Your account manager is about to take a new kind of renewal call. The customer wants fewer seats and more credits, and the contract value doesn’t move. Is that a flat renewal or an expansion? Your comp plan has no line for it.
HubSpot CEO Yamini Rangan described the pattern on the company’s Aug. 5 earnings call: customers want “flexibility to be able to swap seats for credits.” CROs built the modern revenue org on per-seat pricing. Quota, ramp, territory math and the board’s NRR slide all assume that a license is a person and that people renew. The vendors in your own stack now sell AI by the credit and by the outcome, and they change those prices faster than buyers can model them.
Salesforce threw away its price book
Salesforce sets the pace. It launched Agentforce at Dreamforce 2024 at $2 per conversation. In May 2025 it added Flex Credits at $500 per 100,000, with a standard agent action costing 20 credits, or 10 cents. The same announcement introduced per-user add-ons for unmetered employee use, now listed at $125 a month, and in October 2025 came the Agentic Enterprise License Agreement, an all-you-can-eat deal for agents at a capped cost.
In June 2026 Salesforce moved its Agentforce Help Agent to pay-per-resolution, effective in July, with no charge when the customer asks for a human or walks away unhappy. The current price list shows $2 per Help Agent resolution, next to a $5-per-user Agentforce license that requires Flex Credits. Kyle Poyar, who writes the Growth Unhinged newsletter, counted the resolution model as Salesforce’s “fifth AI pricing model” in fewer than two years.
Customers kept buying through the changes. Agentforce ARR passed $1.5 billion in Salesforce’s fiscal second quarter, up more than 240%, and Salesforce now reports a usage count to investors: 3.2 billion Agentic Work Units across Agentforce and Slack in the quarter.
Then Salesforce changed the package again. On Sept. 3 it began selling three per-user editions with Flex Credits bundled in: Core at $195 a month with 500,000 credits, Advanced at $395 with 1 million and Max at $550 with 2.75 million. At Dreamforce two weeks later, CEO Marc Benioff explained the thinking in a Q&A.
We’ve had to throw away our price book, basically, and come up with a whole new pricing mechanism so that we deliver the right pricing for the right customer at the right time.
Poyar opened his July piece with the planning problem: pricing you used to revisit every 18 months “could be out of date within 6 months.” If that holds for your company, your 2027 comp plan will outlive the price book it was written for.
Your other vendors run meters too
HubSpot sells credits at a cent apiece, in packs of 1,000 for $10. Included credits refresh monthly and expire unused. Run out without extra packs and usage-based features pause until the reset; once you buy packs, overage defaults to pay-as-you-go, or to automatic pack upgrades for packs bought before Sept. 16, 2026. Since April 14, Customer Agent has cost $0.50 per resolved conversation, down from $1 per conversation, and Prospecting Agent $1 per lead it recommends for outreach, replacing a monthly charge for each enrolled contact.
Fin, the former Intercom that Salesforce bought on Sept. 10, charges $0.99 per outcome, one outcome per conversation. A resolved support question counts, and so does a sales outcome: Fin charges $9.99 when it matches a prospect to your qualification criteria and routes them, about ten times the price of a resolution. Zendesk includes AI agents in its Suite and Support plans and bills $1.50 per committed automated resolution or $2 pay-as-you-go, counting only unescalated conversations that a large language model confirms were resolved.
Clay includes unlimited seats on each plan and charges on two meters: Actions for orchestration such as enrichment and AI calls, and Data Credits for contact and company data and for most AI model tasks. Actions reset each billing cycle. Enterprise customers can roll over up to 15% of the prior year’s purchased credits if they renew at an equal or higher commitment, which is a renewal lever wearing a billing term’s clothes.
How far the shift has gone
Poyar’s State of B2B Monetization survey, fielded in April and May 2026 across more than 230 software and AI companies, puts numbers on the drift. Hybrid pricing, such as seats with AI consumption on top, rose from 25% of respondents a year earlier to 37%. AI credit adoption sits at 29%, and 33% of companies plan to introduce credits within 6-12 months. Three in four changed pricing or packaging in the past year.
Read that as a budget fight. AI spend comes out of the same software budget that pays for the seats, so each new meter competes with licenses already on the invoice. Bessemer’s February AI pricing playbook sorts the options into consumption, workflow and outcome pricing and names the buyer’s problem in one line: “customers don’t wake up thinking about tokens.” Neither do your reps.
AI credits are great for vendors. They can become a nightmare for customers, especially once teams have to manage different credit models across dozens of their vendors.
The seller’s version shows up at renewal
HubSpot is living this from the vendor side. On the Aug. 5 call, CFO Kathryn Bueker said net revenue retention was 102%, down a point, “as continued seat and credit expansion was offset by other net upgrade headwinds.” The April agent price cuts and new free trials, she said, “created a near-term headwind for credit expansion,” while Rangan said total credit consumption still grew. The shares fell 21% after hours.
Seats expand when a customer hires. Credits expand when the customer’s agents do more work, which depends on adoption your rep does not control and on unit prices the vendor can change between renewals, as HubSpot did in April. Thomas Randall of Info-Tech Research Group summed up HubSpot’s bet: the company “needs customers and investors to believe that agent consumption can compensate for weaker seat expansion.”
Rebuild the comp plan around two numbers
Under seat pricing, bookings and revenue were the same number on a lag. Under credits they split. A customer can prepay credits and let them expire, or burn through the commitment into overage no rep booked. Pick the number you pay on, then design for that choice’s failure mode.
- Quota on commit. Pay new-business reps on committed contract value at signing, the number finance can forecast. Hold back part of the commission on large prepaid credit deals until the customer burns a set share of the commitment.
- Consumption on a lag. Give account managers a consumption component paid on realized usage over a trailing quarter, so one heavy month does not swing a paycheck.
- Ramps and true-ups. Pay ramped commitments when they bill, and pay overage true-ups to the account owner when invoiced. Limit clawbacks to a reduced commitment at renewal, so a customer’s slow month does not cost the rep.
- Swaps. Write seat-for-credit swaps into the plan before a renewal forces the question. Count a net-neutral swap as a flat renewal and credit growth above the old seat value as expansion.
Outside the comp plan
Forecast the two numbers in separate rows. Committed revenue goes into the commit call as it does today, and consumption goes in as a per-account run rate with its own trend and confidence range. Poyar’s survey found usage- and outcome-based companies “lament about how difficult it is to forecast and predict revenue.” Blending the two into one commit number is how that lament reaches the board.
Procurement has the mirror-image problem. In January, Gartner director analyst Hannah Decker said that in most cases vendors “retain the right to change the multiplier, or the rate of consumption of those credits at any point during the term” of the agreement. Usage can hold flat while the bill climbs.
Salesforce’s rate card, updated Aug. 31, says usage types and multipliers “may be updated from time to time.” In late September, Salesforce Ben reported that registered agents calling Salesforce through MCP or the API will draw Flex Credits too, at a multiplier Salesforce had not published, with 30 days’ notice before metering starts.
Making sure there are caps that protect you when the agreement ends is critical.
Get multiplier locks and renewal caps in writing. Info-Tech’s advice to HubSpot buyers travels well: model consumption across “normal, peak, failed, and repeated agent activities” before accepting projected savings.
RevOps inherits the meter. In Nalpeiron’s June 2026 survey of 255 B2B software companies, 58% counted real-time usage metering among their most significant monetization infrastructure gaps, behind only billing-model flexibility at 64%. Credit balances, burn rates, expiry dates and overage settings belong in the CRM next to the renewal date, or your CSMs will hear about a blown budget from the customer’s CFO first.
Per-seat comp plans will keep paying reps for licenses customers are trading away. Rewrite yours before 2027 planning locks, or plan on explaining to the board why bookings beat and revenue missed.
Clarification, Oct. 12, 2026: an earlier version of this story said HubSpot’s overage bills pay-as-you-go by default, as HubSpot’s credits page says. HubSpot’s knowledge base adds that usage-based features pause when included credits run out unless you have bought extra packs, and that packs bought before Sept. 16, 2026 default to automatic upgrades.
Sources
- Growth Unhinged: The state of B2B monetization in 2026
- Growth Unhinged: Pricing used to last 18 months. Now it’s down to 6.
- Salesforce: Agentforce pricing
- Salesforce Newsroom: Salesforce Introduces New Flexible Agentforce Pricing to Accelerate the Digital Labor Revolution
- Salesforce: Flex Credits Rate Card, updated August 31, 2026
- Salesforce Ben: Huge Agentforce Pricing Shift, Salesforce Introduces Pay-Per-Resolution
- The Register: Gartner questions whether Salesforce AI buffet will stay all-you-can-eat forever
- Salesforce Investor Relations: Salesforce Delivers Record Second Quarter Fiscal 2027 Results
- Salesforce Ben: Salesforce Announces 3 Replacement Editions, Bundling AI, Slack, and Security
- diginomica: Dreamforce 2026, why CEO Marc Benioff thinks this is the year of the living interface for Salesforce
- Salesforce Ben: Salesforce Will Charge Flex Credits for Agentic MCP and API Calls
- HubSpot: HubSpot Credits
- HubSpot Newsroom: HubSpot’s Customer Agent and Prospecting Agent, now you pay when the task is complete
- MarTech: HubSpot moves to outcome-based pricing for some Breeze AI agents
- The Motley Fool: HubSpot (HUBS) Q2 2026 earnings call transcript
- Investing.com: Earnings call transcript, HubSpot beats Q2 2026 EPS, shares sink 21% after hours
- Fin: Fin AI Agent pricing
- Zendesk: Pricing
- Zendesk Support: About automated resolutions for AI agents
- Clay: Pricing
- Info-Tech Research Group (SoftwareReviews): HubSpot UNBOUND 2026 Repositions Its CRM for the Agentic Era
- Salesforce Newsroom: Salesforce Completes Acquisition of Fin
- Bessemer Venture Partners (Atlas): The AI pricing and monetization playbook (Feb. 10, 2026)
- Nalpeiron: Top monetization infrastructure gaps (2026 benchmark), 2026 State of B2B Software Monetization
- HubSpot Knowledge Base: Manage HubSpot Credits (updated Sept. 16, 2026)