错过SaaS，就是错过这个时代

ToB老人家2021-06-21

01 人生最重要的决定 6年前，我作出了人生最重要的一个决定：转行！那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。 2013到2015年中国SaaS融资趋势当时，作为典型的欧美企业，全球第二大软件公司（第一是微软），Oracle的福利非常优渥：有竞争力的薪酬，没有996，外加超长年假和各种培训机会。但是我毅然放弃这一切，...

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Ivan6096
·2021-06-23
好好研究投資Saas相關股票
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多空刺客
·2021-06-22
還可以
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hjfd
·2021-06-22
又想騙我去saas上班
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美美滴玩
·2021-06-22
確實很有魄力
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Yucy_TG_Mini
·2021-06-22
thumb up
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yonglee7
·2021-06-22
[驚訝]
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起司_9213
·2021-06-22
你說的這一篇約等於沒說，就好像你在說別錯過垂直電商一樣。錯過了垂直電商就錯過了整個時代。也對，也不能說對，你說的是一個產業，這個產業肯定會存在，但企業是一水又一水。
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鹅蛋
·2021-06-22
通篇看下來，沒搞懂SaaS到底是什麼？
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超越梦想北京
·2021-06-22
有多少saas公司死在路上，別鼓吹了
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ongbengtee
·2021-06-22
wow
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在人生旅途
·2021-06-22
感謝分享
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风雪腊梅
·2021-06-22
[真香] [真香] [真香]
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Ivan55
·2021-06-22
Great
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达芬奇密码
·2021-06-22
白鴉很靠譜，但國內SaaS要分出勝負還要至少十年。
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IronChives
·2021-06-22
口號喊的比唱的好聽
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yong168
·2021-06-21
早起的?比較容易找到吃
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土豆烧肉
·2021-06-21
Saas類似於軟件定製，即軟件即服務，通俗點講就是到手就能用的軟件。相對像oracle提供的數據庫是paas即基礎服務需要應用層來實現具體軟件，像亞馬遜提供的iaas即是基礎設施，比如計算服務器帶寬等
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hngling
·2021-06-21
Well said
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猛逃
·2021-06-21
瞎白話一氣[白眼]
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取经
·2021-06-21
國內saas微盟和有贊誰是龍頭?$Shopify Inc(SHOP)$$微盟集團(02013)$$中國有贊(08083)$ $蔚來(NIO)$
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人生最重要的决定\n6年前，我作出了人生最重要的一个决定：转行！\n那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。\n\n2013到","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"To miss SaaS is to miss this era","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e0445cfdfe0ccfd59089cf1adf739ebc","symbols_score_info":{},"content_text":"01 人生最重要的决定\n6年前，我作出了人生最重要的一个决定：转行！\n那时我还在如日中天的Oracle公司，虽然传统软件仍然是各大企业的首选，但在资本的助推下，中国SaaS开始崭露头角。\n\n2013到2015年中国SaaS融资趋势\n当时，作为典型的欧美企业，全球第二大软件公司（第一是微软），Oracle的福利非常优渥：有竞争力的薪酬，没有996，外加超长年假和各种培训机会。但是我毅然放弃这一切，选择加入一家SaaS创业公司，就在于我已经强烈感受到，传统软件正在走向衰败，未来一定属于SaaS。\n更关键的是，我意识到，对于我们这些平凡的IT人来说，SaaS将是这个时代最好的机遇。我甚至认为，错过SaaS，就是错过这个时代。\n02 时代的趋势\n2017年，美团CEO王兴在一场名为“互联网下半场“的演讲中表示：互联网创业的一个重要方向就是深度扎到细分行业里去。要了解行业的方方面面，去改造行业、创造新的价值。王兴说：“以美团点评为例，之前更多都是做团购、外卖，服务于C端。但是现在开始更多介入B端业务，比如餐厅管理等。”\n在中国，移动互联网已经深刻改变了每个人的生活。据中国互联网络信息中心统计，截至2020年12月，中国手机网民已达9.86亿。而据前瞻产业研究院统计，截止2020年12月，中国手机网民网民平均上网时长已达到5.72小时/天。\n当大部分中国人已经成为智能手机重度用户，意味着企业也必须顺应时代潮流，将产品和管理都迁移到移动互联网上。\n但是，对于软件产业来说，移动互联网不仅仅是APP那么简单。更深层次的理念在于：以用户为中心，重视移动端体验；持续迭代，快速调整。而相对于传统软件，中国SaaS无疑更符合移动互联网的理念。企业逐步用SaaS软件替换原有传统软件，是大势所趋。\n03 掌控自己的工作\n相信很多做内部系统的产品经理，都有过深深的无力感：产品部门是辅助部门，永远都围绕着业务部门转。如果业务部门能力强还好，无非是辛苦一点，还能够享受公司成长的红利；如果碰到业务部门能力欠缺，或者公司业务打不开局面，单靠产品部门就很难有突破。甚至产品经理还可能成为替罪羊：业务没有进展，产品经理还留着干嘛？\n作为SaaS产品经理，就很少有这种烦恼。\n首先，软件产品就是SaaS公司的盈利主体，这就意味着，相对于其他部门，产品部才是最核心的业务部门。产品经理不需要看其他业务部门的脸色。\n其次，大多数成功的SaaS公司，都是通过一套标准化产品满足海量客户的需求。不会因为某一个客户的要求，而影响产品的整体规划和设计。为了降低产品经理受到的干扰，让他们集中精力构建最优秀的产品，在SaaS公司，产品经理往往具有高度自主权。这种自主权包括：需求真伪判定、优先级判定等等。\n一位SaaS创始人对我说：“在我们公司，客户和销售说了都不算，产品迭代以产品部为主，否则产品就会变得很臃肿”。实际上，在SaaS公司，这种规则非常普遍。\n因此，作为SaaS产品经理，比内部产品经理更能掌控自己的工作。\n04 平凡人的机遇\n在传统软件时代，Oracle、SAP都是多个行业通吃，比如华为、联想、大众汽车、中国银行、阿里巴巴都是他们的客户。这得益于，他们可以根据每个客户的需求进行大规模二次开发，因此对产品标准化能力要求相对较低。\n但在SaaS时代，对产品标准化能力要求更高，还必须同时兼顾良好的用户体验。为了实现这一点，大部分SaaS产品不得不聚焦于少数行业或领域。比如，即便是市值已经超越Oracle的Salesforce（截止2021/6/19数据），其SaaS产品仍然聚焦于CRM领域。而Workday、Slack、Shopify则分别在HR、办公协同和电商领域成为千亿甚至万亿元市值的SaaS企业。\n同样，中国SaaS也多为垂直化产品。比如，CRM领域的销售易，HR领域的北森，电商领域的有赞等等。这就意味着，各行各业的客户需要更多的SaaS产品。\n不同于BAT等企业看重名校背景，SaaS公司更看重对B端业务的理解。因此，对于中小厂出身的产品经理或者其他岗位来说，转型SaaS才是更靠谱的机会。\n另外，相对于国外，中国SaaS起步较晚，还有很大的发展空间。截止到2021年6月19日，国外已经有Adobe、Salesfore、Shopify等市值超10,000亿元的SaaS企业。而在中国，率先上市的SaaS企业有赞和微盟，同期市值均不到400亿元，和国外SaaS巨头存在数量级的差异。\n但是，对于我们来说，越早进入一个朝阳行业，越早能够享受到行业发展的红利。\n05 改变世界\n为什么我离开世界知名的Oracle公司，跳槽到名不经传的创业公司？因为梦想的召唤。\n人生就像一条河流，重要的不是出身高贵，而是连绵不绝、福泽众生。伟大的人生，就如同亚马孙河，蜿蜒6400公里，哺育了南美大陆40%的面积。\nSaaS经营的核心，是通过标准化产品，服务海量企业。这就意味着，我们设计的产品，可以传播到千千万万企业，给他们带来更轻松的工作方式和更高的利润。想象一下，你设计并上线了一个小功能，第二天就能被上千家企业使用，这是多么有成就感的事情。而且，即便离开了公司，我们曾负责的产品，仍然会源源不断造福社会，成为我们人生的名片。\n比如，我曾经负责过一款面向中小企业的订单管理SaaS产品，将它从乏人问津迭代到订单数量几倍的增长；我还曾经负责过一款面向大型企业的渠道管理SaaS产品，不但实现了0到1，还亲自参与拿下标杆客户。这两款产品目前发展都很不错，虽然我不再负责，但是它们身上已经留下我不可磨灭的烙印。\n因此，选择做SaaS产品经理，就像选择做一条静水长流的小河：它不太可能波澜壮阔，但它很可能蜿蜒绵长，生生不息。\n06 最接近CEO的人\n作为SaaS公司最核心的岗位，SaaS产品经理需要具备全方位的能力，以及追求极致的工作态度。\n除了一般B端产品经理需要具备的业务梳理、产品设计等能力，SaaS产品经理还必须具备较强的商业意识和Owner意识。\n客户为SaaS产品的使用权付费。因此，产品的定位、与客户业务的匹配度会在很大程度上决定一个产品的命运，进而影响到公司的收入和前景。如果产品经理缺乏商业意识，以及追求极致的工作态度，只能被动按照领导或者客户的要求设计产品，这样的产品经理就很难独当一面。\n为了降低企业培训成本，降低人才门槛，SaaS产品非常追求高可用，即不需要培训就能够上手操作。同时，操作效率也非常重要，因为有时候哪怕只是多点击一下，也会对业务人员造成很重的操作负担。这就倒逼SaaS产品经理设计好每一个产品细节。\n成为SaaS产品经理，就意味着需要不断提升商业意识、打磨极致化的工作态度。因此，我认为，优秀的SaaS产品经理，是最接近SaaS公司CEO的人。\n07 不要错过SaaS\n中国SaaS才刚起步。作为传统软件的颠覆者，SaaS还有很长的路要走。比如：\n\n追求标准化的SaaS，如何满足大企业的个性化需求？\n各自为政的垂直型SaaS，如何满足大企业一站式解决方案的需求？\n面对缺乏人才和管理能力的小微企业，如何通过SaaS真正为他们赋能？\n数字化浪潮下，如何满足企业转型咨询的需求？\n智能时代，SaaS如何与AI融合？\n全球化背景下，中国SaaS如何走向世界？\n\n在新事物面前，普通人看到的是困难，而高手看到的则是机会。\n中国SaaS并不完美，应该说，问题还不少。但是，对于一个代表趋势的事物，问题越多，机会越大；越不完美，越有可期。\n这是最坏的SaaS，也是最好的SaaS。不要错过SaaS，就像不要错过这个时代。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":123102623,"gmtCreate":1624411058262,"gmtModify":1703835808904,"author":{"id":"3583931290753281","authorId":"3583931290753281","name":"Ivan6096","avatar":"https://static.tigerbbs.com/8975d855d6a5afe2a1b3bb1aad76892d","vip":1,"crmLevel":6,"crmLevelSwitch":1,"authorIdStr":"3583931290753281","idStr":"3583931290753281"},"htmlText":"好好研究投資Saas相關股票","listText":"好好研究投資Saas相關股票","text":"好好研究投資Saas相關股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/123102623","repostId":1171966944,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":120795619,"gmtCreate":1624336451631,"gmtModify":1703833840689,"author":{"id":"3505947140884708","authorId":"3505947140884708","name":"多空刺客","avatar":"https://static.tigerbbs.com/6cfb907115c2d957b6aea0333aeeb06e","vip":1,"crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3505947140884708","idStr":"3505947140884708"},"htmlText":"還可以","listText":"還可以","text":"還可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120795619","repostId":1171966944,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":120635275,"gmtCreate":1624321144197,"gmtModify":1703833299754,"author":{"id":"150944172581572","authorId":"150944172581572","name":"hjfd","avatar":"https://static.tigerbbs.com/c71f2c80b9f5ac336b495eda7cb89b3a","vip":1,"crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"150944172581572","idStr":"150944172581572"},"htmlText":"又想騙我去saas上班","listText":"又想騙我去saas上班","text":"又想騙我去saas上班","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120635275","repostId":1171966944,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":120848649,"gmtCreate":1624319900881,"gmtModify":1703833237826,"author":{"id":"3432436743234777","authorId":"3432436743234777","name":"美美滴玩","avatar":"https://static.tigerbbs.com/adc1ae21ba1a5565fd00de55225ea9cd","vip":1,"crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3432436743234777","idStr":"3432436743234777"},"htmlText":"確實很有魄力","listText":"確實很有魄力","text":"確實很有魄力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120848649","repostId":1171966944,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":120889368,"gmtCreate":1624318858854,"gmtModify":1703833176607,"author":{"id":"3579390342643959","authorId":"3579390342643959","name":"Yucy_TG_Mini","avatar":"https://static.tigerbbs.com/229ce2f597d1d8482ba0e89e0cbef80b","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"3579390342643959","idStr":"3579390342643959"},"htmlText":"thumb 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said&nbsp;","listText":"Well said&nbsp;","text":"Well 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