David Rosenthal: evaluation

Transcript context

…I hope not. I was talking to my friend about this deal earlier and he's like, getting Salesforce as a company is like somebody giving you the chassis of a car and then a box of parts, and then having to figure out how to put them all together before you drive it. The last company I was at, the Salesforce implementation was one of those things that every month was about a month from being done. It's really hard and maybe that's why Slack over time becomes kind of the on-ramp to the whole Salesforce ecosystem, and they do figure out a way to integrate it. Slack, for all the work that they've had to do to make their onboarding a little bit easier, have struggled there. It’s certainly a much easier product to onboard to your organization than something like Salesforce might be. I don't know. I read all of that and I'm just like, that translates to me as Slack just upped their own salesforce by 100X in terms of headcount in power. That's what that translates for me. Yeah, in the classic acquisition category that we always do on episodes. This is a distribution deal. The product velocity is not going to change. Salesforce's is probably not going to integrate the Slack product deeply into the existing Salesforce. They say they are, but it's unlikely. I think it looks a lot more like LinkedIn where it's a totally separate thing and they leverage the Salesforce distribution to be able to get it into more enterprises.…

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