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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Dr. Id who wrote (6517)	9/18/1999 12:22:00 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

THIS WEEK IN THE FRONT OFFICE The News If you haven't already noticed, you'll be seeing a lot more about iCRM and eCRM, token acronyms acknowledging impact of the Net on CRM solutions. "According to a Yankee Group report, organizations are now considering CRM a business and IT priority, and will rapidly adopt the Internet as a strategic component of their CRM initiatives. The research firm forecasts that web-based call center revenues will dramatically grow from $120 million in 1999 to more than $1.2 billion in 2003." That's an average annual growth rate of 78%. Research and consulting firm Ovum wrote a report awhile back saying that there isn't one front office software provider that truly covers all the bases. Now they've written a report that says the increased interest in CRM will result in "linked suites encompassing front-office, business intelligence and ERP processes, able to support CRM strategies as well as a wide range of other business functions and initiatives." They don't expect the suites to be fully functional for CRM apps for at least a year. Clarify's eFrontOffice suite has been integrated with Cisco's Intelligent Contact Management (ICM) by Ernst & Young. "The integration of Clarify's eFrontOffice ... [with] Cisco ICM software, a network and desktop computer telephony integration (CTI) solution, improves CRM practices by adding functionality such as screen pops, options for handling inbound and outbound calls, and features that allow companies to forward calls and information to third parties from within the Clarify application. In addition, through Cisco's ICM software's CTI capabilities, the Clarify application has access to enterprise-level data collected by the Cisco platforms, which allows organizations to gain greater insight into customer information." Siebel Systems has extended their relationship with Applicast, an ASP. Applicast will market Siebel's product to the "pre-mid-tier" companies. Those are companies not yet in the mid-tier range, companies that are still small enough that the ASP model is especially attractive. Neon Software recently announced an Enterprise Applications Business Unit. The first of several products is an "off-the-shelf adapter that works with NEON's Integration Servers to provide rapid integration [of Siebel products] with legacy applications, other packaged and e-business applications." If you've always wanted to know what Geoff Moore and his gang call macro-hypergrowth, consider this as a possibility: 782,978% in only four years. That's how much Siebel's revenue has grown -- from $50,000 in 1994 to more than $391 million in 1998. What high-tech company from Silicon Valley has grown faster? Trick question. Not only have none grown faster, the next fastest was Excite at "only" 187,091%. (I'll post the complete list of the top 50 in a separate post for those who want to use it as a point of departure for researching rapidly growing companies.) The Stocks No big changes this week. Our Front Office Gorilla Game fell a little bit more than the indexes. --Mike Buckley