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Oracle's DB Dilemma
February 17, 2017
Seeking Alpha is an online outfit that offers investors good research and analysis on tech vendors, and it is especially well versed in Oracle. Its writers' expertise involves matching technologies to investment attractiveness. I am sure you are familiar with the type. XYZ company's product does this, it should result in sales of this much, and that will drive profits so that the stock is worth so much. You get the idea.
Quip Adds Serious Muscle
February 9, 2017
Salesforce has announced new integrations for Quip, the collaboration startup it acquired last summer for $582 million. Quip, which operates independently, also added new capabilities to its product's existing feature set, which includes smart notifications, chat built into every document and spreadsheet, and a smart inbox. Quip lets users direct-message group members.
Is Salesforce Getting Serious About the Back Office?
February 8, 2017
Even as Salesforce aggressively seeks to consolidate its position as the leader of cloud-based front-office applications via a series of acquisitions, it is possible that 2017 could be the year the company uses some of the same purchases to make a strategic move. Salesforce soon may become a major player in the back-office financial management and ERP market as well.
Does Avaya Have a Post-Chapter 11 Prayer?
February 6, 2017
Is Avaya on the road to financial recovery? What will happen to business partners and customers if it is not? The company last month filed for Chapter 11 protection for itself and some of its United States subsidiaries -- a move that makes it "the first major established technology company that's dying as a direct result of the cloud," according to Ian Campbell, CEO of Nucleus Research.
Oracle's Important Little Acquisition
January 23, 2017
Oracle last week announced the acquisition of Apiary, a small company that tucks into its product line and will not make much of a splash in the financial pages or possibly even in tech circles. Nonetheless, it's important strategic news. The value of the deal wasn't publicized -- but given the parameters, the dollars will get lost in the rounding of Oracle's overall revenue and profit numbers.
Pipedrive Attracts Funds for Global Expansion
January 20, 2017
Pipedrive, a CRM manager that targets the end-user salesperson, has raised $17 million in a round of Series B funding from an investor group led by Atomico. Two of the company's original investors, Bessemer Venture Partners and Rembrandt Ventures, participated in the new round as well. Atomico partner Teddie Wardi will join Pipedrive's board to offer advice and support to the firm.
Adaptive Intelligent Applications
January 18, 2017
At OpenWorld, Oracle jumped into the AI and machine learning space for its CX products, aka CRM, and other applications, like HCM, with an interesting difference -- a huge data store to help educate the algorithms that work for you. Machine learning depends on data about prior situations that the learning algorithms can use to get smart about a situation. Ten examples are good, 100 are better.
Clarabridge Delivers Retail Banking Package
January 17, 2017
Clarabridge, which offers SaaS and on-premises software products designed to help companies improve their customer experience management, on Tuesday announced a full-service solution for retail banking. Clarabridge's solutions use sentiment and text analytics to enable automatic collection, categorization and reporting on structured and unstructured data.
The Crystallization of Salesforce's IoT Strategy
January 12, 2017
While the general public's fascination with technology largely has been focused on the latest connected products unveiled at the recent CES conference in Las Vegas, many companies are trying to figure out where the real business opportunities lie in the long-awaited rise of the Internet of Things. One of the early proponents of IoT's unprecedented potential was Salesforce.com.
Oracle's Cloud Strategy: A Fine Balance
January 11, 2017
Oracle recently held a call for analysts to discuss its results for the last quarter, and there were multiple bright spots. It was much like a similar call 90 days previous, and together the calls drove home the conclusion that Oracle is turning into a cloud company. A casual observer might not be convinced, since the macro numbers show a company barely growing.
New CEO to Guide FinancialForce's Ambitious Growth Plans
January 9, 2017
Cloud-based ERP firm FinancialForce has named a new CEO, Tod Nielsen, who previously served as EVP of platform at Salesforce. Nielsen takes the helm from FinancialForce founder Jeremy Roche, who remains a major shareholder in the company. He will stay on as special advisor to the management team and work with FinancialForce investor Unit4 in an executive position. Roche's home base is in the UK.
Microsoft Trolls Small Biz With Outlook CRM Tool
November 18, 2016
Microsoft this week introduced Outlook Customer Manager, a new cloud-based tool that aims to help its small businesses clients stay on top of their customer relationships. The new service organizes everything from emails to meeting invitations, call logs, notes, tasks, files and other essential items. It comes just four months after the launch the company's Bookings tool.
Salesforce Sets Up Lightning Community to Zap Competition
November 8, 2016
Salesforce last week launched the Lightning Partner Community, which lets business customers extend sales features to channel partners. Lightning Partner Community gives channel partners a single place to identify opportunities, track progress and close deals. It includes the Lightning Partner Experience, Integrated CRM for Partners and Salesforce Einstein for Partner Community.
Microsoft Rebrands
November 2, 2016
Microsoft recently rebranded its business software offerings and the effect largely has been positive. Still, it must be emphasized that the cumulative effect of the deck chairs moved in performing the exercise remains to be seen. One of the effects is surely that all of the ERP and CRM solutions now are offered online, as the "Dynamics 365" moniker implies.
Should Salesforce Buy NetSuite?
October 29, 2016
The recently released spreadsheet hacked from Salesforce board member Colin Powell's email names multiple companies that Salesforce was at least considering acquiring. In the aftermath of the initial reports, it's worth noticing that there were at least two enterprise resource planning/back office companies on the list: Workday and NetSuite. There are plenty of reasons to dismiss acquisition talk.
Dreamforce Redux
October 12, 2016
Dreamforce for many years has been too big for a single person to cover. While I participate in covering events like this, inevitably I am reduced to the story of the three blind people and the elephant. You can't experience enough of the elephant to describe it unless you can see it. Using your hands leaves you frustrated. In the case of Dreamforce, you can't go to all of the sessions.
Dreamforce's Einstein: First Shot in New Sales Tech Arms Race?
October 6, 2016
A technology conference staple is the over-the-horizon announcement: a proclamation that something that isn't quite here yet is the next big thing, often accompanied by simulated screen shots, hypothetical use cases and fantastic demonstrations. This year's Dreamforce announcement of a machine learning-enabled technology called "Einstein" easily could be dismissed as futureware.
Salesforce Commerce Cloud Hits the Streets
October 5, 2016
Salesforce last week unveiled the Salesforce Commerce Cloud, billing it as the fastest path to unified commerce. It's built on technology from Demandware; Salesforce completed its acquisition of the company this summer. Commerce Cloud enables brands to provide personalized experiences for shoppers across the Web, mobile devices, social networks and in stores.
Salesforce Ponies Up $340M Cash for Krux Data Management
October 4, 2016
Salesforce has agreed to acquire its Marketing Cloud partner Krux, which offers a data management platform. Salesforce will pay $340 million in cash and issue between 3.4 million and six million shares of common stock to consummate the deal, according to documentation filed with the U.S. Securities and Exchange Commission on Monday. That's worth an estimated $700 million in all.
What to Expect at Dreamforce 16
September 30, 2016
Something tells me that if Salesforce already leaked news about its new AI product, Einstein, that it might not be the biggest news that will emerge from Dreamforce next week. However, I also think Einstein will be involved in whatever is the big takeaway. Salesforce has become rather large, with $8 billion-plus in revenue. A member of the Fortune 500, it still tries to be nimble.
Oracle OpenWorld
September 29, 2016
Larry Ellison was having too much fun. In his second keynote of this year's Oracle OpenWorld user conference, he was talking about his company's database, Oracle 12c, and comparing it highly favorably to Amazon's competing databases. It seems Ellison always has fun, which is one likely reason that the 72 year-old CTO and executive chairman of the board, looks 52, sounds 42, and probably feels 32.
Abuse of Trust, Lack of Transparency: HP Shows How to Kill the IoT
September 26, 2016
There's been a lot of virtual ink spilled about the glorious future promised by the Internet of Things: just-in-time service, data-assisted performance optimization for devices, automatic software upgrades, and a host of other hands-off solutions that make life easier for customers and results better for businesses. Over the last 18 months, many have come to see the IoT as an inevitability.
Oracle Does the Cloud Dance
September 19, 2016
Sunday's Oracle OpenWorld keynotes were good -- especially compared with prior years -- but they still suffered from the perennial problem of trying to stuff too much content into a two-hour event. Diane Bryant, SVP at Intel and a big Oracle partner, spent an hour covering a very broad landscape. Perhaps the most interesting information in Bryant's presentation concerned Intel's new line of chips.
Oracle's Earnings Call
September 16, 2016
Oracle is flying high as it goes into its annual Oracle OpenWorld customer conference, based on the news from its earnings call on Thursday. It's clear that the company has succeeded in pivoting from on-premises to cloud software offerings. The revenue acceleration from cloud products and services suggests that Oracle will derive an increasing share of its future revenues from cloud solutions.
Microsoft Dynamics Edges Out Salesforce, Oracle for HP Win
September 15, 2016
Just two months after announcing the integration of its CRM and ERP platform under the Microsoft Dynamics 365 umbrella, Microsoft this week announced a six-year agreement to deploy the service to HP Inc.'s ranks. Under the agreement, HP will deploy the Microsoft Dynamics platform -- including Azure, Office 365 and other solutions -- to tens of thousands of its employees.
Business Agility and the Platform
September 14, 2016
A common perception of business agility is that it revolves around quickness, especially quickness in the service of accelerating a deal or transaction. That's a good starting point, but agility actually goes deeper -- especially now that so many structural changes, like cloud computing and subscriptions, have turned up the dial on everyday business.
Dreaming Up Einstein
September 10, 2016
Salesforce isn't waiting for Dreamforce to begin the drumbeat over its AI offering called "Einstein." There is so much to discuss about this turn of events that it's hard to begin, so rather than starting at a conventional jumping-off point I'll start with the name. You couldn't have lived at any point in the 20th century and not have some idea of who Albert Einstein was.
Harlequin Romances Customers
September 6, 2016
I recently read a user story about how Harlequin -- a publisher of romance novels -- keeps its customers loyal. It has embraced several ideas that work really well, including emphasizing a consciousness of customer loyalty, keeping things simple, and focusing on personalizing relationships and engagement. Consciousness is relatively easy, but someone high on the org chart has to promote it.
Einstein to Make Dreamforce Appearance
August 25, 2016
Salesforce plans to unveil Einstein, an artificial intelligence product, at next month's Dreamforce 16. Einstein integration will give Salesforce's sales, service, marketing, collaboration and e-commerce products predictive suggestion and insights capabilities. It will serve as a new nerve system across the entire business. AI is key to Salesforce's future, CEO Marc Benioff has emphasized.
Heating Up the Platform Wars
August 4, 2016
We've seen a rapid progression from conventional licensed software to cloud-based solutions that sell for a song -- and in theory could sell through barter at some point. I am not a big fan of zero marginal cost economics, in which prices drop to zip because buyers take into account only the cost of the good and not the time, effort, and other resources that went into making it No. 1.
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