Is CRM Stock Really Broken Or Just On Sale? - Trefis

Salesforce's stock is down bad. Wall Street is treating it like a broken business. The financials say otherwise.

Analysts at Trefis took a hard look at the gap between Salesforce's beaten-down share price and its actual financial performance. Revenue keeps growing. Margins are expanding. The market is pricing in fear; the income statement is reporting something closer to stability.

Here's what that means if you're the ops or marketing leader who's been on the receiving end of Salesforce's pricing and rigidity for the last few years: a company under this much investor pressure does not get more flexible. It gets more focused on protecting margin. That means fewer concessions on contracts, slower responses to your support tickets, and a product roadmap built around what moves their stock — not what fixes your pipeline visibility problem.

You've already learned the hard way that a big brand name on your CRM doesn't mean it fits how your team actually sells. The consultants told you it would. The implementation took twice as long as promised. You're still building workarounds in spreadsheets.

A vendor fighting to justify its stock price is not going to suddenly start caring about your custom workflow.

#CRM #SalesOperations #MidMarket #RevOps #CRMStrategy

Original Source

The market has left this software giant for dead on the price chart, but its financial statements keep telling a story of a business that is very ...