Benefits and Insights

Why use Einstein Analytics?

Key differentiators & advantages of Einstein Analytics

  • Predictive Analytics: With the power of artificial intelligence, it automatically generates models and precise recommendations based on insight gleaned from your data.
  • Achieve Faster ROI: You can spend less time cleaning up data and more time selling products and converting leads.
  • Native Salesforce Integration: Einstein Analytics connects seamlessly with Salesforce, providing crucial BI for users of the CRM platform.
  • Unify Your Systems: With data connectors to any platform, including external systems, you can bring all your data onto one screen to get the complete picture.
  • Simplicity of Use: Ready-to-use customizable templates eliminate the need to have coding knowledge to create data visualizations that make sense.
  • Free Trial: Salesforce offers a free 30-day trial of Einstein Analytics via signing up on its website.

Industry Expertise

Einstein Analytics works especially well in fields that deal with customer relationships, particularly financial services, manufacturing, healthcare, the public sector, and retail and consumer goods.

Key Features

  • Role-Specific Analytics: It comes loaded with prebuilt templates and native apps designed to maximize your insights with customizable best-practice KPIs in specific industries, including sales, customer service, financial advising, B2B marketing, fundraising and more.
  • Actionable AI: Even without knowing code, you can build AI-powered applications and models that explore millions of data combinations and trends in minutes to generate predictions and what-if scenarios for your business. 
  • Self-Service BI: You can customize the queries and looks of your analytics applications to target the information you need for specific decisions. 
  • All-Around Insights: You can connect any external data source, including AWS Redshift, Salesforce CRM, Microsoft Dynamics, Google BigQuery and more, gathering all your information in one place.  
  • Team Collaboration: With smart notifications, annotations, presentation mode, downloadable analytics, updates via email subscription and native integration with Salesforce Chatter, you can quickly share your assets and take action together with colleagues.  
  • Mobile Ready: There are downloadable apps compatible with iOS and Android platforms that support many of the available analytics features.  
  • Continuous Upgrades: The Salesforce platform releases new features and enhancements three times a year in winter, spring and summer.  

Einstein Analytics Suite Support

mail_outlineEmail: No support email is listed. Users can contact support after logging in to their account.
phonePhone: Phone support is available to Premier and Premier Plus support plan users.
schoolTraining: Salesforce offers a robust selection of training options. There is a free Learning Map resource that teaches users how to use Einstein Analytics. Salesforce also delivers training through its Trailhead self-paced interactive webinar program, which is available to all customers. They also host free two-day hands-on basic and advanced academy workshops in cities around the world. The content offered in these workshops is also available in a complete walkthrough with example files in their Video Academy. There are also free mini Academy webinars. You can also post questions and get answers and tips from each other in the customer Trailblazer Community. Salesforce also offers personalized work sessions called “Accelerators,” which are included in Premier and Premier Plus support plans.
local_offerTickets: Users can submit and update tickets by logging in to their Salesforce account and going to the Help and Training section of their account to create a support case. Salesforce’s Trailblazer Community also has a Known Issues index, where users can sort through problems.

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