Attacks SAP on its Conference Call (CRM, SAP)

Includes: CRM, SAP
by: David Jackson

Most companies try to avoid attacking competitors on their conference calls. Not so (NYSE:CRM). CEO Mark Benioff devoted a sizable percentage of the prepared comments on last night's call (see the full CRM conference call transcript) to attacking SAP (NYSE:SAP). Here's the quote:

Today, has over 22,700 customers, an increase of 2,200 customers from our previous quarter, and the largest number of customers added in any quarter in our history. These customers represent 444,000 subscribers -- a 45,000 subscriber increase from our record-setting fourth quarter, and an increase of 177,000 subscribers from the first quarter last year.

These customers range from the largest CRM deployments in the largest companies in the world, to departments and divisions of the most successful enterprises, to medium-sized companies, and even small startups.

In fact, Cisco Systems this quarter significantly expanded its subscribers with from 4,500 subscribers to 7,500 subscribers, making it our largest customer.

Other large customers include:

  • ADP, with approximately 6,700 subscribers;
  • Sprint, with over 5,000 subscribers;
  • Corporate Express, with roughly 4,500 subscribers;
  • Merrill Lynch, with over 5,000 subscribers; and
  • Symantec, with over 4,000 subscribers.

In fact, has nearly 100 customers with more than 500 subscribers, and 26 customers with over 1,000 subscribers. During the quarter, signed an agreement with Citrix Systems to replace their unsuccessful SAP-CRM implementation, after successfully piloting 200 users in their online and gateway divisions. The total implementation will be over 1,200 users fully integrated with Citrix's SAP-ERP system using our new unlimited edition. also beat SAP at FileNet to replace their unsuccessful Siebel implementation, with 700 users on, fully integrated with their SAP-ERP system, also using our new unlimited edition service.

Also, this quarter, DuPont renewed their 500 subscribers with to be fully integrated with their SAP-ERP system as well.

Our expansions into SAP's customer base includes implementations at:

  • Cone;
  • Symbol;
  • Autodesk;
  • EFI;
  • Shell; and
  • Air Products, the world's largest supplier of hydrogen, who now has 1,490 subscribers.

We will make an exciting announcement regarding new capabilities for integrating with SAP implementations, and further replacing SAP's unsuccessful CRM offering at our AppForce: AppExchange User and Developer Conference, on May 24th.