why aren't all 148 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 2 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Not checkable as stated
Cummings: Pardot generated $250M in recognized revenue at Salesforce last year
“Today, six years later, Pardot, as part of salesforce.com, last calendar year, did two hundred and fifty million of recognized revenue.”
Assertion Supported
Forbes Data: Salespeople Spend Only 35% of Their Day Selling
“Like, Forbes says, 35% of a sales person's day is actually spent selling, because they're filling out all those 10 extra sales force fields for me, so I can do great segmentation.”
Opinion
Salesforce's 2002 30-day free trial was its key differentiator against Siebel
“The Salesforce trial was a 30 day trial, up to five users, but the sales rep could toggle it up to 20 users, however many users they wanted, and really put the technology in the hands of the user. And that was like the key differentiator from Siebel at the tim…”
Assertion Supported
Salesforce spent over $8M across three years fixing compensation disparities
“We did the equal pay audit the first year, and we found about a three million dollar issue. And then we did it the second year, and we found another three million dollar issue. And then we did it the third year, and we found another, I mean, it's north of eigh…”
Assertion Supported
Benioff regrets not prioritizing equal pay from Salesforce's inception
“He will openly say, if I'd known, I would have done this in the beginning too. I would have done equal pay and equality, and I would have had a chief equality officer. The second I hired the chief philanthropy officer, like he, Miss Mark Benioff, like the lege…”
Insight
Seka: Corporate equality requires continuous commitment rather than one-off audits
“This is not a one and done. You can't be like, oh, I went to the Bold Force meeting, I went to the Martin Luther King march, I did one pay audit. We're equal. Like, this is something that you decide to commit yourself to, and commit your company to”
Insight
Ford: Actionable allyship requires asking, listening, showing up, and speaking up
“We have four steps to being an ally. Ally is actionable. It's ask, ask people about their journey, right? What's it like to be a black woman? Listen, listen with empathy and respect. Show up. So when there's a South Asia force, Diwali festival, show up, right?…”
Disclosure
Halligan: HubSpot made its CRM free forever to compete with Salesforce
“When we go to market in the same market, we can't just build a me too product. We need to build a lighter product more consumer grade in the front end, enterprise grade in the back end. And we need to have an innovative go to market model. So when we built our…”
Assertion Not checkable as stated
Adam Gross: SaaS companies over three years old are decomposing monolithic stacks
“If your company is more than three years old, your engineers are currently on a journey to take the application stack that you created, which was a classic web application stack, right? This is what Salesforce looks like under the hood in 1999. This is kind of…”
Disclosure
Ibarra: SaaStr built an AI renewal agent using Salesforce and Gamma
“We created a mini renewal agent. So let me scroll down. I'll show you guys this. So we've got this mini renewal agent now going where, you know, we had our AI day, I think last month or something. And previously it'd be a manual thing where we have a digital e…”
Disclosure
Ibarra: SaaStr runs its revenue cycle through headless Salesforce
“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…”
Assertion Not checkable as stated
Lemkin: SaaStr Automates Entire Quote-to-Cash Pipeline via AI Agent 10k
“And 10 K now does it end to end, right? We generate the contract in Panda doc, sends it out to the customer, get it signed, push the sign contract into Salesforce, changes it to close one, generates the invoice, invoices the customer, right? All this brutal th…”
Disclosure
Dorfman details the exact tech stack behind Anthropic's sales operations
“We use lean data for routing. We use clay for enrichment. Salesforce is our system of record and source of truth. We use Jira for tickets intercoms fin product. We use for Custer's customer support, as well as for sales support. I joke with the ironclad team t…”
Disclosure
Anthropic uses Claude via Slack to triage internal sales support tickets
“So we made Slack the front door. Slack comes in, tick it out. Claude does the triaging. So Claude actually co-work now does a lot of this. And that's changed for us probably in the last week since I made these slides, but co-work can check your emails and can …”
Disclosure
Lemkin: Salesforce serves as the connective glue across SaaStr's AI agents
“Right now, Salesforce is our connective glue, right? We've talked about this many times, but it'd be even better since they're all built on Replit, if Replit could be the glue for the agents, right?”
Disclosure
Ibarra: SaaStr sent roughly 340,000 messages across Artisan, Qualified, and Salesforce
“I will tell you, we've sent this is just artisan, but it's sent 40,000 messages. Okay, I think our qualified is later on this deck that's sent like a 100,000 messages because that's an inbound. And then with Salesforce, we're probably close to like 200,000 mes…”
Disclosure
Lemkin: SaaStr uses Agentforce, Qualified, Artisan, and Monaco for AI SDRs
“For the most part, we are using the current four third-party agents that we use, right? We are using Agent Force from Salesforce, Qualified, which Salesforce is buying. We're using Artisan, which we use all the time as a core outbound agent. And recently we've…”
Prediction Open · timeframe Oct 2026
Ibarra: Salesforce will integrate Qualified and Momentum by Dreamforce
“I will say the benefit of Salesforce. Buying qualified momentum is like eventually by probably Dreamforce, right? Those two things will be integrated into one. So we have like two less dashboards and I'll probably have one centralized one by October”
Disclosure
Lemkin: SaaStr segments Salesforce database across three outbound AI tools
“We are using, for example, for outbound, we use Asian force artisan and qualified. We use three and we may add more. We're just basically taking our Salesforce database and giving each of them a portion of it.”
Assertion Not checkable as stated
Lacour: One-Third of Personio's Salesforce Records Were Duplicates
“So we deduped all our Salesforce data, because initially, one third of our data in Salesforce were duplicates, so we had a lot. So we installed, like, automatic deduping.”
Disclosure
Personio Loaded 5,000 Gong Calls Into Snowflake to Context-Enrich AI
“On our customer conversations, we loaded sort of 5000 Gong calls in Snowflake. We added a lot of emails. We added, we connected to Salesforce, brought that all together.”
Assertion Contradicted
Lemkin: Revenue Per Employee Up 2.6x at HubSpot Since 2021
“Since 2021, this is their efficiency ratio, their revenue per employee. HubSpot up 2.6 X, even Salesforce up 2.2 X.”
Assertion Not publicly verifiable
Benioff: Homebuilder Lennar Deployed Salesforce AI Agents in Six Months
“And that whole cycle from idea to innovation to actually delivery with Lennar, because they're live now, was about six months.”
Assertion Not checkable as stated
Benioff: Salesforce Holds 230 Petabytes of Customer Data
“And at that data later, it's not just about the Salesforce data, which is 230 petabytes of data.”
Assertion Supported
Benioff: Salesforce is Japan's second-largest software company
“We're the second largest software company in Japan.”
Disclosure
Benioff: Salesforce Vision Integrates Slack, Tableau, and CRM Without Barriers
“And my vision is if you're in Slack, you are in Tableau and you are in Salesforce.”
Assertion Supported
Benioff: Salesforce Guided to Around $40.9 Billion for the Year
“I think we did give guidance at about 40.9 billion for this year.”
Assertion Not checkable as stated
Lemkin: Marc Benioff attends Davos to meet 100 enterprise customers in person
“Mark Benioff has been going for 15 years. And, you know, he, I didn't understand why for a while. He's like, I sit at the top of this one. He said, Mark Benioff said, I sit at the top of this one staircase. And I just meet a hundred customers in person. It's t…”
Disclosure
Halligan Sent Salesforce Quarterly Decks for Years to Nurture Strategic Ties
“After we met Denny Off and everybody in there once a quarter, I put together a backbed, a PowerPoint deck of It was going on HubSpot, four or five slides, you know, economics, hockey stick, and I'd send it to him. Just keep in touch. Things are going well. Her…”
Assertion Not checkable as stated
Halligan: Salesforce Buying ExactTarget Slowed HubSpot's Growth
“Salesforce went from being like our best friend to, we, they were a formidable competitor in the part of the software space. It slowed our growth down.”
Assertion Supported
Lemkin: MongoDB, Salesforce, And UiPath All Suffered Severe Growth Deceleration
“We talked about the shock to the system of Mongo going from 40 to 17%, Salesforce shrinking to single digit growth, UiPath cutting its guidance in half.”
Assertion Not yet assessed · timeframe Dec 2023
Lemkin: monday.com moved from -5% to +20% operating margins in 18 months
“Monday.com in, in 18 months went from Minus five percent operating margins to plus 20, right? Salesforce is hitting plus 30.”
Assertion Partly supported
Kayyal: Salesforce listed a $6B TAM in its 2004 IPO filing
“When Salesforce went public in our S-one, our TAM listed was six billion in 2004. That was what we said the TAM was for Salesforce. You know, Jason called it out. It's now a thirty billion revenue company. You look at the TAM, you know, over three hundred bill…”
Assertion Supported
Kayyal: Salesforce Grew Over 20% in 2009 Despite Global Financial Crisis
“Salesforce's growth in 2009 you know, in what was the doom and gloom era, as we can all remember of, you know, the world felt, you know, sort of financial markets were about to collapse and Salesforce still grew north of 20% in that period.”
Assertion Not checkable as stated
Beechuk: A Pluralsight Rep Won A Multimillion-Dollar Salesforce Deal Via Apple Pie
“So, a series of meetings, one thing led to another, and we, he closed a multi-million dollar deal. Not bad for a 50 dollar apple pie.”
Assertion Partly supported
Lemkin: Early Salesforce was a rudimentary SMB app with four tabs
“Salesforce was a very rudimentary SMB app for a brief period of time, but it was. It sold to very small companies. It didn't even have custom tabs. It just had four tabs out of the box, and even compared to, like, where Pipedrive was in 2013, it did less. It w…”
Assertion Not publicly verifiable
Salesforce's user group program ran 500 monthly meetups globally
“When I was at Salesforce, I ran the user group program, and we had 500 meetups that were happening every month all around the world.”
Assertion Supported
Bedecarre: Sephora leased major portion of Salesforce's 350 Mission space
“Salesforce themselves put up one of their half of their building at three 50 mission. Sephora took a huge chunk of that.”
Assertion Not publicly verifiable
Talkdesk built the first five-minute call center onboarding flow in Salesforce
“So we built the first kind of, ah, onboarding flow directly through Salesforce so that the sales engineers at Salesforce could create a call center in five minutes on Salesforce. This is the first time that happened.”
Assertion Not checkable as stated
The vast majority of HubSpot's agency partners sell HubSpot exclusively
“The vast majority are selling. They're not selling Salesforce and dynamics in Adobe. They're selling HubSpot and servicing HubSpot, but you know, I'd say 10% of them and some of the bigger ones support all of them.”
Assertion Supported
Lemkin notes Salesforce generates 70% of its growth from existing customers.
“It's true of Salesforce. 70% of the growth is from the base.”
Opinion
Willey: Salesforce struggles to capture dynamic views of contract timing opportunities
“Unfortunately, Salesforce, isn't that good at kind of capturing dynamic views of these different types of opportunities”
Disclosure
Porter: Salesloft automated CEO follow-up emails for closed-won deals over $50,000
“Once we acquired a new customer, I set this rule up in Salesforce that would say, if customer comes in and deal is closed one, above 50 K is the threshold I put on, you know, you may do differently, then it would automate an email from me to the rep, saying co…”
Disclosure
Slack's early sales team operated out of Zendesk rather than Salesforce
“Early days we had an accounts team and the accounts team would work out of Zendesk, not Salesforce. So it was almost like an extension of customer support and they would talk to a dentist office and the CIO of a fortune 100 company in the same day.”
Insight
Ford: Sponsorship means pitching colleagues' ideas while keeping their names attached
“So it's about advocating for people when they're not physically in that room, taking their ideas forward and keeping their name on it, right? And making sure they're getting the credit for what they did.”
Insight
Ford: Correcting pay gaps is easier at 200 employees than 40,000
“It's easier to ride a ship when you've got a couple hundred employees, to do that equal pay audit now, to think about diversity in your hiring and your recruiting practices now versus, oh, let me fix things when I'm 40,000 employees in.”
Assertion Not checkable as stated
Lemkin: Groupon paid Salesforce eight figures annually
“Salesforce had just landed them as a huge customer. Back in the day, it was a marquee customer. I don't know how much they paid Salesforce, but I know it was eight figures a year.”
Assertion Supported
Deeter: Over 40% of Public Cloud Value Has Been Acquired
“Over 40% of the value of the public cloud companies has been acquired away, strip out Salesforce at the top there, and well over 50% has been acquired.”