Oracle chairman Larry Ellison

The Disruptive Larry Ellison: Shatters Tradition to Reflect New Cloud Realities

February 16, 2021
Recognizing that decades-old categories fail to reflect modern business realities, Oracle chairman Larry Ellison has tossed one of those anachronisms overboard and replaced it with a radically different term capturing the modern business processes ushered in by the cloud. (On my weekly Cloud Wars Top 10 rankings, Oracle is #6—just behind #5 SAP and just
Microsoft executive VP Judson Althoff

Salesforce-Slack Is Nice but Teams Blows it Away: Microsoft Exec Althoff

December 18, 2020
Offering a sneak preview of the rapidly intensifying competition between two of the world’s top software companies, Microsoft executive VP Judson Althoff said recently that CRM without chat is “arcane” and that Teams is years ahead of Slack. Speaking at a UBS investors conference, Althoff, who heads Microsoft’s massive worldwide commercial business, was asked by
SAP CX Engineer

SAP Versus Salesforce: Is Marc Benioff Missing the CX Boom?

October 22, 2020
After two uninterrupted decades of outmaneuvering every competitor and embracing The Customer earlier and more intimately than anyone else, is it possible that Marc Benioff, Salesforce CEO and global thought-leader, has been so wedded to CRM that he’s missed the CX revolution? Salesforce #3, SAP #5 on Cloud Wars Top 10 Has Benioff let rival
IDC Market Study shows SAP leads in B2B digital commerce

SAP Thumps Salesforce, Oracle, Adobe in B2B Digital Commerce: IDC

October 6, 2020
A week before SAP unveils its new CX strategy and intentions, IDC has released a market study showing that SAP has a significantly stronger presence in B2B Digital Commerce than competitors Salesforce, Oracle, and Adobe. (On my Cloud Wars Top 10 weekly rankings, SAP is #5, Salesforce is #3, Oracle is #6, and Adobe is
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