CRM Analytics
Turn your Salesforce data into actionable insights with pre-built dashboards, Einstein AI, and real-time reporting. Our Jumpstart has your analytics environment configured and your team trained — so decisions get made on data, not gut feeling.
Time to Go-Live
4-6 Weeks
Certified Experts
200+
Configured & Live
100%
Limited-Time Offer
Under $25K
What Your Business Needs
- Replace static spreadsheet reports with live, AI-powered Salesforce dashboards
- Forecast revenue accurately with pipeline trend analysis and commit calculators
- Identify pipeline risks, deal gaps and at-risk accounts before they impact quota
- Give sales reps a personalized command center to track quota and manage deals
- Embed analytics natively in Sales Cloud so reps never leave their workflow
- Build custom AI-powered predictions on any Salesforce data — with clicks, not code
- Connect external data sources to blend with CRM data for richer insights
What's Included
- Discovery sessions on reporting needs, KPIs & sales process mapping.
- Map existing dashboards, data sources & pipeline management workflows.
- Identify KPIs: forecast accuracy, win rate & quota attainment.
- Business Requirements Document (BRD).
- Configure CRM Analytics environment, data connectors & security settings.
- Deploy Revenue Intelligence: pipeline, forecast & rep performance dashboards.
- Build custom dashboards for sales leaders, ops & executives.
- Enable Einstein Discovery predictions — win likelihood, churn & deal scoring.
- Connect ERP, marketing & finance data for blended analytics.
- Sales leader & manager training on Revenue Intelligence dashboards.
- Admin & analyst training on dashboard building & Einstein predictions.
- Nespon Academy CRM Analytics & Revenue Intelligence resources.
- User Acceptance Testing (UAT).
- Production go-live support.
- Post go-live Hypercare.
Expected Outcomes
-
Accurate Revenue Forecasting
Pipeline trends & commit calculators replace guesswork with data -
Pipeline Risk Visibility
AI flags stuck, at-risk & overdue deals before they slip the quarter -
Rep Performance Clarity
Every rep sees quota gap, win rate & next-best-action in one view -
Faster Decision-Making
Executives act on live dashboards embedded directly in Sales Cloud -
AI-Powered Deal Scoring
Einstein predicts win likelihood, surfacing deals that need attention -
Custom Analytics at Scale
Build any dashboard or prediction on any Salesforce data with clicks
Why Nespon?
-
Summit Partner
Highest Salesforce partner tier — proven delivery excellence -
800+ Certifications
Deep technical expertise across every Salesforce cloud -
Analytics-Led
Nespon consultants are former sales ops & BI leaders who drive adoption fast -
AI First
Agentforce & Einstein AI embedded in every engagement -
Global Delivery
4 Centers of Excellence — on-time, on-budget delivery -
Nespon Academy
Built-in training ensures lasting adoption post go-live