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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (34623)	11/13/2000 3:07:42 AM
From: Bruce Brown	Read Replies (1) of 54805

Mike, As usual, another excellent update on the Front Office Gorilla Game. I just wanted to share my appreciation for your continued efforts in presenting that on a quarterly basis. I did happen to listen to the CC and am sorry you were not able to tap in to a replay. You would have enjoyed the discussion concerning Sales.com. I think I heard a few legs crossing and uncrossing on folding chairs during that part of the discussion. <ggg> In the last Front Office Game report, I identified the second tornado in the space -- the mid-tier market -- and I also proclaimed Siebel as its Gorilla. Hey! I thought that was pretty big news! I was really surprised to see that there was no particular response in the thread. Come on, I made a comment. Message 14753431 Now, when are you going to go over to the Fool's Siebel message folder and let Mr. Onyx/Pivotal know that? <ggg> I just wanted to add my comments again about the opportunities in Europe for CRM. As Tom Siebel mentioned in one of the CC's in the past year, customer relations has been and still is a pretty big void on this side of the pond compared to the US. After living here for nearly 6 years, I can attest to 'real life' experience in some of that. I think that over the past two to three years we have seen a realization that for competitive reasons, that has to change - and it has been slowly changing. The growth Siebel experienced in European revenues this past quarter is a confirmation that the corporate base is feeling an obvious sense of urgency to change - a discontinuous innovation of how one treats customers if you will. It has a ways to go yet before it filters down to all levels of attitude here, but a real development is underway that bodes well for CRM sales over here. In an economic environment where growth slows and every customer and every Euro is of utmost importance, the solutions available to help keep the strong fit in such times should bode well for the future of sales. BB

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