@WayneSchulz - man oh man... there is a lot of stuff going on behind the scenes that have led to Salesforce's success. Here's some of them:
1. Salesforce was one of the first-movers for web-based sales automation solutions. This is a huge advantage as, over time, their gospel has spread as people move jobs.
2. Salesforce stayed focused on doing what they do - selling sales automation solutions (MS used to do this very well - don't get distracted when your competition does).
3. Salesforce sold directly to sales managers who could use their discretionary budgets to bypass approval processes with IT and accounting. This is huge. Their on-premise compeittion had sales cycles measured in 3, 6, 12+ months, Salesforce had a go - no go decision in weeks.
4. Salesforce, for a long period of time, spent roughly 50% of every revenue dollar on marketing and sales.
5. Salesforce still spends a ton on marketing and sales.
6. Salesforce doesn't have a channel and uses the extra margin for their marketing and sales.
I'm all for focusing on a single solution and have built my company on it. But I wouldn't attribute Salesforce's success to that fact.
The interesting thing is that now Salesforce has gotten so large, it will take amazing strength of character by their upper management to stay focused on what they do.
My guess is... because they are a public company and will need to answer the shareholder mentality, they will start to slowly unravel. There are a lot of things wrong with Salesforce already.
I'm not suggesting that they are going to lose their top dog status in the next few years but it will be interesting to see what happens.