Quo Vadis SAP?
For quite some time the SAP CX community asks itself where SAP is going, or more precisely, which direction its Customer Experience portfolio is taking. This is a worrisome question, particularly as the larger CRM market is estimated to be the biggest segment of the enterprise software market since 2018; and since SAP is positioned with a number of strong solutions, partly home-grown and partly acquired. Hybris, Gigya, CallidusCloud, Qualtrics are only the shiniest catches of the acquisition spree that SAP took under Bill McDermott’s leadership. In September 2015 SAP announced that it set out to build an integrated suite of front office solutions, which the company declared delivered during SAPPHIRE 2018, which also marked the birth of the ‘intelligent enterprise’. These two announcements can basically be summed up as take the CRM market from its strength on the ERP and supply chain side. In between, SAP imported important parts of its CRM 7 solution into its new S/4HANA solution At that time, SAP has essentially turned into a serious player on the CRM market. Which is an impression that got fortified by Bob Stutz joining SAP to lead the Customer Experience team in October 2019. I mean, there is no software exec who is more successful in shaping and driving CRM – with the possible exception of Mark Benioff. Bob, in turn, with Esteban Kolsky, convinced one of the smartest CRM analysts around to become his head of strategy. What could go wrong? Fast forward to June 2020 Bob Stutz holds his position for about 8 months. Jennifer Morgan, so far Co-CEO with Christian Klein, left SAP. The...
Zoho – A True Unicorn
End of January Zoho held its 2020 Zoho Days, an analyst summit, which I was happy to attend, along with more than 60 colleagues, as the only analyst from Germany, as it seems. Sadly, it took me quite a while to complete this – Zoho deserves a faster commentare. But hey, let’s look forward and get rolling. Zoho is a privately owned enterprise software company that has quietly evolved from a small software company in 1996 to an ambitious global player that serves the SMB- and enterprise CRM market with cloud applications. The company has a set of 45+ business apps with more than 50 million users, 10 data centres and counting, and is available in 180 countries. The company is profitable and maintained a CAGR of more than 30 percent over the past five years. But why quietly? Because Zoho managed its growth pretty unusually (almost) fully organically with only very minor acquisitions. Crunchbase lists one. Following this unique approach, which defies the traditional law of going big fast, the company managed to build a solid platform with a unified data model that allows it to crank out amazing software at an incredible speed, and with a track record of growth that is well in the double digits. Zoho offers a suite of business, collaboration, and productivity applications, supported by development environments, services and infrastructure. Besides CRM, the applications cover a good part of the value chain, including some ERP type of applications, like order management, warehouse management, or billing and project management, HR and accounting. These apps are built upon a services oriented soft- and hardware stack...
Is SAP serious about CX? You bet, and here’s why
The News SAP flexes its muscles. Bob Stutz returns to SAP as the new president of the CX group. In this role he becomes the successor of Alex Atzberger who held this role since January 2018, himself succeeding Carsten Thoma. In his new role Bob will report directly to Co-CEO Jennifer Morgan. The Bigger Picture Bob Stutz certainly is one of the creators of CRM, where Paul Greenberg is its godfather. He was instrumental to the success of Siebel, the company that basically created the industry and dominated the market in the early days of the millennium, till the company got acquired by Oracle. From there, Bob moved on to SAP in 2005, with the objective of making a successful business unit out of SAP CRM. Which he did. With CRM 7, released towards the end of 2007, he and his team created a very competitive product, functionally, and from a usability point of view. He also, with CRM on Demand, laid the foundation for an SAP move into the cloud. Not entirely successful, that one, as it the whole architecture was not cloud orientated, but it was the first step into the right direction. And an important one, as the whole market, led by Salesforce, went for the cloud. It was a hard transition; believe me, I was there. By then, Salesforce was hot on the heels of the then market leader SAP, with Oracle and Microsoft making themselves heard as well, Oracle hampering itself with the transition to Fusion and Microsoft at the start of its journey that created Dynamics. His tenure ended in 2010. He moved...