Tagged: customer-success
25 results
Dreamforce 2025 Keynote: The Agentic Enterprise
At Dreamforce 2025 in San Francisco, Salesforce CEO and Chair Mark Benioff unveiled the Agentforce 360 platform and declared the arrival of 'the agentic enterprise' — a new era where humans and AI agents drive customer success together. The keynote positioned Agentforce as the fastest-growing product in Salesforce history, having handled more than 1.5 million customer service conversations in nine months. Benioff framed the moment around a central choice: whether AI replaces people or elevates them, arguing that AI built on trust and deep data context amplifies human potential. The keynote featured new products including Agentforce Vibes (vibe-coding), Data 360, Agentforce Voice, and Agent Script, alongside five customer stories from Williams-Sonoma, Pandora, PepsiCo, FedEx, and Dell.
SmarTrak.ai
SmarTrak.ai is an AI-native sales engine built by Cisco partners for Cisco partners. It unifies fragmented install-base data pulled from 30-40 sources across Cisco, distributors, partners, and customers, then turns it into prescriptive intelligence that tells channel partners what to sell, when to sell it, and how to grow adoption. Instead of static dashboards, the platform surfaces renewals, upsell gaps, and expansion opportunities so sales, customer success, and operations teams work from a single view of recurring revenue.
Jon O'Bryan
Jon O'Bryan is the CEO and Co-founder of Atlas (YC W22), an AI-first customer support platform built to replace legacy tools like Zendesk and Intercom. A PhD physicist turned serial entrepreneur, Jon previously co-founded PadSplit - a co-living marketplace that housed 23,000 people across 18 U.S. cities - and Blanket Homes. At Atlas, he is on a mission to transform customer support from a cost center into a revenue driver, bringing together session recording, omnichannel ticketing, AI copilot, and customer timeline tools in a single ergonomic platform backed by Y Combinator and angel investors including Parker Conrad (Rippling), Jack Altman (Lattice), and Arash Ferdowsi (Dropbox).
Diya Mathew
Diya Mathew is a Senior Manager for Customer Engagement Strategy in the Office of the President & COO at ServiceNow, the enterprise cloud platform company valued at over $100 billion. A graduate of Duke University's Fuqua School of Business and NIT Tiruchirappalli, she brings a rare blend of technical depth and strategic acumen forged across Cisco, Deloitte Consulting, Meta, and now ServiceNow. Based in San Francisco, she works at the intersection of executive strategy, customer engagement, and enterprise operations.
Tania Brown
Tania Brown is an ACCA-qualified executive and entrepreneur who serves as Area Vice President of APAC Strategic Customer Engagements (Elevate) at ServiceNow, the $13B+ enterprise cloud platform company. A digital and accounting leader with roots in venture capital, tech startups, and real estate, she has built a career spanning Brisbane, London, Melbourne, Singapore, and Sydney. Alongside her corporate career, she co-founded Jacq Leigh, a women's leather laptop bag brand launched in 2019 after noticing a gap in the market for functional, stylish bags designed for corporate women.
Salesforce
Salesforce is the world's leading customer relationship management (CRM) platform, connecting companies and their customers across sales, service, marketing, and commerce. Founded in 1999 by Marc Benioff and co-founders in a San Francisco apartment, the company pioneered cloud-based enterprise software and has since expanded into a full AI-powered platform - Agentforce 360 - serving over 150,000 organizations worldwide, including 90% of the Fortune 500. With $41.5 billion in FY2026 revenue and a market-dominant 21% share of the global CRM industry, Salesforce is reshaping how companies deploy autonomous AI agents to run their operations.
Goran Mehinovic
Goran Mehinovic is AVP of Customer Growth at Adobe, based in Lehi, Utah, where he focuses on helping enterprise customers maximize their return on Adobe Workfront investments. With a background spanning financial services and enterprise SaaS, he bridges customer success with revenue expansion across Adobe's work management platform. His career trajectory from financial services representative to senior Adobe executive reflects a consistent focus on client relationship management and growth in high-stakes enterprise environments.
Joshua Christensen
Joshua Christensen is the AVP of Customer Growth at Adobe, based in Salt Lake City, Utah. With a career spanning nearly two decades in enterprise software sales and business development, he has grown from frontline sales roles at companies like Workfront to senior leadership at one of the world's largest digital media and marketing technology companies. He holds an MBA from Westminster College and a BASc from the University of Utah, combining formal business education with deep SaaS industry expertise. Colleagues describe him as a results-driven leader who genuinely invests in developing the people around him.
Mala Anand
Mala Anand is Executive Vice President and Chief Customer Experience Officer at Microsoft, leading the Customer Experience & Success division. A 25-year technology veteran who immigrated from Mumbai at 17 on a Rotary Youth Exchange Scholarship, she has shaped enterprise software at Cisco, SAP, and Microsoft, driving AI-powered transformations that measurably improve how customers get support. She is also executive sponsor of Women at Microsoft and an independent board director at Agilent Technologies.
Matt Lombardi
Matt Lombardi is the Global Vice President of Customer Experience at ServiceNow, where he leads the company's CX strategy for one of enterprise software's fastest-growing platforms. With over 17 years in business management and 9+ years specializing in customer experience, he has built and scaled CX programs across Fortune 500 companies including ADP and SAP Concur. In 2025, he was named to the Forbes World's Most Influential CMOs list, recognized for his work connecting customer satisfaction metrics directly to retention and revenue growth.
Scott Bajtos
Scott Bajtos is the Global Vice President of Adobe Customer Solutions — spanning Customer Engineering, Customer Success, and Professional Services for Adobe Experience Cloud. With over 30 years in enterprise software, he has served as Chief Customer Officer at both VMware and FinancialForce, and built customer advocacy programs at SAP, Business Objects, Marimba, and Cadence Design Systems. His philosophy is simple: helping every customer succeed and become a customer for life.
Matik
Matik is a San Francisco SaaS that automates personalized, data-driven presentations, PDFs, and reports by pulling live data from CRMs, data warehouses, and BI tools into branded templates. It is used by customer success, sales, and account teams at companies like Asana, Zapier, and Reddit to turn hours of slide-grunt-work into minutes.
Nikola Mijic
Nikola (Nik) Mijic is the co-founder and CEO of Matik, a San Francisco-based SaaS platform that automates the creation of personalized, data-driven presentations and documents. Born in Sarajevo, Bosnia, he fled the Bosnian civil war as a toddler - spending years in Hungary and Germany before his family settled in Salt Lake City, Utah. After studying accounting and economics at Westminster College, he moved into customer success technology, building internal presentation tools at LinkedIn before co-founding Matik in 2019 with engineer Zak Stein. Matik has raised $26.1M from Menlo Ventures and Andreessen Horowitz, grown to over $10.7M ARR, and counts Asana, SalesLoft, Greenhouse, and Glassdoor among its customers.
Sameer Kazi
Sameer Kazi is the CEO of Pantheon, the leading WebOps platform powering websites for The Home Depot, Kaiser Permanente, and Doctors Without Borders. A two-decade SaaS veteran who scaled ExactTarget through its $2.7B Salesforce acquisition, ran Cheetah Digital across 18 countries, and served as ActiveCampaign's first-ever president, Kazi brings a rare combination of operational rigor and growth instinct to Pantheon's 10,000-customer platform.
Steve Holm
Steve Holm is the CEO of Copper, a Google Workspace-native CRM serving professional services firms. One of Copper's founding team members - employee #4 - he spent five years helping grow the company from concept to $25M ARR before leaving to gain scale experience at Dropbox and Podium. He returned in August 2023 as a boomerang CEO to lead a product-focused turnaround, refocusing Copper on agencies, consulting firms, and relationship-centric businesses.
Summer Weisberg
Summer Weisberg is the CEO of Testlio, an AI-powered managed crowdsourced testing platform headquartered in Palo Alto, California. Appointed to the role in February 2026 after serving as COO and Interim CEO, she brings over 15 years of experience spanning software engineering, enterprise testing, professional services, and customer success. Before Testlio, she held senior roles at CloudBees, CA Technologies, FedEx, and Silicon Graphics. An advocate for diversity in tech and a sharp critic of AI-for-AI's-sake, she champions human judgment in quality engineering - insisting that AI without a solid quality foundation just makes mistakes faster.
Irana Wasti
Irana Wasti is the CEO of Thought Industries, the AI-powered customer learning and engagement platform trusted by 99 of the Fortune 100. A product leader who scaled GoDaddy's EMEA business past $500M and helped take BILL to $1B in annual revenue, she now leads Thought Industries through its transformation into an agentic AI intelligence platform that connects learning, customer behavior, and business outcomes. With a CS degree from UC Berkeley and an MBA from Harvard Business School, she has spent 20+ years at the intersection of technology, product, and growth.
Rohit Dixit
Rohit Dixit is the Executive Vice President and Chief Customer Officer at Proofpoint, the human-centric cybersecurity company headquartered in Sunnyvale, California. With over 30 years of experience spanning SaaS, technology, and technology-enabled services, Dixit oversees Proofpoint's global customer success, professional services, managed services, and technical support teams. He joined Proofpoint in February 2024 from Hewlett Packard Enterprise, where he transformed a $1 billion advisory and professional services business into a record profit-generating unit. His career arc spans continents - from ESSEN Computers in India to oil fields in Kuwait, Egypt, and Turkmenistan with Halliburton, to strategy consulting at A.T. Kearney, to the C-suite of one of the world's leading cybersecurity firms.
Spencer Applegate
Spencer Applegate is a technology operator and investor who built three software companies before becoming Vice President of Strategy & Business Operations and Chief of Staff to the CEO at Gainsight, the leading customer success platform. With a foundation in nuclear engineering from Georgia Tech and an MBA from Harvard Business School, he has moved fluidly between founding startups (Verusen, REscour, PainTheory), deploying capital at growth and buyout funds (M33 Growth, Pacific Lake Partners, Vector Capital), and now running strategy at a $1.25B enterprise SaaS company in San Francisco.
Nick Bonfiglio
Nick Bonfiglio is the CEO and Co-Founder of Syncari, a platform pioneering Agentic Master Data Management for enterprise AI initiatives. With 28+ years in enterprise software, he shaped product strategy at Marketo (acquired by Adobe) as EVP of Global Product, co-founded Aptrinsic (acquired by Gainsight as Gainsight PX), and now leads Syncari through a $45M total funding journey to help Fortune 1000 companies build trusted, AI-ready data foundations. A co-author of 'Mastering Product Experience in SaaS,' Nick has been a driving force behind emerging enterprise disciplines like RevOps, Marketing Ops, and Customer Success Ops.
Katy Allen
Katy Allen is EVP of Professional Services Strategy & Operations at Salesforce, where she has spent over a decade steadily ascending through the company's professional services organization. A Harvard-educated East Asian Studies graduate who added a Stanford MBA, she crossed from economic research to Deloitte consulting to fintech at Metromile before landing at Salesforce - where she has since helped manage a $2.5 billion revenue professional services business, overseeing P&L, strategy development, and M&A. She is a rare operator who combines analytical rigor with enterprise-scale execution.
Lincoln Murphy
Lincoln Murphy is the strategic mind behind Customer Success as a recognized business discipline - a consultant, author, and speaker who coined the most-cited definition in the field: 'Customer Success is when your customer achieves their Desired Outcome through their interactions with your company.' Founder of Sixteen Ventures since 2006, co-author of the first book on Customer Success (Wiley, 2016), and former Customer Success Evangelist at Gainsight, Murphy has worked with 300-400+ SaaS and subscription companies worldwide. His 'Desired Outcome' framework - breaking success into Required Outcome plus Appropriate Experience - reshaped how software companies think about retention, expansion, and lifetime value. In 2024-2026, he pivoted toward AI-powered agentic workflows for CS teams under his new venture Extensible Agents, while serving as VP of Customer Experience at ListKit.
Nick Mehta
Nick Mehta co-founded Gainsight in 2013 and spent 13 years as CEO building the defining customer success platform - growing it from a startup into a $1.1 billion unicorn acquired by Vista Equity Partners, and in the process creating an entirely new job category of Customer Success Manager now held by hundreds of thousands of professionals worldwide. A Harvard-educated biochemist turned serial entrepreneur with a penchant for Taylor Swift parody rap videos, he stepped down as CEO in August 2025 to make way for his hand-picked successor while continuing on the board.
Zeroframe
Zeroframe is the company behind Andoria, an AI-powered customer onboarding agent that learns how web applications work and generates personalized walkthroughs for users who get stuck. Founded in San Francisco in 2024 by Daryl Budiman and Anirudh Ramprasad - two former MultiOn engineers who helped scale that AI startup to a triple-digit million-dollar valuation in under nine months - Zeroframe's flagship product drops into any web app with a single script tag and autonomously shows users exactly what to do, reducing churn by turning confusion into clarity.
Insightly
Insightly is a San Francisco-based SaaS CRM platform founded in 2009 by Anthony Smith in Perth, Australia. It offers an integrated suite of CRM, marketing automation, and customer service tools targeting small to mid-sized businesses and mid-market companies. With over 1.5 million users across 200+ countries and ~25,000 customer organizations, Insightly differentiates itself through deep integrations with Google Workspace and Microsoft 365, a unified platform (CRM + marketing + service), and mid-market pricing. In July 2024, Insightly was acquired by private equity firm Crest Rock Partners and merged with Unbounce, the Vancouver-based landing page platform. In December 2025 it launched an AI Copilot for natural-language CRM interactions.