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Wedbush Securities analyst Dan Ives recently told Seeking Alpha that the influx of AI into the software industry was reminiscent of the 1990s, calling it a 1995 moment. As an investor, Ives seemed to be looking at the eruption in share values of almost any software company getting involved with AI ...
You might recall that one of ChatGPT's parlor games early on was to write something in someone else's style. Shakespearian sonnet? No problema! A CRM paper in the style of Denis Pombriant? Good luck with that But seriously, that's a problem because I get paid to analyze and wr...
Salesforce last week in Chicago announced its AI Cloud during Connections, its marketing conference. AI Cloud incorporates many aspects of ChatGPT, and the moniker is all over the offerings as in Einstein GPT or, more formally, Einstein GPT Trust Layer ...
Salesforce's Tableau held its user conference in Las Vegas this week, where it made several announcements designed to improve performance and usability. It also announced a ChatGPT version, Tableau GPT, and Tableau Pulse, analytics personalized to user needs ...
Oracle has waxed and waned over the years about the benefits accrued using an integrated suite of applications instead of opening up to a slew of best-of-breed apps. They're back now, peddling the idea of a unified suite in marketing. Recently EVP Rob Tarkoff went so far as to say that "best of breed has jumped the shark." ...
I've been searching for an explanation of what's going on out there in economics, technology, and business for a while -- heck, all of my professional life ...
Before the AI revolution, CRM had a well-defined, if not often discussed, role that tied it to the product commoditization cycle ...
Generative AI seems to be sweeping the world, but this is something we ought to be vetting more seriously, observed Denis Pombriant, a founder and managing principal of Beagle Research Group, a CRM analyst firm in Stoughton, Mass "In the long history of CRM, we've seen the tec...
Cloud computing, and especially Salesforce's brand of it, has changed the business world significantly, and that's undisputable to the point of being cliché. However, Benioff and company are not done yet; they may be going through some of the same turbulence we've seen over the years as activist investors take adversarial positions with the company's stock -- but the result will likely be different...
Two things occurred to me while writing about Salesforce's current dust-up with activist investors. First, in the last piece, I noted that activist investors are all over the place, and they take interest in companies and whole sectors all the time when they see an opportunity to make a buck. Nothing unusual there ...
Almost every major tech company is experiencing a round of layoffs, even though most are making good profits. Many people have never seen vast layoffs like this, so the honest question is, why is this happening? Is it fashion, fatigue, or something more secular to blame? You can't rule out fashion in a monkey-see, monkey-do way ...
As an analyst, I am a generalist -- you almost must be unless you're Paul Greenberg, who captures and manages a hellacious amount of data about nearly every company in the space. Hat's off to my buddy Paul! ...
The signs and symptoms of the tech world's decline in 2022 abound. "Peak Tech," suggests writer Brian Merchant in an article from The Atlantic titled "The End of the Silicon Valley Myth." His blunt pronouncement: "The companies that define our digital lives have hit a wall." If true, it's a serious indictment and raises the critical question: What's next?...
Predicting the future is a fool's errand, even, or maybe especially, in CRM, yet we're all over it like a cheap suit this time of year ...
The fail-fast idea is the iterative prototyping of our time, though I find the older term preferable. Implicit in the failure idea is that you succeed now and then, and it's only to get to the successes that we seek fast failure. If it ain't gonna work, let's be done with it and try something else ...
The U.S. Department of Defense last week announced a $9 billion contract to get the major tech companies to provide its next-generation cloud computing infrastructure and application platform. I think ...
Salesforce had its quarterly earnings call the other day. No spoiler, they made a lot of money, grew significantly, and generally had fun doing it. However, the real news from the call, for me, was that Bret Taylor is stepping down from the number 1-A position of Co-CEO and Co-Chair to return to his roots in entrepreneurship ...
CRM is, in many ways, the story of maturing markets. Our technology was innovated to help with the big jobs of finding customers for new and sometimes hard-to-understand products, servicing those customers, and finding ways to renew their enthusiasm with new versions ...
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