Is it too much to ask for CRM to rally 25% on earnings
I feel their acquisitions have value.
I don’t really know where you’re getting that people don’t realize they’re primarily a CRM. It’s literally their ticker.
Not organically, through acquisitions because a CRM can only do so much. That’s why they’re forcing so many acquisitions because it’s not a unique product and it’s a highly competitive environment
People don’t realize it’s literally just a CRM for sales monkeys in cubicles
CRM is now well below its Pre-COVID high. I’m very bullish on their business in general, as they command a dominant position in the CRM space, and their integrations of Tableau and Slack make me feel that they’ll maintain that dominance and continue to grow.
I think it’s likely we see a similar rally to NVDA. This could go tits up if the current rally sentiment goes south, but I am willing to bet that doesn’t happen prior to the next CPI report.
They’re well below pre-COVID highs, they have an absolutely dominant presence in the CRM space, they own Tableau, they own Slack…I see them growing substantially in the future.
CRM IV seems low. Idk if it's puts or calls tho
thoughts on buying ATM crm options for earnings on tuesday? thinking IV will juice as fuck?
Anyone buying CRM calls for next week?
Congrats if you made money this week, been sitting here with bloody CRM puts all week
My banbet is going to go through on Tuesday, so I’d like to send up prayers for my CRM put in advance of its shit earnings.
100% of my portfolio is in $crm puts, just doubled down today, i am scared
0/4 on earnings plays this week, giving everyone a heads up that my moves for next week are crm puts and vsco calls
Is CRM $146p 6/3 going to print on Wednesday?
If CRM could pull an NVDA on earnings that’d be sweet
ROKU, SPOT, CRM, MELI, ENPH, ZBH, NEE, ABNB, ALRM, IFF, PLYA, CLX, EW, SHW, FND, EXPE, DIS, ACM, MCK, MA, IRM, SI
One of my businesses actually provides IDX/MLS data, real estate tools and CRM solutions services to the real estate industry.
I have puts on CRM. Here’s hoping.
Very true. What you’re describing is called Revenue Operations (RevOps). The practice of tying together marketing, sales, and service’s data and processes so that you can automate repetitive or slow processes, get more accurate reporting from a single source of truth for your organization’s data (the CRM), and then identify opportunities to optimize processes and handoff between each team so that the business runs more efficiently overall. A well-executed RevOps strategy can result in decreased expenses and increased revenue without needing to hire more marketers, salespeople, and service/support workers in order to scale operations.
HubSpot offers a great certification on RevOps if you think it’s something that your leadership would find valuable. I think it’s a great opportunity to show you’re capable of stepping back and looking at the business as a whole strategically, rather than just focusing on individual tactics.
How low will CRM drop on Tuesday given it's such a cringe company?
CRM a joke. Fourth time bouncing off 163.60
Hubspot works well but you'll find any of the good features like automations or marketing emails are hidden behind VERY expensive pay walls. You may be able to get the early stage price but you're then locked into yearly contracts. Imo it's not worth it unless you have the cash flow.
Active campaign is my top pick and comes with everything you need out of the box. Pricing is really good here.
Copper is smooth but you'll outgrow it quickly.
Apollo.ai could most likely do what you need it to as a crm with the added bonus of being 50 a month and it comes with unlimited leads.
Streak I really liked as it lives in Gmail. This is one of my favorite crms.
I've tried Monday, it does everything. Worth taking a look.
Salesforce, don't even look at it or they'll charge you another grand.
I've launched all the above in the past. Dm me if you have questions!
I work from home, and without all the bullshit micromnagemnt, I actually get more work done. Plus what used to be my commute time is now my morning getting situated for the day. Checking emails, looking through CRM for leads etc etc. And I'm not distracted by any other employees. Not to mention our extended alcohol fueled lunch meeting and smoke breaks.
I've also seen this is a problem.
That's also an opportunity--as most problems are. Offer to manage more of their sales process for a bigger cut of revenue.
They don't have a leads problem. They have a lead quality and sales ops problem.
They don't really want leads in any case. They want revenue.
So solve that for them, too. Get them a CRM, manage middle of funnel leads for them, and even close deals if you know their product enough. You can make a good amount of money that way if you charge more for the increased engagement with those clients.
Without knowing your issues specifically- A crm or similar appointment app might let you put call notes in for each client. At least then someone answering the phone would know what has been said before.
Nothing burns me more than calling my doctor and the people answering the phone don't know what's going on or how to use their computers to find the answers. I shouldn't need to do the leg work for the people offering me the service.
We have a CRM and billing software but I haven't had the chance to dabble with them in depth so I'm mot sure up to what extent of data they collect. The reception mostly handles this.
I've got a feeling that a lot of integration with the reception, call center, and marketing needs to be done in order to actually see results.
Keep in mind that this highly depends on the data your company currently keeps track of. Hopefully they have a crm in place or billing software that you can collect data from. If they don't have that, it's time to start.
double down on $crm puts because i ain't a bitch
Sorry I didn't read the first paragraph lol
Without additional context, I'd first advise you to integrate some type of CRM. You need to be tracking the inquiries, and monitoring their progress through your sales pipeline. That in itself will save countless $$$, and hours in trying to figure out where you left off with someone, etc.
As far as project management goes, look at ASANA.
They can't worry about bringing in more sales and leads until they can effectively manage the ones they have.
Come on CRM you piece of shit
It really depends on key functions that you want from a CRM. I’m a huge HubSpot fan - been using the free version for 5+ years now.
Straight forward parent/child system for companies, contacts
All the info per contact - name, email, phone #, social media accounts, etc
Fantastic mobile app
You can add/delete or create sections that fir your needs
Basic reporting on those values
Email/browser widgets to tie in your communications
Assign ownership of data
Import/Export functionality (.xls, etc)
I highly recommend it.
Hello) I have an online business, it's an advertising agency (or another SMMA). I want to help small and medium-sized businesses attract customers through social networks.
I already have a prescribed business model, I can also make a financial model to see what the income will be in the near future and what the money is spent on. Among other things, there are already all the tables on finance and a customized CRM system in order not to lose money and see at what stage the client is.
Let's write in private messages and discuss all the conditions in more detail.
Hello my name is Austin!
I am a freelance Marketing officer specializing in data mining and predictive analytics. My background is in corporate CRM and Marketing Sales (Sales Engineer). I help small business in particular with overall business growth. Throughout my Career I was able to work in and be apart of a startup where I had to wear multiple hats and Learn the actual fundamentals of growing a company. I wish to implement the systems I have learned to use and my marketing knowledge to be and end to end solution for your business.
CRM will nosedive tmm if u didnt buy puts im sorry
Diversification is good for a business because it allows for more growth and it protects them from cyclical downturns in demand for one product/service they offer. NVDA, AMD, MSFT, AAPL, TSLA…none of these companies would be where they are if they didn’t diversify.
Salesforce is the most dominant CRM company around, but they also bought Tableau and now own the most dominant data visualization software as well, and they integrated the two with each other. Diversification of a company can be a massive value add. They’re not doing it because they’re thinking of your portfolio.
> Why is diversification a value? Diversification is a value in portfolio construction. I don't need my individual corporate investments doing diversification for me.
Diversification is a value in business, for the reasons I stated above. They’re not diversifying for you. They’re diversifying because they feel it is a profitable move.
You definitely have a lot on your plate, but I believe you’re probably better off than you think.
The reason why I say this is I’m getting the vibe here that you don’t have any prioritization here.
You rattled off some tasks and didn’t name any key focus.
This tells me that some clear goals and an implementation roadmap would be very helpful.
What’s important right now is to get clear on next steps so you can calm yourself down and think more effectively.
I would prioritize foundational and bottom funnel tasks.
I would have your research intern collect voice of customer data. Sales transcripts, customer service emails, Reddit questions, social media comments, Facebook groups, chat bot transcripts, sales call recordings, sales team interviews, customer interviews, on site polls and surveys.
When it’s collected have them do a thematic analysis to identify themes.
Send the analysis over to your copywriter for the landing page copy.
Have them write the copy for the landing pages first, then design the landing pages around the copy to make them more effective.
Through your voice of customer research you will build content based on pain points and frequently asked questions.
Have the marketing intern work on CRM and lead nurturing procurement. Make a checklist of requirements on an excel sheet and have them shop around.
Have the graphic designer work on a social media template kit until the copy is finished.
This way you can make small changes to the template and post content at scale for social media.
When the copy is done have them create art concepts that support the copy then add them to a wire frame that you will pass off to the web designer.
Let me know if you need some frameworks and shit.
Slack, CRM, Tableau are more than one product
(not sure if serious) indeed product is exceptional, but D365 is catching up and MSFT is pushing it left and right.
Just waiting for GOOGL to join in and drop a crm with marketing suit included.
We should start playing CRM. They will fail miserably in EPS and lower guidance.
thanks for the information bro, made money on $wday puts and will hold my $crm puts in earnings
Eyyy CRM puts I bought at close. Thanks WDAY
in 18 minutes it shows if i will be rich or broke, if $wday and $crm beat i will cry like a bitch
I’d do CRM, GOOG, Amazon, Apple, or maybe Walmart.
CRM call or put season? I’m feeling calls for next week
Yes, and their add ons are getting real advanced, like CPQ( configure price quote). Omni channel in Service Cloud, etc. They’ve jumped way past CRM to an near all encompassing SAP type cloud.
You're dead on. It is a hyper competitive market, with everyone and their mom releasing their own CRM product, but Salesforce has shown their longevity.
Yeah, I’ve been adding for the long haul. They r so far ahead and ingrained in CRM. No one is catching up any time soon. When a corp uses their product it becomes very hard to get rid of.
Hop on this $CRM rocket, bois. We are about to take off ahead of ER next week
Alright I’ve got 10k in august CRM calls
Opened CRM calls for earnings. Imo Salesforce is going to be one of the Dot-Com era Amazon’s of this bear market.
Already tanked to below pre-COVID highs. Company is far from dead.
What happened to SNOW, will happen to CRM today.
Strictly for a swing trade: HMC
Long: FB, RTX, CRM (don't lump sum that one). I want to say C - and it is - but with banks it's just better to stick with best in breed in JPM.
This was from yesterday, just want to share .. About CRM
Earning reports for CRM, who’s bullish on them?
Been in a similar situation (also drawn in by the excitement of it haha), though without the team or the pre-existing marketing function.
What I found helpful was figuring out where we were, first i.e., what processes do we have, how do teams communicate with one another, what channels are in play, what do we already have, and what data can we play with. Some things were too chaotic and messy, so I started from scratch, like cutting your shoe laces if you've tied too many knots.
Once I had that down, and I knew where we wanted to get to, it was easier to close the gap.
In your case, I'd suggest letting the team carry on as usual for the short term while you implement one thing at a time, so it's not a total shock to the system and you're not completely overwhelmed.
Eventually, your org will also need a CRM and that should give you some transparency over the Sales team (if they use it...)
Good luck! Don't lose sight of the excitement of this challenge, and like others have said, your CV is going to be PUMPED after this.
Setup a ERP or CRM. Check online some options that adapts to you. On the other, what is your business about? It's interesting to know some profitable sectors / business to startup.
I wanna play WDAY and CRM, but man....i got burnt on PANW and ZM.
I agree with keeping your head above water so you can better guide the rest of the organization and establish KPIs. Also, it seems like you have a better assessment of how the organization is doing, you might want to start managing the expectations of upper mgmt, that your targets might not be realistic as of the moment and propose more realistic milestones. Maximize the push and pull - i.e. we need a more sophisticated crm, setting up and onboarding will take this amount of time, etc.
No offense, but the lack of infrastructure is already enough to see it's not gonna happen. No CRM system for a sales driven org?
WDAY puts tomorrow. CRM puts next week. 100% lotto coin flips with potential 10X+ bag.
The product is good enough but the stock is trash (unless you get it for very cheap) in my view. First, they issue new shares like there's no tomorrow. The total number of shares outstanding has almost doubled since 2009. Also it's not making that much money, really. If we look at peers CRM EBITDA is around 16% (might be a bit stale data), but MSFT is 47%, ADBE is around 40% and SAP is around 27%. That's probably because they have to spend loads, I mean loads on sales & marketing, again my numbers might be a bit stale but as a percentage of sales they spend 45% on marketing & sales. Comparably Microsoft is at 14% or so and Adobe is about 25%. That's a lot of money those companies can spend on R&D or M&A or even return to shareholders instead of spending it on ads. You can say oh, but they grow so much faster than Microsoft or Adobe or SAP and it's true, CRM has high growth rates but as I said before it does not come cheap. A lot of growth is also not organic but comes from acquisitions and those are typically partially funded by new shares so shareholders suffer. And those acquisitions are questionable too. $26b for Slack? $6.5b for MuleSoft? That was 16x sales. There's only so much I can write in a Reddit comment but I would much rather hold Microsoft or Adobe or any other company where shareholders are not treated like shit or where company is much more profitable. I mean, hell, it's a software company with 5% net margins, that's like utilizes business. Yeah it's a growth company, but I just don't care. Maybe CRM can maintain its 20% revenues growth, maybe not. But I don't think I'm missing out too much avoiding this name in this environment or even in the future.
Marketing operations is like the mechanics of the marketing world. Think about a factory line, for instance. The line is producing the different marketing materials (e.g. content and design) and there are machines (i.e. marketing automation software) that support that production. Those machines then need mechanics that set them up and fix them when they’re not operating properly. That’s what one part of what marketing operations does.
The role is more ops/analytics focused and solving problems. I specialize in marketing operations for B2B companies so what I basically do is a mix of marketing/IT/engineer to support the marketing team.
For example if marketing wants to create an event campaign, they give me their plan/goal and I tell them how its gonna be done with automation and build out their campaign, conduct tests/data analysis to maximize the performance.
Other things are building new processes with more automations to scale as much as we can to centralize all of our marketing /sales data in every platform to our CRM, increase efficiency between marketing and sales teams.
Sometimes I am building out nurture programs which is where most of my creativity goes. But I don’t gravitate towards this as much
The only retarded ones were two 0 dte spy puts based on “feel” I learned modeling from out lord Martin and bought Ryder at $62.40 shorted Coin and Meta I had earnings plays, biggest once was Coin and ASO I don’t know there’s a lot. I’m mostly market neutral though. Next play is $10k short on CRM at 160. No model as of yet but fuck it lol
CRM puts the next multibagger. already in, will cash out my snow,nvda puts tomorrow and dump them into crm puts
Accidentally sent an internal follow up crm note to a client.
She’s going to get a text saying “FU in the evening”
Already have WMT/CRM looking to nibble on some SNOW. You got shares below IPO price?
I'm holding 150p as I suspect retesting 130 support.
I am also now beginning to buy up shares as I am long CRM!
Crm now, snow at a more reasonable price/sales
WMT, CRM, very small position of SNOW sub-100
Been shorting CRM and the Dow Jones. It’s like 5% behind the SPY and 15% behind the Nasdaq
CRM Puts paid. Made 15% in about an hour time span. Was waiting for WDAY to report, but I’ll take it! AAP still being ultra stupid. Nothing is going to break this stock, but I have a lot of theta left and don’t want to leave the position before tightening cycle.
We work with Shopify
CRM - Stock - Docs - Logistics - Work Flow - Connections - Cloud
Salesforce's "growth" is coming mainly from acquisitions, and not organically. I am personally very suspicious of CRM going forward, but I know nothing, and will not post my personal opinion of which way it's stock price is headed.
MMs just added a metric fuckton of new strikes on CRM....I wonder if it's worth an earnings yolo🤔
Salesfore CEO sounded like shit on CNBC. CRM still trades with a massive premium even after a big haircut. Lotta downside still possible.
yeah of course i bought these $crm and $wday puts for earnings and market goes
You posted this already on your own thread. CRM is a b2b company. We've seen most of these b2b tech companies post strong quarters. See PANW and ZM of recent weeks.
I expect CRM to be very similar. I'm playing the theta side. Selling puts. Hope you're buying mine.
Yea looking at AMD, AMZN, NET, NVIDA, WDAY, SNOW, CRM (i know not all cloud stuff but liking these companies. Still waiting for lower entries though..
wday ep of over 1000 and crm ep over 100, stop hiring people and cut costs, will both miss on earnings i think
guys i am from germany, bc of the euro chart, but $crm looks juicy, i will go all in on puts, we likely see a drop to 130$ to retest the support and we could even go lower, also this shit has an p/e ratio above 100. looks like free money