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Meet your new secret weapons for unlocking the full potential of AI-driven strategies

Feb 3, 2025 | Admin, Data Integration, Latest News

AI is rewriting the playbook for operational excellence. It’s not just about technology; it’s about transforming your business while keeping people at the center.

Companies leveraging solutions like Agentforce and AI-supported Tableau are transforming their operations, unlocking new levels of efficiency, and gaining a competitive edge in their go-to-market strategies. But adopting AI isn’t just about the technology; it’s about assessing organizational readiness, aligning data architecture, and ensuring governance and change management work in harmony while keeping people at the heart of the equation.

“Ultimately, our clients are trying to solve business problems by investing in capabilities that move the needle on key metrics like revenue uplift, margin improvement, and providing differentiated customer experiences,” Steve Seo, Global Head of Salesforce Business Transformation Services at Simplus, said.  

Armed with Agentforce and AI-supported Tableau, clients see the benefits of AI-based strategies because they help evaluate their organization’s readiness and assess data architecture, governance, maturity, and change management by appropriately considering the human side of the equation.

During a recent video webcast hosted by Tom Schmidt, Contributing Editor at CIO Marketing Services, Steve joined industry experts Homer Wang, Product Management at Salesforce, and Honey Bhatnagar, Business Transformation Services Practice Lead at Simplus, to discuss AI, the future of Salesforce Tableau, and how these cutting-edge tech innovations impact operational efficiency that drives a competitive advantage in go-to-market. 

Here are four key benefits of embracing AI via Data Cloud, Agentforce, and Tableau—particularly for enterprise organizations.

 

1. Unified Data Experience with Salesforce Data Cloud

Data integrity is paramount to getting the most value from digital transformation. Despite modern data-driven innovations, did you know 90 percent of data from various sources remains unstructured

“Companies need to quickly access their data to reveal hidden insights and enhance agent accuracy by contextualizing all data,” Homer pointed out.  

Honey agreed, adding that a common characteristic of industry leaders who have positioned themselves to succeed with AI is their focus on data strategy. 

Salesforce Data Cloud seamlessly integrates with Tableau, allowing businesses to unify massive amounts of customer data from multiple sources in real time. This allows companies to build actionable dashboards that provide a 360-degree view of their customers, empowering teams to make fast, informed decisions in sales, marketing, and service. 

By eliminating data silos, teams can optimize GTM strategies with predictive insights, personalized campaigns, and better resource allocation.

 

2. AI-Powered Insights (Einstein + Tableau)

Integrating Einstein AI with Tableau brings predictive and prescriptive analytics into every decision-making process. 

“One of the key benefits of the new Tableau is that it lowers the barrier to data and analytics,” Homer said. He added that “all Tableau users can and should start now because one of the key benefits of using the new Tableau is that it lowers the barrier to data and analytics.” 

  • Tableau Server: Unlocks additional functionality while companies prepare to transition to Tableau Cloud.
  • Tableau Cloud: Tableau Agent and Tableau Pulse work together to drive greater insights and efficiency. 
  • The New Tableau: Combines everything with automated modeling, semantics, etc., to enhance users’ accomplishments with Agents across the Customer 360.  

From forecasting pipeline health to identifying new customer segments, AI ensures GTM teams are always one step ahead. AI accelerates the discovery of revenue opportunities and reduces manual effort in data analysis, allowing teams to focus on executing high-impact strategies.

 

3. Enhanced Collaboration and Accessibility

Tableau’s innovations in cloud technology and mobile-first solutions ensure teams can access and share real-time insights from anywhere. Features like Tableau GPT will also make interacting with data as simple as asking a question in natural language.

The result? Cross-functional teams align faster, decision cycles shorten, and agility improves, enabling companies to outpace competitors in responding to market changes.

 

4. Real-Time AI-Supported Analytics for Adaptive Strategies

Tableau’s ability to analyze real-time data ensures businesses can adapt their GTM approach on the fly. Whether tracking live campaign performance or tweaking sales strategies mid-quarter, Tableau’s dashboards empower teams to stay nimble.

Salesforce Tableau is not just a data visualization tool; it enables operational efficiency and competitive advantage. By integrating AI, real-time analytics, and automation into GTM strategies, businesses can reduce costs, increase speed to market, and drive measurable revenue growth. As digital transformation evolves, companies embracing these innovations will dominate their industries.

“At Simplus, we try to make sure we meet clients where they are in the journey,” Steve said. “We have an end-to-end offering that incorporates AI-sourced data strategy, use case development and process design, road mapping, POC and rapid prototyping, and MVP deployment and ongoing support/operating models that provide anything the client needs in their data/AI journey. We customize our approach to each client rather than a one-size-fits-all mindset.”

Have questions? We can help. 

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