What's the story? There has been a lot of hullabaloo regarding passive remarks made by Nadella and Benioff themselves and how they are openly roasting each other's strategies in public. Nadella is on the side of agentic AI replacing SaaS, and Benioff is taking a hard bet on agent context and deep integration with existing platforms. We are just saying, why not both? SaaS might be on the downward path, but no one clearly implies that they are talking about CRUD SaaS. Even though there was a UX evangelism movement to improve SaaS applications (Attio is the clear winner here, also look out for us we are coming for you), that won’t be enough value for the customers at the end of the day. Well-created agentic systems (like ours, hopefully) will allow power users to develop their features and screens to upgrade their experience. What won't change (mostly) Vertical SaaS (Specialised ML applications, computer vision applications, for example) will still be challenging to replicate on such a platform, but current horizontal SaaS players have little defensibility left apart from distribution and human incumbency until and unless these tools do a 360° and focus on implementing agentic systems that provide additional value to their respective verticals. Where they disagree Where Microsoft and Salesforce disagree on the topic is how to do it. Microsoft is taking the long bet by developing advanced models (through Open AI) that’ll be able to understand all your data, connect with all your existing platforms, and give you the results in a single place. Think like O1, chain-of-thought models handling the thinking and the execution end-to-end. Salesforce, on the other hand, is focusing on creating shorter, repeatable flows enhanced by Gen AI, within the context of their system. Where they agree Both parties agree on one thing though, people will start logging into CRMs a lot more. You’ll be logging into your singular “CRM” to manage clients, end users, employees, and everything, be it lead generation, or HR functions. Even if we look beside the AI end-to-end automation promise, centralisation and consolidation always provide value by directly reducing your platform costs at the end of the day, without any loss in the effectiveness of your business processes. Extra brownie points for unifying all your business data under a single platform, enabling humans and agents to have a better understanding of your organisation. What's our bet That’s why we are taking the bet on making a generative AI native CRM for businesses to allow them to replicate their processes and let them build their features with some help from our end to build the initial foundation. If you are a visionary business leader who wants to join us in this ardent yet exciting journey to build the CRM of the future, reach out to us.
