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TUESDAY, NOVEMBER 24, 2009

Sridhar: Let me address this. Our target is really SMB’s. What I mean by that is we don’t have an enterprise sales force like say Oracle or SIP or Salesforce.com. So that is what is different. So we have a product that is addressed to a market and we don’t have a sales force addressing those enterprise markets. So that is what is really different and when I say we focused on SMB’s I mean in terms of the sales in marketing strategy. It does not mean large companies don’t ever come to us, they do and we have conversations. I can’t really comment on any specific companies but we do have engagements in companies but our focus is serving the SMB’s. What I mean by enterprise market is addressing them through an enterprise sales force. That I have a philosophical problem with it because if you look at a company like Salesforce and how much money they are spending on their enterprise sales force and the marketing associated with it, I find that just too much. I am not going to spend that much of money to reach that market. This is what I like to say we are like really southwest airlines we have simple business model, low prices and so that targets a lot of consumers but also lot of business people fly but they don’t specifically target business users like we have a business class, we have special services, you know how Southwest operates its exactly the same way. Our product that is really good for the SMB, priced well, enterprises like that price so they come to us but just like Southwest we don’t actually roll out a business class fare for them and happens to call the model because that is what bloats your cost which is why Southwest is profitable while the others companies who are traditional carriers are not profitable. That is really the business model difference.

Kamla: Do you consider yourself lucky because of what has happened at the economic side with the meltdown. One of the things that is going to happen next year is there is going to be a drastic cut of IT spending. Enterprises have already said that so for the next 12 to 24 months there is going to be huge change in the way spending is going to occur in the IT industry. How are you evaluating your opportunities and preparing Zoho to take advantage of that because I know during weekend time looking at the economic landscape of the world so I am assuming that you have already come up with some kind of a marketing strategy to reposition Zoho.

Sridhar: To be honest I have been an economic pessimist for a several years now simply because of all the bubbles I have watched during 2006 for example like I have been pessimistic about this and so we have already well positioned for that in a way that is part of what has informed us about this kind of a low cost strategy. I felt that it would stand the test of time you know bad economy to do well. And because I was a pessimist so that is why we adopted this strategy of low price-low cost strategy because I felt that would do well in difficult times. Having said that I definitely don’t think it is going to be a markable part even for us. Even for us it is going to be difficult, spending is going to be cut across the globe, even if you are an expensive vendor or a cheap vendor it does not really matter it is going to be cut and I don’t believe anyone is going to be immune. Recently I tell our people we are not going to be immune we have to face the music and it is going to be tough out there so we are mentally preparing ourselves for really tough times and our only hope is that differentially we will get to do better than Salesforce which has an expensive product.

Kamla: So you did not answer that question straight because in one of the previous answers you mentioned that Salesforce has this bloated enterprise sales group and yet the economist called you a dangerous guy because you could potentially take away money from the other competition and in some ways the changed economic landscape is going to aid you. So that is where I want you to answer that question in a very clear way with no marketing terms associated just plain and simple.

Sridhar: Yes, in difficult economic conditions companies large and small are going to look for bargains and look for a better value in their software spending and we hope to be there serving them and offering the right product with the right price, right price is important now.

Kamla: Would you drop down further?

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Anonymous Said:


I like the directness and total honesty of yours Sridhar. That is remarkable. Hats off to that - I am sick and tired of listening to the political, diplomatic and ignorant comments of CEOs in Indian IT (well mostly IT services!), like: Krish G of Infy says - in Dec 2007 - Downturn will not have any impact. Now after 1 year it will be 15% growth! S. Ramadorai of TCS says - We are not bothered about our some financial clients being lost. Now says we are living in unpredictable times! NASSCOM Chief now - S. Mittal - Shall I say something?? The list is distinguished and endless. What hurts me most is that they are playing with many young professionals who come to IT for the lure of money. What is wrong in saying - I do not know actually. How hard is to say that??? Personally I am not surprised as I know the many PM/GM/TM/DM etc in their companies have not written a single piece of code in their entire career. But why these guys keep on ducking the truth??? On the other hand I do not agree with your data and application rebel theory. Application will always be there to control data. If you talking of data neutrality, I am really sorry. This is a long haul. We all know how they are collaborating in language front (IDL came and went, ...then XML is new fashion now) or in market front say OSS/BSS interoperability. Loooooooong battle, no victory or loss in sight yet. Btw, (not important at all) but I guess the number of IITians is perhaps more. You, Tony, Shailesh and Sekar are from IIT (=4). But it is totally meaningless as I have seen in software. IIT/IIM etc do not matter and I respect your candor on that. May be high time GOOG, MSFT, YHOO learn something from here. So also IIT/IIM guys - recently I was talking to one and I was suffocated with the arrongance within minutes.

Posted On 12/18/2008 5:41:15 AM
Vivek Said:


Your interviews are great and I especailly enjoyed your conversation with Sridhar Pembu- here is an original thinker who is very clear in his goals and direct in approach and retains the ability to "reboot" and "reload" as necessary. However, you really need to have these available as podcasts so that they are not owned by the computer and are liberated to be listened to on the move.

Posted On 12/31/2008 4:00:24 AM