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Salesforce CRM Analytics review

#7 of 31 in Augmented Analytics SoftwareCannabis CRM SoftwareData Analytics Software

A Salesforce-focused analytics platform combining exploration, forecasting, and AI-assisted insights.

8.7/10Editor score
Salesforce CRM Analytics8.7 Visit Salesforce

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Salesforce CRM Analytics is a cloud analytics platform embedded in Salesforce CRM, built for mid-market and enterprise organizations that want sales, service, and customer analysis within existing workflows. It combines interactive dashboards, dashboard editing, ad hoc exploration through lenses, conversational natural-language analysis, data preparation, forecasting visualizations, predictive models, and AI-assisted discovery. Web, iOS, Android, and API access support desktop, mobile, and connected application use cases.

Pricing is organized into two paid plans, with no free plan. CRM Analytics Growth costs $140 per user per month when billed annually and includes Sales Analytics and Service Analytics, Analytics Studio, and Data Platform. CRM Analytics Plus costs $165 per user per month with annual billing and includes everything in Growth plus Einstein Discovery. The pricing structure makes Growth the fit for core dashboards, exploration, preparation, and forecasting, while Plus is aimed at organizations that specifically need Einstein Discovery. The per-user pricing makes the product a considered choice for teams planning access across a larger group.

Its ecosystem fit is the central strength. Connectors cover Salesforce, Google Analytics 4, Microsoft Dynamics 365 Sales, NetSuite, Oracle Eloqua, Amazon Athena, Amazon Redshift, Databricks, and Google BigQuery, allowing Salesforce data to sit alongside external business and warehouse sources. The platform also adds diagnostic explanations, root-cause analysis, suggested improvements, prescriptive analytics, and mobile applications. Teams that want revenue and customer analytics tied closely to Salesforce should consider it; organizations seeking a lower-cost entry point, a free plan, or analytics independent of Salesforce workflows should look elsewhere.

Salesforce CRM Analytics pros and cons

  • Where it wins
    • Conversational exploration, diagnostic insights, and predictive outcomes
    • Connects Salesforce with warehouses, databases, and business applications
    • Includes dashboards, data preparation, forecasting, and mobile apps
  • Where it doesn't
    • Starts at $140 per user per month with annual billing
    • Einstein Discovery requires the higher-priced CRM Analytics Plus plan
    • Best suited to teams already centered on Salesforce workflows

Salesforce CRM Analytics fact sheet, pricing and score →

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