赛诺贝斯首发GaaS：“增长即服务” 重构企服价值，启增长联营新局

Core Insights - The Chinese SaaS industry is facing unprecedented challenges, with many listed companies reporting significant losses, leading to the term "99% loss" being used to describe the current ecosystem [1] - Despite a GDP growth of 5.3% in the first half of the year, underlying issues such as declining PPI and low capacity utilization are exacerbating the situation [1] - A fundamental disconnect exists between SaaS providers and enterprise clients, as the former focus on software features rather than the latter's need for business outcome improvements [2] Group 1: Industry Challenges - The average sales gross margin for leading SaaS companies remains around 55%, but combined sales and R&D expenses exceed 65%, eroding profitability [1] - The average customer acquisition cost (CAC) has reached 130% of the first-year contract value (ACV), indicating structural losses with each new contract signed [4] - A report indicates that cross-department collaboration costs in Chinese SaaS companies account for 15% of revenue, significantly higher than international peers [3] Group 2: Proposed Solutions - The introduction of GaaS (Growth-as-a-Service) aims to redefine enterprise services by shifting the focus from software features to growth outcomes [5] - GaaS encompasses three revolutionary paradigms: restructuring value anchors from functionality to results, re-establishing responsibility systems for shared accountability, and evolving transaction models from subscription fees to value-sharing [7] - The GROWTH engine framework outlines a clear implementation logic for GaaS, emphasizing goal alignment, real-time integration, intelligent orchestration, workflow embedding, modular technology stacks, and human-AI synergy [8][10][11] Group 3: Future Outlook - GaaS faces several challenges, including balancing deep customization with scalability, the scarcity of skilled growth engineers, establishing trust mechanisms for fair evaluations, and managing systemic risks associated with performance-based contracts [13][14] - The initiative is a call for collaboration within the industry, inviting partnerships with pioneering companies, industry experts, and innovative technology teams to build a "Growth-as-a-Service" ecosystem [14] - The ultimate goal of GaaS is to shift the enterprise service industry away from a focus on functional competition towards a commitment to customer success and business growth [14]