Tips: Salesforce CRM Analytics | GA4, GTM, Stape.io

Independent Data, BI & AI Consultant

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Latest tip Salesforce CRM Analytics

CRM Analytics. Dashboard actions. Open the Opportunity from the chart click.

Salesforce CRM Analytics

CRM Analytics. CRMA vs Tableau Next. Pick the layer sales leadership needs.

Salesforce CRM Analytics

CRM Analytics. Sync frequency and history. Fresh pipeline without API burn.

Salesforce CRM Analytics

CRM Analytics. Lightning embed. Put pipeline next to the Account record.

Salesforce CRM Analytics

CRM Analytics. Standard reports vs CRMA. Know when Sales Cloud is enough.

Salesforce CRM Analytics

CRM Analytics. External data connector. Join storefront orders to Salesforce pipeline.

Salesforce CRM Analytics

CRM Analytics. Row-level security. Keep territory pipeline inside the fence.

Salesforce CRM Analytics

CRM Analytics. Lens to dashboard. Ship a rep pipeline view by end of day.

Salesforce CRM Analytics

CRM Analytics. Opportunity dataset grain. Keep pipeline totals honest.

Salesforce CRM Analytics

CRM Analytics. Recipes vs dataflows. Match the transform to your pipeline dataset.

I implement analytics solutions, build management reports and help teams make sense of data.

I work with Google Marketing Cloud, Microsoft Power BI, Google Cloud and Python.

I have worked for Credit Suisse, Phonak, Hansaton, Unitron, Nestle, IBM and Play.

Co-founder of Hexe Capital SA.

Thanks for reading - happy to collaborate.

Krzysztof Surowiecki

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