Latest news with #ServiceCloud
Yahoo
a day ago
- Business
- Yahoo
Morgan Stanley sees 'a compelling catalyst' for Salesforce stock rally
-- Morgan Stanley analysts say Salesforce's recent pricing and packaging changes could serve as a key driver for growth acceleration, providing 'a compelling catalyst' to re-rate the stock. The firm reiterated its Overweight rating on Salesforce (NYSE:CRM) in a note Thursday, citing untapped upside potential in the company's subscription revenue trajectory through fiscal 2028. 'Pricing & Packaging (NYSE:PKG) remains a compelling catalyst for growth acceleration to re-rate shares,' Morgan Stanley wrote in a note, following meetings with Salesforce management. The firm said it walked away with 'a clearer view of the prospect for topline re-acceleration,' driven in large part by strategic price increases and bundled offerings. While list price increases on the Enterprise and Unlimited tiers of Sales and Service Cloud are expected to contribute 'modest tailwinds' of 60 basis points and 50 basis points to fiscal 2027 and 2028 subscription revenue growth, Morgan Stanley sees a bigger opportunity in customer upgrades. 'The increased list prices going into effect in August 2025 represent a strategic effort, meant to push adoption of Premium tiers given incremental bundled value,' the analysts noted. Using Sales Cloud as a benchmark, the bank estimates that customers can achieve ~70% cost savings when adopting Unlimited Edition bundles versus standalone features, and over 100% cost savings with the Agentforce 1 tier versus Unlimited on a like-for-like basis. Morgan Stanley believes these price moves will incentivize large customers to migrate to higher-tier plans, particularly as those bundles include high-value tools like Data Cloud and Agentforce. 'Valuation remains undemanding,' the analysts added, with Salesforce trading at ~17x EV/2026 FCF versus a ~33x average for large-cap peers. They concluded: 'Innovative Pricing/Packaging strategies driving upgrade activity should prove a compelling catalyst for inflecting growth higher.' Related articles Morgan Stanley sees 'a compelling catalyst' for Salesforce stock rally Growth funds favor Makemytrip and SK Hynix: BofA BofA sees improving ad market boosting Roku's outlook as it lifts target
Yahoo
18-06-2025
- Business
- Yahoo
Salesforce announces 6% price increase for enterprise, cloud products
Salesforce (CRM) says it is updating pricing for Enterprise Editions and Unlimited Editions for Sales Cloud, Service Cloud, Field Service, and select Industries Clouds. On August 1, list prices will increase by an average of 6%. 'These increases reflect the significant ongoing innovation and customer value delivered through our products. There are no planned changes to pricing for Salesforce Foundations, Starter, or Pro Editions,' the company said in a statement. Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>> See today's best-performing stocks on TipRanks >> Read More on CRM: Disclaimer & DisclosureReport an Issue Option traders moderately bearish in Salesforce with shares down 3.23% JPMorgan Says the S&P 500 Has Limited Upside – but These 2 Stocks Stand Out Salesforce blocking AI rivals from using Slack data, The Information reports Salesforce Tightens Grip on Slack Data to Block AI Rivals Salesforce (CRM) Faces Neutral Outlook as Valuation Struggle Sours Investor Sentiment Sign in to access your portfolio
Hans India
26-04-2025
- Business
- Hans India
AI-Powered 10 Best Marketing Platforms : An evolution in marketing industry
Introduction In today's dynamic digital marketing landscape, it is quite challenging to stand out from the noise. Consumers demand personalized, timely, and relevant content—and marketers are under pressure to deliver on all Artificial Intelligence plays a vital role by automating the processes, predicting consumer behavior, and enhancing personalization at scale, AI has become an essential tool in modern marketing arsenals. From content generation to customer segmentation and predictive analytics, AI-powered platforms are redefining how brands engage with their audiences. Before we deep dive and understand the top 10 game-changing AI marketing tools to watch in 2025, let's understand about AI marketing tools. What is an AI Marketing Tool ? AI marketing tool is simply a tool which is designed to assist in marketing tools are used in various forms like AI writing tools, which helps in creating content for marketing campaigns , Keyword research AI tools to find the best words to target in website copy and blog this section, we are sharing top 10 game changing AI-powered marketing tools which has changed the 360 view of marketing. Top 10 Game Changing AI Marketing Tools 1- HubSpot - AI plays an important role in streamlining the marketing,sales and service processes. Predictive lead scoring, chatbots, content strategy suggestions, and customer segmentation are few AI capabilities in Hub Spot which makes the platform useful for growing businesses who are seeking an all-in-one CRM and marketing suite. CEO- Yamini Rangan Headquarter- Cambridge ,Massachusetts, US Best For: Marketing automation, CRM, email campaigns Why It Stands Out: Seamless integration of AI within a full-funnel marketing ecosystem 2- Salesforce Einstein - Salesforce has become a dominant global leader in CRM due to Einstein AI platform being seamlessly integrated across its Sales Cloud, Service Cloud and Marketing Cloud Einstein provides insights and recommendations for sales forecasting, lead scoring, customer segmentation, personalised marketing journeys and customer service automation. Due to its extensive customer base, Einstein's AI capabilities have a broad reach, helping businesses leverage data to improve customer engagement, drive sales and enhance overall customer like Walmart, Amazon as well as few government organisations are leveraging Saleforce's Marketing Cloud technology and building a strong customer base. CEO - Marc Benioff Headquarters - San Francisco,California US Best for : CRM and customer journey automation What it stands Out - Predictive lead scoring, smart recommendations, dynamic campaign optimization 3- MailChimp - MailChimp is a veteran of digital and tech-driven marketing automation tools,which is widely used for email marketing and marketing offers features like audience segmentation, predicting engagement likelihood,suggesting content and optimising send times. MailChimps AI helps businesses personalize their email campaigns,target the right audiences,improve email deliverability , open rates and more conversions from email marketing efforts. CEO - Rania Succar Headquarters- Atlanta ,Georgia,US Best for- Email marketing & campaign automation Why its stands Out- Personalized content suggestions, send-time optimization, predictive segmentation. 4- Canva - It is a graphic design platform that allows users to create stunning visual content easily even without professional design skills. Canva was launched in 2013, it has grown into a powerful online tool used by individuals, marketers, small businesses, educators, and even large enterprises around the offers a wide range of templates and tools for creating visual integration with AI enhances the design and creative process and automatically generate designs based on user input. CEO - Melanie Perkins Headquarters - Sydney,New South Wales,Australia Best for : SMB,Social Media Managers, Marketing Teams,Educators & Students What it stands Out - All-in-One platform for design , copywriting, video editing and branding tool,accessibility , collaboration,speed. 5- Surfer SEO - Surfer SEO helps marketers create SEO-optimized content by analyzing top SERP competitors. It provides real-time suggestions for word count, keyword density, and structural optimization. When paired with Jasper AI, it becomes a powerful content creation and optimization combo. CEO - Michal Suski Headquarters - Wroclaw,Poland Best For: SEO-focused content writing Why It Stands Out: Data-driven, real-time optimization as you write 6- Jasper - Jasper AI (formerly Jarvis) is one of the leading AI copywriting tools which helps marketers in writing high-quality content, from blog posts and emails to product descriptions and ads. Jasper's tone customization, SEO-friendly suggestions, and integration with platforms like Surfer SEO make it a go-to for content marketers looking to scale. CEO - Dave Rogenmoser Headquarters : Austin,Texas,US Best For: Copywriting, blog content, product descriptions Why It Stands Out: High-quality output with minimal editing and powerful tone control 7- Adobe Marketing Cloud - Adobe Marketing Cloud is a collection of digital marketing tools which are designed to help businesses deliver personalized ,data driven customer experiences across multiple is part of Adobe Experience Cloud and is used by medium to large enterprises looking for advanced marketing capabilities. CEO - Shantanu Narayen Headquarters- San Jose,California,US Best for- Real-time content targeting, customer behavior analysis, and visual asset tagging Why its stands Out- Data Intelligence, Customer Journey Orchestration and Creative Power 8- Chat GPT - ChatGPT conversational AI is incredibly has transformed the way marketers brainstorm, write, and automate social media captions, ad copies, FAQs, or engaging customers through chat are few capabilities which help the marketers. CEO - Sam Altman Headquarters : San Francisco,US ,California Best For: Ideation, content generation, chatbot development Why It Stands Out: Context-aware, human-like responses and endless creative possibilities 9- Grammarly - Grammarly is usually known for its grammar checker capability, its AI-powered tone analysis, readability insights, and real-time suggestions are invaluable for marketers. Grammarly ensures your messaging is clear, concise, and aligned with your brand's tone when you're drafting an email campaign or creating social content. CEO: Rahul Roy Chowdhary Headquarters : San Francisco,US ,California Best For: Polishing marketing content Why It Stands Out: Intuitive interface with deep contextual suggestions and tone checks 10- Semrush - A powerful all-in-one digital marketing platform used for SEO, content marketing, competitor research, PPC, and social media marketing, provides data, tools, and insights to help businesses for the optimization of their online presence, grow organic traffic, and stay ahead of the competition. CEO - Oleg Shchegolev Headquarters - Boston,Massachusetts,US Best for : SEO Strategy Optimization,Competitor Analysis,Content Marketing What it stands Out - Competitive Intelligence , Massive Keyword Database, Powerful SEO Tools,Content Marketing excellence,Intuitive Dashboard,PPC Advertising and Insight. Conclusion AI is no longer the future—it's the present of marketing. Businesses that harness the power of these platforms are better equipped to meet evolving customer demands, outpace the competition, and create smarter, more impactful campaigns. Whether you're revamping your SEO strategy, automating emails, or creating thumb-stopping visuals, these 10 AI marketing tools are game-changers to watch—and adopt.
Yahoo
25-04-2025
- Business
- Yahoo
Why Bargain Basement Salesforce Stock (CRM) Offers Refuge From Trump Mania
Salesforce (CRM), the titan of cloud-based customer relationship management (CRM) systems, has long been a darling of growth investors. But recent quarters tell a story of slowing momentum, with revenue growth decelerating and management's outlook hinting at more negativity to come. Still, beneath the surface, Salesforce is refining its operating efficiency, boosting profitability, and introducing innovations that could reignite investor enthusiasm. In the meantime, at its current valuation, Salesforce's stock might just be a bargain hiding in plain sight. For these reasons, I am bullish on the stock. Discover outperforming stocks and invest smarter with Top Smart Score Stocks. Filter, analyze, and streamline your search for investment opportunities using Tipranks' Stock Screener. Salesforce's revenue growth, once a blazing double-digit engine, has swiftly cooled. For FY2025, the company reported $37.9 billion in revenue, up 8.7% year-over-year, marking a steady deceleration from the 11.2%, 18.4%, and 24.7% in their respective 2022, 2023, and 2024 periods. The fourth quarter alone saw $10 billion, a 7.6% increase. Looking to FY2026, Salesforce projects revenue of ~$40.1 billion, which implies a modest 7.4% growth rate, well below the $41.35 billion Wall Street anticipated. Thus, deceleration is set to persist due to an increasingly cautious enterprise spending environment, intensified by elevated interest rates and a general economic uncertainty, which are crimping budgets for cloud software. However, while top-line growth slows down, Salesforce is quietly becoming a profitability powerhouse. Last quarter, the company's adjusted operating margin hit 33.1%, up from 31.4% the prior year, with full-year margins expanding to 33% from 30.5%. This leap comes from disciplined cost controls, including prior workforce reductions, and a focus on operational efficiency. For FY26, Salesforce expects margins to climb further to 34%, even as it invests heavily in AI. Beyond its recent focus on growing profits amid decelerating top-line growth, Salesforce is still planting seeds for future growth. Although its Agentforce platform is early in its journey, it is gaining traction, with 5,000 deals closed since October 2024, including 3,000 paid, for clients such as Pfizer and Singapore Airlines. This AI agent builder, embedded across Sales Cloud, Service Cloud, and Slack, automates tasks and enhances customer interactions, positioning Salesforce to capture a slice of the AI-driven enterprise market. Meanwhile, with $900 million in annual recurring revenue (up 120% year-over-year), the company's Data Cloud has doubled its data processing to 50 trillion records, quickly becoming a cornerstone for AI-driven insights. These developments suggest a pivot toward a broader, AI-powered ecosystem that could revive Salesforce's growth trajectory, especially since the tech giant already has the customer base on which it can expand vertically. The growth slowdown has undeniably rattled investor confidence, sending Salesforce's stock tumbling. Adding to the pressure, the recent Trump tariffs, which helped trigger a broader tech selloff, dragged CRM down with the rest of its sector peers. So after taking hits from multiple angles, the stock's now hanging near its 52-week lows. However, in my view, that drop hides a solid opportunity since Wall Street seems to overlook Salesforce's core strengths. For starters, the tariff worries feel overdone. Unlike hardware-heavy tech companies, Salesforce runs a cloud-based software model that doesn't depend much on physical supply chains. Most of its revenue comes from subscriptions tied to global enterprise deals, so it's pretty well shielded from the cost spikes tariffs usually bring. Also, about 3/4 of last year's revenue came from the Americas, with a notable portion locked into multi-year deals, providing a buffer against short-term economic policy shifts. Thus, any tariff-related sell-off seems transitory, not persistent. Moreover, at about 22.5x this year's expected EPS of $11.16, Salesforce trades at a multiple far below its historical average. With analysts projecting double-digit EPS growth through 2028, driven by a margin expansion and AI-driven efficiencies, I believe today's valuation is a steal for a giant of Salesforce's caliber. Even if the company's investment case softens in the near term, for any reason, I believe that the current valuation should also provide a rather wide safety net against further downside. Salesforce is currently covered by 42 analysts, with the consensus leaning toward a bullish outlook. CRM stock carries a Moderate Buy consensus rating according to 31 Buy, eight Hold, and three Sell ratings over the past three months. CRM's average price target of $362.35 implies a 38.5% upside potential over the next twelve months. Salesforce stands at an inflection point. Revenue growth is undeniably slowing, and this year's guidance further tempers expectations, reflecting a cautious market. Nonetheless, the company's margin expansion, boosted capital returns, and under-the-radar progress in Agentforce and Data Cloud paint a brighter picture. In the meantime, with a valuation that's increasingly hard to ignore, Salesforce's stock could be a rare opportunity for those willing to weather the near-term storm. Disclaimer & DisclosureReport an Issue
