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CRM  // Posts tagged as "CRM"

Box Is the Best But Will Have to Fight to Keep Its Lead (BOX)

Research Question: Does Box offer the right enterprise features and potential cost savings to attract big businesses to its platform? Companies: AMZN, BOX, CRM, GOOG/GOOGL, IBM, MSFT, SNCR, TSE:OTEX/OTEX, TYO:6702 By: Seth Agulnick Click here to download report   Summary of Findings Box Inc. (BOX) offers the best platform for enterprise-level document sharing and storage, […]

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Shopify’s Growth Trend Will Continue With Higher Pricing Model (SHOP)

Research Question: Will Shopify’s new variable-pricing model for Shopify Plus slow its growth or be a profit catalyst? Companies: CRM, PYPL, SAP, TSE:SHOP/SHOP By: David Franklin Click here to download report (.pdf)   Summary of Findings Shopify Inc.’s (TSE:SHOP/SHOP) growth trend will not be hurt by the new variable-pricing model for its Shopify Plus enterprise […]

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Tableau Has Not Pivoted to Complex Analyses As Rivals Close In (DATA)

Research Question: Has Tableau lost its edge in a sea of analytics competitors? Companies: AMZN, CRM, DATA, GOOG/GOOGL, IBM, MSFT, MSTR, ORCL, SAP, TYO:6501 By: Seth Agulnick Click here to download report (.pdf)   Summary of Findings Tableau Software Inc.’s (DATA) once massive advantage among data visualization providers is dwindling. Microsoft Corp.’s (MSFT) Power BI […]

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The Cloud Sets Off a Next-Gen Network Switch War Led by Cisco (CSCO, ANET, HPE)

Research Question: Will private data center cloud networking replace traditional networks for enterprises not prepared to do large-scale IT networking migration to the public cloud in 2017? Which vendors are best positioned? Companies: AMZN, ANET, BRCD, CRM, CSCO, EPA:ALU, EXTR, GOOG/GOOGL, HPE, JNPR, MLNX, MSFT, SMCI, STO:ERIC-A/B, TPE:2345 By: John Harrington Click here to download report […]

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No Meaningful Growth for RealPage Until New and Updated Software Is Released

Research Question: Will RealPage improve organic growth with existing and prospective customers? Companies: APPF, CLGX, CRM, LON:SGE, MSFT, N, ORCL, RP By: David Franklin Click here to download the report (.pdf)   Summary of Findings Organic and new customer growth will elude RealPage Inc. (RP) until it launches new and updated products later this year. Eleven of […]

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Shopify Will Sustain Growth But Be Challenged in Upmarket Move

Research Question: Is Shopify’s platform scalable for big brands, and is its growth sustainable? Companies: AAPL, AMZN, CRM, FB, IBM, N, ORCL, SAP, SHOP, SQ, WIX By: David Franklin Click here to download the report (.pdf)   Summary of Findings Shopify Inc.’s (SHOP) market-leading small and midsized retail ecommerce platform is unlikely to successfully scale up to […]

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IBM’s and Oracle’s Own Cloud Ambitions Could Destroy Them

Research Question: How long will it take and how much will it cost for Oracle and IBM to transition to a cloud services model amid heavy competition? Will the move cannibalize their existing hardware/software businesses? Companies: AMZN, CRM, CSCO, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, WDAY By: John Harrington Click here to download the report (.pdf) […]

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Atlassian Is Primed to Widen Its Appeal Beyond IT

Research Question: Will Atlassian’s workflow tools continue to grow quickly with software development teams while also expanding into new use cases? Companies: CA, CRM, GOOG/GOOGL, HPE, IBM, JIVE, MSFT, NOW, ORCL, TEAM, ZEN By: Seth Agulnick Click here to download the report (.pdf)   Summary of Findings Atlassian Corp. Plc’s (TEAM) tracking and collaboration tools, widely […]

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Audits, Credits, Discounts, Deals Define Cloud Battle

Research Question: Are cloud computing efforts by AWS, Microsoft and Google causing companies like Oracle to force or heavily entice clients to adopt their cloud offerings in order to compete in the space? Companies: AMZN, CONE, CRM, CSCO, CTL, DFT, DLR, EMC, EQIX, GOOG/GOOGL, HPE, IBM, MSFT, ORCL, RAX, T, VZ, WDAY By: John Harrington Click […]

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Cloud Acceleration Will Define Next Year’s IT Winners and Losers

Research Question: What will be the fastest growing uses of cloud-based networking services in 2016? Which companies will lead or lag within the highest growth categories? Companies: AKAM, AMZN, ANET, CHKP, CRM, CSCO, CTXS, CUDA, DATA, EMC, FEYE, FFIV, FTNT, GOOG/GOOGL, HPQ, IBM, JNPR, MSFT, NTAP, ORCL, PANW, QLIK, RAX, SMCI, TDC, VMW, WDAY By: John […]

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