Salesforce 2018 CRM Market Share Topped SAP, Oracle and Adobe—Combined!

June 19, 2019
In the world’s largest and fastest-growing enterprise-applications category, Salesforce racked up CRM market share of 19.5% in 2018. The combined share for SAP, Oracle and Adobe was 18.9%, Gartner said earlier this week. Pegging the market’s total size for 2018 at $48.2 billion, Gartner said the CRM sector grew 15.6% for the year and remains
How Microsoft is influencing the SaaS revolution

Microsoft Is Helping Turn the SaaS Market Upside-Down

June 14, 2019
While Microsoft’s not one of the leading enterprise-applications vendors, its massive influence as the world’s #1 cloud-computing provider is making it a major player in the quiet but unmistakable revolution in the SaaS business. I’ve written about this upheaval in a number of places recently, including in this week's Cloud Wars Newsletter, titled “The SaaS
What Thomas Kurian must explain at Google Cloud Next '19

Four Big Questions Google Cloud Must Answer This Week

April 8, 2019

Two months after offering a compelling glimpse into how Google Cloud will become an aggressive and highly capable competitor in the Cloud Wars, CEO Thomas Kurian this week must win the confidence of customers and partners during the company’s highly anticipated Next ’19 event by filling in the details about  core positioning, industry solutions, and customer-success stories.

The SAP Qualtrics Effect: How Salesforce, Oracle and Workday Should Respond

March 12, 2019

If it’s indeed true that I Have Seen the Future of Enterprise Software and It Is SAP Qualtrics, then what impact will the Qualtrics Effect have on leading SaaS companies Salesforce, Oracle and Workday? Quick recap: I believe Qualtrics will profoundly shake up the enterprise-software business because it’s figured out a way to interconnect customer

Why Salesforce Is the World’s #1 SaaS Vendor: 360-Degree Scale

March 6, 2019

While many SaaS vendors are performing extremely well these days in the Cloud Wars, the largest of them all by far, Salesforce, continues to execute at a pace and on a scale that others can so far only dream about. Having just closed the books on $13-billion year, and with plans to double that in

deployments

Workday Reveals Secret Weapon Against Oracle and SAP

March 5, 2019

As Workday continues to compete successfully against much-larger rivals Oracle and SAP in the red-hot cloud ERP and HCM markets, Workday is using its nimbleness to complete customer deployments at what it says are far lower costs than those of its larger rivals. For decades, enterprise-tech applications vendors have grudgingly had to admit that for every

Workday

Workday Cranks Up the Heat on Oracle and SAP in Cloud ERP Wars

March 4, 2019

Riding booming results from its Financial Management SaaS apps as well as its recently acquired Planning apps, Workday says a number of customers are now buying the financial apps without already being users of its flagship HCM apps, signaling a new level of marketplace awareness and acceptance of Workday Financials. Across the board, Workday reported

Microsoft will likely top $50 billion in cloud revenue at this time next year.

If #1 Microsoft Isn’t “Real” Cloud, Why Are World’s Largest Companies Buying It?

February 25, 2019

The ridiculous premise that Microsoft’s industry-leading commercial-cloud business isn’t “real” cloud got even more absurd last week as two massive corporations—ExxonMobil and Albertsons—picked Azure, Dynamics 365 and Microsoft 365 to accelerate their digital transformations and drive innovation and revenue. For reasons I cannot fathom and that have no basis in reality, some pundits and supposed

Inside ServiceNow’s Boom: The Rise of Digital Workflows

February 6, 2019

While ServiceNow continues to grab lots of well-earned attention for its steep revenue growth, the really interesting story for the company is how it’s creating an entirely new category within the crowded SaaS marketplace by interconnecting the siloed workflows that other SaaS products are creating. As ServiceNow posted Q4 revenue growth of 35% and projected ongoing