CRM
Salesforce, Inc.
stock NYSE

Starting a BPO company is a feasible idea in today’s times. However, it is essential that you begin with a focused niche and avoid scaling immediately.
Since you’ve worked in data-driven and CRM updating companies, you must leverage your industry experiences. With such experiences, you can understand customers’ expectations, quality measures, and common challenges more than first-time initiators.
I would suggest:
* **Start small and minimize fixed costs**. You must hire one or two experienced and specialized business professionals to obtain clients, and the rest of the employees could be contractual, who will handle the project execution. This will reduce the operational cost while you establish a constant revenue system.
* **Build Trust and Credibility before expanding**. Digitalization has changed the overall security systems, and customers are more worried about their data and information. You must create clear standard operating procedures (SOPs), non-disclosure agreements, quality checks, and a portfolio of successful projects before sizing up your team.
This approach works as BPO entities tend to grow by brewing long-term customer relationships instead of making large investments in the beginning. Repeat customers are those who are satisfied with your customer support services and also become promoters of the business.
**Suggestion**: Register your business and create a professional website with defined aims and objectives. Also, include the services to be provided as well. After this, use professional platforms like LinkedIn and Upwork to display a qualified business and acquire your clients. Once your business becomes stable, then you can hire permanent staff and expand your services.

**Portfolio Update:**
**Consumer facing software:**
\- Booking 10%
\- Match 10%

**Tech Consultancy:**
\- Trifork 7%
\- Netcompany 3%

**Enterprise Software:**
\- SAP 9%
\- CRM 5%

**Industry & Mining**
\- Rockwool 20%
\- Rio Tinto 6%
**Consumer Cyclical**
\- SharkNinja 15%
**Healthcare**
**-** Xtrackers Europe Healthcare 10%
Not financial advice.

CRM you POS

Salesforce, Hubspot, Service Now will all recover, you can't just use AI to build a complex CRM, investors got way too fearful

With AI the places with existing traffic will win by being a platform for deflationary competition.
Google, Reddit, Meta
Outsiders: Rumble, etc
Any software that charges for access = will get deflated ie CRM
Any software that has free access = will get inflated ie YouTube/GOOG

This. Anyone who works in a company that is big enough, knows how deep we are at CRM. AI is helper, tool to work along with CRM. Or within. But not a replacement. I’m buying for long term

I bought ON, UAMY, and AMPX on Friday. I'm treating all 3 as trading stocks. I'm considering NOW and CRM.

If you're a boglehead ETF investor it doesn't really matter, but if you're more strategic, look for good/profitable companies that are beaten down by sentiment, e.g. CRM, ADSK, ORCL, etc. trimming as they rip and accumulating as they dip. I loaded up on MSFT awhile back and its starting to rip. NVDA and GOOG are about 4-5% outside their buying ranges; AVGO about 8%, so a little patience might pay off. It really is about as simple as buy low and trim high - trim being the operative work bc you rarely want to get out of the good names you've bought, just take off a little cream to buy the stocks that are down.

thank you, I’m doing okay and I appreciate the kind words. just wanted to shout into the void for a bit, maybe entertain my fellow wsb regards for a while. next play is probably going to be CRM LEAPS once i can afford them and DCAing into some indefinite expiry 1.0 delta call options (AKA stock ownership) in MAMA

Who knows. I'm short semis again and long AMZN. Few other odds and ends, CRM, NFLX, some nke 🫡 let's see where the chips fall

IGV up, SMH down, SPY up and SMH down, NVDA and SPY up, NOW, CRM, MSFT up.

True. He remains as the Chair. My view is they need a AI + product + ADBE capability expert.
Let's wait and see. There will is no reason to be early. Between CRM and ADBE, I will choose ADBE for an AI after-life

CRM going to do a turnaround soon?

I have an idea to start an BPO company in India like data entry, data validation, CRM updation, etc., I've been working in such companies, so I'm planning to start one & I would like suggestions or tips on how to do in the initial stage.
The plan I have as of for now is to hire one or two people who can talk & bring in clients, I can hire contract employees to do the work. I'm not sure if it's ok or should I change my idea or would drop it. I would love to hear to thoughts or ideas to make it better.

The risk I never see priced into these CRM pitches is that the whole thing is sold per seat. Their big growth story now is Agentforce doing work that humans used to do in those seats. If it actually works, you're paying Salesforce to automate away the licenses you buy from Salesforce. Seat-based SaaS and 'AI replaces the worker' point in opposite directions, and the bet is that consumption pricing closes the gap before anyone does the math.

Thanks, it's not an investment case (anyway I'm not interested by investment cases on reddit), but it's a valuable description of the state of the business. I don't care if you used AI to write it, please ignore the haters.
Agentforce is not bad. Contrary to other agentic platforms, an Agentforce agent can interact directly with all Salesforce objects. So you can automate about anything you want inside the CRM. They were also quite careful with cybersecurity, with state of the art defense.
It does not mean that Salesforce is safe from external automation. MS Copilot tries hard to enter the CRM space. But for now the result is not great.
So my take is that Salesforce is playing defense. Protect their ecosystem within companies where they are already present. I see them growing, but at a moderate pace. That explains some of the rerating.
I wouldn't invest in CRM now, but playing with volatility by selling careful puts at the right levels seems interesting.

Just throwing in my two cents as a telco executive
These platforms are so deeply embedded in the business they're not going anywhere. CRM is the heart of the typical BSS stack with hundreds of interrelated systems. AI makes application development faster and easier but it won't replace the big pieces of the engine that keeps everything running, managing 10s of millions of customers and billions of transactions in real time.

I'm not confident but I've got my eye on things.  Some of these companies will be losers, but at least some will be massive winners from here.  May be worth rolling the dice, especially on CRM...

The Case on Salesforce Stock (CRM)

CRM and NOW may rise somewhat, but they won’t return to their previous high flying days anytime soon. It’ll be a long time before we have actual clarity.