Tips to Get the Most out of Salesforce Analytics Cloud

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Today’s data demands a new standard of business intelligence. Salesforce Analytics Cloud allows you to visualize data from existing Salesforce and external data sources, providing users the ability to drill down and explore data to gain insight. However, as with all investments it is crucial to have a strong implementation plan in place in order to get the most value and benefit from Salesforce Analytics Cloud. By identifying your objectives, motivating and educating your team, and optimizing your data visualization experience, you set the framework for a successful Salesforce Analytics Cloud implementation. Here are our top tips.

Identify Your Objectives for Analytics Cloud

The first tip for maximizing your Analytics Cloud implementation is to determine your key objectives.

  • What do you want to accomplish with Analytics Cloud?
  • Are you trying to gain insights about your customer base?
  • Identify growth opportunities?
  • Use empirical data to shape what new products and services your company will offer?
  • Determine how to improve customer loyalty?
  • Create a smarter marketing campaign that better reaches your core demographic?

Analytics Cloud can do all of this and more! The first step is to determine these objectives and then begin developing Analytics Cloud strategies that help you achieve them.

Get Excited about Analytics Cloud

Another important step in the process of maximizing your Analytics Cloud experience is to get excited about adding this powerful resource to your daily operations. Analytics Cloud’s fast, intuitive visualization promotes user adoption and contextual understanding and will be more effective if you and your team are excited and diligent about using it. Consider appointing someone at your company to be the Analytics Cloud Champion who can answer questions and help get everyone ramped on using it. Brainstorm as a group for new ideas to leverage the power of Analytics Cloud for your company and be sure that key personnel and executives are motivated and empowered to use the platform.

Get Educated about Analytics Cloud

In order to derive the most value from Analytics Cloud you need to fully understand what it can do and how to use it. The good news is that Salesforce is committed to user friendly products that are simple and intuitive to use. Training will likely be required for some of the advanced functions and there are plenty of great online resources provided by Salesforce including Trailhead training modules, videos, and tutorials. Finally, you may want to consider hiring a firm, like The Refinery Source, that specializes in Salesforce implementations and training to teach your team the finer points of Salesforce Analytics Cloud.

Take Advantage of Data Visualization Tools

Salesforce Analytics Cloud takes data visualization to a new level. Time consuming and labor intensive spreadsheets are a thing of the past. Analytics Cloud displays data in customizable, meaningful ways right on users’ dashboards that can be drilled down and faceted on the fly. This makes understanding the data easy and intuitive while giving executives and employees insight to make faster decisions with higher accuracy. Even sharing dashboards with Salesforce users is easy through Chatter.

Keep the Data Flowing

The most crucial step in getting the relevant insights from Salesforce Analytics Cloud is all in the data. After creating the datasets and relationships inside Analytics Cloud, scheduling the dataflows to run at necessary intervals will keep the data relevant and up to date. This will ensure that your users are making decisions based on the most applicable data.

Salesforce Analytics Cloud is an investment in the growth and profitability of your company. Using the tips detailed above and tailoring them to fit the needs of your organization will help ensure that you get the absolute most value from Salesforce Analytics Cloud.

By Kevin Knight

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