Battleground 09

Who Gets Paid: the Seat or the Outcome?

Getting paid for the work, not the seat

Strategic Brief

September 11 – October 11, 2026 · 30-day retrospective · Evidence checked through October 11, 2026

The bigger trend

AI pricing is not moving from seats to outcomes. It is fragmenting into units, and the contest is over who defines them.

Vendors now sell the same agent capacity by user, by conversation, by action and by resolution, often on a single price list. For an executive the question is no longer which model wins, but which unit you can measure, verify and defend at renewal.

Outside → In

What changed — Sense (verified)

Current pricing context, not a dated new event. Salesforce's Agentforce pricing page, as checked October 11, 2026, lists: Flex Credits at $500 per 100,000 credits, with a standard action using 20 credits ($0.10); $2 per conversation; $2 per Help Agent resolution; $125 per user per month for add-ons with unmetered employee use; Agentforce 1 Editions from $550 per user per month; and a $5 per user per month Agentforce User License that requires Flex Credits. Salesforce states that Flex Credits and Conversations cannot be used in the same org.

No new dated development in this period met the bar; Salesforce's acquisition of Fin, completed in September, is already recorded below.

What it means — Interpret (RAW PEC view)

One vendor, five units, and a rule that forces buyers to choose between two of them. A conversation is billed whether or not it succeeds; a priced "resolution" is a contracted operational definition, not proof of customer return; credits track activity. Hybrid pricing is the norm, and pure outcome pricing remains confined to work that is easy to count. Leverage sits with whoever writes the definition of "resolved."

What to consider — Position

Which unit can you define, measure and contract around without rewarding the wrong behavior, and who verifies it: you or the vendor?

Inside → Out — suggested enterprise actions

Suggested actions for readers, not a report of actions taken.

Who needs to align — Align

Product, finance and FP&A, CRO and RevOps, customer success, legal and procurement.

What the enterprise could execute — Execute

Price one real workload four ways — seat, credits or actions, conversation, and verified outcome — and test each against last quarter's actual volumes.

How to measure and learn — Learn

Realized customer benefit, gross-margin variability, billing disputes, forecast accuracy and retention.

Supporting competitive moves (this period)

No new verified developments in this period. Current pricing context is summarized above.

The management question

Is your record quarter hiding a weakening position?

Stack layers

Contested layers: 5 Domain platforms; 6 Workflow, agents and orchestration; 7 Business outcomes and value realization

Contest dimensions

  • Seats
  • Credits
  • Outcomes
  • Customer data

Participants

CRM platforms

  • Salesforce (Incumbent): record quarter; sells agents, credits and editions from $550 per user per month
  • Microsoft Dynamics 365 (Incumbent): CRM inside the Microsoft stack
  • HubSpot (Challenger): mid-market CRM, moving upmarket

Workflow platforms entering CRM

  • ServiceNow (Challenger): taking its workflow platform into CRM with AI agents

AI-native service agents

  • Sierra (Challenger): agents paid when they resolve the case
  • Decagon (Challenger): AI-native agents; $4.5 billion valuation
  • Fin (now Salesforce) (Acquired challenger): $0.99 per resolution

Ecosystem Moves

How the players are building, buying and partnering to compete in this battleground. Newest first.

0 Build · 1 Buy · 0 Partner · 1 Compete

  • Buy
    Salesforce / Fin

    acquired for about $3.6 billion; completed September 2026

  • Compete
    ServiceNow / Salesforce

    industry coverage frames ServiceNow's CRM push as a direct fight

Independent and unsponsored: no company pays to appear in these battlegrounds.

Sources
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