Between Intuit and Salesforce, Which Stock Looks Set to Break Out? - Trefis

Salesforce's stock is being compared to Intuit's right now — and Wall Street is treating it like a horse race worth watching.

The Trefis analysis sizes up both companies on growth trajectory and valuation. The short version: Salesforce is still a giant, still expensive, and still betting that enterprise customers will keep paying premium prices for a platform that promises to do everything.

Here's what that means if you're the one actually running the CRM day-to-day: the company your budget is tied to is optimizing for shareholders and enterprise contracts — not for making your team's Tuesday easier. Every product decision, every pricing change, every "innovation" gets filtered through what moves the stock, not what fixes your pipeline visibility problem.

You've probably already felt this. The features you actually need sit behind higher tiers. The workflows you want to change require a certified partner. The roadmap moves on Salesforce's schedule, not yours.

The investors betting on Salesforce are betting on the same model that's been frustrating mid-market ops teams for years — and that model isn't going anywhere.

The platform your team uses every day shouldn't be designed around a quarterly earnings call.

#CRM #SalesOperations #MidMarket #SalesforceAlternative #RevOps

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As a quick background: [1] CRM offers customer relationship management technology and a platform enabling businesses to deliver connected ...