Salesforce’s (NYSE: CRM) recently announced first quarter results that soared past market expectations. The company recently made a few acquisitions to continue its growth trajectory.
Sramana Mitra: Interesting. My thesis also is that the defensible businesses are domain knowledge heavy in AI. The layers of abstraction to some extent are already in place, and there’s going to be more. Just to give you a feel for my framework, I look a lot at the parallel with the cloud computing infrastructure
Sramana Mitra was a panelist during Salesforce’s webinar this week discussing The Enterprise App Market and Incubators. You can listen to the recording here.
Sramana Mitra: The part of the market I was referring to as the broader support market includes products like Assistly, for instance, which is inside of Salesforce.com, Zendesk, and a variety of startups and other companies that have come up with products in that space. Those are not what you compete with?
Sramana: So, it’s the usual adoption cycle. I think we’re still at that early adopter phase of these technologies. Markos: Yes, definitely. People get concerned. They say, “Wait a minute. We don’t want the business being disturbed by all these things.” So, they don’t have to be disturbed, but it’s a case of you need
Sramana Mitra: When you look at cloud computing in general, where do you see startup opportunities? For example, in 2005, you identified file sharing as one of the opportunities. What do you see today from your vantage point? Jesse Lipson: I think a lot of customers, especially on the enterprise side, still have not adopted
SM: From your perspective, what is the state of the union, in terms of the connectors, that would allow you to realize the vision of deeper integration? BdA: I would say newer, contemporary, agile services like Podio are built on connectors. Podio is itself is built on its own APIs. So, new services are already
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