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Tagged: salesforce

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Legend
Tony Owens
Executive · Operator · Advisor

Tony Owens

Tony Alika Owens is the Chief Executive Officer of Amperity, the AI-powered lakehouse customer data platform, a role he took in November 2024. A veteran enterprise software operator with more than 20 years of experience, he spent a decade at Salesforce running field operations in the Americas as the company grew from $1.4 billion to well over $20 billion in revenue, held a group vice president role at Oracle, and served as president of worldwide field operations at LivePerson. He also sits on several boards and is known for a relentless focus on customer value.

tony owens · tony alika owensRead →
Legend
Chris Mahl
Executive · Operator · Investor

Chris Mahl

Chris Mahl is President and CEO of Pryon, a Raleigh-based enterprise AI company building a retrieval-augmented generation platform that turns unstructured enterprise data into accurate, source-attributed answers. With more than two decades in enterprise software, he was part of the early leadership teams at Salesforce and Informatica, later ran revenue and operations as CRO at Botkeeper and Opentron Labworks, and held an executive role at Right Media Exchange before it was acquired by Yahoo. He focuses on scaling go-to-market and operations for technology companies and positions Pryon at what he calls the 'knowledge layer' of the AI stack.

chris mahl · pryonRead →
Company
Asset Class
Fintech · Saas · Ai

Asset Class

Asset Class is a fintech company building an AI-powered operating system for private capital firms. Founded in 2020 by Ferdinand Roberts, its Fund Operating System connects fundraising, investor relations, fund administration, deal flow and portfolio management in a single platform, with a white-label LP portal for accredited investors. The company services more than 300 funds totalling roughly $33 billion in assets under management and a network of over 15,000 accredited investors, and has raised $14.6M to date, including an $11.6M Series A led by Canapi Ventures.

fintech · private capitalRead →
Story
Dreamforce 2025 Keynote: The Agentic Enterprise
Keynote · Business · Tech

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.

salesforce · dreamforceRead →
Story
Agentforce Demo Day: Building the Digital Workforce
Keynote · Tech · Business

Agentforce Demo Day: Building the Digital Workforce

In this Agentforce Demo Day broadcast from Salesforce HQ in San Francisco, host Leah McGowen-Hare sits down with builders from Indeed, LIV Golf, and SharkNinja, plus Salesforce product leader Nathan Price, to show how they build, test, deploy, and observe AI agents with Agentforce. The episode centers on Agent Script — a newly open-sourced scripting language that blends deterministic logic with the reasoning of large language models — and Headless 360, an open, extensible platform for the full agent development lifecycle. Through live demos, the guests reveal real metrics, best practices like playbooks and human-in-the-loop logging, and the shift toward self-healing agents built with coding tools.

salesforce · agentforceRead →
Company
Kantata
Saas · Enterprise · Ai

Kantata

Kantata is a cloud software company that builds a purpose-built Professional Services Automation (PSA) platform for services organizations. Formed in 2021 through the merger of Mavenlink and Kimble Applications and backed by Accel-KKR, Kantata unifies project management, resource planning, time and expense tracking, billing, business intelligence and increasingly agentic AI so that consulting firms, agencies and other services businesses can scope, staff, forecast and deliver client work profitably. The company serves more than 2,000 organizations across 100+ countries, including Deloitte, Sage, Hitachi and NTT Data.

professional services automation · psa softwareRead →
Company
Sweep
Ai · Saas · Enterprise

Sweep

Sweep is a New York-based enterprise software company building an agentic workspace for business systems like Salesforce, HubSpot and Snowflake. Its AI agents continuously read an organization's metadata to document changes, map dependencies, flag governance risks and surface high-impact improvements, giving business and technical teams a shared visual layer to plan and safely change complex CRM and data environments. Founded in 2021 by repeat entrepreneurs Ido Gaver and Eran Kirshenboim, Sweep has raised over $45M and counts LG Electronics, Brex, NBC Sports, Wix and Mass General Brigham among its customers.

sweep · sweep.ioRead →
Story
The CRM That Left the Building: Slackbot Just Swallowed Salesforce Whole
Salesforce · Slack · Slackbot

The CRM That Left the Building: Slackbot Just Swallowed Salesforce Whole

Salesforce announced new Model Context Protocol (MCP) servers that connect Salesforce CRM data, Tableau Next analytics, Data 360, and AI agents directly into Slackbot, Slack's built-in personal agent. Users can now query customer records, surface live Tableau visualizations, view unified Data 360 profiles, update pipelines, and trigger workflows across partner apps like Jira, Box, DocuSign, and Zapier — all from a Slack conversation, with no tab-switching, custom code, or separate logins. The Slackbot MCP Client is generally available on any Slack plan that includes Slackbot, and Salesforce-hosted MCP Servers are GA for Enterprise Edition organizations and above, with over 25 compatible partner apps listed in the Slack Marketplace's dedicated MCP registry.

salesforce · slackRead →
Product
The Workforce That Never Clocks Out
Agentforce · Salesforce · Ai Agents

The Workforce That Never Clocks Out

Agentforce is Salesforce's platform for building and deploying autonomous AI agents that work alongside humans across sales, service, marketing, and commerce. Launched at Dreamforce in September 2024 and powered by the Atlas Reasoning Engine, it lets companies stand up agents that resolve customer queries, qualify leads, and complete tasks grounded in their own CRM data. It has become the fastest-growing product in Salesforce history, reaching a $1.2 billion annual recurring revenue run rate by April 2026.

agentforce · salesforceRead →
Legend
Jon Plax
Executive · Engineer · Operator

Jon Plax

Jon Plax is a Vice President of Software Engineering (Customer Centric Engineering) at Salesforce, where he has spent the bulk of a 23+ year career building and leading globally distributed engineering teams. Known internally as a technically deep yet empathy-driven leader, he has tackled some of Salesforce's most complex scaling challenges - JVM tuning, database bottlenecks, and multi-continent team coordination. He spent five years in Salesforce's Dublin office, briefly detoured to Bumble, then returned to Salesforce. A photography hobbyist with a consistent 'spaceman1066' handle across the internet, he is married to Talia Bailey Plax, a product marketing leader at Atlassian.

salesforce · vp-engineeringRead →
Legend
Megan Mackh
Executive · Operator · Advisor

Megan Mackh

Megan Mackh is Vice President of Commercial Sales at Salesforce, where she leads teams driving customer success across cloud solutions. A Stanford and UC Berkeley Haas School of Business alumna, she spent nearly 15 years at Google - rising through AdWords, inside sales, and ultimately heading Global Telecommunications Partnerships for Google Cloud across 60+ telco partners worldwide. Named to CRN's Women of the Channel in 2020 and 2021, she is known for building high-performing teams and taking bold leaps into leadership from an unusually early age - she managed 18 people at AT&T at 22. She is currently pursuing a Doctorate in Public Health at Johns Hopkins Bloomberg School of Public Health.

salesforce · googleRead →
Company
Vendelux
Ai · Saas · Enterprise

Vendelux

Vendelux is a New York-based, AI-native event intelligence platform that turns in-person B2B events into a measurable, pipeline-generating channel. It tracks a proprietary database of 250,000+ conferences and trade shows, matches a company's ideal customers and target accounts against real attendee data, books qualified meetings before the show, and attributes resulting pipeline back to specific events inside Salesforce or HubSpot. Founded in 2021 by Alex Reynolds and Stefan Deeran, Vendelux serves GTM teams at companies like Ramp, Coupa, Contentful and T-Mobile, and has raised roughly $71M across seed, Series A and a 2026 Series B.

event marketing · event intelligenceRead →
Legend
Ido Gaver
Founder · Executive · Operator

Ido Gaver

Ido Gaver is the CEO and co-founder of Sweep, a New York-based software company building an agentic workspace that lets AI agents observe, document, and govern the metadata inside enterprise CRM systems like Salesforce and HubSpot. A serial entrepreneur, he previously co-founded flok, a small-business loyalty and CRM startup acquired by Wix in 2017, after which he ran B2B and partnerships for Wix. Since founding Sweep in 2021, he has raised over $45M, including a $22.5M Series B led by Insight Partners with Bessemer, and signed customers such as LG Electronics, Brex, NBC Sports, and Wix.

ido gaver · sweepRead →
Company
Cyntexa
Ai · Saas · Enterprise

Cyntexa

Cyntexa is an IT consulting firm founded in 2018 that helps enterprises run and extend platforms like Salesforce, ServiceNow, AWS, Google Cloud and Nintex. A Salesforce Summit (top-tier) Consulting Partner, it offers implementation, integration, custom app development, managed services, Agentforce/agentic-AI builds and IT staff augmentation. With 400+ mostly certified professionals working out of Jaipur, India and a US presence in San Francisco, the company reports 900+ delivered projects for 710+ customers across 55+ countries.

salesforce · servicenowRead →
Company
DynPro Inc.
Enterprise · Saas · Ai

DynPro Inc.

DynPro Inc. is a Raleigh, North Carolina-based global IT consulting and services firm founded in 1996. It helps Fortune 500 and mid-market organizations orchestrate fragmented data, processes and customer experiences across enterprise platforms, with practice areas in Process Transformation, Data & Integration, and Automation & Advanced Analytics. DynPro implements and integrates SAP, Salesforce, Workato, Snowflake and related cloud ecosystems, and complements delivery with IT staffing and talent solutions from offices in the United States, United Kingdom, India and Morocco.

it consulting · it servicesRead →
Company
Forte Group
Ai · Saas · Enterprise

Forte Group

Forte Group is an AI-first software development and consulting firm founded in 2000 and headquartered in Boca Raton, Florida. Bootstrapped since day one, it delivers custom software, data and analytics, quality engineering, and Salesforce services through roughly 800-900 engineers across a dozen locations in the Americas and Europe. The company built its reputation on outcome-based engineering - tying its work to measurable business results rather than billable hours - and now embeds AI across the full product lifecycle for clients in finance, healthcare, logistics, retail, SaaS, and beyond.

custom software development · ai solutionsRead →
Company
Genesys
Ai · Saas · Enterprise

Genesys

Genesys is a global customer experience and contact center software company that helps more than 8,000 organizations across 100+ countries orchestrate personalized, AI-powered interactions across voice and digital channels. Its flagship Genesys Cloud CX platform combines omnichannel routing, self-service, conversational and agentic AI, and workforce engagement management into a single cloud service. Founded in 1990 as a computer-telephony integration startup, Genesys today operates an 'Experience Orchestration' model with roughly $2.4 billion in annual revenue and Genesys Cloud ARR approaching $2.2 billion.

genesys · genesys cloud cxRead →
Company
InvestorFlow
Fintech · Saas · Enterprise

InvestorFlow

InvestorFlow is a San Francisco-based software company that builds a purpose-built CRM and investor portal for private markets firms - private equity, private credit and real assets managers. Built on Salesforce and layered with AI, its platform unifies fundraising (capital formation), deal sourcing and execution (capital deployment), and LP engagement and reporting (investor services) in one place. Formed through the 2022 merger of InvestorFlow's investor portal with the Blackstone-incubated FundEngine CRM (Cloud Theory) and backed by a $30M Series A from Ambina Partners, the company serves more than 200 alternative asset managers - including 25 of the top 50 - representing over $6 trillion in assets, 750 funds and 90,000 LPs.

investorflow · private marketsRead →
Company
LeanData
Saas · Enterprise · Ai

LeanData

LeanData is a Santa Clara-based B2B software company that builds an Intelligent Go-to-Market Orchestration platform on top of Salesforce. It ingests buyer signals from across a company's revenue stack, matches leads to accounts, routes them to the right rep, enforces SLAs, schedules meetings, and automates the connective workflows between marketing, sales, and customer success. Founded in 2012 by Evan Liang and Kelvin Cheung, LeanData pioneered the lead-to-account matching and routing category and is used by more than 1,000 organizations, including Uber, Snowflake, Shopify, and Palo Alto Networks.

leandata · revenue orchestrationRead →
Company
Milestone Technologies, Inc.
Enterprise · Ai · Saas

Milestone Technologies, Inc.

Milestone Technologies is a Fremont, California-based global IT services and digital solutions company founded in 1997. It helps large enterprises run and modernize their technology at scale - spanning digital workplace services, IT service desk and NOC operations, cloud and infrastructure, application and digital engineering, AI/automation, and platform work on ServiceNow and Salesforce. The company employs roughly 2,600-3,100 people, serves more than 200 clients across about 31 countries, and is majority-owned by The Halifax Group with a minority stake held by Two Sigma Impact.

it managed services · digital transformationRead →
Company
8Flow
Ai · Saas · Enterprise

8Flow

8Flow is a Palo Alto-based enterprise software company building a Workflow Context Platform that maps how work actually gets done across systems like ServiceNow, Salesforce Service Cloud and Zendesk. By observing the micro-steps individual agents take to resolve tickets and complete tasks, 8Flow performs continuous process discovery and task mining, surfaces quantified automation opportunities, and produces implementation-ready blueprints for deploying AI agents. Founded in 2022 by ServiceNow and SkyGiraffe veterans Boaz Hecht, Josh Russ and Yev Goldin, the company has raised roughly $16.6M total, including a $10M Series A in 2025 backed by Caffeinated Capital, ServiceNow Ventures and Okta Ventures.

ai · workflow automationRead →
Company
AutoRABIT
Saas · Enterprise · Developer Tools

AutoRABIT

AutoRABIT is an enterprise DevSecOps and release-management platform built for the Salesforce ecosystem. It combines CI/CD automation (ARM), static code and security analysis (CodeScan), data and metadata backup and recovery (Vault), and security posture management (Guard) so teams in regulated industries - banking, financial services, healthcare, and government - can ship Salesforce changes quickly while keeping security and compliance intact. Founded in 2015 and bootstrapped for its first five years, the company is headquartered in San Francisco and serves customers including ABN AMRO, Cigna, and CyberArk.

salesforce · devsecopsRead →
Company
Connect The Dots
Ai · Saas · Enterprise

Connect The Dots

Connect The Dots (CTD.ai) is a San Francisco relationship-intelligence company that turns the email and LinkedIn history sitting inside a company into a searchable graph of who actually knows whom - and how well. Founded in 2019 by ex-Salesforce sellers and designers, it scores relationships from two-way email activity, surfaces the shortest warm path to any buyer, candidate or investor, and lets go-to-market teams request introductions at scale instead of sending cold outreach. The individual product is free; teams and enterprises pay to pool their collective network.

relationship intelligence · warm introductionsRead →
Company
Endgame
Ai · Saas · Enterprise

Endgame

Endgame is a San Francisco software company building an AI knowledge system for enterprise sales teams. It connects a company's CRM, emails, and call recordings with external sources like news, 10-Ks, and LinkedIn to do account research, meeting prep, deal inspection, and QBRs roughly 100x faster - aiming to turn every seller into a trusted advisor rather than a source of automated spam. Founded in 2021 by Alex Bilmes, the company first helped define the 'product-led sales' category before pivoting to an AI-native platform, and has raised about $47.5M from EQT Ventures, Menlo Ventures, Upfront Ventures, and Unusual Ventures.

endgame · ai for salesRead →
Company
Hubbl Technologies
Saas · Enterprise · Ai

Hubbl Technologies

Hubbl Technologies builds an intelligence layer for Salesforce. Its platform pairs Org Intelligence (audits and monitoring of Salesforce metadata, security and tech debt) with the first process-mining engine built natively on Salesforce, turning live org data into process maps that show how work actually gets done across Cases, Opportunities and custom objects. Founded in 2022 by Salesforce veterans Mike Bogan and Chris Bruzzi and led by CEO Rob Acker, the company raised a $6M Series A led by Salesforce Ventures in February 2026 and serves thousands of Salesforce teams, ISVs, consulting partners and enterprises preparing for AI and Agentforce.

salesforce · process miningRead →
Company
Prodly
Saas · Developer Tools · Enterprise

Prodly

Prodly is a Palo Alto-based software company that builds DevOps automation for Salesforce, focused on the parts of the platform that most deployment tools ignore: configuration data. Its AppOps suite handles release management, sandbox seeding, automated regression testing, data migration and compliance reporting so admins and developers can move CPQ, Revenue Cloud and other low-code changes between environments without hand-copying records or breaking production. Founded in 2014 by Max Rudman - who previously founded SteelBrick, the product Salesforce acquired and rebranded as Salesforce CPQ - Prodly raised a $10M Series A in 2021 and positions itself as the tool teams add when relational data deployment is the gap other DevOps platforms leave open.

salesforce · salesforce devopsRead →
Company
Provar
Saas · Enterprise · Developer Tools

Provar

Provar is a UK-founded software company that builds test automation and quality management tools purpose-built for the Salesforce ecosystem. Its low-code platform - anchored by Provar Automation and Provar Manager - lets both manual testers and developers create resilient, metadata-aware tests across UI, APIs and data layers that survive Salesforce's three-times-a-year release cadence. Founded in 2014 by veterans of highly regulated banking projects, Provar has grown into the category leader for Salesforce QA, and was first to market with automated end-to-end testing for Salesforce's Agentforce AI agents.

salesforce testing · test automationRead →
Company
Scratchpad
Ai · Saas · Enterprise

Scratchpad

Scratchpad is an AI workspace for sales that sits between reps and Salesforce, automating CRM updates, transcribing calls, monitoring data hygiene, and enforcing sales methodologies so sellers spend less time on admin and more time closing. Founded in 2019 by repeat founders Pouyan Salehi and Cyrus Karbassiyoon, the company has raised roughly $49.6M, including a $33M Series B led by Craft Ventures, and is used by thousands of revenue teams at companies like Brex, Vercel, Clio and Crunchbase.

scratchpad · sales productivity softwareRead →
Legend
Pankaj Goel
Founder · Executive · Operator

Pankaj Goel

Pankaj Goel is the co-founder and CEO of Opkey, a no-code, AI-driven test automation platform used by more than 250 enterprises to keep cloud ERP systems - Oracle, Workday, SAP, Salesforce, Coupa - from breaking on every quarterly update. He founded Opkey in 2016 after spending a decade running Crestech Software Systems, and before that worked on the automation teams behind Adobe InDesign and Illustrator. In August 2024 Opkey raised a $47M Series B led by PeakSpan Capital.

opkey · erp testingRead →
Company
NEKLO LLC
Enterprise · Ai · Ecommerce

NEKLO LLC

NEKLO LLC is a US-headquartered custom software development firm that pairs an American front office with senior engineering teams in Eastern Europe. Founded in the mid-2000s and led by co-founder and CEO Ken Kopilevich, the roughly 200-person company builds web, mobile, e-commerce and AI products for clients in FinTech, healthcare, construction, retail and other industries. It is known for deep Adobe Commerce (Magento) expertise, a 5.0 rating on Clutch, and an unusually sticky client base - by its own account, most new work comes from returning customers.

custom software development · software outsourcingRead →