These are reflections from having spent a few days at the annual Salesforce.com event, Dreamforce. We hope they are valuable to people who need an executive summary-level understanding of the company and its position in the cloud and SaaS marketplace. Full disclosure, the company paid for my flight and hotel to attend Dreamforce.
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1. They Are Ambitious
Salesforce wants to be the dominant cloud platform for business. Their view is that computing has seen two waves: the first was the mainframe, and then the PC client server, and now the third is cloud computing. They have been consistent about this since their inception in March 1999, so this is no recent bandwagon hopping.
2. They Have a Good Shot at Meeting This Ambition
They have a powerful mix of capability and relentless focus. They have the resources -- cash, cash flow, clients, track record, management team, and so on -- needed to execute on this vision. Their competitors are bigger, but Salesforce has the advantage of focus. They are pure play, and they have no legacy to protect.