{"id":163,"date":"2022-05-23T11:11:51","date_gmt":"2022-05-23T03:11:51","guid":{"rendered":"http:\/\/blog.cloud500.net\/?p=163"},"modified":"2023-09-14T08:10:26","modified_gmt":"2023-09-14T00:10:26","slug":"%e9%87%8d%e4%bc%b0-saas-%e8%a1%8c%e4%b8%9a","status":"publish","type":"post","link":"http:\/\/blog.cloud500.ai\/?p=163","title":{"rendered":"\u91cd\u4f30 SaaS \u884c\u4e1a"},"content":{"rendered":"\n\n
\n
\n \n <\/section>\n
\n \u6301\u7eed\u8fd1 12 \u5e74\u7684\u79d1\u6280\u80a1\u725b\u5e02\u7ed3\u675f\u4e86\u3002SaaS \u516c\u53f8\u7684\u5e02\u503c\u5728\u65b0\u51a0\u75ab\u60c5\u671f\u95f4\u83b7\u5f97\u4e86\u5927\u5e45\u4e0a\u6da8\uff0c\u5e76\u5728 2021 \u5e74\u5e95\u8fbe\u5230\u9876\u5cf0\u3002\u8fc7\u53bb 6 \u4e2a\u6708\u662f SaaS \u516c\u53f8\u5e02\u503c\u5386\u53f2\u8dcc\u5e45\u6700\u5927\u7684\u65f6\u671f\u3002\u4e0b\u56fe\u662f\u7f8e\u80a1 SaaS \u516c\u53f8\uff08\u7ea6 90 \u5bb6\u516c\u53f8\uff09\u5e02\u503c\u7684\u53d8\u5316\u60c5\u51b5\uff1a\u7d2f\u8ba1\u5e02\u503c\u4ece 2021 \u5e74\u7684 2 \u4e07\u591a\u4ebf\u7f8e\u5143\u4e0b\u964d\u81f3\u5982\u4eca\u7684 1 \u4e07\u4ebf\u7f8e\u5143\uff0c\u4e0b\u964d\u4e86 50%\uff08\u5305\u62ec\u8bb8\u591a\u53bb\u5e74\u4e0a\u5e02\u7684\u516c\u53f8\uff09\u3002\u516c\u53f8\u7684\u5e73\u5747\u5e02\u503c\u76f8\u8f83\u4e8e\u8fc7\u53bb 12 \u4e2a\u6708\u7684\u6700\u9ad8\u70b9\u4e0b\u964d\u4e86 57%\u3002\u9884\u671f\u6536\u5165\u500d\u6570\u662f SaaS \u516c\u53f8\u7684\u4e3b\u8981\u4f30\u503c\u65b9\u6cd5\uff0c<\/span>\n \u8be5<\/span>\n \u503c\u76f8\u8f83\u4e8e\u8fc7\u53bb 12 \u4e2a\u6708\u7684\u6700\u9ad8\u70b9\u4e0b\u964d\u4e86 67%\uff0c\u4e00\u4e9b\u516c\u53f8\u7684\u9884\u671f\u6536\u5165\u500d\u6570\u751a\u81f3\u4e0b\u964d\u4e86 90%\u3002\u589e\u957f\u6700\u5feb\u7684\u516c\u53f8\uff0c\u5176\u4f30\u503c\u500d\u6570\u5728\u6b64\u4e4b\u524d\u4e5f\u662f\u6700\u9ad8\u7684\uff0c\u8fd9\u4e9b\u516c\u53f8\u672c\u6b21\u6240\u53d7\u5230\u7684\u51b2\u51fb\u4e5f\u662f\u6700\u5927\u7684\u3002<\/span>\n <\/section>\n
\n \n \n <\/span>\n <\/section>\n
\n \n \n SaaS \u4e0a\u5e02\u516c\u53f8\u7684\u7d2f\u8ba1\u5e02\u503c\uff08\u5355\u4f4d\uff1a\u5343\u7f8e\u5143\uff09<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
\n \n <\/section>\n
\n \u6709\u4ee5\u4e0b\u51e0\u4e2a\u56e0\u7d20\u4fc3\u6210\u4e86\u6b64\u6b21\u65ad\u5d16\u5f0f\u7684\u4e0b\u8dcc\uff1a<\/span>\n <\/section>\n
    \n
  • \n
    \n \u5229\u7387\u4e0a\u5347\u3002\u4e00\u5bb6\u8f6f\u4ef6\u4f01\u4e1a\u7684\u5e02\u503c\u4e0e\u5176\u672a\u6765\u73b0\u91d1\u6d41\u7684\u51c0\u73b0\u503c\u6709\u5173\u3002\u5982\u679c\u5229\u7387\u4e0a\u5347\uff0cDCF \u4e2d\u4f7f\u7528\u7684\u8d34\u73b0\u7387\u5c31\u4f1a\u4e0a\u5347\uff0c\u4ece\u800c\u4ea7\u751f\u8f83\u4f4e\u7684\u51c0\u73b0\u503c\u3002\u7f8e\u56fd\u5341\u5e74\u671f\u56fd\u503a\u5229\u7387\u4e0e SaaS \u516c\u53f8\u7684\u4f30\u503c\u5448\u53cd\u6bd4\u3002<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n \u201c\u65b0\u51a0\u9ad8\u7cd6\u6548\u5e94\u201d\u7684\u7ed3\u675f\u3002SaaS \u516c\u53f8\u7684\u4f30\u503c\u548c\u9884\u671f\u6536\u5165\u76f8\u8f83\u4e8e\u65b0\u51a0\u75ab\u60c5\u521d\u671f\u51fa\u73b0\u5927\u5e45\u4e0b\u964d\u3002\u90a3\u4e9b\u9ad8\u589e\u957f\u7684 SaaS \u4e0a\u5e02\u516c\u53f8\uff0c\u5176\u524d\u666f\u5e7f\u9614\uff0c\u8fd9\u4e9b\u516c\u53f8\u7684\u5ba2\u6237\u65e0\u8bba\u662f IT \u9884\u7b97\u8fd8\u662f\u6536\u5165\u90fd\u6709\u53ef\u80fd\u51fa\u73b0\u9636\u68af\u5f0f\u7684\u4e0a\u6da8\uff0c\u56e0\u4e3a\u6bcf\u5bb6\u516c\u53f8\uff08\u65e0\u8bba\u54ea\u4e2a\u884c\u4e1a\uff09\u90fd\u9700\u8981\u66f4\u591a\u7684\u8f6f\u4ef6\u6765\u670d\u52a1\u5b83\u7684\u7ec8\u7aef\u7528\u6237\u548c\u5ba2\u6237\u3002\u6bcf\u4e00\u4efd\u76c8\u5229\u516c\u544a\u4f3c\u4e4e\u90fd\u5728\u63a8\u52a8 SaaS \u516c\u53f8\u80a1\u4ef7\u7684\u4e0a\u6da8\uff0c\u5e76\u4e14\u4f3c\u4e4e\u6ca1\u6709\u4ec0\u4e48\u53ef\u4ee5\u963b\u6321\u8fd9\u79cd\u4e0a\u6da8\u3002\u5c3d\u7ba1\u5ba2\u6237\u7684 IT \u9884\u7b97\u6bd4 2020\u00a0\u5e74\u66f4\u9ad8\uff0c\u4f46\u8fd9\u79cd\u201c\u9ad8\u7cd6\u6548\u5e94\u201d\u4f3c\u4e4e\u6b63\u5728\u7ed3\u675f\u3002<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n \u901a\u8d27\u81a8\u80c0\u548c\u5b8f\u89c2\u7ecf\u6d4e\u98ce\u9669\u3002\u76ee\u524d\u901a\u8d27\u81a8\u80c0\u6b63\u5904\u4e8e 40 \u5e74\u4ee5\u6765\u7684\u6700\u9ad8\u70b9\uff0c\u4e3a\u4e86\u5bf9\u6297\u4e0d\u65ad\u4e0a\u6da8\u7684\u901a\u8d27\u81a8\u80c0\uff0c\u653f\u5e9c\u5fc5\u987b\u63d0\u9ad8\u5229\u7387\uff08\u5bfc\u81f4\u4e0b\u8dcc\u7684\u4e0a\u8ff0\u7b2c 1 \u70b9\uff09\u3002\u6b64\u5916\uff0c\u9274\u4e8e\u5b58\u5728\u7ecf\u6d4e\u8870\u9000\u98ce\u9669\uff0c\u4e0a\u5e02\u516c\u53f8\u7684\u4f30\u503c\u5df2\u7ecf\u51fa\u73b0\u4e86\u4e0b\u8dcc\uff0c\u8bb8\u591a\u6295\u8d44\u8005\u6b63\u5728\u8fdc\u79bb\u90a3\u4e9b\u98ce\u9669\u8f83\u5927\u7684\u8d44\u4ea7 \u2014\u2014 \u9ad8\u589e\u957f\u7684 SaaS \u516c\u53f8\u3002<\/span>\n <\/section>\n <\/li>\n
  • \n
    \n \u4fc4\u7f57\u65af \/ \u4e4c\u514b\u5170\u6218\u4e89\u548c\u5176\u4ed6\u5730\u7f18\u653f\u6cbb\u98ce\u9669\u3002<\/span>\n <\/section>\n <\/li>\n <\/ul>\n
    \n \u9274\u4e8e\u6240\u6709\u7684\u8fd9\u4e9b\u56e0\u7d20\u540c\u65f6\u51b2\u51fb\u7740\u5e02\u573a\uff0cSaaS \u516c\u53f8\u7684\u5e02\u503c\u51fa\u73b0\u4e86\u5386\u53f2\u6027\u7684\u4e0b\u8dcc\uff0c\u4e00\u90e8\u5206\u516c\u53f8\u56de\u5f52\u5230\u4e86\u4ee5\u5f80\u7684\u9884\u671f\u6536\u5165\u500d\u6570\uff0c\u4e00\u90e8\u5206\u751a\u81f3\u4f4e\u4e8e\u5386\u53f2\u7684\u9884\u671f\u6536\u5165\u500d\u6570\u3002\u8fd9\u4e0d\u4ec5\u4f1a\u5bf9\u5f53\u524d\u7684 SaaS \u516c\u53f8\u4ea7\u751f\u5f71\u54cd\uff0c\u8fd8\u4f1a\u5bf9\u672a\u4e0a\u5e02\u7684 SaaS \u516c\u53f8\u548c\u66f4\u5e7f\u6cdb\u7684\u79d1\u6280\u751f\u6001\u4ea7\u751f\u8fde\u9501\u53cd\u5e94\u3002<\/span>\n <\/section>\n
    \n \u672c\u6587\u5c06\u5206\u4e3a\u4ee5\u4e0b\u4e09\u4e2a\u90e8\u5206\uff1a\uff081\uff09\u6240\u6709 SaaS \u516c\u53f8\u7684\u5386\u53f2\u8868\u73b0\u548c\u4f30\u503c\u5386\u53f2\u5206\u6790\uff1b\uff082\uff0908 \u5e74\u91d1\u878d\u5371\u673a\u671f\u95f4\u5bf9 Salesforce \u548c NetSuite \u7684\u7814\u7a76\uff1b\uff083\uff09\u5728\u5f53\u524d\u7684\u65b0\u5e02\u573a\u73af\u5883\u4e2d\uff0c\u5982\u4f55\u642d\u5efa\u516c\u53f8\u7684\u8fd0\u8425\u8ba1\u5212\u6846\u67b6\u3002<\/span>\n <\/section>\n
    \n \n \n \n
    \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n
    \n
    \n 1<\/span>\n <\/section>\n
    \n
    \n
    \n
    \n
    \n \n <\/section>\n
    \n \n <\/section>\n
    \n
    \n
    \n

    \n \n \n SaaS \u516c\u53f8\u7684\u5386\u53f2\u8868\u73b0<\/span>\n <\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

    \n \n <\/section>\n
    \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
    \n \n \n \u5e02\u573a\u7684\u5e95\u90e8\u5728\u54ea\u91cc\uff1f<\/span>\n <\/strong>\n \u6211\u4eec\u65e0\u6cd5\u786e\u5b9a\uff0c\u4e0b\u9762\u7684\u5206\u6790\u5c06\u56de\u987e\u8fc7\u53bb 20 \u591a\u5e74\u6765\uff08\u76f4\u81f3 2022 \u5e74 5 \u6708 31 \u65e5\uff09\u5404 SaaS \u4e0a\u5e02\u516c\u53f8\u7684\u8868\u73b0\uff0c\u4ee5\u4e86\u89e3\u54ea\u4e9b\u516c\u53f8\u66f4\u52a0\u7a33\u5b9a\u3002\u672c\u7ec4\u6848\u4f8b\u4e2d\u6709 80% \u7684\u516c\u53f8\uff0c\u5176\u4ea4\u6613\u4ef7\u683c\u4f4e\u4e8e 10 \u500d\u7684 NTM \u6536\u5165\uff0c\u8be5\u4ea4\u6613\u4ef7\u683c\u66fe\u88ab\u8ba4\u4e3a\u662f\u516c\u53f8\u7684\u6700\u4f73\u4ea4\u6613\u500d\u6570\u3002\u5728\u5982\u4eca\u7684 90 \u591a\u5bb6\u516c\u53f8\u4e2d\uff0c\u53ea\u6709 3 \u5bb6\u516c\u53f8\u7684\u4ea4\u6613\u4ef7\u683c\u9ad8\u4e8e NTM \u6536\u5165\u7684 20 \u500d\uff08Cloudflare\u3001Datadog \u548cSnowflake\uff09\u3002<\/span>\n <\/span>\n <\/section>\n
    \n \u4e0b\u56fe\u662f\u76ee\u524d LTM \u6536\u5165\u589e\u957f\u6700\u5feb\u7684 25 \u5bb6\u516c\u53f8\uff08\u6da8\u5e45\u81f3\u5c11\u8fbe 50%\uff09\uff0c\u4ee5\u53ca\u5728\u8fc7\u53bb\u7684 12 \u4e2a\u6708\u91cc\uff0c\u5b83\u4eec\u7684\u6700\u9ad8\u4f30\u503c\u500d\u6570\u3001\u5e02\u503c\u4e0e\u5982\u4eca\u5bf9\u6bd4\u3002\u8fd9\u4e9b\u5feb\u901f\u589e\u957f\u7684\u516c\u53f8\u8fc7\u53bb\u4e24\u5e74\u5e02\u503c\u589e\u957f\u6700\u5feb\uff0c\u5e02\u76c8\u7387\u4e5f\u66f4\u9ad8\uff0c\u4f46\u5176\u6700\u8fd1\u7684\u8dcc\u5e45\u4e5f\u6700\u5927\u3002<\/span>\n <\/section>\n
    \n \n \n <\/span>\n <\/section>\n
    \n \n \n NTM \u6536\u5165\u500d\u6570\uff1aLTM \u6700\u9ad8\u70b9 vs <\/span>\n <\/strong>\n \n \u5f53\u524d<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \u4e0b\u56fe\u662f\u8fc7\u53bb 12 \u4e2a\u6708\u4e2d\u7684\u6700\u9ad8 NTM \u6536\u5165\u500d\u6570\u4e0e\u5982\u4eca\u60c5\u51b5\u7684\u5bf9\u6bd4\uff08\u6309 NTM \u6536\u5165\u500d\u6570\u7684\u5927\u5c0f\u8fdb\u884c\u964d\u5e8f\u6392\u5217\uff09\uff0c\u8be5\u7ec4\u516c\u53f8\u7684\u6700\u9ad8 NTM \u6536\u5165\u500d\u6570\u4e2d\u4f4d\u6570\u4e3a 50.8 \u500d\uff0c\u73b0\u4eca\u7684 NTM \u6536\u5165\u500d\u6570\u4e3a 8.8 \u500d\uff0c\u4e0b\u964d\u7ea6 80%\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \u4e0b\u56fe\u662f\u5404\u516c\u53f8\u7684\u4f30\u503c\u500d\u6570\u7684\u53d8\u5316\u60c5\u51b5\u3002\u5982\u4e0a\u6240\u8ff0\uff0cNTM \u6536\u5165\u500d\u6570\u4e2d\u4f4d\u6570\u4e0b\u964d\u4e86 80%\u3002\u4e00\u7ea7\u5e02\u573a\u53ef\u80fd\u4f1a\u51fa\u73b0\u8fde\u9501\u53cd\u5e94\u3002\u8fd9\u4e9b\u90fd\u662f\u4f18\u79c0\u7684\u516c\u53f8\uff0c\u4ee5 Snowflake \u4e3a\u4f8b\uff0c\u8be5\u516c\u53f8\u76ee\u524d\u7684\u4f30\u503c\u500d\u6570\u662f NTM \u6536\u5165\u7684 25 \u500d\uff0c\u662f\u6240\u6709 SaaS \u516c\u53f8\u4e2d\u6700\u9ad8\u7684\u3002\u8be5\u516c\u53f8\u76ee\u524d\u7684\u9690\u542b ARR \u7ea6\u4e3a 15 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f 102%\uff0c\u51c0\u6536\u5165\u7559\u5b58\u7387\u8fbe 178%\uff0cMagic Number \u4e3a 1.3\uff0cLTM \u81ea\u7531\u73b0\u91d1\u5229\u6da6\u7387\u4e3a 10%\uff0cRule of 40 \u4e3a 109%\u3002Snowflake \u5904\u4e8e\u4e00\u4e2a\u5de8\u5927\u7684\u5e02\u573a\uff0c\u5e76\u62e5\u6709\u4e00\u652f\u4f18\u79c0\u7684\u7ba1\u7406\u56e2\u961f\uff0c\u5176\u6700\u65b0\u7684\u4f30\u503c\u500d\u6570\u76f8\u8f83\u4e8e\u8fc7\u53bb 12 \u4e2a\u6708\u7684\u6700\u9ad8\u70b9\u4e0b\u964d\u4e86 73%\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \n \n \u5e02\u503c\uff1aLTM \u6700\u9ad8\u70b9 vs <\/span>\n <\/strong>\n \n \u5f53\u524d<\/span>\n <\/strong>\n \n \uff08\u5341\u4ebf\u7f8e\u5143\uff09<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \u4e0b\u56fe\u662f\u5404\u516c\u53f8\u5728\u8fc7\u53bb 12 \u4e2a\u6708\u7684\u6700\u9ad8\u5e02\u503c\u4e0e\u5982\u4eca\u7684\u5bf9\u6bd4\u3002\u6700\u9ad8\u5e02\u503c\u4e2d\u4f4d\u6570\u4e3a 312 \u4ebf\u7f8e\u5143\uff0c\u76ee\u524d\u7684\u5e02\u503c\u4e2d\u4f4d\u6570\u4e3a 77 \u4ebf\u7f8e\u5143\uff0c\u4e0b\u964d\u7ea6 67%\u3002\u7d2f\u8ba1\u5e02\u503c\u5df2\u4ece 1.1 \u4e07\u4ebf\u7f8e\u5143\u4e0b\u964d\u81f3 3790 \u4ebf\u7f8e\u5143\uff0c\u964d\u5e45\u8fbe 70%\u3002<\/span>\n <\/section>\n
    \n \n \n <\/section>\n
    \n \u4e0b\u56fe\u662f\u5404\u516c\u53f8\u7684\u5e02\u503c\u53d8\u5316\u60c5\u51b5\uff0c\u5e02\u503c\u4e2d\u4f4d\u6570\u4e0b\u964d\u7ea6 67%\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \n \n SaaS \u516c\u53f8\u7684\u4f01\u4e1a\u4ef7\u503c \/ NTM \u6536\u5165<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \u5728\u8fc7\u53bb\u7684\u4e24\u5e74\u65f6\u95f4\u91cc\uff0c\u6574\u4e2a SaaS \u4e0a\u5e02\u516c\u53f8\uff08\u7ea6 90 \u5bb6\uff09\u7684\u4f30\u503c\u500d\u6570\u4e2d\u4f4d\u6570\u4e3a 25 \u500d\u3002\u76ee\u524d\u7684\u4e2d\u4f4d\u6570\u4e3a 7.1 \u500d\uff0c\u4f4e\u4e8e 2017~2019 \u5e74\uff08\u65b0\u51a0\u75ab\u60c5\u53d1\u751f\u4e4b\u524d\uff09\u7684 8.5 \u500d\u3002\u8fd9\u662f\u4e00\u4e2a\u975e\u5e38\u91cd\u8981\u7684\u53d8\u5316\uff0c\u5373\u76ee\u524d\u7684\u4e8c\u7ea7\u5e02\u573a\u4f30\u503c\u4f4e\u4e8e\u65b0\u51a0\u75ab\u60c5\u53d1\u751f\u4e4b\u524d\u7684\u6c34\u5e73\u3002\u5982\u4e0b\u56fe\u6240\u793a\uff0c\u5bf9\u4e8e\u5728\u8fc7\u53bb 12 \u4e2a\u6708\u4e2d\u6536\u5165\u589e\u957f\u8d85\u8fc7 50% \u7684 SaaS \u516c\u53f8\u800c\u8a00\uff0c\u5176\u4f30\u503c\u500d\u6570\u4e2d\u4f4d\u6570\u5df2\u4ece\u5f53\u65f6\u7684 57 \u500d\u4e0b\u964d\u81f3\u76ee\u524d\u7684 15 \u500d\uff0c\u4e0b\u964d\u5e45\u5ea6\u8d85\u8fc7 70%\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \n \n \n \n <\/strong>\n <\/span>\n <\/span>\n <\/section>\n
    \n \n \n \u7ecf<\/span>\n <\/strong>\n \n \u589e\u957f\u8c03\u6574\u540e\u7684\u500d\u6570<\/span>\n <\/strong>\n \n \uff08\u4f01\u4e1a\u4ef7\u503c<\/span>\n <\/strong>\n \n \u00a0<\/span>\n <\/strong>\n \n \/<\/span>\n <\/strong>\n \n \u00a0<\/span>\n <\/strong>\n \n NTM<\/span>\n <\/strong>\n \n \u00a0<\/span>\n <\/strong>\n \n \u6536\u5165\u9664\u4ee5\u589e\u957f\u7387<\/span>\n <\/strong>\n \n \uff09<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \u4e0b\u56fe\u662f\u7ecf\u589e\u957f\u8c03\u6574\u540e\u7684\u4f30\u503c\u500d\u6570\uff08\u5373 NTM \u6536\u5165\u500d\u6570\u9664\u4ee5 LTM \u589e\u957f\u7387\uff09\u60c5\u51b5\u3002\u6b63\u5982\u4e0b\u56fe\u6240\u793a\uff0c\u5c31\u5e02\u573a\u5bf9\u4f30\u503c\u589e\u957f\u800c\u8a00\uff0c\u5df2\u56de\u5230\u4e86 2017-2019 \u5e74\u7684\u4e2d\u4f4d\u6570\u6c34\u5e73\u3002\u53ef\u80fd\u6709\u4eba\u4f1a\u8bf4\uff0c\u6839\u636e\u589e\u957f\u8c03\u6574\u540e\u7684\u60c5\u51b5\uff0c\u73b0\u5728\u7684\u80a1\u7968\u5176\u5b9e\u66f4\u4fbf\u5b9c\u4e86\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \n
    \n <\/span>\n <\/section>\n
    \n
    \n
    \n 1<\/span>\n <\/section>\n
    \n
    \n
    \n
    \n
    \n \n <\/section>\n
    \n \n <\/section>\n
    \n
    \n
    \n

    \n \n 08 \u5e74\u91d1\u878d\u5371\u673a\u65f6\u671f\u7684\u6848\u4f8b\u7814\u7a76<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

    \n \n <\/section>\n
    \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
    \n \u5728\u8fc7\u53bb\u7684 6 \u4e2a\u6708\u91cc\uff0cSaaS \u516c\u53f8\u7684\u5e02\u503c\u8fc5\u901f\u4e0b\u964d\uff0c\u8fd9\u65e0\u7591\u5bf9\u4e00\u7ea7\u5e02\u573a\u7684\u4f30\u503c\u4ea7\u751f\u4e86\u5de8\u5927\u5f71\u54cd\uff0c\u5e76\u4e14\u8fd9\u79cd\u4e0b\u964d\u8d8b\u52bf\u5f88\u53ef\u80fd\u4f1a\u6301\u7eed\u3002\u00a0\u5982\u679c\u4e8c\u7ea7\u5e02\u573a\u7684\u56de\u62a5\u65e0\u6cd5\u5438\u5f15\u6765\u81eaLP\u7684\u8d44\u91d1\uff0c\u98de\u8f6e\u6548\u5e94\u4fbf\u4f1a\u51cf\u5f31\u3002\u6295\u8d44\u8005\u7684\u53ef\u7528\u8d44\u91d1\u5c06\u51cf\u5c11\uff0c\u4f01\u4e1a\u7528\u4e8e\u62db\u8058\u548c\u589e\u957f\u7684\u6295\u8d44\u4e5f\u4f1a\u51cf\u5c11\uff0c\u4e8c\u7ea7\u5e02\u573a\u7684\u56de\u62a5\u53ef\u80fd\u4f1a\u6bd4\u4ee5\u5f80\u8981\u5c0f\u5f88\u591a\u3002\u8fd9\u79cd\u8c03\u6574\u975e\u5e38\u8fc5\u901f\uff0c\u5bf9\u4e8e\u90a3\u4e9b\u957f\u671f\u70e7\u94b1\u6216\u8425\u6536\u589e\u957f\u7f13\u6162\u7684\u4f01\u4e1a\u6765\u8bf4\uff0c\u5f88\u5feb\u5c31\u4f1a\u53d7\u5230\u5f71\u54cd\u3002\u6b64\u5916\uff0c\u8fd9\u4e0d\u4ec5\u4f1a\u5bf9 SaaS \u516c\u53f8\u7684\u5458\u5de5\u548c\u6295\u8d44\u8005\u4ea7\u751f\u5f71\u54cd\uff0c\u4e5f\u8fd8\u4f1a\u5bf9\u6280\u672f\u521b\u65b0\u4ea7\u751f\u5e7f\u6cdb\u7684\u5f71\u54cd\u3002<\/span>\n <\/section>\n
    \n \u867d\u7136\u4eba\u4eec\u5927\u90e8\u5206\u7684\u6ce8\u610f\u529b\u90fd\u96c6\u4e2d\u5728\u4f30\u503c\u7684\u4e0b\u964d\u4e0a\uff0c\u4f46\u6709\u4e00\u4e2a\u4e0d\u53ef\u5ffd\u89c6\u7684\u91cd\u8981\u56e0\u7d20 \u2014\u2014 \u8870\u9000\u6216\u66f4\u5e7f\u6cdb\u7684\u7ecf\u6d4e\u653e\u7f13\u5c06\u4f1a\u5982\u4f55\u5f71\u54cd\u6bcf\u4e2a\u4eba\u7684\u8d22\u52a1\u72b6\u51b5\uff1f\u5982\u679c\u4f01\u4e1a\u7684\u57fa\u672c\u9762\u53d8\u5f97\u66f4\u7cdf\u7cd5\uff0c\u5f88\u6709\u53ef\u80fd\u4f1a\u5bf9\u516c\u53f8\u7684\u4f30\u503c\u4ea7\u751f\u66f4\u5927\u7684\u5f71\u54cd\u3002\u5c3d\u7ba1\u6b64\u6b21\u629b\u552e\u7684\u5f88\u5927\u4e00\u90e8\u5206\u539f\u56e0\u662f\u6295\u8d44\u8005\u4ece\u9ad8\u589e\u957f\u7684 SaaS \u7b49\u884c\u4e1a\uff08\u5c5e\u4e8e\u98ce\u9669\u8f83\u9ad8\u7684\u8d44\u4ea7\u7c7b\u522b\uff09\u8f6c\u5411\u73b0\u91d1\u548c\u4ef7\u503c\u578b\u80a1\u7968\uff0c\u4f46\u5176\u5b9e\u8fd9\u4e9b\u516c\u53f8\u7684\u8fd1\u671f\u4e1a\u7ee9\u8868\u73b0\u4ecd\u7136\u975e\u5e38\u5f3a\u52b2\uff0c\u4f01\u4e1a\u7684\u57fa\u672c\u9762\u4e5f\u6ca1\u6709\u53d1\u751f\u592a\u5927\u53d8\u5316\u3002\u4f46\u5982\u679c\u6b64\u524d\u4eba\u4eec\u4ee5 50 \u500d\u7684\u4f30\u503c\u500d\u6570\u8fdb\u884c\u4ea4\u6613\uff0c\u800c\u73b0\u5728\u4ee5 10 \u500d\u4ea4\u6613\uff0c\u5e76\u4e14\u4f01\u4e1a\u7684\u9884\u671f\u6536\u5165\u6bd4\u6b64\u524d\u9884\u8ba1\u7684\u4e5f\u8981\u4f4e30-50%\uff0c\u8fd9\u65f6\u4f1a\u53d1\u751f\u4ec0\u4e48\uff1f\u867d\u7136\u8fd9\u4e00\u60c5\u51b5\u6682\u65f6\u5c1a\u672a\u51fa\u73b0\uff0c\u4f46\u5982\u679c\u53c2\u8003 2008-2009 \u5e74\uff0c\u8fd9\u79cd\u60c5\u51b5\u5c06\u4f1a\u5f88\u5feb\u51fa\u73b0\u3002<\/span>\n <\/section>\n
    \n Salesforce \u548c NetSuite \u662f\u4e24\u5bb6\u5728 2008 \u5e74\u4e0a\u5e02\u7684 SaaS \u516c\u53f8\uff0c\u4e0b\u56fe\u663e\u793a\u7684\u662f\u5176\u5e02\u503c\u548c\u8d22\u52a1\u8868\u73b0\u3002\u5c3d\u7ba1\u6837\u672c\u91cf\u5f88\u5c0f\uff0c\u4f46\u8fd9\u5df2\u662f\u6700\u597d\u7684\u53c2\u8003\u6837\u672c\uff0c\u56e0\u4e3a\u51e0\u4e4e\u5176\u4ed6 SaaS \u516c\u53f8\u90fd\u662f\u5728\u6b64\u4e4b\u540e\u4e0a\u5e02\u7684\u3002<\/span>\n <\/section>\n
    \n \n \n <\/span>\n <\/section>\n
    \n \n \n Salesforce \u7684\u9690\u542b ARR\u3001\u5e74\u589e\u957f\u7387\u548c<\/span>\n <\/strong>\n \n \u975e GAAP \u8425\u8fd0\u5229\u6da6\u7387\uff08\u767e\u4e07\u7f8e\u5143\uff09<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n 2008 \u5e74\u521d\uff0cSalesforce \u7684\u9690\u542b ARR \u8fbe 10 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f\u8d85\u8fc7 50%\u3002\u5728\u6b64\u4e4b\u95f4\uff0c\u6536\u5165\u589e\u957f\u7387\u653e\u7f13\u81f3 20%\u3002\u4e0d\u8fc7\uff0c\u975e GAAP \u7684\u8425\u8fd0\u5229\u6da6\u7387\u4e00\u76f4\u4fdd\u6301\u76f8\u5bf9\u7a33\u5b9a\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \n \n Salesforce \u7684\u5168\u804c\u5458\u5de5\u6570 \u2014\u2014 \u6309\u5b63\u5ea6<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n 2008 \u5e74\u5e95\uff0cSalesforce \u62e5\u6709\u8d85\u8fc7 3500 \u540d\u5168\u804c\u5458\u5de5\uff0c\u5728\u516c\u53f8\u589e\u957f\u653e\u7f13\u4e4b\u524d\uff0c\u5176\u5458\u5de5\u6570\u3001\u540c\u6bd4\u589e\u957f 40%\u3002Salesforce \u7684\u9690\u542b ARR \u4e3a 10 \u4ebf\u7f8e\u5143\uff0c\u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u7684\u51c0\u65b0\u589e\u5458\u5de5\u6570\u4e0d\u5230 50 \u4eba\uff0c\u76f4\u5230 2010 \u5e74\u7b2c\u4e8c\u5b63\u5ea6\u624d\u56de\u5230\u8be5\u516c\u53f8\u5386\u53f2\u6700\u9ad8\u7684\u51c0\u62db\u8058\u4eba\u6570\u6c34\u5e73\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/span>\n <\/section>\n
    \n \n \n NetSuite \u7684\u9690\u542b ARR\u3001\u5e74\u589e\u957f\u7387\u548c<\/span>\n <\/strong>\n \n \u975e GAAP \u8425\u8fd0\u5229\u6da6\u7387\uff08\u767e\u4e07\u7f8e\u5143\uff09<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n 2008 \u5e74\u5e95\uff0cNetSuite \u7684\u9690\u542b ARR \u8d85\u8fc7 1.6 \u4ebf\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u957f\u7ea6 45%\uff0c\u4e4b\u540e\u53c8\u8fc5\u901f\u653e\u7f13\u3002\u5728\u516c\u53f8\u589e\u901f\u6062\u590d\u4e4b\u524d\uff0c\u8be5\u516c\u53f8\u6709\u8fde\u7eed\u4e09\u4e2a\u5b63\u5ea6\u6ca1\u6709\u589e\u957f\u3002\u4e0e Salesforce \u7c7b\u4f3c\uff0cNetSuite \u7684\u975e GAAP \u8425\u8fd0\u5229\u6da6\u7387\u6ca1\u6709\u592a\u5927\u53d8\u5316\uff0c\u4f46\u5b83\u4eec\u90fd\u5927\u5e45\u653e\u7f13\u4e86\u6295\u8d44\u6b65\u4f10\u3002\u5982\u4eca\uff0c\u5f88\u96be\u60f3\u8c61\u4e00\u5bb6 ARR \u8fbe 1.5 \u4ebf\u7f8e\u5143\u7684\u5feb\u901f\u589e\u957f\u516c\u53f8\u4f1a\u505c\u6ede\u4e0d\u524d\uff0c\u4f46\u8fd9\u79cd\u60c5\u51b5\u5c31\u53d1\u751f\u5728\u4e86 Netsuite \u8eab\u4e0a\u3002\u8be5\u516c\u53f8\u8fd8\u5411\u4e2d\u5c0f\u4f01\u4e1a\u548c\u4e2d\u7aef\u5e02\u573a\u51fa\u552e\u4ea7\u54c1\uff0c\u5728\u7ecf\u6d4e\u8870\u9000\u671f\u95f4\uff0c\u8fd9\u4e00\u9886\u57df\u53d7\u5230\u7684\u51b2\u51fb\u5c24\u4e3a\u4e25\u91cd\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \n \n NetSuite \u7684\u5168\u804c\u5458\u5de5\u6570 \u2014\u2014 \u6309\u5b63\u5ea6<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \u8003\u8651\u5230\u8425\u6536\u589e\u957f\u7684\u653e\u7f13\uff0cNetsuite \u7684\u5458\u5de5\u6570\u91cf\u5728\u91cd\u65b0\u5f00\u59cb\u62db\u8058\u4e4b\u524d\u6709\u8fd1 7 \u4e2a\u5b63\u5ea6\u662f\u6301\u5e73\u7684\uff0c\u76f4\u5230 4 \u5e74\u540e\u7684 2012 \u5e74\uff0cNetsuite \u624d\u6062\u590d\u5230\u91d1\u878d\u5371\u673a\u524d\u7684\u62db\u8058\u901f\u5ea6\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n \u56de\u987e\u5386\u53f2\uff0cSalesforce \u548c Netsuite \u4e5f\u8bb8\u4e0d\u5e94\u8be5\u5982\u6b64\u5927\u5e45\u5ea6\u5730\u524a\u51cf\u5bf9\u589e\u957f\u7684\u6295\u8d44 \u2014\u2014 \u4f5c\u4e3a\u5927\u89c4\u6a21\u65b0\u5174\u5e02\u573a\u7684\u9886\u5bfc\u8005\uff0c\u5728\u7ecf\u5386\u4e86\u8fd1\u51e0\u5341\u5e74\u6700\u4e25\u91cd\u7684\u7ecf\u6d4e\u8870\u9000\uff0c\u6309\u975e GAAP \u8ba1\u7b97\uff0c\u5b83\u4eec\u4ecd\u7136\u4fdd\u6301\u7740\u76c8\u5229\u3002\u8fd9\u4e24\u5bb6\u516c\u53f8\u5728\u4e4b\u540e\u7684\u53d1\u5c55\u90fd\u975e\u5e38\u597d\uff0c\u90fd\u53d6\u5f97\u4e86\u5de8\u5927\u7684\u6210\u529f\u3002\u4e0b\u56fe\u662f Salesforce \u548c Netsuite \u5728\u7ecf\u6d4e\u5371\u673a\u671f\u95f4\u5e02\u503c\u548c NTM \u6536\u5165\u500d\u6570\u7684\u60c5\u51b5\u3002\u901a\u8fc7\u5bf9\u4e0b\u56fe\u7684\u89c2\u5bdf\uff0c\u5f88\u96be\u8bf4\u5b83\u4eec\u4e0d\u5e94\u8be5\u4e3a\u6700\u574f\u7684\u60c5\u51b5\u505a\u6253\u7b97\uff0c\u56e0\u4e3a\u8fd9\u6070\u6070\u4fc3\u4f7f\u4e86\u5b83\u4eec\u5728\u672a\u6765\u5f97\u5230\u4e86\u66f4\u597d\u7684\u53d1\u5c55\u3002<\/span>\n <\/section>\n
    \n \n \n \n \n <\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \n \n Salesforce \u7684\u5e02\u503c\u548c NTM \u6536\u5165\u500d\u6570<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n \u5728 2007 \u5e74 12 \u6708\u81f3\u7ecf\u6d4e\u8870\u9000\u5f00\u59cb\u671f\u95f4\uff0cSalesforce \u7684\u6700\u9ad8\u5e02\u503c\u8fbe 89 \u4ebf\u7f8e\u5143\uff0c\u6700\u9ad8 NTM \u6536\u5165\u500d\u6570\u8fbe 7.5 \u500d\u3002\u5176\u5728\u8870\u9000\u671f\u95f4\u7684\u6700\u4f4e\u5e02\u503c\u4e3a 27 \u4ebf\u7f8e\u5143\uff0c\u6700\u4f4e NTM \u6536\u5165\u500d\u6570\u4e3a 1.5 \u00a0\u500d\uff0c\u5206\u522b\u4e0b\u964d\u7ea6 70% \u548c 80%\u3002\u00a0\u516c\u53f8\u82b1\u4e86\u8fd1 3 \u5e74\u7684\u65f6\u95f4\u624d\u6062\u590d\u81f3\u8870\u9000\u4e4b\u524d\u7684\u6700\u9ad8\u70b9\u3002\u65f6\u81f3\u4eca\u65e5\uff0cSalesforce \u7684\u5e02\u503c\u5df2\u7ecf\u8d85\u8fc7 1660 \u4ebf\u7f8e\u5143\uff0c\u76f8\u8f83\u4e8e08\u5e74\u7ecf\u6d4e\u8870\u9000\u65f6\u671f\u7684\u6700\u4f4e\u70b9\u589e\u957f\u4e86 60 \u500d\u3002<\/span>\n <\/section>\n
    \n \n \n \u00a0<\/span>\n <\/span>\n <\/section>\n
    \n \n \n Netsuite \u7684\u5e02\u503c\u548c NTM \u6536\u5165\u500d\u6570<\/span>\n <\/strong>\n <\/span>\n <\/section>\n
    \n NetSuite \u4e5f\u6709\u7740\u7c7b\u4f3c\u7ecf\u5386\u3002\u4ece 2007 \u5e74 12 \u6708\u81f308\u5e74\u91d1\u878d\u5371\u673a\u5f00\u59cb\u671f\u95f4\uff0cNetSuite \u7684\u6700\u9ad8\u5e02\u503c\u8fbe 24 \u4ebf\u7f8e\u5143\uff0c\u6700\u9ad8 NTM \u6536\u5165\u500d\u6570\u4e3a 17.3 \u500d\u3002\u572808\u5e74\u7ecf\u6d4e\u5371\u673a\u671f\u95f4\uff0c\u8be5\u516c\u53f8\u7684\u6700\u4f4e\u5e02\u503c\u4e3a 3.83 \u4ebf\u7f8e\u5143\uff0cNTM \u6536\u5165\u7684\u6700\u4f4e\u500d\u6570\u4e3a 1.4 \u500d\uff0c\u5206\u522b\u4e0b\u964d\u4e86 84% \u548c 92%\u3002\u4e0e Salesforce \u7c7b\u4f3c\uff0c\u5728\u7ecf\u5386\u4e86\u91d1\u878d\u5371\u673a\u4e4b\u540e\uff0cNetSuite \u7684\u589e\u957f\u901f\u5ea6\u660e\u663e\u52a0\u5feb\uff0c\u5e02\u503c\u5927\u5e45\u56de\u5347\uff0c\u5e76\u4e8e 2016 \u5e74\u88ab\u7532\u9aa8\u6587\u4ee5 93 \u4ebf\u7f8e\u5143\u7684\u4ef7\u683c\u6210\u529f\u6536\u8d2d\uff0c\u76f8\u8f83\u4e8e\u6700\u4f4e\u70b9\u9ad8\u51fa\u8fd1 25 \u500d\u3002<\/span>\n <\/section>\n
    \n \n <\/section>\n
    \n Salesforce \u548c NetSuite \u7684\u4f30\u503c\u500d\u6570\u548c\u6536\u5165\u60c5\u51b5\u572808\u5e74\u91d1\u878d\u5371\u673a\u671f\u95f4\u53d7\u5230\u4e86\u91cd\u5927\u5f71\u54cd\uff0c\u5b83\u4eec\u90fd\u653e\u7f13\u4e86\u5bf9\u516c\u53f8\u589e\u957f\u548c\u62db\u8058\u65b9\u9762\u7684\u6295\u5165\uff08\u751a\u81f3\u8fdb\u884c\u4e86\u88c1\u5458\uff09\u3002\u4e24\u5bb6\u516c\u53f8\u7684 NTM \u6536\u5165\u500d\u6570\u5206\u522b\u4e0b\u964d\u4e86 80% \u548c 92% \u3002\u5f53\u7136\uff0c\u8870\u9000\u671f\u6bcf\u6b21\u90fd\u662f\u4e0d\u4e00\u6837\u7684\uff0c\u5982\u4eca\u7684 SaaS \u5e02\u573a\u5df2\u7ecf\u53d8\u5f97\u5341\u5206\u6210\u719f\uff0c\u8bde\u751f\u51fa\u8bb8\u591a\u6210\u529f\u7684\u516c\u53f8\u548c\u516c\u8ba4\u7684\u5546\u4e1a\u6a21\u5f0f\uff0c\u4f46\u8be5\u5e02\u573a\u7684\u7ade\u4e89\u4e5f\u6bd4\u4ee5\u5f80\u66f4\u52a0\u6fc0\u70c8\u3002\u5728\u8fc7\u53bb\u7684\u51e0\u5929\uff0c\u6211\u4eec\u770b\u5230\u4e86\u80a1\u4ef7\u7684\u53cd\u5f39\uff0c\u65f6\u95f4\u4f1a\u544a\u8bc9\u6211\u4eec\u8fd9\u6b21\u7684\u53cd\u5f39\u662f\u5426\u662f\u6682\u65f6\u7684\uff0c\u6295\u8d44\u8005\u662f\u5426\u5c06\u4e0d\u5f97\u4e0d\u4e3a\u66f4\u591a\u7684\u6ce2\u52a8\u505a\u597d\u51c6\u5907\u3002\u76ee\u524d SaaS \u516c\u53f8\u6574\u4f53\u7684\u4f30\u503c\u500d\u6570\u7684\u4e2d\u4f4d\u6570\u662f NTM \u6536\u5165\u7684 7.1 \u500d\uff0c\u56de\u987e NetSuite \u548c Salesforce \u8fd9\u6837\u7684\u516c\u53f8\uff0c\u5b83\u4eec\u572808\u5e74\u91d1\u878d\u5371\u673a\u671f\u95f4\u662f\u8868\u73b0\u6700\u597d\u7684\u516c\u53f8\uff0c\u9274\u4e8e\u8fd9\u4e24\u5bb6\u516c\u53f8\u7684\u6700\u4f4e NTM \u6536\u5165\u500d\u6570\u4e3a 1-2 \u500d\uff0c\u5176\u4ed6\u516c\u53f8\u53ef\u80fd\u8fd8\u4f1a\u6709\u66f4\u591a\u7684\u4e0b\u8dcc\u3002<\/span>\n <\/section>\n
    \n \u00a0
    <\/span>\n <\/section>\n
    \n
    \n
    \n

    \n 1<\/span>\n <\/p>\n

    \n
    \n
    \n
    \n \n <\/section>\n
    \n \n <\/section>\n
    \n
    \n
    \n

    \n \n \u4e3a\u672a\u6765\u505a\u51c6\u5907<\/strong>\n <\/span>\n <\/p>\n <\/section>\n <\/section>\n <\/section>\n

    \n \n <\/section>\n
    \n \n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n <\/section>\n
    \n \u6bcf\u4e00\u5bb6 SaaS \u516c\u53f8\uff08\u5305\u62ec\u81ea\u7531\u73b0\u91d1\u6d41\u4e3a\u8d1f\u7684\u516c\u53f8\uff09\u90fd\u5e94\u8be5\u505a\u597d\u5145\u8db3\u7684\u51c6\u5907\uff0c\u4ee5 10 \u500d\u4e8e NTM \u6536\u5165\u7684\u7a33\u5b9a\u72b6\u6001\u8fdb\u884c\u4ea4\u6613\u3002\u8fd9\u53ef\u80fd\u610f\u5473\u7740\uff0c\u4e00\u4e9b\u4f30\u503c\u8f83\u9ad8\u7684\u516c\u53f8\uff0c\u5176\u6536\u5165\u589e\u957f\u9700\u8981\u8fdc\u8d85\u51fa\u6295\u8d44\u8005\u6700\u521d\u7684\u9884\u671f\u6c34\u5e73\u624d\u80fd\u201c\u8d5a\u94b1\u201d\u3002\u5982\u679c\u4e00\u5bb6\u975e\u4e0a\u5e02\u516c\u53f8\u51ed\u501f 1000 \u4e07\u7f8e\u5143\u7684 ARR \u83b7\u5f97\u4e86 10 \u4ebf\u7f8e\u5143\u4f30\u503c\uff0c\u90a3\u4e48\u5b83\u53ea\u6709\u7ee7\u7eed\u5feb\u901f\u589e\u957f\uff0c\u5e76\u4e14\u5c06 ARR \u63d0\u5347\u81f3 1 \u4ebf\u7f8e\u5143\u624d\u80fd\u83b7\u5f97\u4e0e\u5982\u4eca\u4e0a\u5e02\u516c\u53f8\u76f8\u540c\u7684\u5e02\u503c\u3002\u4e8c\u7ea7\u5e02\u573a\u7684\u6295\u8d44\u8005\u5e76\u6ca1\u6709\u53ea\u770b\u91cd\u4f01\u4e1a\u7684\u589e\u957f\u3002\u589e\u957f\u548c\u6548\u7387\u662f\u51b3\u5b9a\u4f30\u503c\u7684\u91cd\u8981\u56e0\u7d20\u3002\u4e0d\u7ba1\u662f\u4e0a\u5e02\u8fd8\u662f\u975e\u4e0a\u5e02 SaaS \u516c\u53f8\uff0c\u5b83\u4eec\u9700\u8981\u91cd\u65b0\u8003\u8651\u8fd0\u8425\u8ba1\u5212\u624d\u80fd\u52a0\u901f\u516c\u53f8\u7684\u589e\u957f\u548c\u6548\u7387\u3002\u867d\u7136\u8bb8\u591a\u516c\u53f8\uff08\u5305\u62ec\u975e\u4e0a\u5e02\u516c\u53f8\uff09\u90fd\u5728\u5bf9\u516c\u53f8\u7684\u4f30\u503c\u9884\u671f\u8fdb\u884c\u4e0b\u8c03\uff0c\u4f46\u662f\u5982\u679c\u516c\u53f8\u5728\u8ba1\u5212\u65f6\u7684\u5047\u8bbe\u51fa\u73b0\u4e86\u4e0d\u53ef\u9884\u671f\u7684\u4e0b\u964d\u8be5\u600e\u4e48\u529e\uff1fSalesforce \u548c NetSuite \u662f\u5426\u4f1a\u56e0\u5ba2\u6237\u8d2d\u4e70\u73af\u5883\u7684\u505c\u6ede\u800c\u653e\u6162\u811a\u6b65\uff1f\u4ea6\u6216\u662f\u5ba2\u6237\u51fa\u4e8e\u5bf9\u5e02\u573a\u7684\u6050\u60e7\u800c\u524a\u51cf\u5176\u5728\u4f01\u4e1a\u589e\u957f\u65b9\u9762\u7684\u6295\u5165\uff1f\u6bcf\u4e00\u5bb6\u516c\u53f8\u90fd\u5e94\u8be5\u5bf9\u6218\u7565\u89c4\u5212\u91cd\u65b0\u8c03\u6574\u00a0\u2014\u2014 \u4e0d\u4ec5\u662f\u6210\u672c\u56e0\u7d20\uff0c\u8fd8\u8981\u4e86\u89e3\u7531\u4e8e\u5b8f\u89c2\u56e0\u7d20\u7684\u53d8\u5316\u800c\u4ea7\u751f\u7684\u5bf9\u5ba2\u6237\u9700\u6c42\u7684\u5f71\u54cd\uff1a<\/span>\n <\/section>\n
      \n
    • \n
      \n \u968f\u7740\u5ba2\u6237\u8d2d\u4e70\u8f6f\u4ef6\u7684\u7d27\u8feb\u6027\u964d\u4f4e\uff0c\u9500\u552e\u5468\u671f\u5ef6\u8fdf\u4e86 10-15%\uff1b<\/span>\n <\/section>\n <\/li>\n
    • \n
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    • \n
      \n \u7531\u4e8e\u4e70\u5bb6\u7684\u51cf\u5c11\uff0c\u8425\u9500\u7ebf\u7d22\uff08MQL\uff09\u6216\u9500\u552e\u7ebf\u7d22\uff08SQL\uff09\u7684\u6210\u672c\u589e\u52a0\u4e86 10-15%\uff0c\u4e70\u5bb6\u8d2d\u4e70\u610f\u613f\u8fdb\u4e00\u6b65\u964d\u4f4e\u3002<\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \u7531\u4e8e\u9ad8\u7ba1\u8feb\u4f7f\u516c\u53f8\u8d2d\u4e70\u6574\u4e2a\u8f6f\u4ef6\u5806\u6808\uff0c\u8f6f\u4ef6\u7684\u9884\u7b97\u4f1a\u53d7\u5230\u51bb\u7ed3\u6216\u653e\u7f13\uff1b<\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \u8de8\u5883\u5356\u5bb6\u4f1a\u9519\u5931\u4ed6\u4eec\u7684\u914d\u989d\uff0c\u914d\u989d\u53c2\u4e0e\u7387\uff08\u8fbe\u5230\u914d\u989d\u7684\u6bd4\u4f8b\uff09\u4f1a\u4e0b\u964d\uff0c\u4ece\u800c\u5bfc\u81f4\u4e1a\u7ee9\u4e0b\u964d\u4ee5\u53ca\u66f4\u591a\u7684\u5ba2\u6237\u6d41\u5931\u3002<\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \u83b7\u5ba2\u6210\u672c\u4e0a\u5347\uff0c\u4e0e\u5176\u76f8\u5173\u7684\u6536\u5165\u53ef\u80fd\u5c31\u4f1a\u964d\u4f4e\u3002<\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \u4e3a\u4e86\u633d\u7559\u548c\u6fc0\u52b1\u90a3\u4e9b\u53d7\u80a1\u6743\u4ef7\u503c\u6ce2\u52a8\u5f71\u54cd\u7684\u5458\u5de5\uff0c\u57fa\u4e8e\u80a1\u7968\u7684\u85aa\u916c\u589e\u52a0\u5c06\u4f1a\u964d\u4f4e\u4e0a\u5e02\u516c\u53f8\u7684\u5229\u6da6\u3002\u5bf9\u4e8e\u975e\u4e0a\u5e02\u516c\u53f8\u800c\u8a00\uff0c\u5176\u671f\u6743\u6c60\u5c06\u4f1a\u66f4\u5feb\u8017\u5c3d\uff0c\u80a1\u6743\u7a00\u91ca\u7a0b\u5ea6\u4e5f\u4f1a\u66f4\u9ad8\u3002<\/span>\n <\/section>\n <\/li>\n
    • \n
      \n \u901a\u8d27\u81a8\u80c0\u5bfc\u81f4\u4e86\u5de5\u8d44\u7684\u4e0a\u6da8\uff0c\u4ece\u800c\u8fdb\u4e00\u6b65\u63d0\u9ad8\u4ea7\u54c1\u7684\u5b9a\u4ef7\u3002<\/span>\n <\/section>\n <\/li>\n <\/ul>\n
      \n \u4ee5\u4e0a\u7684\u6bcf\u4e00\u79cd\u60c5\u51b5\u72ec\u7acb\u770b\u5f71\u54cd\u5e76\u4e0d\u662f\u592a\u5927\uff0c\u4f46\u5982\u679c\u5c06\u5b83\u4eec\u52a0\u5728\u4e00\u8d77\uff0c\u5bf9\u516c\u53f8\u73b0\u91d1\u6d88\u8017\u7684\u5f71\u54cd\u5219\u662f\u5de8\u5927\u7684\u3002\u516c\u53f8\u7684\u58eb\u6c14\u4e5f\u4f1a\u968f\u7740\u88c1\u5458\u800c\u4e0b\u964d\u3002\u65e0\u8bba\u516c\u53f8\u5904\u4e8e\u4f55\u79cd\u9636\u6bb5\uff0c\u6bcf\u4e2a\u56e2\u961f\u90fd\u5e94\u8be5\u8003\u8651\u4ee5\u4e0a\u56e0\u7d20\uff0c\u4ee5\u4e86\u89e3\u4ed6\u4eec\u5c06\u4f1a\u4ece\u9884\u671f\u5916\u7684 20%\u00a0– 40% \u7684\u589e\u957f\u4e2d\u5f97\u5230\u4ec0\u4e48\u3002\u00a0\u60f3\u8981\u83b7\u5f97\u9884\u671f\u5916\u7684\u589e\u957f\u9700\u8981\u6295\u5165\u591a\u5c11\u73b0\u91d1\uff0c\u589e\u957f\u548c\u70e7\u94b1\u7684\u754c\u9650\u5728\u54ea\u91cc\u3002\u867d\u7136 Salesforce \u548c NetSuite \u7684\u6536\u5165\u5927\u5e45\u51cf\u7f13\uff0c\u4f46\u5176\u975e GAAP \u7684\u8425\u8fd0\u5229\u6da6\u7387\u4fdd\u6301\u5e73\u7a33\uff0c\u4f46\u5f88\u591a\u516c\u53f8\u5e76\u4e0d\u80fd\u50cf\u5b83\u4eec\u90a3\u6837\u3002\u6709\u4e00\u79cd\u89c2\u70b9\u662f\uff1aSalesforce \u548c NetSuite \u201c\u4e0d\u5e94\u8be5\u201d\u572808\u5e74\u91d1\u878d\u5371\u673a\u671f\u95f4\u653e\u7f13\u5bf9\u4f01\u4e1a\u589e\u957f\u7684\u6295\u8d44\uff0c\u56e0\u4e3a\u8fd9\u4f1a\u9519\u8fc7\u66f4\u5feb\u589e\u957f\u7684\u673a\u4f1a\u3002Salesforce \u548c NetSuite \u786e\u5b9e\u5e78\u5b58\u4e86\u4e0b\u6765\uff0c\u5e76\u6700\u7ec8\u5b9e\u73b0\u4e86\u589e\u957f\u3002\u867d\u7136\u6211\u4eec\u5f88\u96be\u7edf\u8ba1\u51fa\u7a76\u7adf\u6709\u591a\u5c11\u516c\u53f8\u6ca1\u80fd\u633a\u8fc7\u91d1\u878d\u5371\u673a\uff0c\u4f46\u4e00\u5b9a\u6709\u5f88\u591a\u516c\u53f8\u6ca1\u6709\u4e3a\u9700\u6c42\u7684\u51cf\u5f31\u800c\u505a\u597d\u51c6\u5907\u3002\u8003\u8651\u5230\u5728\u8fc7\u53bb 6 \u4e2a\u6708\u7684\u65f6\u95f4\u91cc\uff0cSaaS \u516c\u53f8\u7684\u5e02\u503c\u7ecf\u5386\u4e86\u5386\u53f2\u6027\u7684\u4e0b\u8dcc\uff0c\u8bb8\u591a\u975e\u4e0a\u5e02\u7684 SaaS \u516c\u53f8\u4f30\u503c\u53ef\u80fd\u4f1a\u56e0\u6b64\u53d7\u5230\u5927\u5e45\u8c03\u6574\u3002\u00a0\u8bda\u7136\uff0c\u5c3d\u7ba1\u5e02\u573a\u6b63\u906d\u9047\u4e25\u91cd\u7684\u9707\u8361\uff0c\u5f53\u4eca\u7684\u5e02\u573a\u673a\u4f1a\u6bd4\u4ee5\u5f80\u90fd\u8981\u5927\uff0c\u6211\u4eec\u4ecd\u5904\u4e8e\u4e91\u8ba1\u7b97\u6e17\u900f\u7684\u65e9\u671f\u9636\u6bb5\uff0c\u6709\u6570\u4e07\u4ebf\u7684\u4ef7\u503c\u6709\u5f85\u6316\u6398\u3002<\/span>\n <\/section>\n
      \n \u8bb8\u591a\u4f1f\u5927\u7684\u516c\u53f8\uff08\u5305\u62ec SaaS \u548c\u975e SaaS \u516c\u53f8\uff09\u90fd\u662f\u5728\u4e0a\u4e00\u6b21\u91d1\u878d\u5371\u673a\u4e2d\u8bde\u751f\u7684\uff0c\u6211\u4eec\u5341\u5206\u80af\u5b9a SaaS \u7b49\u79d1\u6280\u884c\u4e1a\u7684\u6700\u4f73\u65f6\u523b\u5373\u5c06\u5230\u6765\u3002\u6b64\u5916\uff0c\u4e0e08\u5e74\u91d1\u878d\u5371\u673a\u4e0d\u540c\uff0c\u5f53\u4eca\u4f01\u4e1a\u80fd\u591f\u5728\u5168\u7403\u8303\u56f4\u5185\u8fdb\u884c\u62db\u8058\uff08\u63d0\u9ad8\u5458\u5de5\u8d28\u91cf\u5e76\u964d\u4f4e\u6210\u672c\uff09\u3002\u867d\u7136\u5e02\u573a\u76ee\u524d\u4ecd\u5904\u4e8e\u4e00\u4e2a\u8270\u96be\u7684\u9636\u6bb5\uff0c\u4f46\u6700\u4f18\u79c0\u7684\u516c\u53f8\u5f80\u5f80\u80fd\u591f\u5728\u5e02\u573a\u4f4e\u8ff7\u7684\u65f6\u5019\u53d6\u5f97\u9886\u5148\u3002\u00a0\u6700\u6709\u5e0c\u671b\u83b7\u5f97\u6210\u529f\u7684\u516c\u53f8\u4e0d\u662f\u62e5\u6709\u4e00\u4e2a\u5de8\u5927\u7684\u5e02\u573a\u3001\u4ea7\u54c1\u3001\u56e2\u961f\u548c\u4f18\u79c0\u6307\u6807\uff08\u5355\u4f4d\u7ecf\u6d4e \/ \u81ea\u7531\u73b0\u91d1\u6d41\uff09\u7684\u516c\u53f8\uff0c\u4e5f\u4e0d\u662f\u80fd\u591f\u5728\u65b0\u5174\u5e02\u573a\u5360\u636e\u9886\u5bfc\u5730\u4f4d\u7684\u516c\u53f8\uff0c\u800c\u662f\u80fd\u591f\u9002\u5e94\u5e02\u573a\u5e76\u5728\u52a8\u8361\u4e2d\u5b58\u6d3b\u4e0b\u6765\u7684\u516c\u53f8\u3002<\/span>\n <\/section>\n
      \n \n \n *\u6587\u7ae0\u7ffb\u8bd1\u81ea\uff1ahttps:\/\/www.meritechcapital.com\/blog\/2022-saas-crash\uff0c<\/span><\/em>\u5982\u9700\u539f\u6587\u8bf7\u4e0e\u6211\u4eec\u8054\u7cfb\u3002<\/span>\n <\/em>\n <\/span>\n <\/section>\n
      \n \n \u6211\u4eec\u662f\u4ee5\u7b2c\u4e00\u6027\u539f\u7406\u7814\u7a76\u4e3a\u57fa\u7840\u7684\u4e13\u4e1a\u673a\u6784,\u6b22\u8fce\u5173\u6ce8\u548c\u7559\u8a00\u3002<\/span>\n \n <\/span>\n <\/section>\n
      \n \u5fae\u4fe1\u53f7: Alexqjl<\/span>\n <\/section>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"

      \u6301\u7eed\u8fd1 12 \u5e74\u7684\u79d1\u6280\u80a1\u725b\u5e02\u7ed3\u675f\u4e86\u3002SaaS \u516c\u53f8\u7684\u5e02\u503c\u5728\u65b0\u51a0\u75ab\u60c5\u671f\u95f4\u83b7\u5f97\u4e86\u5927\u5e45\u4e0a\u6da8\uff0c\u5e76\u5728 2021 \u5e74\u5e95\u8fbe\u5230 […]<\/p>\n","protected":false},"author":1,"featured_media":1036,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[18,8],"tags":[],"_links":{"self":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/163"}],"collection":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=163"}],"version-history":[{"count":1,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/163\/revisions"}],"predecessor-version":[{"id":326,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/posts\/163\/revisions\/326"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=\/wp\/v2\/media\/1036"}],"wp:attachment":[{"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=163"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=163"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/blog.cloud500.ai\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=163"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}