Tableau: Embed graphs and dynamic displays right into Salesforce as you perform advanced analytics using Tableau CRM. Publish graphs and interactive models onto your website. Clean, transform and analyze your data with intuitive, state-of-the-art tools, making it easy to surface outliers, trends, or correlations. Use Tableau as a Business Intelligence (BI) platform for advanced revenue or program analysis with Salesforce’s or Fíonta’s purpose-built templates for nonprofits and associations. Gain key insights to improve your programs and operations through advanced data modeling and statistics.
Nonprofit Success Pack (NPSP) with Einstein: Configure Salesforce’s native AI features for automated activity capture, contact identification, and revenue forecasting. Create AI assistants for your Salesforce users to see lead scores, predictive opportunity scoring and opportunity insights to help you raise funds faster. Set up Salesforce Inbox to give intelligent recommendations on next steps when communicating with donors or prospects.
Prediction Builder Pilot: Identify high-value AI applications specific to your organization and build one custom AI assistant directly into your Salesforce CRM to drive user productivity or outcomes. This is a great option for testing the adoption of and ROI from AI for your unique organization prior to adopting additional AI functionality.
Getting Started with Einstein Analytics: Set up Einstein Analytics as a Business Intelligence (BI) platform for advanced revenue or program analysis with Fíonta’s purpose-built templates for nonprofits and associations. Gain key insights to improve your programs and operations through advanced data modeling and statistics.
Getting Started with Einstein Discovery: Apply Einstein’s automated machine learning capabilities to your data sets to uncover important connections and get tailored AI-powered recommendations to improve your programs or operations for optimum impact.