Our flagship, Sales Cloud, continued to crush the competition in
the quarter. Microsoft’s desperate strategy of underfunding,
pricing with undifferentiated and highly proprietary products
basically has had the same impact on our business as the Windows
tablet and Zune did against the iPad and iPod. We call Microsoft’s
strategy, “the Zune strategy”.
It’s the concept that they can take a proprietary,
undifferentiated offering at a lower price and somehow make an
impact on a high-value, highly differentiated product that’s loved
by customers. Microsoft has not changed our exceptional win rates
or affected our average selling price with this Zune strategy.
Spot-on critique of everything wrong at Microsoft.