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Salesforce is buying Tableau for $15.7B

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Re: Salesforce is buying Tableau for $15.7B

#121

Post by ben_jones »

I'm responsible for external salesforce integrations at my company, this is a really critical acquisition. Salesforce feature categories are surprisingly easy to compete with (be it LeadSourcing, Pipeline Management, 3rd Party App distribution, Licensing, Performance, Design, etc.) because they do a relatively average job at each of them. There are dozens of competitors springing up, many of whom target one of these categories as a key selling point.

Now if you go into a fortune 500 sales meeting to pitch how much better the analytics stack of your CRM is, they will come back saying that Salesforce is clearly investing to be superior in that category for the long haul.

Re: Salesforce is buying Tableau for $15.7B

#123

Post by chasd00 »

this is a vote of no confidence for the Salesforce Einstein Analytics ( formally Wave analytics ) product. I suspect over the next couple years you'll see Einstein Analytics phased out in favor of Tableau with a SF stylesheet applied and framed inside Salesforce.

On the other hand, the IOT team at SF probably loves this. I got to spend a few days with the main engineers discussing their "Thunder" architecture a couple years ago. Under the covers it's awesome (great integration of multiple open source technologies) and the "IOT Cloud" UI isn't bad either but they didn't have an answer for data visualization on the scale they built for.

on a tangent, while getting into SF's IOT product they were talking about how it was so easy business analyst could set it up (famous last words right?). It's pretty easy to make a mistake and create a billion SF cases ( case is like a trouble-ticket in SF's Service product) in the span of "click -> "oops let me undo that" -> click" hah

Re: Salesforce is buying Tableau for $15.7B

#124

Post by elwell »

dmor wrote: post #30

Wow, Looker last week and now Tableau. I’m only 90 days in to running the open source equivalent inside GitLab, and these big revenue multiples are telling a fascinating story. I would’ve loved to be a fly on the wall for this negotiation, what a great outcome for Tableau shareholders! With all that’s happening we’re definitely looking to pick up the pace, and would love to work with more contributors on the free ope…

> I would’ve loved to be a fly on the wall for this negotiation

I'm not so sure, I'd probably be too worried about spiders to focus much.

Re: Salesforce is buying Tableau for $15.7B

#125

Post by johnrgrace »

tyingq wrote: post #19
BrentOzar wrote: post #10

Earlier quoted context omitted.

> I never really understood tableu, it just makes fancy graphs from your data doesn't it? What's new about it? It's really easy for business users to point it at a database and get started on their own, exploring the data. It feels like it has a much lower barrier to entry than many other reporting tools. And once you win the hearts of executives, that's kind of the end of that discussion. It's a really sticky produc…

Also, the business users can combine data sources and do joins. Instead of waiting for IT to produce the right views.

At big companies if you have to go through IT, it isn't uncommon that you might not get the views for 2-3 years.

Re: Salesforce is buying Tableau for $15.7B

#126

Post by pmart123 »

prepend wrote: post #113
will_brown wrote: post #97

Earlier quoted context omitted.

>Their ticker is cool and maybe sales force wants to be DATA on nasdaq...Otherwise, it will be hard to justify this high markup for a tool company. You make it sound like the ticker symbol justifies a $15.7B price tag...

I didn’t intend that, but searching for reasons for such a high value. I think we are many years away from $15B vanity ticket symbols.

A CEO of a soon to IPO company should most definitely take “AWS” as the ticker.

Re: Salesforce is buying Tableau for $15.7B

#127

Post by prepend »

dmoy wrote: post #107
pier25 wrote: post #74

Earlier quoted context omitted.

> t will be awesome if Salesforce can adjust their model and make Tableau spit out D3 Can you clarify?

Maybe they meant salesforce's business model, which doesn't usually include outputting stuff in an open format? I'm not sure.

Sort of. Salesforce is more interested in selling cloud licenses and space. They push proprietary apps and such, but maybe they won’t care so much about hosting tableau server specifically.

Re: Salesforce is buying Tableau for $15.7B

#129

Post by prepend »

rchaud wrote: post #89
prepend wrote: post #20

Earlier quoted context omitted.

PowerBI wants to be Tableau based on the number of times Microsoft sales has demoed and whatnot. But I haven’t met databiz people who switched from tableau to PBI. I’m not sure why as they look pretty similar on paper. I think Tableau’s mental model is about exporting and storytelling while PBI is about reporting. Personally, I find it harder to work with PBI because it’s the only license model more confusing that Ta…

Probably because there are high switching costs for users who are already familiar with Tableau, and vice versa.

I think that’s part of it. But I now start people with PBI because it’s free with other MS licenses and many switch to Tableau.

Re: Salesforce is buying Tableau for $15.7B

#130

Post by benglish11 »

cl42 wrote: post #115
wil421 wrote: post #99

Earlier quoted context omitted.

I’ve seen requirements by Target and Walmart to not use any AWS infrastructure in the service you are providing them.

I've seen that with retailers too-- but this is often driven by a fear/hate of Amazon rather than any real IT policy.

Yes, that seems more like Walmart/Target not wanting to support their main competitor in the retail space (Amazon) even though it's a different division.
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