37. The art of CRM turned into science

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37. The art of CRM turned into science

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For our thirty-seventh episode, we’re talking about the company that killed the CD-ROM. The company that looked at the old, clunky, and expensive way businesses bought software and said... [pause] "there has to be a better way." They pioneered the idea that powerful software shouldn't be a product you install, but a service you subscribe to through the internet. They are the undisputed king of their category and the company that truly brought the business world into the cloud. We are talking about Salesforce.

When you hear the name Salesforce ($CRM), you think of the original cloud software titan, the company that pioneered the Software-as-a-Service (SaaS) model and became the undisputed king of Customer Relationship Management. For years, its story has been one of relentless, trailblazing growth.

But the real story of Salesforce today is its evolution from a single product into a sprawling, integrated platform. Through massive acquisitions like Slack, MuleSoft, and Tableau, it has transformed into an all-encompassing ecosystem for digital transformation. This growth-by-acquisition strategy has made its platform incredibly sticky, but it has also drawn intense scrutiny from investors who are now demanding profitability over growth-at-any-cost. Can the company successfully pivot from its old playbook?

We're logging into the cloud to determine if Salesforce can successfully integrate its massive empire and deliver the high-margin, profitable growth that investors now demand.

Created with love by Emil Lazzaroni
2 new episodes per week, until I can find good companies to hold forever.

This is not in any way, shape or form financial advice. You are the sole responsible for the action you take after listening to any of my content.

Always consult a professional before investing.

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