Working for Salesforce you know that CRM battle is won. Congrats. Martech and AdTech are highly saturated and you lose to Oracle all the time. Your PaaS strategy is being an Oracle reseller so that's no bueno. ERP market is massive and you need to get into that market via acquisition or the party is over. Your service product is legit but with NOW out there competes are tough. But WDAY before MSFT does or there is zero chance Block hits his 20 percent bullshit he's telling Wall Street
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