Salesforce CRM Analytics. Reports and dashboards in Salesforce - native integration and AI.

Salesforce CRM Analytics Consulting and implementation

I help build reports and dashboards in Salesforce CRM Analytics (formerly Einstein Analytics / Tableau CRM)

Advanced analytics built into Salesforce - interactive dashboards on CRM and external data. Implementation, recipes, dataflows and optional Einstein Discovery.

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What you get

CRM Analytics implementation

Dashboard design and build, data integration from Salesforce and external sources.

Dataflows and recipes

Data pipeline configuration, transformations, refresh schedules.

Einstein Discovery (AI)

Optional setup of predictions and recommendations based on Salesforce data.

Training and permissions

Permission setup, report sharing, user training.

  • For whom: organizations using Salesforce that want to get more from CRM data.
  • Model: hourly consulting, implementation projects - custom pricing, optional development retainer.
  • Outcome: native Salesforce integration, security in the Salesforce permission model, mobile report access.
Krzysztof Surowiecki

Krzysztof Surowiecki. For years I have helped companies structure analytics so leadership, marketing and sales work from a single version of the truth.

  • End-to-end expertise: audit, implementation, reporting and ongoing data environment development.
  • Business perspective: recommendations focused on margin, profitability and growth pace.
  • Clear methodology, transparent communication and full confidentiality on every project.

Trust - why clients hand me their analytics

20+years of experience
150+projects
50+clients
7expert tools
  • One accountable person: I do not pass projects between departments - you work directly with me.
  • Consulting approach: diagnosis and priorities first, then implementation with measurable business impact.
  • Confidentiality and security: NDA and work standards suited to data-sensitive organisations.

Contact - let's take the first step

Tell me about reporting in Salesforce. In a consultation I'll propose CRM Analytics scope and pricing.

  • Discussion of reporting needs and Salesforce data.
  • Initial dashboard architecture proposal.
  • Timeline and costs.
Book a consultation