SAP Exits Mainstream CRM for ‘Focused’ Segments

Salesforce-SAP Showdown: SAP Exits Mainstream CRM for ‘Focused’ Segments

September 11, 2020
Two years after former CEO Bill McDermott vowed that SAP would take the CRM market by storm and spent $8 billion on Qualtrics to help do so, SAP is conceding the broad mainstream CRM market to Salesforce and will pursue only certain specific segments. That revelation came earlier this week from SAP CFO Luka Mucic
Slide from Salesforce Q2 earnings presentation showing dominance in CRM

Salesforce Beats SAP, Oracle, Microsoft, Adobe—Combined!—in 2019 CRM Share

August 26, 2020
As Salesforce’s blowout Q2 sent its share price to record heights and pushed future guidance higher, the company’s ongoing and thorough domination of the CRM field—against some very worthy competitors—continues to define Marc Benioff’s company. In the earnings presentation released yesterday afternoon with its blockbuster results, Salesforce included a 2019 CRM revenue market-share chart from
ServiceNow CEO Bill McDermott may partner with Salesforce or SAP for CRM

Salesforce-SAP Showdown: Will Bill McDermott and ServiceNow Be CRM King-Makers?

February 10, 2020
As SAP mounts an aggressive assault on Salesforce’s dominant position in the huge CRM marketplace, look for one of those cloud giants to partner-up with ServiceNow to deliver breakthrough capabilities in the world’s largest software market. ServiceNow CEO Bill McDermott—who spent the last decade as CEO of SAP—recently offered a come-one, come-all invitation to the
CEO Bill McDermott is helping ServiceNow redefine enterprise software

ServiceNow’s Big Secret: Bill McDermott Redefining Software Business

January 31, 2020
Its record revenues, record stock price, and soaring expectations aside, perhaps the most-disruptive initiative at high-flying ServiceNow is the way new CEO Bill McDermott is helping to redefine and redirect the enterprise-software business. Here at Cloud Wars, we’ve recently made the case on a few occasions that the traditional structure of the enterprise-software business—ERP, CRM,
Cloud Wars analyzes SAP's biggest 2020 challenge

SAP’s New Co-CEOs Bet the Company on ‘Experience Management’

January 7, 2020
(Fourth in a series exploring the primary challenge facing each of the Cloud Wars Top 10 vendors going into 2020.)   Speaking to financial analysts in mid-November very shortly after becoming co-CEO of SAP, Jennifer Morgan opened her remarks about SAP’s product strategy by saying, “Let me start with Qualtrics.” That commitment to Qualtrics and
Cloud Wars analysis: can Salesforce redefine CRM in 2020?

Salesforce Vs. SAP: Can Marc Benioff Win the Battle to Redefine CRM?

January 6, 2020
(Third in a series exploring the primary challenge facing each of the Cloud Wars Top 10 vendors going into 2020.)   Since the buyer-seller relationship today is managed primarily and sometimes exclusively by the customer, does the term “Customer Relationship Management” mean anything anymore? Yes, that question contains a bit of mushiness—after all, who cares
Is SAP or Oracle #1 in ERP?

SAP and Oracle’s Larry Ellison Just Can’t Agree: Who’s #1?

November 14, 2019
In case you thought one of the tech industry’s most bitterly contested rivalries was slowing down, both SAP and Oracle are making it perfectly clear that they’re just getting warmed up in their mutual quests to be the world’s #1 apps provider. At SAP’s Capital Markets Day with financial analysts earlier this week, newly named
SAP's executive board speaks during SAP Capital Markets Day

SAP after Bill McDermott: Crush Product Silos, Focus on Customer Success

November 13, 2019
In a 4-hour coming-out party with the financial-analyst community, SAP’s new co-CEOs fully committed to the company’s growth plans in the cloud and beyond, while vowing to make customer success SAP’s #1 priority and to exterminate product silos and low-growth vestiges of the company’s past. Speaking proudly of SAP’s heritage and the huge legacy of
Co-CEO Jen Morgan talks SAP CX Revenue and Qualtrics

Attention Salesforce: SAP CX Revenue Surges 75%, Key Exec Jumps Ship

October 22, 2019
While Salesforce’s CRM revenue is almost 10x that of SAP’s, newly named co-CEO Jennifer Morgan made it unmistakably clear in her first earnings call that SAP’s Qualtrics and CX business have become the primary growth drivers for the company. With long-time CEO Bill McDermott set to step down Dec. 31, Morgan and co-CEO Christian Klein
Salesforce announces new Manufacturing Cloud

Salesforce Invades SAP: Links Sales + ERP Data for Manufacturing

September 24, 2019
The intensifying competition between SAP and Salesforce for world leadership in enterprise SaaS ratcheted up a few notches last week as Salesforce promised to link sales and ERP data in its brand-new Manufacturing Cloud. The announcement from Salesforce is the latest in a series of moves and countermoves by two of the world’s largest and