un excelente panel analitico!" February 17, 2023 5.0 Pros La plataforma es fácil de usar. Se Pueden ver los datos en la propia herramienta y se pueden realizar cambios de formato en la misma nube. La conexión con otras aplicaciones de la misma casa es un complemento genial. Las opciones de personalización para los informes son un extra. Cons Creo que debido a que este CRM es el líder en este espacio, también viene con muchas herramientas y características, que a veces pueden ser un poco abrumadoras. (Aunque también hay muchas buenas capacitaciones sobre el uso de este software disponibles para ayudar). Review Source RM Romeo M. Direttore Newspapers Used the software for: 1-2 years ### "Potente e competente" April 6, 2024 5.0 Si tratta di uno strumento strategico che consente di costruire nel tempo un rapporto solido e duraturo con i propri clienti. Direi che si riesce ad ottenere una soddisfazione tangibile sia dal punto di vista aziendale che per i clienti Pros Ottima la personalizzazione delle interazioni ed eccellente la capacità di tracciare in toto il percorso del cliente in modo da aumentare la fidelizzazione Cons Gli investimenti in termini di tempo e risorse finanziarie non sono trascurabili Review Source Canice Renzie P. Business Development Manager Staffing and Recruiting Used the software for: Less than 6 months ### "Salesforce with CA" March 16, 2023 4.0 While the platform offers a lot of flexibility and customization options, businesses may need to invest significant time and resources into configuring the platform to their specific needs. Pros User-friendly interface that makes it easy for businesses to manage their data and workflows. Cons The price. It's a bit expensive especially for small businesses. Review Source Nehal Y. Software Tester Information Technology and Services Used the software for: 1-2 years ### "Analytics platform for everyone under one roof!" April 18, 2021 4.0 Pros 1\. We are using it to create dashboard by integrating Salesforce CRM 2. We are also using SQAL and SQL queries to create dashboards 3. Salesforce Analytics Cloud - we call it Wave Analytics creates beautiful dashboards Cons 1\. This is a web os platform so you will need internet connection to access it 2. Can expect more functionalities compared to other reporting tools i.e. integration with other data connectors Review Source VR Verified Reviewer 会社員 Information Technology and Services Used the software for: 1-2 years ### "Sales Forceを100%活用できるAIデータ分析ツール" February 20, 2023 5.0 Pros 営業担当者でも簡単にデータ分析ができる。SalesForceでもある程度の集計、分析は行えるが、大量のデータを取り扱う場合はCRM analyticsがかなり便利。コーディング不要のAIがレコメンドを出してくれるので、半自動でデータ分析、レポート生成が可能。 Cons ある程度のSales Forceの知識がないと使いづらい。また、ユーザーごとの課金なので、チーム全員で使うとなると割とコストがかかる。 Review Source Long D. Salesforce Admin Computer Software Used the software for: 2+ years ### "Great BI tool if you know SAQL" July 18, 2019 5.0 we use wave analytics to product sales and service dashboards Pros Produces great-looking dashboards that work within salesforce enviroment Cons difficult to create dashboard with out a good understanding of sql and sqal Review Source SL Samantha L. Account Executive Marketing and Advertising Used the software for: 2+ years ### "Salesforce" July 20, 2021 5.0 Keeping tabs on all of my accounts, as well as future pipelines with ease. Pros Ease of use, easy to navigate, in addition to the data that Salesforce is able to bring to the table + additional widgets. Cons Because of the layers of data and reporting, some areas are difficult to get to without clicking multiple times/multiple tabs. Review Source NS Nicole S. Paralegal Legal Services Used the software for: 2+ years ### "Nicole's review" July 6, 2021 5.0 I love the software and use it daily. It is so simple to utilize and honestly I can't picture myself continuing to work without it anymore. Pros I love how user friendly this is as you can customize the software to your liking and understanding and things are easily accessible. Cons I would love to have more power on customizing the software as it can be complicated to give instructions to another person to do so for me. Review Source Gabriella Oliveira D. Auxiliar Administrativo Education Management Used the software for: 6-12 months ### "Recomendo" June 5, 2021 5.0 Ótima experiência, organizou o atendimento de toda organização. Pros Ótima integração e interface intuitiva para novos usuários. Cons A existência de Delay na integração com o chat. Review Source SP Sophia P. Accountant Non-Profit Organization Management Used the software for: 2+ years ### "Helpful software" July 16, 2021 5.0 Overall, I've had a good experience with Salesforce. The software has streamlined processes in our organization. Pros Product is easy to use and has the option for a lot of different functionality. Reports are helpful and the chatter function is great to have as a cross-check feature. Cons It takes me 5-10 tries to login to the software every day. I enter the same username/pw but I have to click login multiple times before I can actually get in. Review Source VR Verified Reviewer BSE Insurance Used the software for: 1-2 years ### "SalesForce" May 2, 2022 5.0 Pros I am able to share our POD's KPI report with my team. Cons It is not updated often enough for next month. Review Source TL Tom L. sales rep Information Technology and Services Used the software for: 1-2 years ### "SF review" July 6, 2021 5.0 overall experience has been great. It feels like there are unlimited things you can do with Salesforce. Pros i love how so much information about contacts, leads, accounts can be stored in one holistic software. Cons salesforce is a great too and i cant really say anything bad about it but if I had to pick I would say that its frustrating how there are 2 different types of Salesforce: lightning and regular. Review Source AP Andrea P. Designer Graphic Design Used the software for: 2+ years ### "Salesforce review" April 29, 2021 4.0 Great tools for sales as well for building up your leads with a lot of functions linked with the phone. Pros The effectiveness in organizing the leads and the contracts sent to the accounts -as soon as they click through by e-mail everything is done Cons I wouldn’t call cons , it a very complex software because the wide functionality you can deploy- you have to study in order to make the most of it! Review Source Alayna F. Customer Service Representative Pharmaceuticals Used the software for: 6-12 months ### "Easy to use with some minor kinks" July 30, 2021 5.0 Pros The most effective was getting the information that the patients needed about sales of the medication elsewhere other than CVS. We could see where the medication was being sold where as the competitors would not do that for the patients. Cons 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. Review Source AS Aleksandrs S. Business Analyst Entertainment Used the software for: 1-2 years ### "Salesforce is a very powerful tool" April 12, 2021 5.0 I was really impressed as a user by this software and it was a great tool for our business sales analysis Pros Easy to configure for the business needs easy to use on a daily basis training is relatively easy as well a good support service allows integrations via open APIs Cons can be tricky to understand the configuration and what needs to be updated in order to use the same values in all modules Review Source VR Verified Reviewer BI Manager Consumer Goods Used the software for: 6-12 months ### "Analytics is great, as long as your data is in Salesforce." April 3, 2019 5.0 Expensive and there is always a hitch with Salesforce, but we are getting our money's worth and happy with the analytics we have built. Pros Any Salesforce plug-in to your implementation is a benefit, and this is a great one. As long as your data is in Salesforce, you have ample tools to run analytics and build reports. Cons We have a lot of data NOT in Salesforce, so have to use a third party tool to analyze that data separately. We are looking into Einstein, as they say you can use both external and internal data. Review Source KC Kevin C. Consultant Telecommunications Used the software for: 1-2 years ### "Amazing platform for Amazing Analytics" March 27, 2018 5.0 Pros Amazing visual experience for your data. Users find it so much easier to use and view data as well, which allow them to drive their performance in the right directions. The visualization of data not just from salesforce but also from outside systems is a huge plus as well, as now we can see all of our data in one place. Cons It is a heavy lift to implement and at first it can take a little bit of time to understand what you are looking at. But once it clicks it is off to the races. 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/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.