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On-Demand Webinar

Emerging Tech Talks: Disruption in CRM: How YC's CRM startups are working to overtake incumbent CRM providers

 
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On February 6, PitchBook emerging tech analysts investigated Y Combinator’s newest crop of CRM startups and their plans to out-innovate incumbents.

Analysts Derek Hernandez and James Ulan sat down with multiple founders to discuss how they’re building better products and their experiences helping enterprises and SMBs track customers, provide technical support and more.

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Key Topics

  • Where large incumbents are falling short and how startups can break through
  • What founders are learning about customer needs
  • How AI is currently changing CRM and predictions for the future

Related PitchBook reports

Q4 2023 Enterprise SaaS Public Comp Sheet and Valuation Guide
Q3 2023 Enterprise SaaS Report
Q1 2023 Launch Report: Enterprise SaaS

Featuring

  • derek-hernandez.jpg
    Derek Hernandez
    Senior Research Analyst, Enterprise SaaS and Infrastructure SaaS
    Derek Hernandez is a Senior Research Analyst covering the intersection of SaaS and AI at PitchBook Data. Hernandez provides insights into market trends, sizing and rapidly evolving enterprise software and AI solutions within the firm’s Industry & Technology Research. Prior to joining PitchBook, Hernandez was an equity research vice president covering the software sector at Rosenblatt Securities, leveraging over a decade of sell-side equity research experience across various sectors including Industrials, Steel, Commodities, and Metals & Mining. He is based in PitchBook’s New York office and has been cited in numerous publications including the Wall Street Journal, CNBC, Bloomberg, Forbes, Fortune, and Reuters, among others.

    Hernandez is a graduate of the Wharton School of Business at the University of Pennsylvania with a Master in Business Administration, as well as Columbia University with a Bachelor of Science in Applied Physics and of Bard College with a Bachelor of Arts in Physics.
  • James Ulan.png
    James Ulan
    Director, Industry & Technology Research
    James Ulan is the director of industry and technology research at PitchBook. Prior to joining PitchBook, he worked as an equity research analyst at Credit Suisse on the number-one-ranked Institutional Investor consumer finance team, where he analyzed consumer lenders, digital banking and fintech.

    Ulan holds an MBA from the NYU Stern School of Business, magna cum laude, and attended the University of Maryland College Park, where he majored in Economics and Criminal Justice.
  • Felix_Malfait.png
    Félix Malfait
    Co-Founder, Twenty
    Félix Malfait is an entrepreneur and co-founder of Twenty, a Salesforce alternative powered by the community. Previously, Malfait co-founded Luckey, a tech-driven hospitality company, achieving over $5M revenue in 2018 and acquired by Airbnb. His tenure at Airbnb, where he worked as a Product Lead, further solidified his expertise. Malfait’s early foray into tech began at 11, creating websites and Facebook apps.
  • Monik_Pamecha.png
    Monik Pamecha
    CEO & Co-Founder, Toma
    Monik Pamecha is the co-founder and CEO of Toma. He is a former founder with a background in machine learning and software engineering. Monik worked at Braze and founded Skindex which was acquired in 2020.