Zan Digital › Companies
Salesforce
Every piece of Zan Digital analysis that covers Salesforce — 8 pieces, each figure traced to a named source.
- 001SaaS Multiples in an AI Capex Slowdown: 3 ScenariosAI capex adds roughly 140 basis points to US growth in 2026. A slowdown would lift SaaS multiples on one side and crush them on the other. Three scenarios.140bp
- 002Agent Marketplaces: What Distribution Is Actually WorthEvery major platform launched an agent marketplace. In one editor's data, 3 agents took 92% of turns. What marketplace distribution is really worth.92%
- 003Incumbent Advantage: Why Worse Enterprise AI Keeps WinningGiven a free choice, just 8% of workers pick Copilot. Given only Copilot, 68% adopt it. Here is the incumbent advantage machine, and how challengers break it.8%
- 004Salesforce in the Agent Era: Platform, or Roadkill?Agentforce repriced Salesforce around consumption and autonomous agents. Whether the system of record survives when the interface stops mattering.~$2
- 005Agentforce Pricing: The $2 Conversation Break-Even MathSalesforce charges $2 an Agentforce conversation, or $0.10 a Flex action. The meter beats a $550 seat only below 275 conversations per seat a month.$0.10
- 006AI Billing: Credits, Tokens and the 20-Week DealCredits, tokens and AI units map to nothing a controller recognises. AI software now takes 16 to 20 weeks to buy, against 7 to 10 weeks for everything else.16-20 weeks
- 007AI Bundling vs Metering: Both Sides Have CasualtiesMicrosoft bundled Copilot and raised prices up to 45%. Salesforce metered and rewrote pricing 3 times. Both AI packaging strategies have casualties.45%
- 008Per-Seat Pricing Fell to 15%: An Autopsy of the NumberPer-seat pricing did not fall from 21% to 15% in twelve months. That pair of numbers is a Gartner prediction running to 2030. Here is what did move.21% to 15%