I already bought and sold CRM using my RSI2 strategy, made a little money on the dip.
Just like we have 2 dominant players in cell phones (Apple and Google), we have 2 dominant players in business software. However, it looks a little different. Microsoft is the epitome of the ‘suite’ world, an all in one vendor that provides everything for you. The other world is not 1 company, but the entire Silicon Valley. They are the ‘best of breed’ world, you get the best app for that task and then integrate it with your other apps using open APIs. So you use Google for email, SalesForce for CRM, Zendesk or Servicenow for support, Slack for messaging, etc etc.
And just like there is plenty of room for two mobile OS’s, there’s room for two worlds in business software. Both slack and Teams will survive and thrive. SalesForce is just leading the Silicon Valley world as they were the first true SAAS company.