Salesforceacquires DemandWare. Lots has been written about the acquisition itself, so I will not comment on the fact itself. Instead I will ponder about implications on Microsoft.
After all Microsoft is the final of the huge CRM players that does not have an ecommerce platform of its very own.
Oracle obtained ATG in 2010.
SAP's engagement in ecommerce culminated in the 2013 acquisition of Hybris, after having Internet Sales Solutions since 1996 or so, keywords for the connoisseurs are ISA or WCEM (and I will not mention any R/3 transaction codes here ... ).
That leaves Microsoft.
All other players I would position in another league - which doesn't mean that they are bad solutions.
With ATG, Hybris, and Demandware the major independent platforms are taken, too; with the exception of Intershop, maybe. That is, if one assumes that IBM doesn't intend to sell off its Websphere.
Microsoft pursuing a cloud approach with their personal infrastructure does not growth the kind of ability candidates, too. If Microsoft is involved in any respect, that is.
Demandware with its focus on retail would have been a good fit from an industry point of view andPaula Rosenblum fromRetail Systems Research concludes that there has been abidding war behind the scenes whileForbes pronounces the purchasing price as too high.
Microsoft Quo Vadis?
With Azure Microsoft has a strong platform and with Dynamics CRM a very competitive CRM system. Microsoft also has a strong ecosystem and a strong customer base. They are also a long time ecosystem player.
But then they also collect technology they want, if they understand a gap in their offerings. Recent examples encompass AdxStudio and FieldOne.
Considering the rising need of Microsofts customers to have the ability of delivering seamless customer experiences/customer engagement there now is a visible gap in Microsofts offering. The gap being a missing input channel of data that feeds their AI that enables better engagement.
There are two Options
Well, absolutely there are three, however you could rule out that they build a strong ecommerce answer in a short time. Microsoft now has the selection of
- pushing APIs or to
- acquire an existing solution
They probably will do each.
WhileEsteban Kolsky in a brief discussion we had justifiedly asks why it matters in a platform business
why do you need it in your own platform? if its a real platform it would not matter who owns it... same for othershttps://t.co/enyEr1m9NH
— Estebän (@ekolsky)June 7, 2016
@ekolsky hhmm, now Demandware charges, soon Salesforce will. It is a repetition of the suite idea. Topics close to the 'core' get merged
— Thomas Wieberneit (@twieberneit)June 7, 2016
@twieberneit but. but. but.... goes against the whole concept of owning a platform and letting best services prevail, regardless of origin
— Estebän (@ekolsky)June 7, 2016
I think that during an ecosystem both can seem and that there is a natural gravity inside the direction of the proprietor of the platform as quickly as there may be momentum enough.
The $1,000 Questions: Whether? Who?
Well, of that I am no longer high quality the least bit.
And I am no longer by myself.
WhilePaul Greenberg doesn't know (yet)
@twieberneit Certainly puts them on the spot. Can't help but have to think of ways to deal with it though they will survive w/o it too.
— Paul Greenberg (@pgreenbe)June 7, 2016
Ray Wang wonders why Microsoft letSiteCore slip away (they purchased the Commerce Server and just got acquired by private equity firmEQT) and puts a cautious bet onEpiserver.
MyPOV: who told@Microsoft to sell@Sitecore? Maybe@episerver but that's if they don't destroy@MSFTDynamics#crmhttps://t.co/Nqh1jS56lW
— R Ray Wang (王瑞光) (@rwang0)June 7, 2016
Both of them are already deep within the Microsoft environment, so technically could make right candidates.
Then there are the likes ofIntershop andMagento, neither of them as integrated into the MS stack. there probably are some more candidates out there in the wild (e.g.Orckestra,Martjack,nopcommerce,Kentiko, ...). Most of these likely do not have the necessary scale and/or industry focus.
But that is all conjecture and Paul simply is right in pronouncing that they will live to inform the tale without an own ecommerce.
Exciting times.
What do you found?
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