EVR-ISI Software: Daily Cloud Bytes (Intra-Quarter CRM Checks, NOW/ACN & More)

研报英文原文证据摘录

EVR-ISI Software: Daily Cloud Bytes (Intra-Quarter CRM Checks, NOW/ACN & More)

Technology | Software

f3.24O

June 30, 2026

Kirk Materne, CFA EVR-ISI Software: Daily Cloud Bytes (Intra-

212 497 0873 Quarter CRM Checks, NOW/ACN & More) kirk.materne@evercoreisi.com

Peter Levine EVR-ISI Software Daily Nugget: Good morning. We published quick

212 497 0833 takeaways from a round of intra-quarter checks on CRM, speaking with

peter.levine@evercoreisi.com a Fin customer, a former Fin/Intercom sales leader, and a Salesforce

Peter Burkly implementation partner on both the demand environment and the read

212 497 0831 on its recent AI acquisitions. The tone was a bit more constructive than

peter.burkly@evercoreisi.com recent quarters: demand is still concentrated in existing customers

Bill McNamara optimizing and expanding deployments rather than broad new-logo

212 446 5626 activity, but optimism around the AI roadmap has picked up, with

bill.mcnamara@evercoreisi.com participants citing deals like Fin, Contentful and Qualified and newer

Charlie Zhou products such as Agentforce Coworker as signs Salesforce is bringing

646-551-8513

more mature, production-ready AI to market. Adoption is still early, charlie.zhou@evercoreisi.com

though; one partner estimated only ~15% of CRM projects today Vinod Srinivasaraghavan, CFA

646-551-8831 explicitly include AI, with only a small fraction deployed at scale, so

Vinod.Srinivas@evercoreisi.com monetization should build gradually. Fin stood out as one of the more

strategic moves, with its value seen less in the underlying model and

Weekly Video: more in the customer-support workflow layer around it (conversation

management, contextual guidance, integrations, outcome-based

pricing, and years of production experience), and one partner