SaaS Rick Watson SaaS Rick Watson

Salesforce Not Credible: It's Not Your Goto-Market It's Your Product

Explore the challenges facing Salesforce Commerce and why its once-great platform is now plagued by stagnation and lack of innovation. Discover the key elements needed to reboot Salesforce's Commerce product, and understand why customers are losing trust despite recent AI advancements. Learn why a credible product vision and a trusted roadmap are essential for Salesforce's recovery.

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SaaS Rick Watson SaaS Rick Watson

Klaviyo Earnings and Future: Shopify’s Mid-Market E-mail/SMS Automation Tool

From Klaviyo's latest earnings, we've distilled four key takeaways. Notably, there's been significant growth in the mid-market segment, with an 80% increase in customers paying over $50k/year, totaling 143k customers. However, pressure on gross margins, a declining revenue growth forecast for 2024, and concerns regarding non-GAAP measures raise questions about the company's trajectory. Looking ahead, Klaviyo's potential expansion into CRM territory, particularly tailored for Shopify, may shape its future amidst a competitive landscape.

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SaaS Rick Watson SaaS Rick Watson

Shopify Winter Editions Enterprise Update: Missed Opportunities Abound

Shopify's recent Winter Editions update left many questions unanswered and opportunities untapped. From missed partnerships to unclear positioning, the update fell short of addressing key concerns for enterprise users. Learn more about the overlooked aspects of Shopify's latest enterprise offerings and the implications for businesses seeking scalable solutions.

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