Salesforce wont be discarded in the AI boom, but what companies want is changing
Summary
Companies are not going to abandon Salesforce but they are changing how they use it and what they expect from enterprise software in the AI era. Blavity plans to replace Salesforce's CRM with a lower-cost AI solution when its contract ends in 2027, but will keep Slack because rebuilding a messaging platform is too costly and complex. Salesforce is pushing AI features like Agentforce and Slack AI, cites strong revenue guidance and Agentforce ARR growth, and is executing a large buyback amid depressed share prices. Investors remain cautious about AI-driven disruption, while analysts argue large enterprises will likely stick with incumbents due to data governance and risk concerns.
Classifications
industries
Fintech & Banking
applications
Accounting and Taxes
AskAI Classifications
Labels
IT Services
Cloud Computing
Enterprise Software
Linked Companies
ServiceNow, Inc.
$1B+
Salesforce
$1B+
Amazon
$1B+
Workday
$1B+
OpenAI
$25M to $50M
Anthropic
$10M to $25M