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Value Analytics

Quantify user behaviours and their correlation with business outcomes.

Overview

Value Analytics is a CRM Analytics templated app that allows Business and IT to have a common view of adoption and how it relates to business metrics that matter. Identify and measure technical debt and its impact to the business.

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  • Advanced CRM Analytics functionality brings even more insights and clarity to the immensely rich Event Monitoring logs.

  • Augment event logs with CRM data - and vice versa - to investigate what good looks like: what parts of your implementation are used by users, how these allign with intended successful outcomes such as Opportunity win rate or Case resolution time.

  • Start with what's broken: use Apex error details to quantify the risk to revenue within the opportunity workspace. Use the Technical Debt Counter to highlight what apps, objects or code could be deprecated.

After a rollout of a whole new implementation, or a deployment after a particular sprint, CIOs, business analysts, product owners, admins, developers often ask the question: What are our users doing after they log in? But the real question to ask is: Are they doing what we expect them to do? Your expectation is based on your business value map, which is supported by all the cool features that Salesforce provides, the customisations that you have built and deployed as a business. Value Analytics leverages Event Monitoring event logs and simple CRM data to give insights into what users interact with: apps, objects, standard UI components, rows of data, custom code, and, how those interactions correlate with the expected outcomes: Are your top performing Sales teams leveraging Path, or is it only used by new hires? Are your Service teams closing cases quicker because of those amazing Quick Actions you added to the page, or are they mass editing in list views? By framing the adoption of your implementation with a business KPI in mind, Value Analytics will help you make sense of what's important to users, what needs to be improved, and what could be removed.

Categories

Business Needs
Analytics
Admin & Developer Tools
Personas
Administrator
Architect
Consultant
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Salesforce Shield
Managed Package

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