Birth of the modern
Nearly every generation sees the birth of what for it will define modern life as going forward. As uncertain as the twenty-teens have been so far, some day in retrospect economists may pinpoint this decade as important as the tipping points of 1870’s and the 1920’s. If that turns out to be the case there […]
Why Equal Pay is So Important
It’s great to see Marc Benioff focusing more time and energy on Equal Pay. A sustained effort here should open more eyes. Since this is SaaStr, I’d like to add a few more tactical thoughts here. Now yes, I am a White Male who grew up On a Coast and went to a Top College and […]
Why No One Is Going to Buy Salesforce
After a short and not terribly informative piece on Bloomberg saying that Salesforce had engaged with bankers to potentially evaluate takeover offers, the usual activities ensued. The company’s stock went for a small ride and pundits and prognosticators all began speculating about whom a logical suitor could be and even what the company would be […]
Greatly Exaggerated?
Nothing is forever and Salesforce has had a great run. Murphy’s Law would suggest that someone could come in and mess it up.
FinancialForce Investment
It takes prodigious amounts of moola to launch a company these days and that’s especially true when trying to insert a new idea into the collective consciousness. Salesforce spent well over $100 million to convince us that SaaS CRM was real, Zuora has raised nearly 2X that amount defining the subscription economy, and cloud ERP […]
Salesforce at 15
Fifteen is an interesting anniversary. We tend to think about major anniversaries in ten-year increments with the five-year internode acting more as a gut check. Fifteen is close enough to the creation that all of the relevant parties are still around and most are still in place. But it’s also far enough in the rearview […]
News Analysis: Oracle’s Cloud Disruption Webinar Recording
Oracle’s recent partnership announcements to supply Oracle technology to key cloud vendors such as Microsoft, NetSuite, and Salesforce.com create serious implications for the market.On June 28, 2013, Esteban Kolsky, Holger Mueller, and R “Ray” Wang discussed the implications of Oracle’s recent partnerships for: Salesforce customers Microsoft customers NetSuite customers Oracle customers Cloud competitors such as Amazon, Google, […]
Ellison, Benioff Meet the Press
The joint conference call for press and analysts between Larry Ellison and Marc Benioff was both more and less than expected. It was weird to hear them talking to each other in complementary terms rather than firing shots across each other’s bows but all that history was more show than anything else, I think. To […]
Salesforce and Oracle in a Deal
To me it looks like Oracle is buying SFDC but to skirt the SEC and DOJ, and to avoid sticker shock, they’ll do a slow motion merger and present the market with a fait accompli in 9 years…
Salesforce Back in the Apple with a New Message
Salesforce came to New York this week for its annual winter meeting with customers intent on testing new ideas and capturing customer input. The event was held at the Waldorf Astoria for a relatively small group (under one thousand) rather than at the Javitz Center, which can accommodate the maintenance facilities for a squadron of […]
