Salesforce receives double blow over an AI product - TheStreet

Two Wall Street firms downgraded Salesforce in the same week. That doesn't happen often.

KeyBanc and Bernstein both cut their price targets on Salesforce stock, with concerns pointing squarely at Agentforce — Salesforce's big AI bet. The analysts aren't convinced the product is converting interest into real revenue. For a company that's been selling AI as its next growth engine, that's a meaningful signal.

Here's what it means if you're running ops or marketing at a mid-market company: the platform you're already paying too much for is doubling down on an AI product that even professional investors aren't sure works yet. Your next wave of "consultant-required" customizations might be built on that foundation.

You've already been through the cycle — bought into a platform promise, paid to configure it, watched it drift away from how your business actually operates. The Salesforce news doesn't mean you should panic-switch tomorrow. It does mean the argument for staying because "everyone uses it" just got a little thinner.

The biggest CRM platforms aren't failing because of bad engineering — they're failing operators because enterprise roadmaps don't care about your specific workflow.

#CRM #SalesOperations #MarketingOps #MidMarket #Salesforce

Original Source

Salesforce (CRM) rarely draws a downgrade from two research firms at once. This week it did. On Thursday, July 9, KeyBanc Capital Markets and ...