HubSpot making a splash at its annual inbound conference announcing new AI agents as the stock has struggled down more than 30% year-to date. Joining us now HubSpot CEO Yamin Rangan. Uh Yam good to see you again.So taking a step back here after Salesforce results yesterday and with what Adobee's been dealing with a lot of investors are wondering when the significant growth comes for applications and like CRM and marketing software. HubSpot making some AI announcements this week. How do they translate into s ...

详细要点如下 1、增长看似提速，但更多只是汇率利好：增长端，核心业务--订阅性收入本季同比增长10.6%，较上季的8.3%有一定提速，小幅跑超市场预期1pct。 9月4日早美股盘后，SaaS龙头Salesforce公布2026财年2季度财报。当季业绩表现相对平稳（或者说平淡）。 增长并无明显提速迹象，但靠优秀控费仍挤出小超预期的利润。但不改变核心问题，且对下季度指引也不亮眼，整体观感还是偏弱。 背后一方面是核心订阅业务因汇率利好和规模效应的小幅提升，另外服务业务的毛亏损的从上季的异常高点回落常态也有贡献。 但主要是汇率转向顺风的利好，过去四个季度，恒定汇率下订阅收入的增速实际一直在9%左右，增速波动大部分只是因汇率的影响。（因不公布小数， 较小的差异会被抹去）。 因此，本季实际毛利润额近80亿，同比增长11.6%，较收入增速有所放大。 2、传统业务熟透，必须向AI寻增长：细分5大云各自的表现，本季受益于汇率利好，增速全部有1%~3%的环比走高。结构上，传统的IT支出--销售、客服 和营销三大板块增长依旧仅个位数，近乎熟透的传统业务难有多少亮点。 5、优秀控费继续挤利润：本季Salesforce全部经营费用支出 ...

Group 1 - CloudCC has integrated Microsoft VS Code and GitHub Copilot AI tools to launch CloudCC Copilot, enhancing the development efficiency of customized CRM systems by over 70% and reducing code error rates by 50% [1] - The integration of AI capabilities into the low-code platform allows developers to access a full suite of features without switching interfaces, reducing environment configuration time by 30% and ensuring consistency in development practices [1][5] - The AI-driven approach enables users to visualize workflows and significantly improves code delivery efficiency, transforming manual coding into intelligent interaction [5] Group 2 - Over 60% of enterprises abandon critical CRM customization needs due to long development cycles and high costs, which CloudCC aims to address with its recent upgrade [6] - Case studies show that a leading beverage company reduced code writing time for a "smart distribution forecasting module" from 3 weeks to 5 days with 90% accuracy, while a luxury car manufacturer cut development costs by 40% by reusing existing IIoT plugins [6] - CloudCC's strategy focuses on becoming a "developer-friendly intelligent business platform," emphasizing ecosystem openness and the balance between low-code convenience and code-level control [6] Group 3 - The upgrade signifies a strategic move towards an "AI + low-code" paradigm, with over 300 industry-specific templates available for rapid tuning through natural language commands [6] - The code generation process complies with security standards such as GB/T 22239-2019 and GDPR, ensuring sensitive data is automatically desensitized [6] - Analysts note that the shift in CRM development power from IT departments to business units reflects a deep transformation in the industry, potentially leading to a new wave of market reshuffling [7]

以下文章来源于智能进化论 ，作者小葳 智能进化论 . 解读商业进化背后的科技密码，专注云计算、AI、数字化转型领域深度报道 2025年年初，国内CRM赛道格局发生巨变。 2025年2月14日，销售易与腾讯宣布战略合作再升级，腾讯集团副总裁、政企业务总裁李强将兼任销售易董事 长，销售易创始人史彦泽继续担任CEO。 根据官方资料，双方将以「行业化+生态化」双轮驱动，深入大制造、高科技、央国企、汽车等重点行业，加强 销售易在国内市场的快速渗透以及国际市场的布局与发展，共同开拓SaaS赛道增长新机遇。 成立于2011年的销售易是国内CRM领域头号玩家，服务大中型企业客户超过5000家，也是唯一入选Gartner销售 自动化魔力象限的中国CRM厂商。 销售易与腾讯的合作由来已久。从2017年开始，腾讯就持续投资销售易，2019年销售易获得来自腾讯独家的1.2 亿美元E轮融资，至今仍保持着国内CRM赛道单笔最大融资纪录。此后，腾讯成为销售易控股股东。 销售易与腾讯的深度联姻将如何影响中国CRM行业的竞争版图？对SaaS创业者、投资者和客户又将带来哪些影 响？ 目前看，双方通过"独立运营+战略生态协同"的模式，推动中国CR ...