![]() Salesforce and Microsoft are the main two natural acquirers for any enterprise SaaS product.I think Salesforce can get a significant portion of their customers using Slack, and that will be a transformative thing for both companies. But since then it’s been a huge hit - proving Salesforce’s ability to cross-sell high quality products they acquire to their large, existing customer base. At the time, most analysts thought Salesforce had overpaid for Mulesoft.Much like Slack is a central nervous system for employee-facing information flows, Mulesoft ties together back-end data from various disparate systems.“It reminds me of Mulesoft - a fabulous acquisition by Salesforce in 2018.”.Each has their strengths, but there are many areas of competitive overlap. Here we’re seeing a sort of enterprise version of the ecosystem wars that Apple and Google are fighting in consumer.“I’d say I can see that definitely happening over time along with tighter integrations with Salesforce applications from the core CRM to Tableau and Quip.”.I asked Ed: given how powerful the bundling strategy has been for Microsoft Teams, does he think Salesforce will create a bundle with Slack? This is a valuable contrast to Salesforce’s usual focus on big enterprise clients that require a lengthy sales process.” “Second, Slack benefits from bottoms-up, product-led adoption.That’s a powerful position to be in, and Salesforce is currently dependent on integrations with these hubs. “First, Slack is the digital nervous system for businesses. ![]() Given that Teams is pretty equivalent to Slack, why spend hundreds of thousands of dollars a year on something you can already get for free?Įd thought this was probably right, but also pointed me towards the huge upside that’s in it for Salesforce. ![]()
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