ServiceNow has gone pretty unchallenged in the “digital workflow” area—but Marc Benioff seems poised to change that with Salesforce + Slack.
Salesforce
On the company’s recent Q3 earnings call, Salesforce leadership subtly but unmistakably positioned superstar Slack as the ServiceNow slayer.
The unifying trend that’s boosting Salesforce, Snowflake & Workday’s combined market cap to $500 billion is industry-specific solutions.
Market Cap Madness! Salesforce + Snowflake + Workday = $500 billion in market cap. What do these 3 companies have in common?
Salesforce has oriented more than half its global sales org toward industry-specific goals & objectives in a move to strengthen its position.
Industry Cloud Top 10 leader Salesforce is making BIG moves to solidify its powerhouse position in the red-hot market for industry clouds.
Six of the world’s top cloud vendors shared their visions for the future of business, including Industry Cloud Top 10 #1 Salesforce.
SAP and Oracle have major opportunities to challenge Salesforce in the industry cloud market. But they have to move fast.
Salesforce leads the Industry Cloud Top 10. And therein lies the opportunity for the world’s largest enterprise apps vendors: SAP & Oracle.
The market cap for Google Cloud parent Alphabet has risen 52% YTD in 2021; Salesforce up 30%; Microsoft up 27%; and Oracle up 26%.
To date, the many initiatives by Larry Ellison and Oracle to best Salesforce in CRM have been rather flimsy. But Ellison is not giving up.
Industry cloud solutions now account for 12.44% of total revenue at Salesforce, underscoring their emergence as a mainstream part of the biz.
The commentary about the Slack deal from Salesforce execs on its recent earnings call was a lovefest of bedazzled proportions.
I think that we’re about to see that Marc Benioff’s acquisition of Slack will transform Salesforce & jolt the entire cloud industry.
Satya Nadella’s zeal for Microsoft Dynamics 365 in last week’s Q4 earnings call was a shot across the bows of SAP, Oracle & Salesforce.
10 months ago, Salesforce had a market cap 40% higher than that of Oracle. Now, it’s 10% lower. What happened to impact these numbers?
It appears that Salesforce is turning a cold shoulder to Google Cloud, even as its cloudmances with Amazon and Microsoft draw attention.
For 2 years, Marc Benioff has claimed that Salesforce is not getting into HCM—even as it’s clearly been getting into HCM.
Salesforce co-founder Parker Harris indirectly called out ServiceNow last week, in describing Slack as “human workflow.”
CEO Marc Benioff used his recent first quarter earnings call to explain how Salesforce’s transformation has it on a path to $50B in revenue.