The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 23 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
De Villa: Siemens, Bosch, SAP, and Dassault rely on startups to retain contracts
“Siemens, Bosch, SAP, Dassault System, and all those guys, they are all trying to get us to do better the part of what they used to do, but are losing contracts on.”
Singh: Beloved point products trade at lower multiples than platforms like ADP and SAP
“Whether it's, like, a DocuSign or a Zoom or all the ones I just talked about, like, and look at what they trade at. They trade at, like, three times revenue. You know, these are, DocuSigns are great products. Zoom is a great product, but they trade at the shit…”
De Villa: SAP's Net Promoter Score is 4
“The net promoter score of SAP is four, like not 40, four. It's four.”
De Villa: Only SAP, Oracle, and Microsoft contest manufacturing software
“Basically you have SAP and Oracle and Microsoft is entering the fields, the field, and those are the only three who are really playing in the manufacturing for that whole space.”
Aleman: Major IT vendors lack up-to-date low-code offerings
“Nearly all of those vendors at Dell want to move into this market into the space of low code software development, don't have a current or don't have an up to date offering.”
Aubin: Salesforce AppExchange outperforms SAP AppCenter due to enterprise buyer mindset
“I would say the Salesforce channel is a lot better, right? So the problem with the SAP app ecosystem is that they're not necessarily socialized to be an app ecosystem as much as Salesforce is. Salesforce has done a really good job socializing their customers t…”
IBM, Salesforce, and SAP are bad at experience management, says Stamer
“So we have a very powerful content management platform, but the e-commerce platform from IBM, Salesforce, and SAP, they are pretty bad at experience management. So they basically give you the transactional capabilities to sell stuff and pay for it, but they re…”
Gerald: Small businesses need enterprise software more than large corporations do
“Small businesses need the, need them more than enterprises in my opinion because they're juggling like too many balls.”
Singh: 20-Year Public SaaS Median Multiple is 5.5x to 6x NTM Revenue
“The long-term SaaS index for literally 20 years, since SAP and Oracle started disclosing their recurring revenues, has always been around five and a half to six times the XTM revenue. That is the median of the public companies.”
Grant: SMBs do not care about multi-system data integrations, enterprises do
“From a technical standpoint, we can integrate into multiple data systems, and we can create apps that have data from Oracle and SAP and Salesforce and Zendesk, and the minute you say that, you realize, like, No SMB gives a crap. They just want their one thing.…”
Brightpearl deploys in 110 days versus over a year for legacy ERPs
“Customers go live we're clipping along at about a 110 days in the last 12 months, in the last 12 month period, and that's calendar days. So that's from when you sign to when you go live. Which in comparison to the sort of legacy ERP systems like SAP or NetSuit…”
Cloudability plans to IPO by 2023 to become a consolidation platform
“So sometime in the next five years or mature, we will probably be an IPO. We can use our currency to combine or join a combined entity and go out there and just become something akin to a new version of Cisco or SAP.”
Integrating on top of enterprise giants beats competing directly with them
“Competing with Salesforce, IBM, and SAP, that's a tough game. But basically going on top of them, basically making their customers even happier, that's a very attractive one”
McQueen: SAP and Oracle have ignored SMB professional services
“Only, you know, less than one percent of the businesses have more than 500 employees. And so what it means is that the big guys like SAP and Oracle who kind of came to came to power by automating and streamlining and trying to give systems to run operations fo…”
Salesforce, SAP, and HubSpot spend over seven figures annually with G2
“You know, we do have large vendors also like Salesforce, SAP HubSpot as customers, and some of them frankly can spend, you know, over seven figures with us.”
Stage 2 Capital LPs include 250 top go-to-market executives
“What's unique about the stage two capital is that all the people have all the LPs are literally 250 of the sort of biggest go to market leaders in the world. You have literally invested and created this kind of fund that we have access now to people like the p…”
Oracle, Dell, and SAP Inbounded for SalesScreen's Technology Around 2017
“Oracle, Dell, SAP, like these companies were knocking on our door requesting like a quote and starting to talk with us. Interested in our gamification technology”
Salesforce, Oracle, SAP, and Microsoft are all Demandbase customers
“Well, and all of those companies are large customers of ours.”
Golec predicts Oracle, SAP, and Microsoft will soon advance in ABM
“I don't think it's going to be long before you know, Oracle makes more advancements as well as, you know, SAP and Microsoft.”
rfactr co-developed its platform with Microsoft, Oracle, and SAP
“We started with the top of the enterprise, so we cut this solution and developed it in conjunction with companies like Microsoft, Oracle, SAP you know, and a lot of others, and now we're coming down market.”
SAP Business One has approximately 700 to 800 global resellers
“There's approximately 700 or 800 SAP resellers for the product line that we work with around the globe.”
Cornish: Richter secured SAP and HP as early enterprise clients
“To get the initial logos, I remember getting SAP and getting HP and sort of getting traction there, but it was very hard initially and we had to really aggressively sell and kind of fly under the radar on some companies like maybe win a little sale and then ge…”
iCIMS targets mid-market and enterprise tiers, handing off to Workday and Oracle
“Typically we deal with the upper end of the market. So we call it majors and enterprise majors is typically call it about a hundred employees to 2500 employees. In those cases, we're usually handing off to an ADP an ultimate software, a Ceridian at the high en…”