ERP

8 statements across 4 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Mar 10, 2021 by Steve Murphy · across every show →

Everything said about ERP, oldest first

Mar 10, 2021 neutral
Prediction Not checkable as stated
Murphy: Epicor SaaS bookings will top out around 80% of total
“I think that for us a 60, 40 split will probably move towards 80, 20. I don't know if it'll ever go much beyond that because I think there'll always be a segment that likes to be do-it-yourselfers. When it comes to managing the ERP system, that's my guess.”
Steve Murphy Mar 10, 2021 ▶ 7:39 Epicor Targets $1b Run Rate, 50% Pure SaaS. $300m SaaS ARR Today.
Apr 4, 2021
Disclosure
Ativo Group targets $2M to $30M businesses for first ERP implementations
“We work with small manufacturers and wholesale distributors, as well as certain types of service companies, and by small, I mean, two million to thirty million in revenues, those that are on their first Real true ERP implementation journey.”
Len Rio Apr 4, 2021 ▶ 1:59 He Makes $4m Selling Other Peoples Software, Inside The Head of A Power Reseller
Aug 13, 2021
Assertion Not checkable as stated
Most Brazilian SMBs Don't Know What a CRM Is
“Most of our customer base, they don't know what a CRM is, and when they know what the ERP is, they don't want it because it's just too much.”
Cássio (Casio) Aug 13, 2021 ▶ 3:13 Brazilian Quote to Cash SaaS Hits $10k in MRR up from $2k, $250k raised at $2.5m Valuation
Nov 9, 2022 positive
Assertion Not checkable as stated
Fritsch: Investors do not discount valuations for software built on OEM ERPs
“Ah, so far all of the investor companies I've spoken to, that hasn't been a factor.”
Charlie Fritsch Nov 9, 2022 ▶ 19:39 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?
Nov 9, 2022 positive
Insight
Fritsch: Build accounting platforms on existing ERPs rather than from scratch
“An accounting platform is, is, ah, daunting to build from scratch, so look at building on top of an existing ERP.”
Charlie Fritsch Nov 9, 2022 ▶ 2:27 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?
Nov 9, 2022 positive
Insight
Fritsch: Building software on top of an ERP enables leaner engineering
“Ah, and again, we can operate a little bit leaner, because we are built on top of an ERP, and then we host on AWS.”
Charlie Fritsch Nov 9, 2022 ▶ 20:54 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?
Nov 9, 2022
Insight
Fritsch: ERP OEMs own code and keep higher splits despite minimum royalties
“So, with an OA, being an OEM, you own your own code, you own what you create, but obviously you don't own the ERP platform Product. Ah, a value added reseller provides configuration and training, ah, and support on an ERP, but they don't generally write any or…”
Charlie Fritsch Nov 9, 2022 ▶ 6:46 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?
Nov 9, 2022 negative
Assertion Not checkable as stated
Standalone hotel accounting software lacks the broad integrations of ERP platforms
“So in our world, in the hotel space, we compete with hotel-specific accounting programs, but they're not ERPs, and so they don't have a broad integration with lots of other software that you can take advantage of on an ERP.”
Charlie Fritsch Nov 9, 2022 ▶ 5:38 Partnering with an ERP as an OEM VAR-deal terms, code ownership, exit value impact?
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