RBC: Salesforce Partner Checks Indicate Cautious Demand Environment

Salesforce.com's partner checks indicate a cautious demand environment, according to RBC. The company's net sales are primarily driven by online subscriptions, accounting for 93.3% of total sales. Professional services contribute the remaining 6.7%. Geographically, Salesforce's net sales are distributed across the Americas (66.8%), Europe (23.3%), and Asia/Pacific (9.9%).

NiCE (Nasdaq: NICE) and Salesforce have expanded their strategic partnership to deliver seamless, AI-driven customer experiences. The collaboration, announced on August 12, 2025, brings together NiCE's AI-powered customer experience (CX) and intelligent orchestration capabilities with Salesforce Service Cloud. This integration will enable businesses to provide complete customer service experiences, leveraging NiCE's CXone Mpower and Salesforce's Service Cloud unified desktop.

The partnership aims to further enhance the Bring Your Own Contact Center (BYOC) initiative, which includes customer-managed channels and NiCE's leading Web Engagement Management (WEM) capabilities. NiCE and Salesforce support a shared customer base of hundreds of thousands of users. This expanded partnership aims to add powerful new capabilities and lay the foundation for continued innovation and joint growth.

Additionally, NiCE will join the Salesforce Zero Copy Partner Network as the first in the Contact Center ecosystem. This integration will unify contact center interaction insights with CRM data through a new bidirectional Zero Copy integration with Salesforce Data Cloud. This will provide customers with a shared data foundation that eliminates silos and unlocks data to accelerate AI-driven experiences across both platforms.

NiCE and Salesforce's collaboration comes at a time when Salesforce.com's partner checks indicate a cautious demand environment, according to RBC. Salesforce's net sales are primarily driven by online subscriptions, accounting for 93.3% of total sales, with professional services contributing the remaining 6.7%. Geographically, Salesforce's net sales are distributed across the Americas (66.8%), Europe (23.3%), and Asia/Pacific (9.9%) [1].

References:
[1] https://www.nice.com/press-releases/nice-deepens-partnership-with-salesforce-to-accelerate-end-to-end-customer-service-workflow-orchestration