Uppercut Podcasts By Upperedge

Salesforce reported FY22 Q3 earnings this week and, once again, Salesforce posted a strong revenue growth of 27% while also raising full year guidance. Additionally, Salesforce now has two (2) business units or “clouds,” that being Service Cloud and Sales Cloud, that have an annual run rate of $6B. It was also announced that Bret Taylor will work with Marc Benioff as the co-CEO of Salesforce. Salesforce Practice Leader, Adam Mansfield, discusses where Salesforce will focus and what tactics they will deploy to reach their FY22 revenue target of $26.4B, as well as their FY23 revenue target of $31B. He also shares his thoughts on Bret Taylor’s promotion to the co-CEO role and what it could mean for Salesforce customers moving forward. Host: Adam Mansfield: https://bit.ly/3rPGp8r Microsoft Commercial Advisory Services: https://bit.ly/2V78ADX

This is the third podcast in our three-part series covering SAP Support Model Case Studies. Listen to part one on SAP RISE here bit.ly/3k0SGEe and part two on the “Do It for Me” model here https://bit.ly/3mMGFnB SAP customers migrating their SAP workload to the cloud have four primary support models to choose from. These include the “Do It Yourself” model, the “Do It for Me” model, the professional model, and SAP RISE. In this case study, a client chose the “Do It Yourself” model to move their SAP hosting services, infrastructure services, and infrastructure to the cloud leveraging their own internal resources. This was an existing ECC customer who had some hyperscaler relationships within pockets of their organization. In their situation, it was appropriate, manageable, and scalable to select this support model because they had the in-house expertise to successfully do so. They chose to lift and shift their SAP on-premise relationship and existing cloud relationships into a single instance on the hyper

This is the second podcast in our three-part series covering SAP Support Model Case Studies. Listen to part one on SAP RISE here https://bit.ly/3k0SGEe SAP customers migrating their SAP workload to the cloud have four primary support models to choose from. These include the “Do It Yourself” model, the “Do It for Me” model, the professional model, and SAP RISE. In this case study, a client who was focused on their existing on-premise SAP ECC migration to S/4HANA chose the “Do It for Me” model, where they leveraged a 3rd party who takes care of the SAP hosting services and infrastructure services specific to SAP and sits on top of a hyperscaler of their choice. This particular customer managed their applications themselves and had a highly customized environment with many 3rd party integrations. They wanted to move to S/4HANA in the cloud but since the RISE application stack excludes customizations, extensions, and 3rd party applications, RISE would have created challenges and was not the best support model

ServiceNow once again posted subscription revenue growth of 31%, beat previous guidance, and raised full-year guidance. ServiceNow also now has 1,266 customers paying over $1M per year with an average annual spend of $3.6M. ServiceNow is so confident in their ability to execute to their land and expand strategy that they continued to reinforce the fact that they are on a clear path to achieve $15B by 2026. In this podcast, ServiceNow Practice Leader, Adam Mansfield, discusses where ServiceNow will focus to accomplish their goal of growing from a $5B company to a $15B company. This includes a sales pitch tied to selling as many products within each of their workflows (e.g., IT workflows, customer workflows, employee workflows, and creator workflows) as possible. He also shares how customers could potentially take advantage of some of these key insights in their upcoming ServiceNow negotiations and renewals. Host: Adam Mansfield: https://bit.ly/3rPGp8r ServiceNow Commercial Advisory Services: https://b

This is the first podcast in our three-part series covering SAP Support Model Case Studies. SAP customers migrating their SAP workload to the cloud have four primary support models to choose from. These include the “Do It Yourself” model, the “Do It for Me” model, the professional model, and SAP RISE. In this case study, a client chose the SAP RISE model where they were able to choose the hyperscaler but everything else is managed under contract through SAP with a single agreement. This particular company had different ERP systems through acquisitions and divestitures, but they wanted SAP ECC to be their platform for the future. This was going to be a greenfield deployment for SAP and did not have a lot of 3rd party applications within the scope of RISE. However, even in completely greenfield deployments, companies need to approach SAP with a high degree of sophistication because of the nuances, traps, and hidden costs inside RISE. In this podcast, IT Sourcing & Commercial Advisory Practice Director,

Microsoft beat analyst expectations, posting FY22 Q1 total revenue of $45.3B. Once again, Microsoft’s success is largely being driven by the success of the Microsoft Cloud (which includes Azure, O365, LinkedIn, Dynamics, and other cloud properties). Microsoft will continue to push enterprise customers to adopt (and use) as many pieces of the Microsoft Cloud as they possibly can, including motivating these same customers to use the most robust (and costly) editions (i.e., M365 E5). Microsoft CEO, Satya Nadella, also mentioned that the Microsoft Cloud and the collective set of digital technology that comes with it, provides a deflationary force in an inflationary economy that will help customers navigate these times. In this podcast, Microsoft Practice Leader, Adam Mansfield, discusses how Microsoft’s focus on selling customers as many pieces of the Microsoft Cloud as possible will provide an opportunity for customers to optimize their go-forward commercial relationship and overcome Microsoft price increas

Oracle is getting more aggressive with their Java inquiries and has even created a Java sales team which is separate from their application and technology sales teams and their LMS audit teams. This separate unit is compensated for closing Java sales and they are using creative ways to identify and advance sales opportunities, often being very aggressive. Some customers have even said that at times, they seem to be more aggressive than the regular Oracle sales representatives. In this podcast, Oracle Practice Leader, Jeff Lazarto, discusses how the Java sales team has been approaching companies and how what starts as a simple inquiry can quickly diverge into an aggressive sales cycle and potentially a technology audit. He also shares three items you must know if you’re contacted by Oracle, especially if they are contacting you regarding Java. Host: Jeff Lazarto: https://bit.ly/37eCXdN Oracle Commercial Advisory Services: https://bit.ly/3jdtF7p Related Blog:

Oracle has increasingly been including its Cloud Learning Services in their cloud proposals, often without the client even asking for it. Should your company invest potentially millions into purchasing these services to gain access to a series of learning and training solutions from Oracle University? Oracle Practice Advisor, Erwann Couesbot, discusses what Oracle’s Cloud Learning Services are and the three solutions it consists of (Cloud Learning Subscriptions, Guided Learning, and Oracle Learning Explorer which is the only free option). He also discusses discounts we've seen Oracle give and the steps you should take whether you decide you need the services now or not. For more information, read the blog An Enterprise Guide to Oracle Cloud Learning Services. Host: Erwann Couesbot: https://bit.ly/3zuYPO1 Oracle Commercial Advisory Services: https://bit.ly/3jdtF7p Related Blog: https://bit.ly/39kDSu8

Workday acquired Configure Price Quote (CPQ) software provider, Zimit, which will allow Workday to offer quote-to-cash process automation to companies in services industries. While Workday has been doing very well in their recent earnings and are continuing to build out their solution offerings, aggressive growth through acquisitions, hiring, partnerships, and geographic expansion, can make it difficult to maintain the corporate culture that has been so integral to their success thus far. Workday Practice Leader, Jeff Lazarto, discusses what customers should expect and keep in mind as Workday continues to grow and make acquisitions. He also shares how these growth activities can present opportunities for customers to negotiate improved commercial terms and course-correct areas of their Workday relationship if needed. Host: Jeff Lazarto: https://bit.ly/37eCXdN Workday Commercial Advisory Services: https://bit.ly/3A6KOXt

Microsoft recently announced they are going to be increasing many Office 365 suites as well as the all-in cloud bundle, Microsoft 365 E3 pricing. Beyond increasing the ARPU (Average Revenue Per User), there are several other motivating factors driving Microsoft to make this decision. In this podcast, Microsoft Practice Leader, Adam Mansfield, discusses why Microsoft is hitting their enterprise customers with this price increase and how customers need to start to prepare for what will be very challenging renewal discussions ahead. Host: Adam Mansfield: https://bit.ly/3rPGp8r Microsoft Commercial Advisory Services: https://bit.ly/2V78ADX

Salesforce announced their FY22 Q2 earnings and they once again had another strong quarter, posting an impressive 23% revenue growth while also raising full year guidance by over $300M. On top of this, Salesforce once again reminded everyone how confident they are that they will hit $50B by FY26. Beyond the normal callouts to the strength of their product portfolio (the Customer 360) and the strong demand environment, each Salesforce executive made it a point to mention the very important role Slack is going to play in Salesforce’s success moving forward. In this podcast, Salesforce Practice Leader, Adam Mansfield, discusses where Salesforce will focus to accomplish these goals, including how they will position and use Slack as well as the tactics they will deploy to meet and exceed their $50B target. He also shares how enterprise customers can take advantage of some of these insights as they prepare for their upcoming Salesforce renewal negotiations. Host: Adam Mansfield: https://bit.ly/3rPGp8r Sales

Workday has received approval to sell their applications within the US Federal market and its Workday Government Cloud product is now listed on the Federal Risk and Authorization Management Program (FedRAMP) marketplace. This is a huge opportunity for Workday who directly competes with Oracle in multiple areas. UpperEdge’s Workday Practice Leader, Jeff Lazarto, shares his thoughts on this significant milestone. Host: Jeff Lazarto: https://bit.ly/37eCXdN Workday Commercial Advisory Services: https://bit.ly/3fq96DV

Workday and Google announced a multi-year strategic partnership that will allow Workday applications to run on Google’s infrastructure. With both Workday and Google facing strong competition, this partnership and its joint go-to-market programs will create more sales and marketing channels that will help generate more opportunities and better position them to compete with the likes of Oracle, SAP, Microsoft, and AWS. In this podcast, Workday Practice Leader, Jeff Lazarto, discusses why this partnership makes sense (especially with Google Cloud under Thomas Kurian’s leadership) and how customers could benefit from the mash up. Host: Jeff Lazarto: https://bit.ly/37eCXdN Workday Commercial Advisory Services: https://bit.ly/3fq96DV

ServiceNow posted subscription revenue growth of 31%, beat previous guidance, and raised full year guidance. ServiceNow also increased the number of customers paying over $1M per year by 25%. Not only is ServiceNow clearly executing to their land and expand strategy, but they are also having success pushing more products into the portfolios of net new customers as well. In Q2, the average deal size for net new customers grew over 50%. In this podcast, ServiceNow Practice Leader, Adam Mansfield, discusses where ServiceNow will focus to accomplish their goal of growing from a $5B company to a $15B company. This includes a sales pitch tied to selling a solution made up of pieces of each of their workflows (e.g., IT Workflows, Customer & Employee Workflows, and Creator Workflows) and a new purchasing vehicle, the Now Buying Program. He also shares how customers could potentially take advantage of some of these key insights in their upcoming ServiceNow negotiations and renewals. Host: Adam Mansfield: h

Microsoft once again beat both top and bottom line expectations as well as prior business segment revenue guidance. It is clear that Microsoft’s overall success and ability to achieve $60B in profit, is being driven by the success of their Commercial Cloud. Moving forwards, customers will heavily rely on Commercial Cloud and the products that make it up (Office 365, Microsoft 365, Dynamics 365, LinkedIn, Azure, Power Platform, etc.). As covered by both Satya Nadella and Amy Hood during the earnings call, Microsoft is going to push the full “stack” of cloud offerings and pitch it as the only solution for today’s businesses. In this podcast, Microsoft Practice Leader, Adam Mansfield, discusses how Microsoft’s focus on selling customers as many pieces of their cloud as possible will provide an opportunity for customers to optimize their go-forward commercial relationship. Host: Adam Mansfield: https://bit.ly/3rPGp8r Microsoft Commercial Advisory Services: https://bit.ly/2V78ADX

Oracle announced a new rewards program where customers who migrate or move their workloads over to Oracle’s Cloud Infrastructure (OCI) can receive a 25% reduction on their on-premise support costs. For example, if a customer consumes $1M in OCI credits, they will be discounted $250K towards their on-premise support costs. While this may sound great, there is a potential catch. Before enrolling, customers should ensure this is a program they can really take advantage of. Jeff Lazarto, UpperEdge’s Oracle practice leader, discusses the caveats to be aware of and gives more information on Oracle’s OCI discounting in this podcast. For more details, read the related blog, Oracle Support Rewards: 4 Caveats Every Customer Should Know, here: https://bit.ly/3zUXRvz Host: Jeff Lazarto: https://bit.ly/37eCXdN Oracle Commercial Advisory Services: https://bit.ly/3jdtF7p Related Blog: https://bit.ly/3yjYaPn

On June 9th, 2021, Oracle released its new Java Management Service (JMS). The free service is meant to help customers track, monitor, and optimize their Java usage across the entire enterprise. While it may sound great on the surface, using JMS could put customers at a greater risk of being audited by Oracle. Jeff Lazarto, UpperEdge’s Oracle Practice Leader, speaks more about Oracle’s JMS and the risks it poses in this podcast and in his blog, Java Management Service (JMS) – Beware of Oracle’s Trojan Horse Host: Jeff Lazarto: https://bit.ly/37eCXdN Oracle Commercial Advisory Services: https://bit.ly/3jdtF7p Related Blog: https://bit.ly/3rSV8iH

In their recent Q1 earnings call, Co-CEOs Chano Fernandez and Aneel Bhusri spent a good amount of time talking about Workday’s growth goals and where they are focusing their efforts. First, hey are looking to increase their global work force by more than 20% (2,500 new hires by the end of 2021). Second, and this is a longer-term goal, is to get to $10B in annual revenue; they are currently forcasting $4.5B for 2021. Jeff Lazarto, UpperEdge’s Workday Practice Leader, gives insight into why these focus areas are important to Workday, but more so, the impact it will have on Workday customers. Host: Jeff Lazarto: https://bit.ly/37eCXdN Workday Commercial Advisory Services: https://bit.ly/3A6KOXt Related Blog: https://bit.ly/3A7hUq9

Salesforce announced their Q1 FY22 earnings and they once again had another strong quarter. CEO, Mark Benioff, mentioned that they are not only raising FY22 revenue guidance to $26B, but that this $250M increase is the largest raise they have ever had. On top of this, Salesforce once again reminded everyone how confident they are that they will hit $50B by FY26. Salesforce’s “super strong” pipeline and ability to hit an all-time high in 7-figure-plus transactions with more than 4 clouds on average is driving Salesforce’s success. In this podcast, Salesforce Practice Leader, Adam Mansfield, discusses where Salesforce will focus to accomplish these goals and the tactics they will deploy to reach their $26B revenue target this year and $50B target four years from now. He also shares how enterprise customers could potentially take advantage of some of these key insights in their upcoming Salesforce negotiations and renewals. Host: Adam Mansfield: https://bit.ly/3rPGp8r SalesForce Commercial Advisory Serv

Last week, ServiceNow held its virtual Financial Analyst Day event ahead of its annual Knowledge conference kick off. During it, ServiceNow laid out how they will grow from $5.5B in revenue at the end of 2021 to $15B in FY26. It all comes down to the tried-and-true SaaS vendor “land and expand” playbook. Beyond putting an emphasis on landing new customers, they are going to rely on growth, cross selling (i.e., pushing more products into customer portfolios) and upselling (i.e., pushing customers to the most robust and costly editions). In this podcast, ServiceNow Practice Leader, Adam Mansfield, discusses where ServiceNow will focus to accomplish these goals and the tactics they will deploy to reach their $15B revenue target. He also shares how enterprise customers could potentially take advantage of some of these key insights in their upcoming ServiceNow negotiations and renewals. Host: Adam Mansfield: https://bit.ly/3rPGp8r ServiceNow Commercial Advisory Services: https://bit.ly/3ls6VDt