1. Salesforce needs to show Wall Street some big new customers to keep up its winning streak

    Salesforce needs to show Wall Street some big new customers to keep up its winning streak

    Salesforce is on a roll, with an impressive string of quarterly results that have topped analyst targets and its stock trading at record highs. But Wall Street wants more, and investor focus during Saleforce's quarterly earnings call Wednesday will shift to the pipeline of big enterprise deals that many hope will fuel the company's next phase of growth. 

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  1. Quotes

    1. The big emphasis here is what are we going to get out of the big transformative enterprise deals.
    2. They have deep relationships: not just 9-figure relationships, but 10-figure relationships with all the major enterprises all over the world.
    3. The systems integrators globally and the regional boutiques who have influence in the boardroom, who have industry expertise and deep content, are at the forefront of helping our joint customers transform their businesses.
    4. We believe the growth in system integrator partner practices is indicative of the success that Salesforce is having in large, transformative enterprise deals.
    5. Although the enterprise sales unit is performing better than it did six to twelve months ago, we think management wants more improvement.
    6. I wouldn't want to be portrayed as saying the enterprise didn't do well.
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