Salesforce is integrating Tableau’s Pulse directly into its flagship CRM system.
Pulse for Salesforce is a new version of Tableau Pulse designed to provide pre-built metrics and AI-powered insights directly within Salesforce CRM, starting with Sales Cloud.
The solution is built on Salesforce’s Einstein 1 Platform and uses generative AI to integrate intelligence into CRM users’ daily workflows.
Ryan Aytay, CEO of Tableau, said: “Historically, sales leaders and teams have lacked personalized, accessible data insights in their daily flow of work.
“Analysts often spend considerable time on ad hoc requests and repetitive queries, slowing down decision-making and business growth.
“By integrating Tableau Pulse’s AI-driven insights into Salesforce, we’re addressing these needs and enhancing data-driven decision-making to help businesses accelerate growth.”
With Pulse for Salesforce, users can access personalised and contextual metrics from Tableau Pulse within the Salesforce platform.
Pulse for Salesforce delivers insights, trends, and an AI-powered Q&A experience, Salesforce said.
Sales teams can access summaries of key trends within Sales Cloud and explore further using Pulse’s simplified insights experience, helping them understand metrics like win rate and total sales.
Salesforce said the new offering will enhance CRM productivity, improve customer relationships and drive business value.
Launched in February, Tableau Pulse aims to surface insights for its users using generative AI automatically.
Salesforce said over 50 of its worldwide partners are already using Tableau Pulse, including Atrium, Biztory, Capgemini, Deloitte Digital, InterWorks, Keyrus, The Information Lab, and USEReady.
Other Salesforce News
Salesforce has made a number of announcements in recent weeks.
The vendor announced the acquisition of PredictSpring, a leading omnichannel retail platform, to enhance its Customer 360 capabilities and retail presence.
It also introduced its first product discovery solution for customer service, which aims to improve user experience through better issue resolution and personalized support.
Additionally, Salesforce deepened its commitment to generative AI with the release of the Einstein Service Agent, designed to automate and optimise customer service tasks using advanced AI technologies.
