CRM
Salesforce, Inc.
stock NYSE

# [Veeva Systems has established itself as the leading cloud computing platform for the life sciences industry, offering specialized CRM and data management solutions.](https://www.gurufocus.com/news/8734202/veeva-systems-the-industry-cloud-for-life-sciences-amid-ai-revolution-and-crm-evolution)

I’m very familiar with Burrys claims. Palantir has been the one company I’ve been living and breathing for the past six years. 
“Yes, you are all wrong” has brought me from 84.5k up to 1.4m. Burry makes claims that seem valid on the surface. Because most traders aren’t intimately familiar with the companies they invest in, they get spooked, and sell. Institutions take the sale. Retail loses out. 
Just look at how burry bought into CRM. Salesforce is trying their own knock off version of “forward deployed agents”, copying Palantir, but doing a poor job at it.
Don’t implicitly trust me, I’m just a random investor on the internet (and we know strangers on the internet lie to make themselves feel better). Scratch beneath the surface arguments burrys making. They don’t hold water. Anyone who goes contrary to his narrative gets blocked on X. 
He will make money on his shorts, not because he is right, but because he convinced enough people he is. 

What did he buy? Sales force $CRM? Didn’t even drop that much.

Burry is buying CRM while shorting PLTR. So Anthropic is actually ruining his upside. I don't believe they are in league with Burry because Burry's plays are very inconsistent and incoherent.
Anthropic meanwhile is about to IPO and they are growing their revenue quite fast despite not being profitable yet.
So they're stretching the truth of their little projects to create hype so they can push the valuation up. The side effect just happens to be a sell-off in SasS.
Burry just happens to bet on the right direction even though his thesis was wrong so he should be up quite a lot if he took profit below $140.
But whether or not he makes money from his plays doesn't matter. His real goal is selling his substack so he needs to keep making stupid claims to get people to talk about him or he'd fade into obscurity.
He's basically the uncle that peaked in highschool and is still talking about how many chicks he's got back in the day so he can sell his biography.

yeah thats just the industry running its standard playbook. you fill a form, you enter a rotation. doesnt matter if you said dont call me or whatever, they just cycle through reps on a schedule until one of them lands you or you die. been like that for years. the CRM thing isnt even a bug, its working exactly as designed, which is the part that should bother people more than it does

filled out one quote form on a whim like 3 weeks ago. one. just wanted a ballpark number before deciding if this was even worth pursuing
got a call within 20 minutes. fine, expected that. then another the next morning. then two on friday. then monday a different guy calls and acts like weve never spoken?? and i have to explain my whole situation again from scratch because apparently their CRM is just decorative
goldco, american hartford, the augusta one with the webinars i sat through. all of them. the calls dont stop, they just rotate reps so it feels fresh. youre never actually done, just temporarily between calls
honestly at this point im just gonna wait until my phone dies and call it a retirement strategy

It’s part of the game. I used the dip to buy some CRM, UBER, CELH, APP, AMD, GME & PNG. Happy so far.

So you think it's smart to say Anthropic is so good they're eating PLTR's lunch while going long on CRM but also shorting NVDA because AI is a bubble when Anthropic is constantly compute constrained?
Who's the idiot here?

Our company’s CRM SaaS provider hit us with a massive price hike to cover their AI bills and my company told them they’d take the inconvenience of losing the software and to go pound sand.

I bought a lot of CRM and PayPal today, feeing a little resurgence in software stocks.

Agree,
I still buying SaaS especially CRM, TEAM, MFST and NOW.
Getting same 2022 vibes.

How is CRM in that list? Is AI going to create a system of record for sales teams natively?

Here's my two cents as someone working in SaaS (which is not much). The magic moat of SaaS in AI era would come from security and reliability. Yes, AI can build a CRM and cheap competitors would pop easily, the data and security still matters for Enterprise clients.
The same can't be said for products like Figma. The main challenge is to migrate users and designers wouldn't be keen on switching from tools they already know.
I also think the future of SaaSocalypse is lower pricing. Pricing needs to be made competitive

why should CRM buy zoom? MS Teams is too much integrated in companies. I do not think Zoom is used on enterprise level. However, Zoom is more used in academia.

I just don’t understand why anyone would want to own ADBE FIG CRM TEAM, etc. They are all right in the path of the runaway AI train.

What you think of SAP and CRM? They are quite agent based

Did you not take advantage of the SAASpocalypse? Alot of companies trading at basically historically low valuations relative to their history. Valuation is relative. Is a good (and growing) company trading at 20x earnings really expensive if it spent the last decade trading at 40x earnings or more? I recently bought Constellation Software and ServiceNow. ADBE was recently at like 9x free cash flow. CRM pretty cheap also. Small and mid cap SAAS is even more damaged. I bought SPT and FIVN.

Yah, theoretically they should trade in sympathy, CRM has more market share but a much lower PE

I'm already in NOW, and hate adobe... I'll take a close look at CRM ty
If not maybe I'll double up on NOW

I am so excited! Recently, I started my career in trading, and after a month of trial and error, I‘ve developed a workflow that actually gets responses. I just moved 2 new clients into the quoting phase using this method. Thought I’d share it here for feedback:
Step 1: Filtering the Noise
I track email opens and immediately grab the domain suffix. I do a quick Google check to see if their company profile matches our ICP (Ideal Customer Profile). If not, they are removed from the list immediately. Don't waste time on non-targets.
Step 2: Finding Decision Makers (The Hunt)
LinkedIn + Agents: If the website doesn't list emails, I head to LinkedIn. For large corps, I target Purchase Managers/Buyers; for SMEs, I go straight for the CEO. I use some automation to pull direct emails and phone numbers.
CRM Intelligence: I use our internal CRM's lead-gen tool to cross-reference contact info and verify active buyers.
Step 3: The Multi-Channel Approach
I don't just email. I combine LinkedIn DMs with email marketing. The key is recording their recent LinkedIn activity/posts in my CRM so my follow-up feels personal, not automated.
And It’s not 100% foolproof, but I think this approach has a solid shot of working.