Salesforce Inc.
"Announced new AI-powered tools for sales and service teams to boost productivity."
Business LinesSales Cloud
Key Metrics
Sales Cloud Revenue Growth
Growth Driver
AI-Powered CRM & Platform Adoption
Advantage
Ecosystem Lock-in, #1 Market Share
Use Case Solved
Sales force automation
Market Position
Leader in Sales Automation
Quantified Position
Core of the CRM platform
Service Cloud
Key Metrics
Service Cloud Revenue Growth
Growth Driver
AI-powered customer service
Advantage
Integrated with Sales Cloud
Use Case Solved
Customer service and support
Market Position
Leader in Customer Service Software
Quantified Position
TBD
Platform & Other (includes Slack)
Key Metrics
Platform Revenue Growth
Growth Driver
Custom app development and integration
Advantage
Extends the power of the CRM
Use Case Solved
Low-code app development, collaboration
Market Position
Key part of the ecosystem
Quantified Position
TBD
Marketing and Commerce Cloud
Key Metrics
Marketing/Commerce Revenue Growth
Growth Driver
Personalized marketing automation
Advantage
Data integration with CRM
Use Case Solved
B2C and B2B marketing and e-commerce
Market Position
Challenger in marketing automation
Quantified Position
TBD
Data (includes Tableau, MuleSoft)
Key Metrics
Data Revenue Growth
Growth Driver
Data integration and visualization
Advantage
Powerful data tools integrated with CRM
Use Case Solved
Connecting and analyzing disparate data
Market Position
Leaders in integration and analytics
Quantified Position
Acquired for over $40B combined
Fcf Yield Pct
4.1
Next Year Revenue Growth Pct
8-10
Subscription Revenue Pct
>90%
Marketing And Sales Pct
~40-45%
Capex Pct
<2%
Single Point Of Failure
A shift in enterprise spending to open-source or lower-cost CRM solutions.
Insider Ownership Pct
0.80%
Gross Margin Pct T T M
76.20%