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<\/span><\/figcaption><\/figure>By Robert Cyran
<\/strong>
NEW YORK: Salesforce<\/a>.com is trying to catch Microsoft<\/a>. Marc Benioff's $220 billion company may add Slack Technologies<\/a> to its coffers, according to Reuters, after big recent deals buying Tableau Software and MuleSoft. The trouble is the company's much bigger rival has the advantage of resources and ties to more customers, putting Salesforce on the back foot in the work-from-home battle.

Salesforce got its start with easy to use cloud-based software for salespeople. Adding bits such as Tableau, which allows data to be visualized, has made Salesforce's software more helpful. The result is rising revenue and about a 50% jump in Salesforce's stock price over the past 12 months. It's easy to see where Slack fits - Breakingviews predicted a deal . The workplace is increasingly based on decentralized groups, a trend sped up by Covid-19 lockdowns. Salesforce's attempts at messaging haven't really caught on, while users tend to be happy with Slack.

The trouble is that Slack, while about half the enterprise value-to-estimated sales multiple of rival Zoom Video Communications<\/a>, isn't growing as fast and, still at 20 times, isn't all that cheap. Plus Microsoft can essentially give its version away by bundling it with other enterprise software. Salesforce could do that too, but that might make an already expensive-looking acquisition even more so.

The $1.6 trillion Microsoft also has greater resources to buy or build. Teams, for example, was an internal project. With such a large market capitalization, it can also afford to make mistakes on buying smaller companies. Conversely Slack's market capitalization is about 10% of Salesforce.

Microsoft has also posted much higher returns on invested capital - well into the double digits for the past several years, versus lower single digits that Salesforce throws up, according to Refinitiv. Getting Slack to bolster those returns won't be easy. Its operating loss this year should be around $70 million. It will take several years of continued growth, or additional benefit to Salesforce's other products, before Benioff's firm earns a decent return.

Benioff has received the benefit of the doubt from investors after pioneering cloud software. But his knack for seeing where technology is going may meet its match in the much larger, and well-managed Microsoft.
<\/body>","next_sibling":[{"msid":79502703,"title":"Zoom reports big Q3 gains, but slowing growth sinks stock","entity_type":"ARTICLE","link":"\/news\/zoom-reports-big-q3-gains-but-slowing-growth-sinks-stock\/79502703","category_name":null,"category_name_seo":"telecomnews"}],"related_content":[],"msid":79502731,"entity_type":"ARTICLE","title":"View: Salesforce is on back foot in Microsoft WFH battle","synopsis":" Salesforce.com is trying to catch Microsoft. Marc Benioff's $220 billion company may add Slack Technologies to its coffers, according to Reuters, after big recent deals buying Tableau Software and MuleSoft.","titleseo":"telecomnews\/view-salesforce-is-on-back-foot-in-microsoft-wfh-battle","status":"ACTIVE","authors":[],"analytics":{"comments":0,"views":392,"shares":0,"engagementtimems":1933000},"Alttitle":{"minfo":""},"artag":"Reuters","artdate":"2020-12-01 08:24:24","lastupd":"2020-12-01 08:26:40","breadcrumbTags":["Microsoft","Salesforce","Twitter","Slack Technologies","Zoom Video Communications","Cloud computing","international","MVAS\/Apps"],"secinfo":{"seolocation":"telecomnews\/view-salesforce-is-on-back-foot-in-microsoft-wfh-battle"}}" data-authors="[" "]" data-category-name="" data-category_id="" data-date="2020-12-01" data-index="article_1">

观点:Salesforce在微软回来脚亲密的战斗

微软Salesforce.com正试图赶上。马克·贝尼奥夫的公司可能会增加松弛技术资金2200亿美元,据路透社报道,大买表的近期交易软件和MuleSoft之后。

  • 更新2020年12月1日08:26点坚持
阅读: 100年行业专业人士
读者的形象读到100年行业专业人士
由罗伯特·Cyran
纽约:Salesforcecom试图捕捉微软。马克·贝尼奥夫的公司可能会增加2200亿美元松弛技术金库,据路透社报道,大买表的近期交易软件和MuleSoft之后。问题是公司的更大的竞争对手的优势资源和联系更多的客户,将Salesforce背面脚在家工作的战斗。

Salesforce起步容易使用基于云的软件销售人员。添加部分如表,允许数据可视化,使得Salesforce的软件更有帮助。结果是增加收入和Salesforce增长50%的股价在过去12个月。很容易看到松弛的所在位置——财经预测交易。工作场所越来越多基于分散的群体,这一趋势加快,Covid-19封锁。Salesforce的消息还没有被尝试,而用户往往是满意松弛。

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麻烦的是,松弛,而约有一半的企业value-to-estimated销售多个竞争对手变焦视频通信,不是增长一样快,还在20次,并不便宜。加上微软基本上能给其与其他企业软件版本被捆绑。Salesforce也可以这么做,但这可能会使一个已经看上去昂贵的收购更是如此。

1.6万亿美元的微软也有购买或建造更大的资源。团队,例如,是一个内部项目。这样一个庞大的市值,它还可以承受犯错买小公司。相反松弛Salesforce的市值约为10%。

微软还发布了更高的投资资本回报率——到两位数在过去的几年里,与较低的个位数,Salesforce抛出,根据Refinitiv。得到松弛来支持这些回报并不容易。今年的营业损失应该是7000万美元左右。还需要数年的持续增长,或额外的好处Salesforce的其他产品,在贝尼奥夫公司获得可观的回报。

贝尼奥夫已经收到来自投资者的怀疑的好处后,开拓性的云软件。但他的预见,科技可以满足其匹配更大,微软、有序。
  • 发布于2020年12月1日08:24点坚持
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\"\"
<\/span><\/figcaption><\/figure>By Robert Cyran
<\/strong>
NEW YORK: Salesforce<\/a>.com is trying to catch Microsoft<\/a>. Marc Benioff's $220 billion company may add Slack Technologies<\/a> to its coffers, according to Reuters, after big recent deals buying Tableau Software and MuleSoft. The trouble is the company's much bigger rival has the advantage of resources and ties to more customers, putting Salesforce on the back foot in the work-from-home battle.

Salesforce got its start with easy to use cloud-based software for salespeople. Adding bits such as Tableau, which allows data to be visualized, has made Salesforce's software more helpful. The result is rising revenue and about a 50% jump in Salesforce's stock price over the past 12 months. It's easy to see where Slack fits - Breakingviews predicted a deal . The workplace is increasingly based on decentralized groups, a trend sped up by Covid-19 lockdowns. Salesforce's attempts at messaging haven't really caught on, while users tend to be happy with Slack.

The trouble is that Slack, while about half the enterprise value-to-estimated sales multiple of rival Zoom Video Communications<\/a>, isn't growing as fast and, still at 20 times, isn't all that cheap. Plus Microsoft can essentially give its version away by bundling it with other enterprise software. Salesforce could do that too, but that might make an already expensive-looking acquisition even more so.

The $1.6 trillion Microsoft also has greater resources to buy or build. Teams, for example, was an internal project. With such a large market capitalization, it can also afford to make mistakes on buying smaller companies. Conversely Slack's market capitalization is about 10% of Salesforce.

Microsoft has also posted much higher returns on invested capital - well into the double digits for the past several years, versus lower single digits that Salesforce throws up, according to Refinitiv. Getting Slack to bolster those returns won't be easy. Its operating loss this year should be around $70 million. It will take several years of continued growth, or additional benefit to Salesforce's other products, before Benioff's firm earns a decent return.

Benioff has received the benefit of the doubt from investors after pioneering cloud software. But his knack for seeing where technology is going may meet its match in the much larger, and well-managed Microsoft.
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