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
Marc Benioff of Salesforce speaks on SaaS cloud growth

Oracle Versus Salesforce: Who’s the Growth Leader in SaaS Clouds?

December 18, 2019
Salesforce is the world’s undisputed leader in SaaS revenue and Oracle aspires to be the world’s leading ERP vendor. But which one is growing more rapidly? Since both recently posted earnings results, we’ve got some fresh data to compare. And while there’s no question that Salesforce and Oracle are focused primarily on different audience sets,
Salesforce pivots to data with Mulesoft and Tableau

Salesforce, Pivoting to Data, Showcases Game-Changers MuleSoft and Tableau

December 5, 2019
While the Salesforce story usually centers on its high-growth CRM clouds, company executives are lavishing extreme praise on the recent acquisitions of MuleSoft and Tableau for transforming Marc Benioff’s company into a truly strategic player. In Salesforce’s fiscal Q3 earnings call this week, Benioff and his colleagues appropriately highlighted excellent growth numbers for their Sales,
Cloud revenue projections for SAP and Salesforce

Cloud Revenue Super-Surge: Salesforce and SAP to Top $51 Billion for 2023

December 3, 2019
With Salesforce and SAP forecasting cloud revenue for 2023 that will total more than $51 billion, it’s clear that one of the greatest growth markets in history has not come even close to reaching its full potential. SAP and Salesforce both held investor-day events last month, and their respective presentations included revenue projections for calendar
Top 3 2020 tech battles: the Cloud Wars preview

Top 3 Tech Battles in 2020: Microsoft vs. Google, Salesforce vs. SAP, Amazon vs. Oracle

December 2, 2019
As cloud computing becomes the dominant platform for digital business in 2020 and beyond, the world’s six most-influential cloud vendors will engage in three separate and intense competitive tech battles in 2020. Each has huge implications for the vendors' business customers. These high-stakes clashes will impact hundreds of thousands of businesses across the globe, as

How Salesforce Plans to Defeat Oracle and SAP While Scaling to $35B

November 22, 2019
Supremely confident that its revenue will top $20 billion in calendar 2020, Salesforce this week laid out how it intends to stay far ahead of rivals Oracle and SAP in the SaaS market and reach a staggering $35 billion in revenue by 2024. At its Dreamforce Investor Day presentation, Marc Benioff’s company laid out in
Salesforce Dreamforce questions: will Benioff stick around?

Salesforce’s Top 3 Challenges: Love Microsoft, Fight Oracle, Keep Benioff

November 18, 2019
Salesforce’s annual revenue is surging toward $20 billion, its stock price is within a few bucks of its all-time high, and this week Marc Benioff is hosting 170,000 of his best friends at the annual Dreamforce extravaganza in San Francisco. The company’s core businesses are booming. It’s just forged a powerful partnership with the #1
Salesforce announces new integrations with Microsoft Teams

Amazon Jilted as Salesforce and Microsoft Pair Up for IaaS and Teams

November 15, 2019
The new cloudmance between Salesforce and Microsoft represents a stinging blow to Amazon, which only a few years ago was smothered in Salesforce affection as its one and only “preferred public cloud infrastructure provider.” Yeah, I know, ‘the only constant is change’ and all that. But let’s put this dramatic move by Marc Benioff into
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