Ibarra: SaaStr runs its revenue cycle through headless Salesforce
Amelia Ibarra · Who Owns Your Data Now? Agents vs. Systems of Record on The Agents #013 · Aug 28, 2026 · at 15:45
Amelia Ibarra, co-host and operations leader at SaaStr, demonstrates SaaStr's custom AI revenue stack to Jason Lemkin.
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“It shows you what he's hooked up to headless within Salesforce too, because there's multiple things running into this. So he's got class. I call it classic Salesforce for sales, right? So Salesforce CRM that our sales team has always used for like 10 years. He's got qualified, which Salesforce bots, and now that's a native integration momentum, which shows our call recordings, which again, Salesforce bought two. So that's two agents that kind of ingested and then agent force, which we were like an early adopter of and we still use and then marketing cloud next, which is where we transitioned over from Marketo. And then this quote to cash thing, which is a little bit of a custom app built on. 10 K replet Salesforce and then using other APIs that we access headless. So Panda doc bill.com click books. We have our own custom quote to cash initiative that pushes back into Salesforce. So between our full revenue cycle, if you will, those are the six core things that we're doing headless in Salesforce.”
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