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Clouded Judgement 3.21.25 - M&A Roars Back

Clouded Judgement

Every week I’ll provide updates on the latest trends in cloud software companies. They built out their core CRM capabilities, but expanded into analytics when they acquired Tableau, expanded into integration when they acquired Mulesoft, and expanded into communication when they acquired Slack. Follow along to stay up to date!

Cloud 188
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Best Cloud-Based Phone Systems

The Daily Egg

Cloud VoIP phone solutions help you move your business phone system to the cloud to streamline communications, leverage more advanced features, and operate at a higher level of security. But not all cloud-based systems are built equal, so we’ve gone through dozens of providers and their features to find the best in class.

Cloud 298
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ServiceTitan: Benchmarking the S1 Data

Clouded Judgement

There’s a lot of info to digest, so in the sections below I’ll try and pull out the relevant financial information and benchmark it against current cloud businesses. The purpose of the detailed information is to help investors (both institutional and retail) make informed investment decisions.

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4 Unexpected Learnings from Databricks’ Sales Growth Machine From Its VP of Sales

SaaStr

Word clouds drive culture ownership – Rather than dictating culture from the top, Databricks creates alignment through visual exercises that give AEs direct ownership in defining team identity. By visualizing both perspectives in word clouds, the team could immediately see alignment gaps and opportunities.

Scale 207
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Intercom included on the Forbes Cloud 100 for sixth consecutive year

Intercom, Inc.

We’re delighted to share that Intercom has been named to the Forbes Cloud 100 2022 , landing at #35 on the definitive ranking of the top 100 private cloud companies in the world. Intercom helps companies build strong customer relationships through ongoing, personalized, and engaging communication. It’s a very competitive field.

Cloud 211
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How to Solve Unsolvable Problems with Generative AI for Startups with Google Cloud

SaaStr

The experience will be much more human-like, so much so that people will struggle to know whether they’re communicating with a human or a machine. Looking at previous waves like Cloud and data, we’re in the 15th year of Cloud, and it’s still not done. If you give them an AI product, that’s a black box.

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Search at Intercom: Building our Elasticsearch cloud on AWS

Intercom, Inc.

This post is a version of a talk I gave at Elastic Community Conference recently. You can watch a video of that talk below, or read on to learn how we built our Elasticsearch cloud on AWS. Core part of Intercom. Search is an indispensable part of Intercom. Key automation workflows. Saving time, money, and effort.

AWS 249