Is GenAI Disrupting Salesforce? (215)

The Tech Strategy Podcast

This week’s podcast is about Salesforce and how generative AI is going to impact its business.
You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.
Here is the link to the TechMoat Consulting.
Here is the link to the Tech Tour.
Here are my 3 working conclusions.

• GenAI is going into their existing services, which are used by teams at their clients. Salesforce is well positioned for this.
• GenAI is going to get incorporated into the workflows of their clients. This requires an AI tech stack, which Salesforce does not have. AI Cloud companies are building this and offering it as a service. This is a problem.
• AI Agents are emerging and this will change the workforce of CRM within companies. This is a big problem for Salesforce. Competitor Microsoft is well positioned here.

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I write, speak and consult about how to win (and not lose) in digital strategy and transformation.
I am the founder of TechMoat Consulting, a boutique consulting firm that helps retailers, brands, and technology companies exploit digital change to grow faster, innovate better and build digital moats. Get in touch here.
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Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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