All Products

Best Sellers

New Releases

Books

Videos

Audiobooks

Free Learning

Creating Actionable Insights Using CRM Analytics

You're reading from Creating Actionable Insights Using CRM Analytics

Product type Book

Published in Dec 2021

Publisher Packt

ISBN-13 9781801074391

Pages 368 pages

Edition 1st Edition

Languages

Concepts

Business Intelligence

Author (1):

Mark Tossell

Table of Contents (19) Chapters

Preface

1. Section 1: Getting Started with CRM Analytics

2. Chapter 1: What Is CRM Analytics and Where Can You Use it?

3. Chapter 2: Developing Your First OOTB Analytics App in CRMA

4. Section 2: Building Datasets in CRMA

5. Chapter 3: Connecting Your Data Sources

6. Chapter 4: Building Data Recipes

7. Chapter 5: Advanced ETL Using CRMA Data Prep

8. Chapter 6: CRMA Lenses – Diving into Your Data One Click at a Time

9. Chapter 7: Security in CRM Analytics

10. Section 3: How to Build Awesome Analytics Dashboards in CRMA

11. Chapter 8: Building Your First CRMA Dashboard

12. Chapter 9: Advanced Dashboard Design and Build

13. Chapter 10: To Code or Not to Code?

14. Chapter 11: Best Practices in Dashboard Design Using CRMA

15. Section 4: From Data To Insight To Action

16. Chapter 12: Embedding and Actioning Your Insights

17. Questions and Answers

18. Other Books You May Enjoy

To get the most out of this book

You will need the following to successfully execute the instructions in this book:

The latest version of the Google Chrome browser (Chrome is the preferred browser when working with CRM Analytics)
A working email address

This book assumes a high-level understanding of the following:

Relevant business use cases for data analytics and business insights
What Salesforce is and how it works
What data sources are available in your business or organization

The rest of the chapter is locked

Register for a free Packt account to unlock a world of extra content!

A free Packt account unlocks extra newsletters, articles, discounted offers, and much more. Start advancing your knowledge today.

Unlock this book and the full library FREE for 7 days

Get unlimited access to 7000+ expert-authored eBooks and videos courses covering every tech area you can think of

Start free trial

Renews at $15.99/month. Cancel anytime}

Authors (1)

Mark Tossell

Mark Tossell is passionate about solving problems and improving processes using data. Tableau CRM (Einstein Analytics) and Tableau, powered by AI, are the tools of his trade. He is a proud wearer of the Salesforce Gold Hoodie and recipient of the inaugural APAC Awesome Admin award. He is also a Trailhead learning addict, having earned over 420 badges. In addition, he is honored to be a Tableau CRM Ambassador and a Salesforce Partner Solution Engineer. Mark lives in Sydney, Australia, with his wife, Christina, and son, Adam.

See other products by Mark Tossell

Personalised recommendations for you

Based on your interests and search pattern

Ever wonder why speech recognition systems don't understand the Scottish accent, or what would happen if an astronaut only ate mac 'n' cheese, or other spurious reflections you'd have at a bar? We did, then collated those deliberations into absurd research articles with fake figures and methodologies inspired by even more fictionally absurd studies.

Aug 2023 7 hours 40 minutes

Generative AI with LangChain

Generative AI with LangChain

This book is a comprehensive introduction to LLMs and LangChain, demystifying the basic mechanics of LangChain, its functionalities, and the myriad of applications it can be integrated into.

Dec 2023 12 hours 0 minutes

Generative AI with LangChain

Generative AI with LangChain

This book is a comprehensive introduction to LLMs and LangChain, demystifying the basic mechanics of LangChain, its functionalities, and the myriad of applications it can be integrated into.

Dec 2023 12 hours 0 minutes

Generative AI with LangChain

Generative AI with LangChain

This book is a comprehensive introduction to LLMs and LangChain, demystifying the basic mechanics of LangChain, its functionalities, and the myriad of applications it can be integrated into.

Dec 2023 12 hours 0 minutes

Generative AI with LangChain

Generative AI with LangChain

This book is a comprehensive introduction to LLMs and LangChain, demystifying the basic mechanics of LangChain, its functionalities, and the myriad of applications it can be integrated into.

Dec 2023 12 hours 0 minutes

Mastering Tableau 2023

Mastering Tableau 2023

This book is a comprehensive resource to mastering your Tableau skills and becoming a BI expert. As you progress, you will learn how to build advanced dashboards and improve your storytelling to derive key business insight, as well as make you well-versed with advanced functionalities of Tableau in the business intelligence domain.

Aug 2023 22 hours 48 minutes

Building AI Applications with ChatGPT APIs

Building AI Applications with ChatGPT APIs

This guide covers all ChatGPT API features for effortless creation of robust AI powered apps. With its help, you’ll be able to leverage ChatGPT’s cutting-edge NLP models to take your app development skills to the next level. You’ll also work on ten exciting projects that will give you the practical know-how that you can apply to your existing applications.

Sep 2023 8 hours 36 minutes

Building AI Applications with ChatGPT APIs

Building AI Applications with ChatGPT APIs

This guide covers all ChatGPT API features for effortless creation of robust AI powered apps. With its help, you’ll be able to leverage ChatGPT’s cutting-edge NLP models to take your app development skills to the next level. You’ll also work on ten exciting projects that will give you the practical know-how that you can apply to your existing applications.

Sep 2023 8 hours 36 minutes

Data Engineering with AWS

Data Engineering with AWS

Embark on a journey to master data engineering pipelines on AWS! Our book offers a hands-on experience of AWS services for ingesting, transforming, and consuming data. Whether you're an absolute beginner or someone with basic data engineering experience, this guide is an indispensable resource.

Oct 2023 21 hours 12 minutes

Modern Data Architecture on AWS

Modern Data Architecture on AWS

Every organization wants an agile, performant, and cost-effective data platform that meets all their current and future business needs. Purpose-built AWS analytics services and their features play a big part in building such a modern data platform. This book brings to you all the design and architectural patterns that’ll help you achieve this goal.

Aug 2023 14 hours 0 minutes

Practical Guide to Applied Conformal Prediction in Python

Practical Guide to Applied Conformal Prediction in Python

Discover the power of Conformal Prediction with the "Practical Guide to Applied Conformal Prediction in Python." Master the latest techniques to quantify uncertainty in machine learning and computer vision models, and seamlessly apply them to your industry applications.

Dec 2023 8 hours 0 minutes

TinyML Cookbook

TinyML Cookbook

With over 70 project-based recipes, the TinyML Cookbook is a practical guide that will help you to get the most out of your microcontrollers. It provides a comprehensive understanding of the theoretical foundations while giving you hands-on experience training ML models for deployment on Arduino Nano 33 BLE Sense, Raspberry Pi Pico, and SparkFun RedBoard Artemis Nano microcontrollers.

Nov 2023 22 hours 8 minutes