ServiceNow vs. Salesforce: Which Is Better Positioned for AI?
In their latest earnings reports, both ServiceNow (NOW) and Salesforce (CRM) highlighted significant progress in integrating artificial intelligence into enterprise software solutions. ServiceNow reported 24% revenue growth with its AI Annual Contract Value crossing $1 billion, driven by workflow automation and a partnership with NVIDIA on Project Arc for autonomous desktop agents. In contrast, Salesforce posted an 11% year-over-year revenue increase, bolstered by Agentforce and Data 360, along with a new collaboration with Anthropic. ServiceNow's Bill McDermott emphasized the company’s focus on AI that