CRM
Salesforce, Inc.
stockNYSE

some cyclical stocks are interesting, house builders and construction material stocks (Weyerhaeuser, Eagle materials) or engineering-consulting like WSP Global and Aecom and some chemical companies for example, but many are going up already and are not undervalued per-se but I see turnaround inevitable. Some SaaS companies might still be undervalued (I got Autodesk as the only USA software company, already sold msft and CRM with profit).

Any app with right permissions (usually read phone state is enough) can detect incoming/outgoing call for various purposes - pausing game/video/song, checking caller id against scammer database or in case of banking apps, displaying the warning during the call if incoming number isn’t one of theirs (which can be spoofed) or there isn’t a scheduled call in CRM (much harder to spoof/fake).

Has to be pretty big to be able to build out their own CRM. Don’t see small/mid businesses having the capital to do so.

Your not wrong, but we replaced salesforce fairly easily and built a custom CRM tuned to our buisness. Cancelled both Salesforce and service now. I see more companies doing the same with these inane prices they are charging

AI makes software easier to build by alot, what makes you think AI companies like anthropic/OpenAI or hyperscalers such as Google and Microsoft not making their own CRM, ERP softwares themselves?

Cause it taken 30 mins for emails to be written, approved and uploaded to the CRM. They ASX has to read it and decide before it comes out.

You use LLM to write your own software to run on Prem? Because you mentioned Microsoft, let take them for example, which service/product has been cloned successfully on your Prem? AI bring the cost of writing new software, that is no doubt. I used to work for a company they wrote a lot of things inhouse in the 90s, when the tool not available or meet their needs. Your cost model of other ppl software + other ppl server(cloud) change to your sofware + your server. This would work for some tool, utilities, scripts… small stuffs. Can you replace servicenow with your own CRM? Replace azure/aws with your own onorem? Do you include the cost of maintenance these software, service. Security guy, network, IT, devops. What is your rundown number before and after this transition?

Coming from someone that works in tech in F500 companies, NOW has no legitimate competition and AI will not replace a service application anytime soon. It is used universally. Keeping the lights on trumps everything else. I cannot say the same for CRM or WDAY.  It has a giant moat. Sad it’s getting its ass kicked and it wiped out my gain after I bought it after the last SaaScopalyse. Hopefully they can improve their revenue and get the Hunger Games CEO out of the news cycle.

My impression is that this kind of software is much easier to replace with something AI coded than a CRM or payroll software. It seems the lowest hanging fruit in some ways. Would you counter that?