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. This changes the decision calculus dramatically for tons of businesses, especially large ones.Why is this happening? Microsoft offers a bundle with Teams (their version of Slack) for no additional charge to companies who already pay for Microsoft 365, which includes Word, Outlook, etc.Another scary metric: Teams just announced 115m daily active users, while Slack hasn’t disclosed DAU since October last year, when they had only 12m DAU.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |