Microsoft executive VP Judson Althoff said recently that CRM without chat is “arcane” and that Teams is years ahead of Slack.
Salesforce
On December 1, 2020, Salesforce acquired Slack for $27.7 Billion. Guest author Jiri Kram’s thoughts on what preceded and will happen next.
Betting $28 billion that Slack will help Salesforce stay ahead of hard-charging Oracle and SAP, Marc Benioff is redefining his company.
The three vendors whose cloud revenue is growing most rapidly are Google at 44.8%, Oracle 33% (estimated), and Microsoft 31%.
Guest author Jiri Kram explores what Larry Ellison’s unexpected frontal attack on Salesforce could mean for AWS.
New Oracle CX businesses promise to “…to empower whoever gets to the customer first and enable new customer-centric business models.”
Thomas Saueressig, SAP executive board member, shares the differences between SAP’s CX model and Salesforce’s traditional CRM.
SAP is showing significant growth in all segments and the CX business should quickly become one of its fastest-growing units.
On the Cloud Wars Live podcast, Sean Ammrati and I discuss the latest in disruptions, including if Oracle or Salesforce will buy Slack.
As we head into Q4, here are my thoughts on the 5 world-shaping tech vendors making up the top half of the Cloud Wars Top 10 rankings.
Salesforce founder Marc Benioff yesterday warned CEOs and top executives that today’s passivity will lead to tomorrow’s irrelevance.
Guest author Jiri Kram explores the much-anticipated Snowflake IPO and the parts to be played by investors Salesforce and Warren Buffett.
SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific, ‘focused’ segments.
Seven months ago Snowflake CEO Frank Slootman said the cloud represents the biggest and most-dynamic market the industry has ever seen.
Guest author Jiri Kram explores the huge potential of Salesforce, and what if anything might stop it from becoming a trillion-dollar company.
The Salesforce Q2 earnings call with Marc Benioff was the most compelling and insightful such event that I’ve ever heard. By a long shot.
Taking a closer look at key statements Marc Benioff made about Tableau and its potential during the recent Salesforce Q2 earnings call.
Following its release of quarterly results, cloud leader Salesforce’s shares shot up by 25%, giving it a market cap of almost $250 billion.
In its Q2 earnings presentation, Salesforce included a CRM revenue market-share chart from IDC showing its increased dominance in 2019.
Market-cap valuations can be fleeting, but they provide an objective view of how the global market values companies like SAP, Salesforce and Oracle.