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Salesforce CEO Marc Benioff calls it a “match made in heaven.” (GeekWire Illustration / Photo by Kevin Lisota)

Salesforce确认了收购斯莱克的计划并透露了277亿美元的现金和股票收购价格,在有史以来规模最大的科技交易排行榜上,这或许并非巧合地超过微软以262亿美元收购LinkedIn。

If the deal works out as Marc Benioff and Stewart Butterfield hope, it won’t be the last time the two San Francisco companies best the Redmond tech giant.

Salesforce和Slack“将塑造企业软件的未来,”Salesforce首席执行官贝尼奥夫(Benioff)在宣布这笔交易的声明中说。

“我们共同看到的机会是巨大的,”斯莱克首席执行官巴特菲尔德补充说。

当然,微软没有被提及,但它是最大的目标。分析人士表示,Salesforce和Slack在基于云的客户关系管理和工作场所消息传递方面的优势互补,有望在企业技术领域为微软创造一个强大的新竞争对手。

Box首席执行官亚伦·列维(Aaron Levie)在华盛顿州默瑟岛(Mercer Island)的微软附近长大,他在推特(Twitter)上写道,这笔交易“从根本上重新调整了企业软件的格局,给Slack带来了新的规模,并在整个生态系统中创造了所有新的机会。”

It was a “now or never” deal for Benioff, said Wedbush analyst Daniel Ives.

“Microsoft with its Azure/Office 365 cloud stack and Teams enterprise messaging solution set has dominated the cloud over the past few years and accelerated its growth during this COVID backdrop,” Ives wrote in a note to clients. “IfSalesforcewants to expand beyond its core gold mine of sales and marketing departments and further into the enterprise, this was the moment and thus represents a major shot across the bow against Microsoft.”

In the announcement, Salesforce said Slack will be “deeply integrated into every Salesforce Cloud.”

The deal combines two allies of Amazon Web Services, which provides the underlying infrastructure for the Slack and Salesforce video features through its AWS Chime technology, and partners with Salesforce to sell its customer service software.

In an interview with CNBC this morning, AWS CEO Andy Jassy called them “very important, significant long-term strategic partners,” and said Amazon “will look to build products alongside them to continue to grow the business for both of us.”

亚马逊可以帮助合并后的Salesforce Slack的一个领域是创建一个更具竞争力的视频通话和虚拟会议解决方案。这一直是Slack的一个弱点,影响了它的增长潜力,因为微软、Zoom和其他公司都受益于该流行病带来的视频会议热潮。

Salesforce过去涉足信息和社交媒体,结果好坏参半,其Chatter信息技术和2016年收购的collaborative document platform Quipfor a reported $750 million. 销售人员lost out to Microsoft在2016年为LinkedIn展开的一场激战中。

The deal is slated to close in the quarter ending in July 2021, the second quarter of Salesforce’s 2022 fiscal year. It’s subject to regulatory review and a Slack shareholder vote. The boards of directors of both companies have approved the deal, and Salesforce says it has reached an agreement with Slack shareholders representing more than half of the outstanding voting power of Slack common stock.

Upon completion, the acquisition of Slack would be the largest in Salesforce history, toppingits $15.7 billion acquisition去年,位于西雅图的数据可视化公司Tableau Software。Salesforce表示,Slack将是公司内部的一个运营部门,由Butterfield担任CEO,就像Tableau CEO亚当•塞利普斯基(adamselipsky)一直担任这个职位一样。

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