Salesforce and Workday Form Strategic Partnership, Unveil New AI Employee Service Agent
Salesforce (NYSE: CRM) and Workday (NASDAQ: WDAY) have announced a strategic partnership to launch an AI-powered employee service agent. This assistant, leveraging Salesforce's Agentforce Platform and Einstein AI, alongside Workday's platform and AI, will assist with tasks such as onboarding, health benefits, and career development.
The integration includes a shared data foundation combining HR and financial data from Workday with CRM data from Salesforce. Workday will also be integrated into Slack for streamlined employee collaboration.
This initiative aims to enhance productivity, reduce costs, and improve employee experiences by automating tasks and providing personalized support.
Salesforce (NYSE: CRM) e Workday (NASDAQ: WDAY) hanno annunciato una partnership strategica per lanciare un agente di servizio per i dipendenti potenziato dall'IA. Questo assistente, che sfrutta la piattaforma Agentforce di Salesforce e l'IA di Einstein, insieme alla piattaforma e all'IA di Workday, assisterà in compiti come l'inserimento del personale, i benefici sanitari e lo sviluppo professionale.
L'integrazione comprende una base di dati condivisa che combina i dati HR e finanziari di Workday con i dati CRM di Salesforce. Workday sarà inoltre integrato in Slack per semplificare la collaborazione tra i dipendenti.
Questa iniziativa mira a migliorare la produttività, ridurre i costi e migliorare l'esperienza dei dipendenti automatizzando compiti e fornendo supporto personalizzato.
Salesforce (NYSE: CRM) y Workday (NASDAQ: WDAY) han anunciado una asociación estratégica para lanzar un agente de servicio al empleado potenciado por IA. Este asistente, que utiliza la plataforma Agentforce de Salesforce y el IA de Einstein, junto con la plataforma y el IA de Workday, ayudará con tareas como la incorporación, los beneficios de salud y el desarrollo profesional.
La integración incluye una base de datos compartida que combina datos de recursos humanos y financieros de Workday con datos de CRM de Salesforce. Workday también estará integrado en Slack para facilitar la colaboración entre empleados.
Esta iniciativa tiene como objetivo mejorar la productividad, reducir costos y mejorar la experiencia de los empleados automatizando tareas y ofreciendo apoyo personalizado.
세일즈포스(NYSE: CRM)와 워크데이(NASDAQ: WDAY)는 AI 기반의 직원 서비스 에이전트를 출시하기 위한 전략적 파트너십을 발표했습니다. 이 도우미는 세일즈포스의 Agentforce 플랫폼과 아이슈타인 AI, 그리고 워크데이의 플랫폼과 AI를 활용하여 온보딩, 건강 혜택 및 경력 개발과 같은 작업을 지원합니다.
이 통합은 워크데이의 인사 및 재무 데이터와 세일즈포스의 CRM 데이터를 결합한 공유 데이터 기반을 포함합니다. 워크데이는 또한 직원 협업을 위한 원활한 협업을 위해 슬랙에 통합될 것입니다.
이 이니셔티브는 작업 자동화 및 개인화된 지원 제공을 통해 생산성을 향상시키고, 비용을 절감하며, 직원 경험을 개선하는 것을 목표로 합니다.
Salesforce (NYSE: CRM) et Workday (NASDAQ: WDAY) ont annoncé un partenariat stratégique visant à lancer un agent de service aux employés alimenté par l'IA. Cet assistant, utilisant la plateforme Agentforce de Salesforce ainsi que l'IA Einstein, en conjonction avec la plateforme et l'IA de Workday, aidera à des tâches telles que l'intégration, les avantages santé et le développement de carrière.
L'intégration comprend une base de données partagée combinant les données RH et financières de Workday avec les données CRM de Salesforce. Workday sera également intégré à Slack pour faciliter la collaboration des employés.
Cette initiative vise à améliorer la productivité, réduire les coûts et améliorer l'expérience des employés en automatisant les tâches et en offrant un soutien personnalisé.
Salesforce (NYSE: CRM) und Workday (NASDAQ: WDAY) haben eine strategische Partnerschaft zum Start eines KI-gestützten Mitarbeiter-Service-Agenten bekannt gegeben. Dieser Assistent, der die Agentforce-Plattform von Salesforce und die Einstein AI sowie die Plattform und AI von Workday nutzt, wird bei Aufgaben wie der Einarbeitung, Gesundheitsleistungen und beruflicher Entwicklung helfen.
Die Integration umfasst ein gemeinsames Datenfundament, das HR- und Finanzdaten von Workday mit CRM-Daten von Salesforce kombiniert. Workday wird auch in Slack integriert, um die Zusammenarbeit der Mitarbeiter zu optimieren.
Diese Initiative zielt darauf ab, die Produktivität zu steigern, Kosten zu senken und die Mitarbeitererfahrungen zu verbessern, indem Aufgaben automatisiert und personalisierte Unterstützung bereitgestellt wird.
- Salesforce (CRM) and Workday partnership for AI-powered employee service agent.
- Integration of HR and financial data from Workday with CRM data from Salesforce.
- Automated, personalized employee support for tasks such as onboarding and career development.
- Enhanced Workday integration in Slack for seamless collaboration.
- None.
As a tech expert, I find this strategic partnership between Salesforce and Workday to be a significant development in the enterprise software landscape. The collaboration aims to create an AI-powered employee service agent that could revolutionize how organizations manage their workforce and internal operations.
The key aspects of this partnership that stand out are:
- Integration of Salesforce's Einstein AI and Workday's AI capabilities
- Creation of a shared data foundation combining CRM, HR and financial data
- Enhanced integration of Workday with Slack for improved collaboration
This partnership addresses a important pain point in many organizations: the siloed nature of data across different departments. By unifying CRM, HR and financial data, companies can gain a more holistic view of their operations, potentially leading to better decision-making and improved efficiency.
The AI-powered employee service agent could significantly reduce the workload on HR departments by automating routine tasks and providing personalized support to employees. This could lead to cost savings and improved employee satisfaction.
However, it's important to note that the success of this initiative will depend on the seamless integration of these complex systems and the ability to maintain data security and privacy across platforms. Additionally, the adoption rate and user experience will be important factors in determining the long-term impact of this partnership on both companies' market positions.
Overall, this collaboration has the potential to strengthen both Salesforce's and Workday's competitive positions in the enterprise software market, particularly in the face of growing competition in the AI space.
From a financial perspective, this strategic partnership between Salesforce and Workday is a significant move that could have substantial implications for both companies' future growth and market positioning.
Key financial considerations include:
- Potential for increased revenue streams through cross-selling opportunities
- Enhanced product offerings that could lead to higher customer retention rates
- Possible increase in market share in the competitive enterprise software space
The integration of Salesforce's CRM data with Workday's HR and financial data creates a unique value proposition that could be a strong differentiator in the market. This could potentially lead to increased adoption rates and higher customer lifetime values for both companies.
For Salesforce (NYSE: CRM), this partnership could help solidify its position as the #1 AI CRM provider and expand its reach into HR and financial data management. For Workday (NASDAQ: WDAY), the collaboration offers an opportunity to leverage Salesforce's strong presence in the CRM market and its advanced AI capabilities.
Investors should watch for potential impacts on:
- Revenue growth rates in the coming quarters
- Changes in customer acquisition costs
- Improvements in operating margins due to increased efficiency
While the partnership shows promise, it's important to note that the full financial impact may take time to materialize as the integrated solutions are developed and rolled out to customers. Additionally, the success of this venture will depend on effective execution and market adoption, which should be closely monitored in future earnings reports and management commentaries.
As a market research analyst, I see this partnership between Salesforce and Workday as a strategic move that could significantly reshape the enterprise software landscape. Here's my analysis of the potential market impact:
Market Positioning: This collaboration positions both companies to better compete against tech giants like Microsoft and Google, who are rapidly advancing in the AI-powered enterprise solutions space. By combining Salesforce's CRM dominance with Workday's strength in HR and financial management, they're creating a more comprehensive offering that could be very attractive to large enterprises.
Market Demand: There's a growing demand for integrated, AI-powered solutions that can streamline operations across different business functions. This partnership directly addresses this need, potentially opening up new market segments and opportunities for both companies.
Competitive Advantage: The shared data foundation and AI capabilities could create a significant barrier to entry for competitors. It's not just about the technology, but also the vast amounts of data these two companies collectively possess, which is important for training effective AI models.
Customer Impact: For existing customers of both Salesforce and Workday, this integration could provide substantial added value, potentially increasing customer retention rates. It could also be a strong selling point for new customer acquisition, especially among large enterprises looking for comprehensive, AI-driven solutions.
Market Trends: This partnership aligns with several key market trends:
- Increasing demand for AI-powered business solutions
- Growing importance of data integration across business functions
- Rising focus on employee experience and productivity
While the potential is significant, the success of this partnership will ultimately depend on execution. The market will be watching closely to see how quickly and effectively these integrated solutions can be brought to market and how well they perform in real-world business environments.
Partnership will deliver a personalized, AI-powered assistant for employee service use cases such as onboarding, health benefits, and career development within Salesforce and Workday
The two companies will establish a common data foundation that unifies HR and financial data from Workday with CRM data from Salesforce, enabling AI-powered use cases that boost productivity, lower costs, and improve the employee experience
Workday will be natively integrated inside of Slack with deeper automation, so employees can seamlessly collaborate around worker, job, candidate, and similar records using AI
The combination of Salesforce’s new Agentforce Platform and Einstein AI with the Workday platform and Workday AI will enable organizations to create and manage agents for a variety of employee service use cases. This AI agent will work with and elevate humans to drive employee and customer success across the business. Powered by a company’s Salesforce CRM data and Workday financial and HR data, the new AI employee service agents have a shared, trusted data foundation to communicate with employees in natural language, with human-like comprehension. As a result, taking action as part of onboarding, health benefit changes, career development, and other tasks will be easier than ever.
When complex cases arise, the AI employee service agent will seamlessly transfer to the right individual for remediation, maintaining all the previous history and context for a smooth hand-off. This unique approach of humans and AI seamlessly working together will result in greater productivity, efficiency, and better experiences for employees. This is only possible by having the data, AI models, and apps deeply integrated.
“The AI opportunity for every company lies in augmenting their employees and delivering incredible customer experiences,” said Marc Benioff, Chair and CEO, Salesforce. “That’s why we’re so excited about our new Agentforce platform which enables humans and AI to drive customer success together, and this new partnership with Workday, to jointly build an employee service agent. Together we’ll help businesses create amazing experiences powered by generative and autonomous AI, so every employee can get answers, learn new skills, solve problems, and take action quickly and efficiently.”
“Employees, customers, and financials are the three most fundamental elements of any business,” said Carl Eschenbach, chief executive officer, Workday. “By integrating our platforms, datasets, and powerful AI capabilities, Salesforce and Workday are empowering our customers to deliver unmatched AI-powered employee experiences that ultimately lead to happier customers and drive unprecedented business value.”
This new strategic partnership will bring together the two most widely used cloud platforms in business to transform work and create new employee experiences powered by generative AI. The partnership will deliver:
- AI employee service agent powered by Einstein 1 Platform and Workday AI: Salesforce and Workday will integrate Einstein’s agent platform with Workday AI, bringing the power of two generative AI solutions into one seamless employee experience accessible across Salesforce and Workday. The AI employee service agent uses LLMs to communicate in natural language, and leverages a powerful shared data foundation to deliver relevant, conversational responses to employee queries. Keeping the employee at the center, the agent will recommend and act across platforms on behalf of the employee — helping them be more productive and efficient. For complicated high-touch issues, requiring escalation to a human, the agent will seamlessly and quickly perform the escalation and hand-offs.
- Shared data foundation built on Salesforce Data Cloud and Workday: Salesforce and Workday will have one shared data foundation connecting Workday financial and HR data with Salesforce CRM data. To make that possible, Workday will leverage the Salesforce Zero Copy Partner Network. This will allow customers to access and action financial, HR, and CRM data across Salesforce and Workday platforms without having to duplicate data or build custom integrations, all while ensuring secure data sharing so users only see authorized information.
- Seamless integration between Workday and Slack: Workday will enhance its existing integration with Slack, providing an elevated conversational interface for users to access and collaborate around Workday financial and HR records, such as tasks, pay, job requisitions, employee details, and general ledgers, directly in Slack. Slack preserves the conversations about these records, which will allow information to be easily found, summarized, and acted upon in Workday at any time.
Benefits to Employees
Through natural language conversations, employees can get instant support from their AI employee service agent — whether working in Salesforce, Slack, or Workday. It will provide contextual assistance by understanding requests, retrieving relevant knowledge and insights from unified Workday-Salesforce data sources, then automating resolution across platforms.
- Seamless Onboarding: Coordinating paperwork, resource provisioning, training, and getting new hires ramped up faster.
- Self-Service HR: Answering questions related to PTO, benefits, policies, and enabling self-service transactions like updating healthcare plans.
- Continuous Development: Curating personalized learning paths based on an employee’s role, skills, and career interests tracked in Workday.
“As a leading global commercial real estate services firm, we are extremely focused on ensuring our employees are supported and engaged, which has a direct impact on client service,” said Sal Companieh, Chief Digital and Information Officer, Cushman & Wakefield. “The ability to streamline workflows across two of our most used platforms – Workday and Salesforce – and deliver more personalized AI-powered employee experiences will be a game changer for us.”
Benefits to Employers
By fusing HR, financial, and operational data into advanced AI models, Salesforce and Workday are extending workforce capability beyond individual employee productivity and elevating overall workforce intelligence, optimization, and resilience:
- Precision Workforce Planning: Harmonize skills supply forecasts from Workday with demand signals from Salesforce for accurate capacity planning.
- Continuous Financial Planning: Feed unified employee and customer data into rolling forecasts, scenario modeling, and operational analyses.
- Intelligent Sales Enablement: Guide sellers through complex deals by analyzing historical activity and recommending targeted coaching.
“The integration of business processes and data is one of the top concerns among C-level execs in an age of AI. Companies will be hard pressed to find any one vendor or partnership that can offer visibility across customer, employee, and financial data – until now,” said R “Ray” Wang, CEO, Constellation Research, Inc. “The shared data foundation between Workday and Salesforce will enable these partners to deliver AI capabilities that could completely transform the employee experience to be more personalized, efficient, and impactful – translating to increased business performance across the board.”
More information:
- Learn more about Salesforce’s Zero Copy Partner Network
- Learn more about Einstein Service Agent
- Say hello to Data Cloud
- Get more information on Slack, the AI-powered platform for work
- Learn about Workday Everywhere, the existing Workday Slack integration
- Read more about Workday AI
Any unreleased services or features referenced here are not currently available and may not be delivered on time or at all. Customers should make their purchase decisions based upon features that are currently available.
About Salesforce
Salesforce is the #1 AI CRM, empowering companies to connect with their customers in a whole new way through the power of CRM + AI + Data + Trust on one unified platform: Einstein 1. For more information visit: www.salesforce.com.
About Workday
Workday is a leading enterprise platform that helps organizations manage their most important assets – their people and money. The Workday platform is built with AI at the core to help customers elevate people, supercharge work, and move their business forever forward. Workday is used by more than 10,500 organizations around the world and across industries – from medium-sized businesses to more than
View source version on businesswire.com: https://www.businesswire.com/news/home/20240724611102/en/
Lucie Vietti-Curtis
Salesforce
Public Relations
pr@salesforce.com
Stacey Johnson
Workday
Public Relations
media@workday.com
Source: Salesforce
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