Future of Enterprise Software (CRM & Beyond)
CRM Playaz "What is CRM in 2026?" Executive Roundtable
We are entering a "Golden Age of Margin Expansion."
From Productivity to Substitution: The goal is no longer to make a human 20% faster; it is to replace the task entirely.
Unit Economics: Investors are pivoting from "growth at all costs" to "unit economics from day one." The value proposition is labor substitution and process compression, theoretically unlocking 100x productivity gains in specific verticals.
Why should tech leaders pay attention? The Governance Gap is your new Technical Debt. Deploying "probabilistic" LLMs into "deterministic" enterprise workflows (e.g., insurance claims, regulatory reporting) is a minefield. The "Big Six" are scrambling to build "Governance by Design"—embedding policy, toxicity checks, and audit trails directly into the platform layer. If you deploy agents without a "Customer Memory System" (a persistent, unified context layer), you are automating negligence.
It is no longer just "Salesforce vs. Microsoft." The battle line is The Platform vs. The Shadow.
The Platform: The Big Six fighting to be the "Ring Leader" or "Orchestration Layer" that governs all agents.
The Shadow: A swarm of nimble, "AI-native" startups offering specialized agents for $200/month that bypass IT procurement. Employees are already using these.
What is the real differentiation? Marketing: "We have the best Agents." Reality: Agents are becoming commodities. The only defensible moat is Context and Control.
Microsoft: Betting on owning the "surface" (Teams/Outlook) where work happens.
Oracle: Betting on the infrastructure/security layer.
Salesforce/ServiceNow: Betting on the "Workflow" and "Data Gravity" (Customer Memory).
The Truth: Most "GenAI" features today are lazy. They give generic answers. The differentiation lies in a platform's ability to force specificity and determinism out of probabilistic models.
Advice for leaders: 30–90 Day Plan
30 Days (Audit): Identify "Shadow AI." Which consumer-grade agents (ChatGPT, Claude, etc.) are your employees already using to do their jobs? Don't ban them; study the use cases.
60 Days (Re-evaluate): Stop issuing RFPs for "Chatbots." Demand "Agentic Roadmaps" from your vendors. Ask: "Show me an agent that executes a 5-step workflow across three different systems without a human loop."
90 Days (Pricing Strategy): Start the conversation about Outcome-Based Pricing. If a vendor wants to charge you per-seat while selling you technology designed to reduce seats, their business model is broken. Don't pay for the disruption twice.
Analyst Take
We are in 1995 again—the infrastructure build-out phase of a new era. The "Chatbot" hype of 2023-2024 was a false dawn; Agentic AI is the real revolution. However, expect a "Trough of Disillusionment" in 2026 as enterprises realize that "General Purpose Agents" are dangerous and lazy in complex business environments.
The Winners will not be the companies with the smartest models, but those with the strictest Governance and the deepest Data Context. The "Application" is dead. Long live the Workflow.
Participants
Hosts:
Paul Greenberg & Brent Leary, CRM Playaz
The "Big Six" Enterprise Panel:
John Taschek, SVP of Strategy, Salesforce
Marco Casalaina, VP of Products, Microsoft
Brett Weigl, SVP of Product Management, Oracle
Anthony Leaper, GVP, SAP
Terence Chester, VP of Product Impact, ServiceNow
Adam Justice, Director of Product Management, Adobe
The Investor Panel:
Scott Beechuk, Partner, Norwest Venture Partners
Larry Augustin, Managing Director, Augustin Ventures (former CEO, SugarCRM)
Keith Teare, CEO, SignalRank
Anand Thaker, Strategic Advisor (PE/VC)
The Analyst Panel:
Michael Fauscette, Founder, Arion Research
Rebecca Wettemann, CEO, Valoir
Shashi Bellamkonda, Principal Research Director, Info-Tech Research Group
Sources
Video Part 1:
CRM Playaz - What is CRM in 2026? Video Part 2 (Main Discussion):
CRM Playaz - What is CRM in 2026?
Disclaimer: This blog post reflects my personal views only. AI tools may have been used for brevity, structure, or research support. Please independently verify any information before relying on it. This content does not represent the views of my employer, Infotech.com.



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