Braze Deal Bolsters Salesforce Marketing Cloud: What It Means for CRM

Posted on by Eben@CANSLIM Research

In a report titled “Braze is differentiated technology; Salesforce questions will center on stack integration and expanding the TAM”, the analysis argues that Braze represents a genuinely differentiated technology asset and that the strategic rationale for Salesforce (CRM) is sound — though it stops short of underwriting a near-term inflection. Braze (BRZE) is Not Rated by the firm.

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