CRM Salesforce Einstein Analytics

Salesforce Einstein Analytics Integrates Powerful Cloud Analytics


For years, millions of Salesforce users have leveraged out of the box operational reports and dashboards to quickly look up their data, understand performance and communicate results. However, with the amount of customer data volume growing exponentially every day, exploring data manually has become a bigger challenge, and analytics has become more important than ever before. It is impossible for anyone to spot every trend, understand every correlation or test every hypothesis by manual data exploration alone. Now companies have a way to empower their sales reps, service agents, marketers and analysts with the insights they need to make every customer interaction smarter, without having to build mathematical models, write algorithms or ask an expert for help. This means our customers can now continue their Salesforce Einstein analytics journey with advanced analytics apps built right into Salesforce. 

Salesforce Einstein Analytics delivers a portfolio of contextually relevant, self-service analytics apps that empower every CRM user to explore data and uncover insights—from a simple sales pipeline dashboard to the most advanced complex forecasting decision. With the new AI-powered Einstein Discovery, Einstein Analytics apps can automatically analyze billions of data combinations to surface predictive insights and prescriptive recommendations. Built on the world’s number one CRM platform, now every sales rep, service agent, marketer and analyst can unlock new opportunities from within their data to make every customer interaction smarter. 

Benefits of Salesforce Einstein Analytics For Nonprofits

1. Reliability and Plausibility of Fundraising

Fundraising has always been difficult to anticipate. However, using Einstein Analytics, your fundraising team can now compare your aims against the year’s goals. Users may readily spot gaps and problems before it’s too late – by comparing performance to past years, users can determine whether there’s a seasonal struggle or a geographical issue that requires marketing attention. Once equipped with the correct knowledge, development teams may get smart about discrepancies.

Evaluating fundraising performance is also critical for your program’s management staff. The performance will determine which initiatives receive funding and if new ones may be launched. Einstein will also provide program managers with information on funds collected, pipeline value, and the likelihood of those funds being realized. Giving them the information they require to make a significant difference.

2. Marketing ROI Analysis

Einstein Analytics provides insights that may help the entire organization while avoiding the complexity of standard business intelligence tools. The best part is that no data analysts or IT assistance are required — your team may be entirely self-sufficient. Users may also input data from non-Salesforce databases or spreadsheets to receive a complete 360-degree perspective of your nonprofit’s success — all in one location, from any gadget.

Your marketing team can simply evaluate data and gain real-time insights into campaign effectiveness using Einstein Analytics – and rapidly execute adjustments if something isn’t working. By having quick access to these data, marketing and fundraising teams may become more coordinated. Users can even share charts and graphs to Chatter or track tasks connected with records right from the platform, boosting team collaboration to a higher platform.

3. Analyzing Your Contribution

With real-time insights into the who’s, what’s, where’s, and how’s, Einstein Analytics enables users to clearly quantify the effect of any program.

Einstein makes it simple to track grants received from numerous individuals, businesses, and government agencies. You can confidently show and report real-time information, and you can answer complex inquiries with just one or two clicks.

Salesforce Einstein Analytics Now Arms Customers With

1. Analytics Apps for Sales, Service, Marketing 

Salesforce has revolutionized CRM analytics with role-specific, native analytics apps that break down the barriers to data accessibility, exploration and actionability for every Salesforce user. Einstein Analytics apps are pre-configured with role-specific KPIs built in Salesforce, providing users with an intuitive, self-service way to drill into the most up-to-date data, uncover insights, collaborate and take instant action from any device. Sales Analytics allows sales reps and leaders to manage forecasts, pipelines and team performance. Service Analytics enables service agents and call center managers to improve customer satisfaction, agent efficiency and channel optimization. B2B Marketing Analytics brings data-driven marketers insights on engagement, pipeline and campaign performance needed to take action. In addition, customers can also build and customize their own custom analytics apps on the Salesforce platform — with the new analytics app designer, visual data prep and external data connectors.

2. Actionable AI with New Einstein Discovery

Einstein Discovery conducts thousands of statistical checks to confirm each trend is valid, and also provides intelligent explanations for the patterns it identifies, delivered in easy-to-understand language. To complete the analytics workflow, Einstein Discovery offers guided recommendations on how to take action and even helps CRM users communicate its findings quickly with auto-generated slide presentations that contain visualizations and talking points. For example, the Sales Analytics app can analyze thousands of deals with Einstein Discovery, which can tell a sales manager the top three factors that have the greatest impact on closing a deal across products, regions, industries and more. 

Furthermore, because Einstein Analytics is not a black box, business analysts can access the complete model and algorithms behind the analysis to gain a deeper understanding of how the predictions and recommendations were derived.

3. Community of Analytics Trailblazers

Salesforce is empowering everyone to develop analytics apps faster and together. With Trailhead, Salesforce’s interactive, guided and gamified learning platform, anyone can become an analytics trailblazer today with 12 online learning modules. Additionally, with AppExchange, the world’s largest business app marketplace, ISVs can build and extend the power of Einstein Analytics to more roles, departments and industries, empowering all business users to be smarter about their customers with actionable insights. In fact, more than 20 analytics apps from leading ISVs are already available today on the AppExchange.


In a nutshell, Einstein Analytics for Nonprofits is a boon to mankind if only known how to use it effectively and efficiently. Are you a Nonprofit looking for more fundraising opportunities, run effective campaigns, store your fundraiser’s data safely and securely, all to make this world a better place?

If the answer to these questions is Yes, get in touch with us today. We can assist you in every step of the way to set up Einstein Analytics for your organization.

At Nlineaxis IT Solutions Private Limited, we aim to provide the best services to all Non-profits. Visit our website to know more about our services and get in touch with our team today!


Divya Srivastava

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