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The Official SaaStr Podcast: SaaS | Founders | Investors
SaaStr 772: What Really Matters in SaaS in 2025 with Jason Lemkin and Dave Kellogg
Nov 6, 2024
In this engaging discussion, Dave Kellogg, Executive in Residence at Balderton Capital and SaaS expert, joins Jason Lemkin to explore the future of SaaS in 2025. They delve into the anticipated surge of IPOs and the evolving dynamics of SaaS sales. The conversation covers the impact of AI on budgets, customer success strategies, and the critical importance of fair enterprise pricing. With insights on navigating private equity acquisitions and the challenges of slow growth, Kellogg offers invaluable advice for SaaS founders looking to thrive in a competitive landscape.
54:10
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Quick takeaways
- AI is redefining budget allocations in B2B firms, with experimental budgets driving significant investments in innovative AI initiatives.
- The evolving role of customer success under sales leadership raises concerns about potential impacts on long-term client relationships and retention.
Deep dives
AI's Impact on B2B Budgeting
AI is significantly influencing budget allocation within B2B companies, leading to the emergence of 'experimental budgets.' This term refers to a growing willingness among organizations to allocate funds towards AI-driven initiatives, with a notable 59% of respondents in a recent survey citing this as a primary driver for budget growth. Additionally, many businesses are effectively reprioritizing their spending by reallocating funds from traditional headcount to AI solutions, such as AI Sales Development Representatives (SDRs). This demonstrates how organizations are seeking innovative ways to enhance productivity while contending with evolving market demands.
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