Salesforce Analyst Sees AI As A Tailwind, Stakeholders 'Fed Up' With Dual Mandate
Salesforce Analyst Sees AI As A Tailwind, Stakeholders 'Fed Up' With Dual Mandate
Stakeholders are "fed up" with the dual mandate of cutting costs while driving sales, leading to a potential loosening of budget constraints amid fears of falling behind in the AI race.As Salesforce Inc. (NYSE:CRM) navigates a complex demand landscape, optimism is brewing for the second half of 2024.
賽富時公司（NYSE:CRM）在複雜的需求格局中航行，對2024年下半年充滿樂觀。
JPMorgan analysts spoke to Salesforce partners, consultants and customers, and included feedback in a Wednesday research report.
摩根大通分析師與Salesforce合作伙伴、顧問和客戶交流，並將反饋納入週三的研究報告中。
"The first half was quite tough," remarked a partner from a Salesforce-focused consulting firm. He anticipates an upswing as pressure mounts for increased software spending, especially among retail companies.
「上半年相當艱難，」一家專注於Salesforce的諮詢公司合夥人表示。他預計隨着對增加軟件支出壓力的增加，尤其是在零售公司中，可能會迎來一波上升。
Stakeholders are "fed up" with the dual mandate of cutting costs while driving sales, leading to a potential loosening of budget constraints amid fears of falling behind in the AI race.
利益相關者對削減成本和推動銷售雙重任務感到「厭倦」，這可能導致預算約束的放鬆，擔心在人工智能競賽中落後。
Shorter-Term, Lower-Cost Projects Are Here To Stay
短期、低成本項目將保留下來
The trend towards shorter-term, lower-cost software projects is becoming permanent. Firms are breaking larger strategies into manageable pieces that demonstrate immediate ROI.
向短期、低成本軟件項目的趨勢趨向永久化。公司正在將更大的戰略分解爲可管理的部分，以展示即時回報率。
"I think this may be a new way of buying that is here to stick around," the partner noted, reflecting a significant industry shift.
「我認爲這可能是一個持久存在的購買新方式，」合作伙伴指出，這反映了行業的重大轉變。
While he sees Salesforce maintaining 10% or greater growth for the next couple of years, there's an emphasis on the need for innovative products to sustain long-term expansion. "They are king of CRM," the partner added, referring to the company's customer relationship management platform. "But they need more than that at this point."
儘管他認爲Salesforce在未來幾年將保持10%甚至更高的增長，但強調需要創新產品來維持長期擴張。「他們是CRm之王，」合作伙伴補充道，指的是公司的客戶關係管理平台。「但在這一點上，他們需要更多。」
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Salesforce Data Cloud Gains Momentum
Salesforce數據雲勢頭強勁
Feedback surrounding Salesforce's Data Cloud is largely positive, with customers implementing it at scale. "I see momentum with Data Cloud in our business... feedback [from customers] is mostly positive," the partner shared, although he acknowledged the complexity of implementations poses challenges.
關於Salesforce的Data Cloud的反饋大多數是積極的，客戶正在大規模實施。"我看到業務中Data Cloud的發展勢頭...來自客戶的反饋大多數是積極的，"合作伙伴分享道，儘管他承認實施的複雜性帶來挑戰。
With a price target set at $310 for Salesforce stock, JPMorgan maintains an 'Overweight' rating.
紐交所爲Salesforce股票設定了310美元的價格目標，摩根大通維持"增持"評級。
As Salesforce pivots towards efficiency and profitability, its focus on generative AI capabilities may position it favorably for the future, even amidst current market headwinds.
隨着Salesforce轉向效率和盈利能力，其對生成AI功能的關注可能會在未來有利地定位，即使在當前市場逆風的情況下。
- Salesforce's Free Cash Flow Could Double by 2029 Amid AI Push, Analyst Says While Upgrading Stock
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Image: Shutterstock
圖片：shutterstock
譯文內容由第三人軟體翻譯。