CRM Analytics: The Big Picture from Pluralsight

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.

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.

What's inside

Syllabus

Course Overview

CRM Analytics Overview

Preparing and Creating Your First Dashboard

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Introduces CRM Analytics, helping learners familiarize themselves with a valuable tool for data analysis

Perfect for Salesforce users, enabling them to fully leverage their data and gain valuable insights

Instructed by Shane Smyth, an experienced instructor in the field

Develops foundational knowledge of CRM Analytics, enhancing learners' understanding of its capabilities

Provides hands-on guidance on building dashboards, empowering learners to tailor their CRM experience

Focuses on CRM Analytics usage within Salesforce, making it highly relevant for Salesforce users

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in CRM Analytics: The Big Picture with these activities:

Organize and Review Course Materials

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Enhance your retention and understanding by organizing and reviewing the materials covered in the course.

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Create a system for organizing notes, assignments, and other materials
Regularly review and summarize key concepts

Review Basic SQL and Database Concepts

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Brush up on basic SQL syntax and concepts to strengthen your foundation for CRM Analytics.

Browse courses on SQL

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Read documentation or tutorials on SQL basics
Practice writing SQL queries using an online SQL editor
Review concepts such as tables, columns, and data types

Seek Guidance from Experienced CRM Analytics Professionals

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Gain valuable insights and accelerate your progress by connecting with experienced professionals.

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Attend industry events or online meetups
Reach out to professionals on LinkedIn or other professional networking platforms
Request guidance and advice on specific topics or challenges

Six other activities

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Analyze Sample CRM Data

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Gain hands-on experience by analyzing sample CRM data using SQL or a data analysis tool.

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Obtain sample CRM data from online sources or your own organization
Import the data into a database or spreadsheet
Write SQL queries or use data analysis tools to explore the data

Create a Simple CRM Analytics Dashboard

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Develop practical skills by creating a basic CRM Analytics dashboard to visualize and analyze data.

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Follow online tutorials or documentation on creating dashboards in CRM Analytics
Design the dashboard layout and select relevant metrics
Build the dashboard using CRM Analytics tools
Test and refine the dashboard for usability and insights

Write a Summary of Key Concepts

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Reinforce your understanding by writing a summary of key concepts covered in the CRM Analytics course.

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Review your notes and materials from the course
Identify the most important concepts and principles
Write a concise and well-structured summary

Participate in a CRM Analytics Hackathon

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Challenge yourself and apply your skills in a competitive setting to deepen your understanding.

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Find or organize a CRM Analytics hackathon
Form a team or work individually
Develop an innovative solution to a CRM-related problem

Become a Mentor for Beginner CRM Analytics Users

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Solidify your own understanding by helping others learn the basics of CRM Analytics.

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Join online forums or communities related to CRM Analytics
Offer your assistance to users who have questions or need guidance
Share your knowledge and experiences to support others in their learning journey

Develop a CRM Analytics Project for Your Organization

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Apply your skills to a real-world scenario by developing a customized CRM Analytics project for your organization.

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Identify a business problem or opportunity that can be addressed with CRM Analytics
Design and implement a CRM Analytics solution
Deploy and monitor the solution to track its impact and make improvements

Career center

Learners who complete CRM Analytics: The Big Picture will develop knowledge and skills that may be useful to these careers:

Business Analyst

Business Analysts help businesses understand their customers and make better decisions. They use data analysis to identify problems and opportunities, and then develop and implement solutions. This course in CRM Analytics can help you build a foundation in business analysis and gain the skills you need to succeed in this field. You'll learn how to use CRM Analytics to create dashboards and reports that can help you track key metrics, identify trends, and make predictions.

See salaries and explore the career path for Business Analyst

Data Analyst

Data Analysts are responsible for collecting, cleaning, and analyzing data to help businesses understand their customers and make better decisions. This course in CRM Analytics can help you build a foundation in data analysis and gain the skills you need to succeed in this field. You'll learn how to use CRM Analytics to create dashboards and reports that can help you track key metrics, identify trends, and make predictions.

See salaries and explore the career path for Data Analyst

Salesforce Administrator

Salesforce Administrators are responsible for managing and maintaining Salesforce systems. They work with users to ensure that the system is configured to meet their needs, and they troubleshoot any problems that arise. This course in CRM Analytics can help you build a foundation in Salesforce administration and gain the skills you need to succeed in this field. You'll learn how to use CRM Analytics to create dashboards and reports that can help you track key metrics and identify trends.

See salaries and explore the career path for Salesforce Administrator

Financial Analyst

Financial Analysts help businesses make informed financial decisions. They use data analysis to track key metrics, identify trends, and make predictions. This course in CRM Analytics can help you build a foundation in financial analysis and gain the skills you need to succeed in this field. You'll learn how to use CRM Analytics to create dashboards and reports that can help you track key metrics and identify trends.

See salaries and explore the career path for Financial Analyst

Marketing Analyst

Marketing Analysts help businesses understand their customers and develop marketing campaigns that are effective. They use data analysis to track key metrics, identify trends, and make predictions. This course in CRM Analytics can help you build a foundation in marketing analysis and gain the skills you need to succeed in this field. You'll learn how to use CRM Analytics to create dashboards and reports that can help you track key metrics and identify trends.

See salaries and explore the career path for Marketing Analyst

Operations Analyst

Operations Analysts help businesses improve their operations. They use data analysis to identify problems and opportunities, and then develop and implement solutions. This course in CRM Analytics can help you build a foundation in operations analysis and gain the skills you need to succeed in this field. You'll learn how to use CRM Analytics to create dashboards and reports that can help you track key metrics and identify trends.

See salaries and explore the career path for Operations Analyst

Product Manager

Product Managers are responsible for developing and managing products. They work with engineers, designers, and marketers to ensure that products meet the needs of customers. This course in CRM Analytics can help you build a foundation in product management and gain the skills you need to succeed in this field. You'll learn how to use CRM Analytics to create dashboards and reports that can help you track key metrics and identify trends.

See salaries and explore the career path for Product Manager

Customer Success Manager

Customer Success Managers are responsible for helping customers get the most value from their products or services. They work with customers to identify their needs and develop solutions that meet those needs. This course in CRM Analytics can help you build a foundation in customer success management and gain the skills you need to succeed in this field. You'll learn how to use CRM Analytics to create dashboards and reports that can help you track key metrics and identify trends.

See salaries and explore the career path for Customer Success Manager

Business Intelligence Analyst

Business Intelligence Analysts are responsible for collecting, cleaning, and analyzing data to help businesses make better decisions. They work with data analysts and scientists to identify patterns and trends in data, and then develop reports and visualizations that can be used to communicate insights to stakeholders. This course in CRM Analytics may be useful in helping you build a foundation in business intelligence and gain the skills you need to succeed in this field.

See salaries and explore the career path for Business Intelligence Analyst

Project Manager

Project Managers are responsible for planning, executing, and closing projects. They work with stakeholders to define project goals, develop project plans, and track project progress. This course in CRM Analytics may be useful in helping you build a foundation in project management and gain the skills you need to succeed in this field.

See salaries and explore the career path for Project Manager

Software Engineer

Software Engineers are responsible for designing, developing, and testing software. They work with product managers and designers to ensure that software meets the needs of users. This course in CRM Analytics may be useful in helping you build a foundation in software engineering and gain the skills you need to succeed in this field.

See salaries and explore the career path for Software Engineer

Data Scientist

Data Scientists are responsible for developing and applying statistical models to data. They work with data analysts and engineers to identify patterns and trends in data, and then develop models that can be used to make predictions. This course in CRM Analytics may be useful in helping you build a foundation in data science and gain the skills you need to succeed in this field.

See salaries and explore the career path for Data Scientist

Database Administrator

Database Administrators are responsible for managing and maintaining databases. They work with data analysts and engineers to ensure that data is stored securely and efficiently. This course in CRM Analytics may be useful in helping you build a foundation in database administration and gain the skills you need to succeed in this field.

See salaries and explore the career path for Database Administrator

Data Engineer

Data Engineers are responsible for designing, building, and maintaining data systems. They work with data analysts and scientists to ensure that data is available and accessible for analysis. This course in CRM Analytics may be useful in helping you build a foundation in data engineering and gain the skills you need to succeed in this field.

See salaries and explore the career path for Data Engineer

Data Visualization Specialist

Data Visualization Specialists are responsible for creating visual representations of data. They work with data analysts and scientists to identify the most effective ways to communicate insights to stakeholders. This course in CRM Analytics may be useful in helping you build a foundation in data visualization and gain the skills you need to succeed in this field.

See salaries and explore the career path for Data Visualization Specialist