The Motley Fool 自 2026-10-20 起在 2 个视频里谈过 $CRM，最近一次（2026-10-31）为看跌。
反过来，如果你看看光谱的另一端，比如 Salesforce 和 Adobe，你会发现这些公司正面临大量变化和工作流程的重做，这将使它们难以蓬勃发展。
Conversely, if you look at the other end of the spectrum, such as Salesforce and Adobe, you will find that these companies are facing a lot of changes and rework of workflows, which will make it difficult for them to thrive.
这是Salesforce。Salesforce今天出人意料地宣布，将以约57亿美元收购Braze。那么，Matt，你能向我解释一下你是做什么的，以及你为什么认为Salesforce需要它吗？
This is Salesforce. Salesforce today announced, in a surprise move, its acquisition of Braze for approximately $5.7 billion. So, Matt, can you explain to me what you do and why you think Salesforce needs it?
Salesforce的Marketing Cloud平台在与移动设备进行现代交互的领域，比竞争对手弱得多。这绝对是事实。Salesforce有一个庞大的营销部门，但在AI驱动的营销、个性化营销或先进技术营销方面并不擅长。
她正试图提高在这一关键领域的表现，以支撑其业务。这笔全现金交易有50%的溢价，所以很明显，Salesforce认为它需要完成这笔交易。
The Salesforce Marketing Cloud platform is much weaker than its competitors in the field of modern interaction with mobile devices. That's absolutely true. Salesforce has a huge marketing department, but it is not very good at AI-powered marketing, personalized marketing, or advanced technology marketing.
She is trying to improve her performance in this key area to support her business. A 50% premium in a cash deal, so it's clear that Salesforce believes it needs to close this deal.