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More Deals Are Coming In SaaS

A takeover battle for Salesforce.com could draw lots of headlines in coming months. But regardless of whether that megadeal happens, one thing is certain: dealmaking throughout the subscription software industry will heat up.

To be sure, the subscription software industry has been a hotbed of deal activity for years. But big enterprise companies face growing pressure to show higher growth in their cloud software revenue than in the past. And the industry remains highly fragmented.

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“Customers generally have a preference for buying software in integrated suites, where you have all the suite functionality in one place.”