Abstract geometric composition illustrating salesforce bought a personality it cannot keep

December 2020 ยท Brand Strategy

Salesforce Bought a Personality It Cannot Keep

Twenty-eight billion dollars buys the product, the users and the logo, and buys exactly none of the reason people liked it.

The news reached me inside Slack, which is the joke and also the problem. A former colleague pasted the headline into a channel I still have notifications on, someone answered with a crying emoji, someone else answered with the party parrot, and within four minutes there were nineteen messages about the future of a product we were all currently standing in.

Twenty-eight billion dollars. That is a serious number and I have no quarrel with it as a business decision. Salesforce wanted the place where work happens and it bought the best one.

My quarrel is with what people believe that number buys.

It buys the product, the customer base, the category position and the logo. Those are real assets and they transfer cleanly, on a spreadsheet, in a quarter. What does not transfer is the thing people actually mean when they say they like Slack: the loading screen jokes, release notes that read like a human wrote them at their own desk, the feeling that the software was built by people who had also sat through a bad meeting.

Personality is not an asset you can buy. It is a behavior, and behaviors only survive when the people performing them keep the authority to perform them.

I have watched this from inside brand strategy rooms. The integration deck always has a slide promising the acquired brand will retain its distinct voice. Everyone nods. Then legal reviews the release notes, then the enterprise team asks whether the joke tests well with CIOs in regulated industries, then someone senior decides the loading screen copy should reference the platform. Eighteen months later the voice is gone and nobody can point to the meeting where it died. There was no meeting. There were forty small ones.

Unilever kept Ben & Jerry's weird because it wrote independence into the deal and gave an outside board real power to defend it. Google bought Nest and turned a design company into a product line. Facebook bought Instagram and let it run, until it did not. The pattern is not about intentions. Acquirers almost always intend to preserve what they paid for. The pattern is about who gets to say no, and whether that person is still on the org chart in year three.

So the question to ask about any acquisition, yours included, is not whether the voice will be protected. Everyone says yes to that. Ask who signs off on the copy in eighteen months, and what happens to them when they defend something odd against a revenue argument.

Acquirers almost always intend to preserve what they paid for.

Barnaby sat on my keyboard most of the afternoon while I wrote this, entirely indifferent to enterprise software consolidation, which is the correct posture. Truffles wanted dinner at four. Twenty-eight billion dollars, and neither of them noticed a thing.