Tag: CRM

Go Vertical or Go Home<span class="badge-status" style="background:red">Premium</span> 

Go Vertical or Go HomePremium 

Unless your name is Amazon, Apple, Facebook, Google or Microsoft, it is best to pursue vertical go-to-market and product strategies. Only the previously mentioned Technology giants have the requisite scale to take a horizontal approach. We provide examples of "Vertical Leaders" and "At-Risk Horizontal Players". Tickers mentioned: ACN, AMZN, AAPL, AVGO, BOX, CCC, CRM, CSCO, … Continue reading Go Vertical or Go HomePremium 

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TEK2day PropTech Outlook & Landscape<span class="badge-status" style="background:red">Premium</span> 

TEK2day PropTech Outlook & LandscapePremium 

The TEK2day PropTech Outlook provides our perspective on where we believe the PropTech industry is headed over the next few years. Major themes include: I.) further industry consolidation and II.) AI-driven revenue opportunities and operating efficiency gains. The TEK2day PropTech Landscape (link at the bottom of this article) includes company names, descriptions, CEOs, 2019 revenue … Continue reading TEK2day PropTech Outlook & LandscapePremium 

A Case for Walmart to Acquire Oracle

A Case for Walmart to Acquire Oracle

Our rationale as to why Walmart should acquire Oracle is fairly simple. WMT's strategy: Walmart is pushing to become an "omnichannel" (brick & mortar plus online) retailer. Walmart has rolled out various online offerings most of which are the result of acquisitions. Data proliferation drives demand for storage and advanced analytics: Online retail generates reams … Continue reading A Case for Walmart to Acquire Oracle

AI as A Competitive Differentiator for Asset Managers<span class="badge-status" style="background:red">Premium</span> 

AI as A Competitive Differentiator for Asset ManagersPremium 

Companies mentioned: Adobe (tkr: ADBE), Alteryx (tkr: AYX), Amazon (tkr: AMZN), Automation Anywhere (private), BNY Mellon (tkr: BK), DataRobot (private), Google (tkr: GOOG), Microsoft (tkr: MSFT), Pegasystems (tkr: PEGA), Salesforce (tkr: CRM), SAS (private), SS&C Technologies (tkr: SSNC), Tableau (tkr: CRM, acquisition closed August 1st 2019), Tibco (private). Word count: 1,111. Two major trends have … Continue reading AI as A Competitive Differentiator for Asset ManagersPremium 

Salesforce to Acquire Tableau Software – Expect More Such Deals

Salesforce to Acquire Tableau Software – Expect More Such Deals

The supply of Data Scientists is a constraint toward building Advanced Analytics practices including broadly-defined AI. Therefore, we expect this supply constraint to be a catalyst for M&A activity. We covered this "supply" topic last week in our article "AI: Today’s Mysterious Miracle Technology Is Tomorrow’s Electricity" The supply of data scientists is being stretched … Continue reading Salesforce to Acquire Tableau Software – Expect More Such Deals