> Salesforce is well run and has a great start but billions of dollars a year in almost guaranteed profit gives companies alot of time and opportunity to compete and fail over and over again until they get it right.
The main issue they have is that their product can be replicated easily, which is exactly what Microsoft are doing (and extending, with Dynamics365). With so much revenue tied up in renewals SFDC cannot simply drop their pricing to come down to the price point Microsoft is leading with. SFDC have indeed set the gold standard for CRM but they are starting to show signs of weakness as they struggle to differentiate with core CRM, and need to compete on edge use cases.
I hear in Australia SFDC are now in a hiring "freeze", which is very telling of the challenges they are now facing with some competitors finally maturing and giving them a run for their money.
I give SFDC 2-3 more years under the sun before they start having serious challenges... unless AMZN buy them, which I also expect is highly likely. That would make things interesting.
The main issue they have is that their product can be replicated easily, which is exactly what Microsoft are doing (and extending, with Dynamics365). With so much revenue tied up in renewals SFDC cannot simply drop their pricing to come down to the price point Microsoft is leading with. SFDC have indeed set the gold standard for CRM but they are starting to show signs of weakness as they struggle to differentiate with core CRM, and need to compete on edge use cases.
I hear in Australia SFDC are now in a hiring "freeze", which is very telling of the challenges they are now facing with some competitors finally maturing and giving them a run for their money.
I give SFDC 2-3 more years under the sun before they start having serious challenges... unless AMZN buy them, which I also expect is highly likely. That would make things interesting.