SALESFORCE.COM & SIEBEL Salesforce.com Financial Performance '00‐'05 Siebel Financial Performance '00‐'05 $350 350% $2,500 25% 300% 20% $300 250% $2,000 15% $250 200% 10% $200 150% $1,500 5% l l Mi Mi 100% 0% $ $ $150 50% $1,000 ‐5% $100 0% ‐10% ‐50% $500 ‐15% $50 ‐100% ‐20% $0 ‐150% $0 ‐25% 2000 2001 2002 2003 2004 2005 2000 2001 2002 2003 2004 2005 Revenue Opex Revenue Growth EBIT Margin Revenue Opex Revenue Growth EBIT Margin •Tailor sales message to environment •Understand your true customers •Take advantage of competitors’ weakness •Value of quick ROI and low cost