说话者更关注CRM，因其押注于更低的代币成本而非定价权，尽管存在利润率收缩和转化问题。
逐段跳播
如果你是 Salesforce，你说：“嘿，我们允许你以编程方式获取我们的数据并将其集成到云中，这样人们就不必离开同一细分市场——你知道，要么是机器人 Slack，我认为这是一个 CRM，公平地说——或者你可以从云端完成所有这些，而不必离开你的云聊天，你可以做所有事情——你知道，这基本上可以读取你所有的数据，”那是不是意味着你在出售你的竞争优势？
随着时间的推移，这是否会创造你无法转化尽可能多客户的可能性？
If you're Salesforce and you say, "Hey, we'll allow you to programmatically take our data and integrate it into the cloud so people don't have to leave the same segment—you know, either a bot Slack, which I think is a CRM, to be fair—or you can do all of that from the cloud and not have to leave your cloud chat and you can do everything—you know, that can basically read all your data," does n't that mean you're selling your competitive advantage ? And over time, doesn't that create the possibility that you won't be able to convert as many customers?
这正是 Salesforce 在上个季度的收益报告中说的。就在几天前，Salesforce 说：“是的，我们能够从现有客户那里赚更多的钱，但我们转化的新客户更少。”我持有 Salesforce 的股票，所以这有点像“嗯”。这是值得关注的事情。
That's exactly what Salesforce said in its earnings report last quarter. Just a few days ago, Salesforce said, "Yes, we were able to make more money from our existing customers, but we converted fewer new ones." I own shares in Salesforce, so it's kind of like, " Hmm." This is something that deserves attention.
对于这里的软件，你仍然有我提到的关于 CRM 的抵消警告。
For software here, you still have the offset warning I mentioned regarding CRM,
所以，问题在于 Salesforce。这些都是当你成为课程会员时得到的各种反馈。我们在这里。利润率正在萎缩。成本增加 18%，利润率有所萎缩。毛利率略有下降。我们的运营费用与收入增长一致。
所以，仍然有乐观情绪，但他们希望降低代币成本，这就是他们押注的，而不是定价权。这就是让我对 Salesforce 更感兴趣的原因。仅此而已。
So, the problem is with Salesforce. These are all the kinds of feedback you get when you're a member of the course. Here we are. The margins are shrinking. An 18% increase in cost and some shrinkage in margin. The gross profit margin decreased slightly. We have operating expenses that are consistent with revenue growth. So, there is still optimism, but they are hoping for lower token costs , and that is what they are betting on rather than pricing power. This is what made me a little more interested in Salesforce . That's all.
如果我转向 CRM，我的预测是 458。是的？也许。我认为这是一个合理的预期。
If I switch to CRM, I have a forecast of 458. Yes? maybe. I think that's a fair expectation.
这个频道对 $CRM 的历次判断
Meet Kevin 在这只股票上共 9 条判断，这里只列相邻的几条。