Salesforce to MSFT: We Are Coming, Baby Cakes
November 18, 2024
No smart software. Just a dumb dinobaby. Oh, the art? Yeah, MidJourney.
Salesforce, an outfit that hopped on the “attention” bandwagon, is now going whole hog with smart software. “Salesforce to Hire More Than 1,000 Workers to Boost AI Product Sales” makes clear that AI is going to be the hook for the company for the next hype cycle riding toward Next Big Thing theme park.
The write up says:
Agentforce is a new layer on the Salesforce platform, designed to enable companies to build and deploy AI agents that autonomously perform tasks.
Now that’s a buzz packed sentence: “Layer,” sales call data as a “platform”, “AI agents”, “autonomously”, and smart software that can “perform tasks.”
The idea is that sales are an important part of a successful organization. The exception is that monopolies really don’t need too many sales professionals. Lawyers? Yes. Forward deployed engineers? Yes. Marketers? Yes. Door knockers? Well, probably fewer going forward.
How does the Salesforce AI system work? The answer is simple it seems:
These AI agents operate independently, triggered by data changes, business rules, pre-built automations, or API signals.
Who writes the rules? I wonder if AI writes it own rules or do specialists get an opportunity to demonstrate their ability to become essential cogs in the Salesforce customers’ machines?
What do customers do with smart Salesforce? Once again, the answer is easy to provide. The write up says:
Companies such as OpenTable, Saks and Wiley are currently utilizing Agentforce to augment their workforce and enhance customer experiences. Over the past two years, Salesforce has focused on controlling sales expenses by reducing jobs and encouraging customers to use self-service or third-party purchasing options.
I think I understand. Get rid of pesky humans, their vacations, health care, pension plans, and annoying demands for wage increases. Salesforce delivers “efficiency.”
I am not sure what to make of this set of statements. Underpinning Salesforce is a database. The stuff on top of the database are interfaces. Now smart software promises to deliver efficiency and obviously another layer of “smart stuff” to provide what software and services have been promising since the days of the punched card.
Smart software, like Web search, is a natural monopoly unless specific deep pocket outfits can create a defensible niche and sell enough smart software to that niche before some other company eats their lunch.
But that’s what some companies do? Eat other individual’s lunch. So whose taking those lunches tomorrow? Amazon, Google, Microsoft, or Salesforce? Maybe the lunch thief will be a pesky start up essentially off the radar of the big hungry dogs?
With AI development shifting East, is the Silicon Valley AI way the future. Heck, even Google is moving smart software to London which is a heck of a lot easier flight to some innovative locations.
Hopefully one of the AI companies can convert billions in AI investment into new revenue and big profits in a sprightly manner. So far, I see marketing and AI dead ends. Is Salesforce, as the long gone Philco radio company used to say, “The leader”? On one hand, Salesforce is hiring. On the other, get rid of employees. Okay, I think I understand.
Stephen E Arnold, November 18, 2024
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