CRM
Salesforce, Inc.
stock NYSE

8. Equal weight BTCI, TSPY, TDAQ, RQI, NIHI, CRM (drip at nav!), YMAX, PFFA. Well diversified in Bitcoin, spy, QQQ, reits, international, preferreds.

That's true. Although some good non-AI stocks already look cheap.

I’ve been checking Return on Risk + a quick Reverse DCF, and UNH, TRV, CRM and MRK look surprisingly cheap right now.

(I use FindGreatStocks(dot)com for this, but you can do it manually too.)”

[https://www.cloverhealth.com/about-us/job-opening?gh\_jid=7397872](https://www.cloverhealth.com/about-us/job-opening?gh_jid=7397872)
***Senior Manager, Marketing - Counterpart***
At Counterpart Health, we are transforming healthcare and improving patient care with our innovative primary care tool, Counterpart Assistant. By supporting Primary Care Physicians (PCPs), we are able to deliver improved outcomes to our patients at a lower cost through early diagnosis and longitudinal care management of chronic conditions.  
We’re hiring a strategic, hands-on Senior Manager, Marketing to shape and execute Counterpart Health’s marketing during a period of rapid growth and product evolution. This is a high visibility, B2B-facing role that bridges product marketing, communications, and brand strategy. You’ll collaborate closely with Product Marketing, Product, Design, Growth, and Leadership to build cohesive campaigns that connect product updates, thought leadership, and brand storytelling to strengthen brand consistency and market visibility. 
This role is ideal for a marketer who can toggle between strategy and execution; someone who can write a compelling launch email in the morning, coordinate a PR push in the afternoon, and brief the design team by end of day. You’re equally comfortable crafting messaging for clinical leaders and enabling a sales team to tell a more powerful story.
**As a  Senior Manager, Marketing you will:**
* **Content & Campaign Development**
* Develop high-quality content across channels: website, email, social, PR, webinars, and sales collateral.
* Manage Counterpart’s content calendar, ensuring consistency in tone, timing, and storytelling tailored predominantly to provider and health plan audiences.
* Partner with leadership on thought leadership pieces, press releases, and case studies that demonstrate measurable outcomes and clinical impact.
* Support conference and event marketing efforts — from pre-event promotion and on-site materials to post-event follow-up — ensuring a cohesive narrative across channels.
* **Brand + Messaging Stewardship**
* Ensure consistent application of Counterpart’s brand voice (Human, Innovative, Trustworthy, Engaging).
* Collaborate with design to evolve creative assets, visuals, and messaging frameworks that reflect our expanding platform.
* Support updates to the website and marketing collateral as the product suite expands.
* **Product Marketing + Launch Support**
* Partner closely with Product Marketing to coordinate product launches and announcements across channels.
* Create clear, benefits-driven messaging that translates technical and clinical details into audience-specific language for providers and enterprise partners.
* Maintain cross-team visibility on product milestones to ensure proactive alignment and timely marketing execution.
* Oversee supporting materials such as website updates, social posts, and sales enablement content tied to product news.
* **Analytics & Optimization**
* Track and report on key marketing indicators (campaign engagement, content performance, inbound interest, sales enablement impact).
* Use insights, not just metrics, to optimize strategy and identify new opportunities for visibility, reputation, and pipeline support.
* **Collaboration**
* Work cross-functionally with Product, Design, and Sales to ensure marketing directly supports business objectives and go-to-market priorities.
* Act as a connector between Marketing and Product, ensuring a shared understanding of goals, timelines, and market narratives.
* Contribute to a culture of clarity, accountability, and creativity within a lean, fast-moving team.
* Partner with Legal and other stakeholders as needed to manage review processes, ensure compliance, and streamline approvals.
* Engage and manage external vendors or agencies when necessary to extend capacity and maintain quality and brand consistency.
**Success in this role looks like:**
* **You build momentum fast**: Within your first 90 days, you’ve launched a unified content calendar, established a consistent storytelling cadence across channels, and led your first coordinated product or feature launch with measurable impact.
* **You elevate Counterpart’s voice:** By six months, your campaigns are driving stronger engagement and higher-quality leads. You’ve published compelling thought-leadership pieces and case studies that showcase real clinical and business outcomes — positioning Counterpart as a trusted, innovative voice in healthcare.
* **You shape the brand’s future**: Beyond the first half-year, you’ve built repeatable playbooks for product launches and storytelling, evolved our brand narrative, and helped define Counterpart’s position as a category leader in AI-enabled value-based care — all with the creative autonomy and executive visibility of a founding marketing leader.
**You should get in touch if:**
* 7-10 years of marketing experience in healthcare, health tech, or SaaS – ideally in provider-facing or enterprise B2B contexts.
* Strong writing and storytelling skills, particularly in translating complex clinical or technical ideas into compelling, outcome-oriented narratives.
* Experience building integrated campaigns that support B2B sales enablement and strategic growth, not high-volume digital acquisition.
* Comfortable working in a startup or high-growth environment: organized, proactive, and resourceful.
* Working knowledge of CRM, CMS, and analytics tools (HubSpot, Webflow, Google Analytics, etc.).
* Passion for healthcare innovation and improving care delivery.
* Bonus: familiarity with interoperability, AI, or value-based care concepts.

Cool, how about ADBE, PYPL, CRM, HUBS?

The company today announced the launch of its internal AI-powered Engagement Assistant, a multi-agent system designed to handle top-of-the-funnel lead qualification, appointment booking, and other pre-application workflows, helping improve scalability and efficiency across mortgage operations.
Recent performance results1 of the internal AI-powered Engagement Assistant have shown clear improvements across key front-end mortgage workflows. The system increased borrower lead engagement by more than 90 percent, improved appointment conversion by over 200 percent, and generated an increase of more than 140 percent in completed applications compared to manual outreach processes.2 These results reflect the system’s ability to accelerate borrower’s connection to licensed loan officers for personalized support and maintain consistent follow-up for remaining prospects. The system is designed to provide timely, organized information to the sales team while preserving compliance and data integrity across communication workflows.
Our internal AI-Powered Engagement Assistant is about enabling our people, not replacing them,” said Jamie Cavanaugh, CEO of reAlpha Mortgage. “By automating early interactions, we aim to help ensure that every lead receives timely attention while giving loan officers more capacity to connect directly with borrowers who are ready to move forward. We expect this to lead to faster appointments, less manual work, and an improved experience for both our team and our customers.”
“We engineered the system to think, adapt, and scale - giving our loan officers more time for the conversations that matter,” said Vijay Rathna, Chief Technology Officer of reAlpha. “By combining multiple AI agents within a single framework, the system can manage high lead volumes, adapt to borrower needs in real time, and integrate seamlessly with our CRM. We believe that this foundation ensures that our technology not only improves speed and efficiency today, but can also evolve with new capabilities as we expand.”
Not investment advice. See disclosures.
Read the full article here. finance.yahoo.com/news/aire-laun…
$NVDA $MSFT $AAPL $AMZN $GOOGL $META $BRK $LLY $AVGO $TSLA $JPM $V $UNH $XOM $MA $OPEN

Can I ask how old you are? I think it's typically true that seasoned sales people (i.e. 40-45+) like working with Salesforce, since its obviously a strong habit that has been developed over a decade plus working with a specific tool.
It's just not how anyone who started in the past 10 years seems to feel about CRM anymore

Digital business cards have really made a difference in several real-life scenarios where traditional paper cards just don’t cut it anymore. For example, at large networking events and conferences, digital cards simplify sharing contacts instantly without fumbling around for a pen or worrying about running out of cards. It also makes follow-ups easier because your contact info and details are already in a digital format that can sync directly with phones or CRM systems.
Another common use case is client meetings or pitches where you want to quickly provide not just your contact info but also your portfolio, client testimonials, or links to social proof—all in one spot. This gives a polished and professional impression much faster than handing over a piece of paper.
Also, for remote or virtual networking, digital business cards work flawlessly since you can share them with a link or QR code in an email or chat without any physical exchange. Overall, they tend to cut down on clutter, save costs on printing, and boost efficiency in tracking leads and managing relationships.
If someone is still on the fence, a good tip is to try digital cards at smaller events or internal team meetings first to get comfortable with the technology and discover how it can enhance connection and follow-up processes. It’s less about replacing paper overnight and more about using tech where it makes the most sense

CRM is around $237, down from $267 in October. Technicals look rough (below all major moving averages), but I think this is a buying opportunity.
The AI acquisitions (Spindle AI in November, Doti shortly after) look smart—they're targeting agentic analytics and enterprise search, which should help them capture enterprise AI spend. Besides, They're still the CRM leader with 76k+ employees and a solid market position.

CRM isn't a company, bro. Stop spouting this absolute garbage and gitgud.

Working on SaaS CRM for non profits, it has AI features, but still debating on whether to use our own model or just go with Gemini. Someday may need it..

8. Equal weight BTCI, TSPY, TDAQ, RQI, NIHI, CRM (drip at nav!), YMAX, PFFA. Well diversified in Bitcoin, spy, QQQ, reits, international, preferreds.

That's true. Although some good non-AI stocks already look cheap.

I’ve been checking Return on Risk + a quick Reverse DCF, and UNH, TRV, CRM and MRK look surprisingly cheap right now.

(I use FindGreatStocks(dot)com for this, but you can do it manually too.)”

[https://www.cloverhealth.com/about-us/job-opening?gh\_jid=7397872](https://www.cloverhealth.com/about-us/job-opening?gh_jid=7397872)
***Senior Manager, Marketing - Counterpart***
At Counterpart Health, we are transforming healthcare and improving patient care with our innovative primary care tool, Counterpart Assistant. By supporting Primary Care Physicians (PCPs), we are able to deliver improved outcomes to our patients at a lower cost through early diagnosis and longitudinal care management of chronic conditions.  
We’re hiring a strategic, hands-on Senior Manager, Marketing to shape and execute Counterpart Health’s marketing during a period of rapid growth and product evolution. This is a high visibility, B2B-facing role that bridges product marketing, communications, and brand strategy. You’ll collaborate closely with Product Marketing, Product, Design, Growth, and Leadership to build cohesive campaigns that connect product updates, thought leadership, and brand storytelling to strengthen brand consistency and market visibility. 
This role is ideal for a marketer who can toggle between strategy and execution; someone who can write a compelling launch email in the morning, coordinate a PR push in the afternoon, and brief the design team by end of day. You’re equally comfortable crafting messaging for clinical leaders and enabling a sales team to tell a more powerful story.
**As a  Senior Manager, Marketing you will:**
* **Content & Campaign Development**
* Develop high-quality content across channels: website, email, social, PR, webinars, and sales collateral.
* Manage Counterpart’s content calendar, ensuring consistency in tone, timing, and storytelling tailored predominantly to provider and health plan audiences.
* Partner with leadership on thought leadership pieces, press releases, and case studies that demonstrate measurable outcomes and clinical impact.
* Support conference and event marketing efforts — from pre-event promotion and on-site materials to post-event follow-up — ensuring a cohesive narrative across channels.
* **Brand + Messaging Stewardship**
* Ensure consistent application of Counterpart’s brand voice (Human, Innovative, Trustworthy, Engaging).
* Collaborate with design to evolve creative assets, visuals, and messaging frameworks that reflect our expanding platform.
* Support updates to the website and marketing collateral as the product suite expands.
* **Product Marketing + Launch Support**
* Partner closely with Product Marketing to coordinate product launches and announcements across channels.
* Create clear, benefits-driven messaging that translates technical and clinical details into audience-specific language for providers and enterprise partners.
* Maintain cross-team visibility on product milestones to ensure proactive alignment and timely marketing execution.
* Oversee supporting materials such as website updates, social posts, and sales enablement content tied to product news.
* **Analytics & Optimization**
* Track and report on key marketing indicators (campaign engagement, content performance, inbound interest, sales enablement impact).
* Use insights, not just metrics, to optimize strategy and identify new opportunities for visibility, reputation, and pipeline support.
* **Collaboration**
* Work cross-functionally with Product, Design, and Sales to ensure marketing directly supports business objectives and go-to-market priorities.
* Act as a connector between Marketing and Product, ensuring a shared understanding of goals, timelines, and market narratives.
* Contribute to a culture of clarity, accountability, and creativity within a lean, fast-moving team.
* Partner with Legal and other stakeholders as needed to manage review processes, ensure compliance, and streamline approvals.
* Engage and manage external vendors or agencies when necessary to extend capacity and maintain quality and brand consistency.
**Success in this role looks like:**
* **You build momentum fast**: Within your first 90 days, you’ve launched a unified content calendar, established a consistent storytelling cadence across channels, and led your first coordinated product or feature launch with measurable impact.
* **You elevate Counterpart’s voice:** By six months, your campaigns are driving stronger engagement and higher-quality leads. You’ve published compelling thought-leadership pieces and case studies that showcase real clinical and business outcomes — positioning Counterpart as a trusted, innovative voice in healthcare.
* **You shape the brand’s future**: Beyond the first half-year, you’ve built repeatable playbooks for product launches and storytelling, evolved our brand narrative, and helped define Counterpart’s position as a category leader in AI-enabled value-based care — all with the creative autonomy and executive visibility of a founding marketing leader.
**You should get in touch if:**
* 7-10 years of marketing experience in healthcare, health tech, or SaaS – ideally in provider-facing or enterprise B2B contexts.
* Strong writing and storytelling skills, particularly in translating complex clinical or technical ideas into compelling, outcome-oriented narratives.
* Experience building integrated campaigns that support B2B sales enablement and strategic growth, not high-volume digital acquisition.
* Comfortable working in a startup or high-growth environment: organized, proactive, and resourceful.
* Working knowledge of CRM, CMS, and analytics tools (HubSpot, Webflow, Google Analytics, etc.).
* Passion for healthcare innovation and improving care delivery.
* Bonus: familiarity with interoperability, AI, or value-based care concepts.

Cool, how about ADBE, PYPL, CRM, HUBS?

The company today announced the launch of its internal AI-powered Engagement Assistant, a multi-agent system designed to handle top-of-the-funnel lead qualification, appointment booking, and other pre-application workflows, helping improve scalability and efficiency across mortgage operations.
Recent performance results1 of the internal AI-powered Engagement Assistant have shown clear improvements across key front-end mortgage workflows. The system increased borrower lead engagement by more than 90 percent, improved appointment conversion by over 200 percent, and generated an increase of more than 140 percent in completed applications compared to manual outreach processes.2 These results reflect the system’s ability to accelerate borrower’s connection to licensed loan officers for personalized support and maintain consistent follow-up for remaining prospects. The system is designed to provide timely, organized information to the sales team while preserving compliance and data integrity across communication workflows.
Our internal AI-Powered Engagement Assistant is about enabling our people, not replacing them,” said Jamie Cavanaugh, CEO of reAlpha Mortgage. “By automating early interactions, we aim to help ensure that every lead receives timely attention while giving loan officers more capacity to connect directly with borrowers who are ready to move forward. We expect this to lead to faster appointments, less manual work, and an improved experience for both our team and our customers.”
“We engineered the system to think, adapt, and scale - giving our loan officers more time for the conversations that matter,” said Vijay Rathna, Chief Technology Officer of reAlpha. “By combining multiple AI agents within a single framework, the system can manage high lead volumes, adapt to borrower needs in real time, and integrate seamlessly with our CRM. We believe that this foundation ensures that our technology not only improves speed and efficiency today, but can also evolve with new capabilities as we expand.”
Not investment advice. See disclosures.
Read the full article here. finance.yahoo.com/news/aire-laun…
$NVDA $MSFT $AAPL $AMZN $GOOGL $META $BRK $LLY $AVGO $TSLA $JPM $V $UNH $XOM $MA $OPEN

Can I ask how old you are? I think it's typically true that seasoned sales people (i.e. 40-45+) like working with Salesforce, since its obviously a strong habit that has been developed over a decade plus working with a specific tool.
It's just not how anyone who started in the past 10 years seems to feel about CRM anymore

Digital business cards have really made a difference in several real-life scenarios where traditional paper cards just don’t cut it anymore. For example, at large networking events and conferences, digital cards simplify sharing contacts instantly without fumbling around for a pen or worrying about running out of cards. It also makes follow-ups easier because your contact info and details are already in a digital format that can sync directly with phones or CRM systems.
Another common use case is client meetings or pitches where you want to quickly provide not just your contact info but also your portfolio, client testimonials, or links to social proof—all in one spot. This gives a polished and professional impression much faster than handing over a piece of paper.
Also, for remote or virtual networking, digital business cards work flawlessly since you can share them with a link or QR code in an email or chat without any physical exchange. Overall, they tend to cut down on clutter, save costs on printing, and boost efficiency in tracking leads and managing relationships.
If someone is still on the fence, a good tip is to try digital cards at smaller events or internal team meetings first to get comfortable with the technology and discover how it can enhance connection and follow-up processes. It’s less about replacing paper overnight and more about using tech where it makes the most sense

CRM is around $237, down from $267 in October. Technicals look rough (below all major moving averages), but I think this is a buying opportunity.
The AI acquisitions (Spindle AI in November, Doti shortly after) look smart—they're targeting agentic analytics and enterprise search, which should help them capture enterprise AI spend. Besides, They're still the CRM leader with 76k+ employees and a solid market position.

CRM isn't a company, bro. Stop spouting this absolute garbage and gitgud.

Working on SaaS CRM for non profits, it has AI features, but still debating on whether to use our own model or just go with Gemini. Someday may need it..