We have seen two factors drive customers to SAP for their CRM requirements.
There has been a move away from best-of-breed CRM software vendors towards companies like SAP that offer complete suites integrating CRM with other enterprise applications.
Customers turn to SAP for two reasons. One is the depth of our solution. The other is the enormous uncertainty of the alternative options.
The loss of a trophy CFO like this puts a very interesting question mark on Oracle. Right now, Oracle is doing a pretty good job of making SAP look like a better choice for customers.