CRM Analytics

Unlock Actionable Insights with CRM Analytics

We empower enterprises to leverage CRM Analytics (formerly Tableau CRM) for comprehensive business visualization in a single platform. Our team of certified experts transforms static dashboards into dynamic, interactive reports, enabling data-driven decision-making. Discover how we can optimize your analytics for deeper insights and strategic growth.

Our Process

Data Centralization

Data Centralization

CRM Analytics simplifies working with Salesforce data while offering pre-built integrations for external data sources. At Pragma, we help you harness these integrations to unify your critical business data, providing a complete and accurate view of your operations for smarter decision-making.

Data Preparation

Data Preparation

CRM Analytics streamlines data transformation with powerful Dataflows and Recipes, enabling seamless ETL (Extract, Transform, Load) processes. At Pragma, we help your team integrate and refine datasets from multiple sources, ensuring they are optimized for accurate reporting and advanced analysis.

Uncover Hidden Insights

Uncover Hidden Insights

Einstein Discovery empowers your business with AI-driven insights within CRM Analytics. At Pragma, we help you leverage machine learning models to uncover hidden patterns and trends, transforming complex data into actionable strategies for smarter decision-making.

Data Visualization

Data Visualization

CRM Analytics enables dynamic, interactive data visualizations that bring insights to life. At Pragma, we help businesses move beyond static dashboards, creating engaging, user-friendly visual tools that empower teams to explore data and make informed decisions with ease.