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SaaS市场:风云再起之时

SaaS market: when the wind and clouds rise again

牛透社 ·  May 30, 2021 23:43

Source: Niu Tuoshe

01.pngNiuniu knocks on the blackboard:

Since the beginning of this year, there has been a resurgence of the entire SaaS market, and there are many financing cases. At this time, we should re-examine the whole industry and share some experiences for our peers.

The head effect is becoming more and more obvious.

Since the second half of last year, traditional software to SaaS manufacturers, such as: Kingdee market value all the way up; cutting-edge listed SaaS companies, such as: Mingyuan Yun, Weimeng and other market capitalization has also soared to the sky; to the first half of this year, SaaS head companies, such as: Beisen, Dianxuan customers, etc., have also received large amounts of money from well-known investment institutions; some small and medium-sized SaaS companies, PaaS companies, RPA companies and other companies involved in 2B business have also been invested.

Under the strong wind of digitization and localization, it makes sense for investment to rush, Lu Qi said."in any industry, it's worth doing it again digitally."It can be described as the main mentality of the industry at present.However, due to the emergence of leading players in the portal and general SaaS field, the accumulation of products and customers has reached a certain scale, and the business path is gradually clear.In addition to certain opportunities in industry tracks, niche tracks or emerging tracks, the stronger the head players will be, the stronger the players will be, and there will be less entrepreneurial disrupters to change the landscape in the short and medium term.

Even if the recent popular investment PaaS companies, low-code companies have new breakthroughs in technology, if they can not quickly achieve large-scale commercialization, it is very difficult to change the industry situation by virtue of technology.

Platform construction of products

This year, PaaS and low-code companies are very popular, and the results of their future development may not be sure yet, but it is a good reminder for SaaS, which has been developing for some time.

Technological progress is absolute, and this kind of developed SaaS companies may need to invest in this area as soon as possible, transform or redevelop the original products, otherwise it may be difficult to cope with the new market demand.Especially for the needs of medium and large customers, if the product can not reach the platform, then the continuous increase in the cost of follow-up research and development and the second opening will impose great constraints on the company.

The combination mode of marketing

At the beginning of the last SaaS wave, it was debated in the industry whether it was "online marketing" or "offline marketing". After several years of practice, we can see that in addition to nailing, micro, Flying Book to achieve "online marketing" in small and medium-sized customers in a free mode, almost most SaaS companies are unable to do so.In the end, most SaaS companies still become the main force in the face of "offline marketing" for medium and large customers.

Today, people who have been baptized by the epidemic have become more and more familiar with online activities. "online marketing" may once again become a new opportunity worth trying again, and the high probability of "online marketing" and "offline marketing" will become a new trend.

Implementation of reorganization and reengineering

The current wave of digitization has overwhelmed the orders of many SaaS companies, and many companies are faced with problems such as lack of implementation resources, great pressure of delivery, low customer satisfaction and so on. Replenishing implementation resources may be an immediate solution, but in the long run, it is necessary to build an implementation methodology and system based on SaaS products.

At present, most companies basically continue the delivery model of traditional software companies, and do not give full play to the advantages of SaaS products.The implementation tools, processes, and management are internalized into the product, and the online and offline delivery are combined organically, so that the delivery can be more efficient and convenient.

Upgrade and transformation of servic

SaaS's core business model is renewal and additional purchases. Although most companies have "customer success departments", a considerable number of them are still traditional customer service to help customers solve various problems.

In order to build a sustainable business modelMake full use of big data, AI and other online advantages, foresee customer problems in advance, carry out product transformation in advance, promote customers to adopt new products and new features in advance, and enhance customer experience, which is the key to customer success.. On this basis, we can retain customers for a long time and achieve a stable business model.

Ecological construction and operation

In the past two yearsBuilding ecologyIt goes without saying that super players have become a prominent student in the industry, and CUHK SaaS also has a sense of interest. In the face of many SaaS services, customers have gradually fallen into a new "SaaS information isolated island". There is an urgent need for more integrated SaaS service integration. It is reasonable for ecology to emerge as the times require.

From the point of view of the long business chain and high complexity of 2B business, it is very difficult to construct ecology, and the business environment of invisible siding station in China makes this kind of construction more difficult. The future configuration may be that several giants can construct a tight ecology on the core platform, core master data, core interface, core operation mode, and core business interest binding. The ecology of generalization is only a phased product or a kind of weak connection.

The development of SaaS has had several ups and downs, and it has great social and economic value in the long run. It is believed that there will be greater development in the industry through continuous learning, exploration and enterprising.

Edit / tina

Disclaimer: This content is for informational and educational purposes only and does not constitute a recommendation or endorsement of any specific investment or investment strategy. Read more
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