Book an appointment

Salesforce Einstein Analytics Implementation by SaaSnic

Turn your Salesforce data into actionable intelligence. SaaSnic helps you implement Einstein Analytics for predictive dashboards, real-time KPIs, and AI-driven insights. Trusted across industries.

Talk to our expert
Einstein Analytics

What is Einstein Analytics?

Einstein Analytics (now part of CRM Analytics) is Salesforce’s advanced data visualization and business intelligence platform. It brings the power of AI to your CRM data — helping teams make smarter, faster decisions.

It’s not just about reports. It’s about:

Predicting outcomes

Surfacing key patterns and trends

Getting next-best actions

Creating AI-powered dashboards that learn and evolve

With Einstein Analytics, you don’t just see what happened — you know what to do next.

SaaSnic’s Einstein Analytics Services

Einstein Analytics Setup

Licensing, org readiness, enablement

Data Modeling & ETL

Connect objects, transform data, create datasets

AI-Driven Dashboard Design

Custom charts, filters, dynamic actions

Predictive Scoring Models

Lead score, churn risk, upsell probability

Mobile-Friendly Reporting

Dashboards optimized for iOS/Android

Cross-Cloud Integration

Combine Sales, Service, CPQ, FSL, and 3rd-party data

Einstein Analytics in Action

“For one solar CRM client, we built a 3-level quote performance dashboard that showed real-time panel size distribution, battery attach rate, and installer conversion score — all powered by Einstein. It helped them increase quote closure by 18% in 2 months.”

“For a US-based medical device firm, our physician engagement heatmap showed which hospitals and departments were underperforming — leading to a 20% improvement in rep time allocation.”

Use Cases Across Industries

Solar

Lead conversion forecasting, campaign ROI, quote-to-close time tracking.

Healthcare

Physician engagement scorecards, device trial tracking, sales rep activity.

Real Estate

Broker performance dashboards, inventory aging reports, location-based trends.

Manufacturing

Field service success rate, warranty failure predictors, part availability forecasting.

eCommerce

Cart abandonment insights, purchase predictions, customer churn scoring.

Let’s Build Your Intelligent CRM

Talk to our expert

Why SaaSnic for Einstein Analytics?

  • 15+ Years in Salesforce Ecosystem
  • Cross-industry Expertise: Solar, Healthcare, Real Estate, Manufacturing
  • Prebuilt Templates + Custom Dashboards
  • AI-Powered Forecasting, KPIs, and Scoring Models
  • Real-time Integration with Sales, Service, Marketing, CPQ, and FSL

Let’s Build Your Intelligent CRM

SaaSnic turns your data into competitive advantage. With our Einstein Analytics implementation.

Book a Free Discovery Call Contact Us

FAQs – Einstein Analytics with SaaSnic

Standard reports are static and object-based. Einstein Analytics offers dynamic dashboards, cross-object analysis, predictive insights, and AI-powered recommendations.

Yes. We can pull in data from external CRMs, ERPs, spreadsheets, marketing platforms, and even IoT sensors.

Yes. Einstein Analytics (CRM Analytics) is a paid add-on to your Salesforce licenses. We help you assess what edition and features you need.

Absolutely. We offer training workshops and documentation for admins, analysts, and leadership.

Depending on complexity, most Einstein dashboards go live within 2–6 weeks.