The question on every Salesforce-watcher's mind is: Where will Block head to next? While he hasn't said anything just yet, analysts at RBC Capital Markets think Workday, Oracle or Amazon Web Services could be the logical places for Block to end up. , Block played a crucial role in building out Salesforce's sales strategy — particularly in building traction in selling to specific industries like healthcare and government.
It was considered a huge coup for Salesforce when Block came on board after leaving Oracle. Benioff was known for his public feuds with his former mentor, Oracle founder Larry Ellison, and the companies have been archrivals since Salesforce first came into existence. "The opportunity to re-position Oracle as a cloud infrastructure and application software leader would potentially put Keith in the same conversation as [Microsoft CEO] Satya Nadella in terms of corporate turnaround master-strokes," Zukin said. "While we view this scenario as exceedingly less likely, given the tragic passing of Mark Hurd we believe that there is a rare opportunity to heal old wounds.
"In our view, Keith Block's history of selling to CSuite executives would be a significant positive and possibly an accelerant to the company's push in Cloud Financials. In addition, we believe that his expertise running vertical go-to-market motions could dramatically improve Workday's nascent efforts," Zukin said.
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