Dreamforce 2016: A Lot to Uncover
This year, I have the
incredible opportunity to attend Dreamforce 2016 (many thanks to Marc Benioff)
Taking a step back for a moment: this year, dubbed the "Year of Tech M&A," has the potential to really shake up the industry. Over $260 billion of tech deals have been announced so far in 2016 - and the year is not yet over. As cloud, data and connectivity continue to come to the forefront of growth and the next generation of business, the technology major players are flexing their muscles and taking out their wallets. It's not just Oracle and NetSuite shaking up the game, nor Microsoft and LinkedIn's wedding either. Salesforce has also been on the hunt, compiling a remarkable list of perhaps obscure but strategic acquisitions:
Date | Organization | Amount |
---|
Sep 7, 2016 | HeyWire | Unknown |
Sep 1, 2016 | Spree Commerce | Unknown |
Aug 15, 2016 | BeyondCore | $110M (terms undisclosed) |
Aug 1, 2016 | Quip | $750M in Cash & Stock |
Jul 21, 2016 | Coolan | Unknown |
Jun 1, 2016 | Demandware | $2.8B in Cash |
May 9, 2016 | Implisit | Unknown |
Apr 4, 2016 | MetaMind | $32.8M (terms undisclosed) |
Feb 19, 2016 | PredictionIO | Unknown |
Likewise, the announcement of
Salesforce Einstein has generated a large amount of publicity around machine
learning and AI. This will be especially interesting given Microsoft's timely Ignite Conference Announcement of expanded AI and Machine Learning capabilities baked within its forthcoming Office 365 and Dynamics 365 Offerings.
As I prepare to go to
Dreamforce, I've put together a list of questions I hope to have answered.
- What’s the state of the Lightning UI experience?
- Performance Improvements?
- Utilization?
- Vision?
- What will the Quip acquisition mean for customer productivity?
- What's Salesforce's vision?
- What will it mean for Microsoft partnership (Office 365/Power BI)
- What's the plan with Demandware?
- Demandware has a strong, recognizable customer base with a strong product and brand recognition
- "Commerce Cloud" has an exciting ring to it
- Ability to provide a consistent, integrated CX from lead to customer, click to shopping cart can be realized
- What's the plan for Wave?
- BeyondCore may bolster these efforts significantly (see Jen Underwood's excellent post for a detailed introduction)
- How is Wave maturing to become a more extensive enterprise reporting asset, not just another SDFC add-on?
- How fast are new, not legacy product offerings being leveraged?
- Are Wave, IoT Cloud, Health Cloud, Financial Services Cloud evolving from marketing, demos and hype to real, supported products?
- Are current sales and/or service cloud customers converting to the new products?
- What is Salesforce doing with GravityTank, an innovation consultancy it acquired out of Chicago this year?
- How are major platform ISVs and Partners shifting focus as Salesforce's identity and vision changes?
- Salesforce paid $360 million for the configure-price-quote (CPQ) and quote-to-cash solution SteelBrick, a move seen as a surprise for many ISVs
- Other Solutions will need to adapt and find niche within new product offerings
- Solution Integrators will need to quickly get up to speed on new services
See you in a week.
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