by Robert Solomon | Jun 15, 2015 | B2B Software, Consolidating Competition, Industry Cloud, Key Success Factors, Supply Chain Automation, Vertical Cloud
I’ve previously professed my love for DealerTrack (TRAK), a B2B platform that built a dominant position in auto retailing here and here. (Thanks to Peter Goldmacher at Cowen, I learned about the company and owned the stock.) I use DealerTrack as one of my...
by Robert Solomon | Jun 10, 2015 | B2B Software, Key Success Factors |
There has never been a more exciting time to be a SaaS enterprise start-up: Plentiful venture capital at great valuations Platforms to build on easily and quickly Growing enterprise acceptance of SaaS Better sales and marketing, R&D and support economics from SaaS...
by Robert Solomon | Jan 15, 2015 | B2B Software, Behavioral Economics, Ecosystem, Enterprise Software, Key Success Factors
A critical metric used to judge B2B SaaS, and especially platform businesses, is their renewal rate among users. (Or 1- minus the churn rate.) This number is important because every investor knows it is impossible to build a great business if a company spends its...
by Robert Solomon | Sep 18, 2014 | B2B Software, Key Success Factors, Travel, Vertical Cloud |
The announcement that Concur (CNQR) will be bought by SAP for $8.3 billion highlights an incredible story. Congratulations to the entire CNQR team on an unbelievable run over the last 15 years. The company’s story comprises many lessons, I will highlight just...
by Robert Solomon | Oct 17, 2011 | Key Success Factors, Pricing, Uncategorised |
In a prior post, I identified the right pricing model as one of the key success factors for “industry in the cloud” (IC) providers. Pricing is critical for all businesses, but it is especially critical (and complicated) for IC providers. Every...
by Robert Solomon | Sep 14, 2011 | Automobile, Consolidating Competition, Industries, Key Success Factors
About every other week, I come across an example of an Industry in the Cloud (IC) provider that I had not known about at all or whose business I did not fully understand. An example this week is DealerTrack (TRAK). I was turned on to this company by Peter...
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