salesforce

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Salesforce, a spectacular online business, ran an ad today in the NYT paper paper using a tried and true ad tactic “the testimonial.”  Amazon Web Service was the customer. Both are great companies, but the ad was so weak. It’s what my dad Fred Poppe might have called the “doggy’s dinner.”

Central to the idea is something called the (initial caps) Customer Success Platform. Oy. Luckily, the Customer Service Platform is powered by (initial cap) Einstein artificial intelligence. A skootch better.  It “qualifies leads, predicts when customers are ready to buy, and helps them close more deals.”  This is actually stuff a real copywriter could work with — but as written it’s all claim, no proof.   

To make matters worse the ad ends with “What if you had a way to help your business take flight?” followed by the Salesforcrce logo (When did they lose the .com in the logo?) and tagline “Blaze new trails.”  Flight? Trails? Talk about mixing your metaphors.

It’s as if someone used an ad-by-numbers kit.

For a company as successful and powerful as Salesforce, you’d think they could put together a cogent, well-craft print ad.  Maybe they should download a Hubspot template. JKJK.  

Peace.

 

 

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Alphabet, the holding company parent of Google, just announced earnings and they were amazing. Microsoft, too, announced earnings with which they were quite happy following some tumultuous, leggy years.  I’m no economist so the difference between revenue, net income and post-tax profit are a bit beyond me but I will make one observation, software is back and cloud computing is the haps, to quote Dave Robicheaux’s pal Cletus.

Of course, we still have to make stuff we can sit on (furniture), wear, eat and communicate with (telecoms), but it seems the business of hosting and information access is as profitable as ever. The margins associated with software and cloud computing are killer. The margins on content aren’t bad but a distant second. Companies like Google and Microsoft are closer to “pure play” software and hosting companies than most. Salesforce.com too. Companies like Verizon, on the border of a deal with Yahoo! (content), and Netflix, smitten by Hollywood, are drifting away from their core – software and hosting.

For investors, code and iron are looking more and more attractive.

Peace.

 

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