Salesforce launched Pulse for Salesforce, a purpose-built edition of Tableau Pulse that brings out-of-the-box metrics and AI-powered insights directly into the flow of work in Salesforce CRM, starting with Sales Cloud. Built on Salesforce’s Einstein 1 Platform, Pulse for Salesforce is powered by generative AI and is a critical step toward the goal of bringing intelligence directly into the flow of work. Now, CRM users can access personalized, contextual metrics and insights from Tableau Pulse natively in Salesforce to support daily business decisions.
Previously, sales teams needed to actively search for insights or make ad hoc requests to analysts when seeking information to help them with their deals. Now, Pulse for Salesforce proactively brings insights, trends, and even a generative AI-powered Q&A experience directly to CRM users. Sales teams can access Pulse’s generative AI-powered summary of key trends from right within Sales Cloud. From there, they can dig deeper using Pulse’s simplified insights experience to readily understand how metrics like win rate and total sales are trending.
One way that sales leaders can benefit from Pulse for Salesforce is to see how their team’s win rate is trending — right on their home page. If the data is trending down, leaders can easily filter to see which team members are struggling and need support. And sales reps can see how their conversion rate is trending for the quarter. Then, they can dig deeper and ask Pulse in natural language how this is broken down by industry to refocus their efforts in the right place.
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Ultimately, Pulse for Salesforce helps with increased CRM productivity, improved customer relationships, and can assist in driving business value. And, because it leverages the Einstein Trust Layer, a secure AI architecture natively built into the Einstein 1 Platform, every customer can benefit from the speed and interactivity of generative AI with the confidence that their customer data stays safe and secure.
Why it matters: Eighty percent of business leaders say data is critical for decision-making at their organization, however, almost one-third (30%) are overwhelmed by the amount of data that’s available to them. Furthermore, 91% of business leaders are saying that their organizations would benefit from generative AI. Pulse for Salesforce offers a path for organizations to quickly implement a generative AI solution and begin realizing tangible business benefits.
Go deeper: Tableau Pulse, which launched earlier this year, automatically detects drivers, trends, contributors, and outliers for the metrics business users care about and, with generative AI, surfaces automated analytics in plain language — within their flow of work. For example, Pulse can proactively alert sales leaders to a dip in rep performance using natural language and simple visual explanations. Pulse can then help them identify trends over time, determine whether these metrics fall within or outside the anticipated range, proactively anticipate their questions, and continue to surface team insights on demand.
Pulse for Salesforce integrates the robust capabilities of Tableau Pulse directly into Salesforce applications.
Pulse for Salesforce offers:
- AI-powered insights right where they’re needed: Pulse for Salesforce delivers daily AI-generated summaries of how key metrics are trending. It includes seamless filtering capabilities, provides suggested questions that can be selected with a single click, and allows users to type a question about the data insights presented and get immediate, clear explanations with data visualizations. This experience can be embedded right into any Salesforce record — such as an account or opportunity, utility bar, or even on the home page — so customers can stay on top of potential opportunities to generate revenue.
- Accelerate growth with metrics that matter — available out-of-the-box: Out-of-the-box metrics empower sales teams to accelerate revenue growth and performance. Executives and team leads can get insights into what defines their team’s sweet spot for deals so they can spend their time generating opportunities in the most promising areas, and sales reps can easily access important metrics like their conversation rate and open pipeline when they need them. These metrics include:
- Win Rate
- Total Sales
- Pipe Gen (running total)
- Created Opportunities
- Conversion Rate
- Closed Opportunities
- Avg. Days to Close
- Open Pipe (daily)
- Open Pipe (weekly)
- Access on-the-go: Every Pulse for Salesforce feature is also available in the Salesforce Mobile App so customers can access data insights when they need them.
- Lightning-fast implementation: Customers can start getting AI-powered insights in minutes with a streamlined configuration of Pulse for Salesforce through a managed package.
SOURCE: Salesforce