"If there is a SaaSpocalypse, I think it might be eaten by the SaaSquatch because there are a lot of companies using a lot of SaaS because SaaS just got a lot better with agents as a service. We just launched Salesforce ITSM in October and in just a few months [chief revenue officer] Miguel [Milano] has won over 180 customers, but I especially love five customers who got to leave the purgatory of ServiceNow."
"We just launched Salesforce ITSM in October and in just a few months [chief revenue officer] Miguel [Milano] has won over 180 customers, but I especially love five customers who got to leave the purgatory of ServiceNow like SunRun, Cornerstone, Cool Systems and there are others too that we're not allowed to mention, but I might mention them anyway, who are leaving ServiceNow for the new Salesforce IT services."
Salesforce CEO Marc Benioff announced Q4 earnings with unconventional messaging, using the "SaaSquatch" metaphor to describe how agentic AI strengthens SaaS companies against market pressures. The company launched Salesforce ITSM in October and rapidly acquired 180 customers, including notable ServiceNow departures like SunRun and Cornerstone. Benioff highlighted competitive wins and discussed integration benefits with partner companies. The earnings call deviated from standard format, featuring informal conversations with executives from Wyndham Hotels, SharkNinja, and Workday, emphasizing cross-company collaboration and AI capabilities like Slackbot.
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