CRM

17 statements across 13 episodes · 7 bullish · 5 bearish · 10 people on the record · first statement Mar 25, 2016 by Branko Cerny · across every show →

Everything said about CRM, oldest first

Mar 25, 2016 bearish
Insight
Cerny: Younger workers will seek workarounds rather than use legacy CRMs
“More and more of today's entry-level workforce generation will often just not put up with clunky software. When you think about how they live, First thing they do after they open their eyes in the morning is check their Instagram, check their Tinder, and hit t…”
Branko Cerny Mar 25, 2016 ▶ 8:24 Immediately's Branko Cerny on The Rise Of Bottoms Up Sales and The Importance of Branding For Enterprise SaaS Companies
Jul 15, 2019 bearish
Prediction Open · timeframe Jul 2029
Subotovsky: Next-gen startups will disrupt legacy email, CRM, and calendar incumbents
“Email, calendar, CRM, marketing automation, those haven't changed significantly in decades. So I believe that in the next 10 years, we're gonna see a lot of the leading companies in those categories disrupted by new generations of companies that are rebuilding…”
Santi Subotovsky Jul 15, 2019 ▶ 34:50 20VC: Zoom From Series A to IPO, How VCs Can Provide CEOs with Additional Leverage and Why The Negative Effects of Signalling Are Very Real with Santi Subotovsky, General Partner @ Emergence Capital
Jan 29, 2021 positive
Insight
Palan: Product teams lack a centralized data system equivalent to CRM
“No, I go for the look like the whole premise of Product Board as a system. Is based on the idea that the information should be shared with all the people that are involved in product decision making. It's similar, like, you know, CRM system, like you centraliz…”
Hubert Palan Jan 29, 2021 ▶ 12:23 20VC: Why "Founder Insight" is Overrated, Why Big and Bold Product Visions Can Be Dangerous & Why Getting To Product Market Fit by Accident Can Lead to Danger with Hubert Palan, Founder & CEO @ ProductBoard
Jun 13, 2022
Assertion Supported
Shah: HubSpot launched its CRM product expansion one year before IPO
“And the year before the IPO is when we made this brilliant decision, like, oh, we're getting into CRM, right?”
Dharmesh Shah Jun 13, 2022 ▶ 59:12 HubSpot Founder Dharmesh Shah: The Ultimate Guide to Company Culture | E896 · 20VC with Harry Stebbings
May 27, 2024 positive
Assertion Partly supported
Lemkin: HubSpot CRM generates $700M ARR and outgrows marketing automation
“CRM is at seven hundred million, I think, and it's growing faster than marketing automation.”
Jason Lemkin May 27, 2024 ▶ 24:29 Jason Lemkin: Why Pricing is Worse Than Ever and There is More Funding Than Ever | E1157 · 20VC with Harry Stebbings
Jan 17, 2025
Disclosure
Monday.com operates independent, startup-like business units for each product line
“Yeah, that's exactly how we think about this. We have different business units dedicated for each product. Every product is in different phase. So, you know, CRM is more mature and then dev and then service and obviously work management is kind of the most mat…”
Eran Zinman Jan 17, 2025 ▶ 40:01 Eran Zinman, Co-Founder & Co-CEO @Monday.com: Going Upmarket, International and Multi-Product |E1247 · 20VC with Harry Stebbings
Jan 17, 2025 bullish
Prediction Not checkable as stated
Companies will consolidate core SaaS tools onto Monday.com
“Eventually I see, definitely see a future We're accompanied by several tools and consolidate on Monday for the core business use cases, whether it's CRM, work management, that service, and the compound value of using several of those tools, the flow of data, a…”
Eran Zinman Jan 17, 2025 ▶ 38:41 Eran Zinman, Co-Founder & Co-CEO @Monday.com: Going Upmarket, International and Multi-Product |E1247 · 20VC with Harry Stebbings
Jan 17, 2025 bullish
Assertion Supported
Monday.com's CRM is growing faster than the original platform did
“You know, the CRM today is growing faster than what Monday did back in the days.”
Eran Zinman Jan 17, 2025 ▶ 37:10 Eran Zinman, Co-Founder & Co-CEO @Monday.com: Going Upmarket, International and Multi-Product |E1247 · 20VC with Harry Stebbings
Feb 12, 2025
Insight
Software maturity makes product quality matter more than vertical customization
“So we think, I think that as these applications get mature pretty much all the CRM, they look the same today. So it's not so much about CRM for that business or that business, they are the same. So it's more about the quality of your product now rather than ho…”
Fabien Pinckaers Feb 12, 2025 ▶ 18:04 Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
Mar 17, 2025 neutral
Assertion Supported
Rangan: B2B software markets are not winner-take-all
“B to B apps are not winner take all markets. Whether you look at HR or finance, CRM, they all have multiple players.”
Yamini Rangan Mar 17, 2025 ▶ 0:16 Yamini Rangan, CEO @ HubSpot: How HubSpot Competes Against Salesforce · 20VC with Harry Stebbings
Sep 12, 2025 bearish
Insight
Bendov: Traditional CRMs capture only one percent of sales reality
“This is not true. CRM doesn't have truth. The only thing that's true out there is like who your customers are, what they bought, how much they're paying you, maybe their phone numbers. Everything else is not true. It's like information that sellers are Botheri…”
Amit Bendov Sep 12, 2025 ▶ 4:30 20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
Sep 12, 2025 bullish
Disclosure
Bendov: Gong's 2017 deck predicted revenue AI would outgrow CRM
“Oh, I have it in my pitch deck from 2017. I said, like, revenue AI will be bigger than CRM, not because, like, it has, like, a big ego, but just the economics, like.”
Amit Bendov Sep 12, 2025 ▶ 21:01 20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
Sep 12, 2025 bullish
Prediction Open · timeframe Sep 2027
Bendov: AI agents will automate manual CRM work within two years
“Absolutely. Like, I mean, who wants to fill in forms or flip the web pages? This is like people punching cards in the seventies. There's no doubt in a couple of years at most, and I used to say like in 10 years, right? Now I say like in one to two years, nobod…”
Amit Bendov Sep 12, 2025 ▶ 6:49 20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
Nov 24, 2025 bullish
Prediction Not checkable as stated
Shlomo: Vibe coding will become software's largest category, swallowing traditional SaaS
“I felt like in my eyes, this is going to be the largest category in, in software industry. Cause a lot of like existing categories that we're familiar with. And CRM and support systems and task management and project management and stuff like that are going to…”
Maor Shlomo Nov 24, 2025 ▶ 5:21 Base44’s Founder, Maor Shlomo on How Vibe Coding Will Kill SaaS · 20VC with Harry Stebbings
Mar 12, 2026 negative
Insight
Lemkin: Next-Gen AI CRMs Cannot Function With Workplace Privacy
“App is, this is becoming necessary core CRM functionality to record and manage every keystroke, every interaction, everything you type, everything you do, because otherwise you can't automate a CRM. Like, the next generation CRM just does not work if you have …”
Jason Lemkin Mar 12, 2026 ▶ 14:45 Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
Apr 23, 2026 neutral
Assertion Contradicted
Lemkin: Core CRM accounts for only 14% of Salesforce revenue
“When most folks hear about Salesforce, they think it's CRM, it's 14% of their revenue, ok?”
Jason Lemkin Apr 23, 2026 ▶ 1:23:03 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Aug 12, 2026 negative
Opinion
Vibe coding a custom CRM makes no sense for most companies
“This makes no sense for 99.9% of the world, ok? You can't maintain it, you can't build the integrations, it's more complicated. Most of the folks that say that have never used a CRM”
Jason Lemkin Aug 12, 2026 ▶ 28:41 Canva Slashes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab
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