Note: The US group commented on the launch of its own cash register and directly “blocked†the two-dimensional fire. This is already the second positive confrontation between the new American and the two-dimensional fire. At present, the cash register has become a must for 2C to 2B or 2B to 2C companies. Without the cash register, the business will not be continuous. The experience of the merchant is one. Without the transaction link, the value of the catering SaaS will be greatly reduced. . The cash register has become a strategic fortress. Obviously, Xinmei is eager to suppress the two-dimensional fire at this stage, otherwise the threat will be too great in the future.
The water in the catering market is becoming more and more "squeaky". The US group commentary from the C-end market has continuously heard the voice of increasing the investment in the B-end service; in the B-end market, some have entered the catering ERP to raise the threshold of competition, and some have adopted the cash register system as the core. Extend user services.
But the things that come and go are all about catering services, and friction is inevitable.
For the first time in the industry, the competition for catering SaaS has reached such a fierce degree: the US group's comments directly limit the merchant's use of the two-dimensional fire cash register system, users can only manually enter the cash register information and use the cash register of the US group reviews. Choose between two.
From the screenshot of the circle of friends, Tang Yan is angry, not only because the US group to promote the two-dimensional fire to promote their own cash register system, more importantly - artificially caused the customer's business discontinuity, due to orders can not Direct access to the two-dimensional fire system, businesses need to manually order to the kitchen, it can be expected that many customers today will be suffering.
This is absolutely intolerable for an old 2B who has been in the SaaS circle for ten years.
Suddenly, the reporter interviewed Tang Hao, the founder of the two-dimensional fire, for the first time. He believed that there were more than 5,000 customers affected.
What kind of competition should come at the expense of the user experience?
1. The "3Q War" of TOB is launched at the touch of a button?
Wang Xing has set up too many "enemies", but he never thought that he was more concerned about "competition" than "borders."
From group buying to take-away, from taxi to payment, to retail, New America has done too much to make people feel that there is no border. However, Wang Xing is self-certifying - in May this year, Xinmei University has announced that it has achieved overall profitability.
However, Tang Yin said that his anger is not because of the attitude of New Beauty to "competition":
"The US Mission commented that there is no bottom line in this way. The first thing that affects the two-dimensional fire cashier system is the merchants. They are faced with either using the new US dollar cash register or not using anything. What is embarrassing, New Midland’s cash register has just been launched for more than a month, far from being mature, which is unfair to merchants.â€
Just like last year’s opening of the New Beauty, Tang Yan seems to have never been afraid of offending anyone. When someone influences the user experience because of competition, he will not hesitate to spray. There is a faint thing that insists on ten years of self-improvement.
In fact, the "war" of the new American and the two-dimensional fire is quite a bit of the taste of the 3Q war of the year, but it is more bloody than the 3Q war.
The war between Tencent and 360 began with the competition between the two users. The social relationship of the users was their own life for Tencent. The long-term dissatisfaction between the two sides finally detonated.
But in the end, even if the 360 ​​loses on the bright side, the user loses only the free anti-virus software that can quickly find alternatives, but that war is a choice between life and death for Tencent.
The confrontation between the new US and the two-dimensional fire, once the two-dimensional fire, the business is faced: the business software used to be familiar with the past can no longer be used, companies need to adapt to new products and services, especially for the replacement The experience and maturity of the product is far from the existing product.
Not only that, but since then, the merchant's traffic will be completely controlled by the new US, which means that after a short-term traffic dividend, the merchant will lose the initiative.
Don Juan thought that this war can't be lost, and it won't lose!
2. Two “firsts†in the catering SaaS market
Two-dimensional fire: the number of customers at the B end
Tang Hao is definitely one of the most famous entrepreneurs in the SaaS circle. Through the loan sharks, the story of entrepreneurship must be adhered to. The entrepreneurs who have failed in financing are regarded as the "Bible."
It was also after the two-dimensional fire took hundreds of millions of financing from Ant Financial, and people discovered that the original SaaS can also be so valuable!
Back to the business development situation, two-dimensional fire should be the absolute leader of the domestic catering SaaS market - 30,000 new retail enterprises, nearly 300,000 catering enterprises, more than a dozen of the top 50 catering enterprises in China are two-dimensional Fire customers.
Therefore, when competitors talk about numbers, Don Juan always dismissively - you are no more than my customers.
In addition to the product line of catering ERP and cash register systems, about two years ago, two-dimensional fire began to do financial services with catering enterprise credit as the core. The typical partners have such industry giants as CreditEase.
New America: The number of C-side users is number one
The new US big rises in the Hundred Regiments, and after the merger of the US and the public, there is almost no rival in the group buying market. At this time, it is logical to aim at a more comprehensive business system for catering companies.
The original massive C-end users, so that businesses have to pay attention to this "golden master" to bring their own traffic, Xinmeida is also confident, with the user resources in hand, it is not difficult to spur the catering enterprises to choose their own catering SaaS .
But the problem is also derived from this, the business is also worried - the traffic is controlled by the new US, the user did not really reach the hands of the business, once the new US does not provide services?
On the other hand, New America's product capabilities in catering SaaS are not as strong as their own estimates, and B-end users are the most critical, which makes the software business grow more pressure.
The direct result of this is: New America has established a technical team of more than 300 people, pixel-level "imitation" of two-dimensional fire products, trying to quickly create a mature SaaS product. However, in the face of the two-dimensional fire developed by more than 500 people, these 300 people are obviously not enough, and they can only copy their shape, but they can't get their soul.
However, at present, the ability of Xinmeida is still concentrated on C-side user resources, and the capacity of catering SaaS products is still insufficient.
3, the new American PK catering SaaS aborigines, in the end how to wrestle?
Xinmeida's business is far more than just catering SaaS, from group purchases, takeaways, to payments, taxis, etc., it has a huge business map.
There are three main types of competitors related to the new Meida catering service:
1. Takeaway service providers headed by hungry
After the acquisition of Baidu takeaway is hungry, and now in the takeaway service market and the US group takeaway courts. For the more and more out-of-the-box take-away service, even New America has to be highly valued.
2. Group buying platform headed by Baidu glutinous rice
The reason why Xinmeida can impress the business is that a large part of the reason comes from the huge user traffic in its hands, and group purchase is an important entry point for Xinmei’s long-term accumulation of traffic.
There are rumors that Baidu glutinous rice will soon be sold by Baidu. If the rumors are true, the new beauty will be a big one in the group buying field.
3. Catering SaaS Aboriginal
Xinmeida is also gradually realizing that it is necessary to pay attention to the business process problems of catering merchants and help them improve their operational efficiency. The market opportunities and development space are enormous.
As mentioned earlier, Xinmeida does not hesitate to imitate the two-dimensional fire products in the early stage. The cash register introduced this time is also produced by the same foundry.
In the field of food and beverage SaaS, New America faces far more challenges than the former two. SaaS and C-end products are not different, and the new Americans entered the field, compared with the SaaS aborigines such as two-dimensional fire, there is still a big gap.
Overall, the catering SaaS vendors that are at the forefront have relatively complete core products, and have started data-based financial services and marketing services. Its targeted users have also expanded from catering merchants to a wider range of retail businesses.
Xinmei and most of these catering SaaS manufacturers have carried out a certain degree of cooperation. Catering SaaS manufacturers are basically open to Xinmei. Including two-dimensional fire, customers like the cloud have launched their own open platform, and can cooperate with many ISV interfaces.
However, like Xinmei's consistent expansion strategy, in catering services, it is difficult to focus on providing services to users at a certain point, and other ways of cooperation. This means that in addition to the ability to borrow some catering SaaS service providers, it will do it by itself, which is relatively good for the new core business. For example: cash register.
Obviously, the two-dimensional fire has not yet reached the point where "you have no me", but the new American University has been unable to withstand it - if you can't control the two-dimensional fire at this stage, the threat in the future is too great.
The two are like athletes starting from both ends. They always meet in one place in the middle. What Xinmei University is doing at the moment is to let the two-dimensional fire run closer to this track.
If the merchant wants new traffic to bring traffic, he can only give up the catering SaaS system that may have been used satisfactorily in the past. Although they understand this, the traffic in front of them makes it difficult for them to give up.
This is a difficult problem for New America to the merchants.
The opportunity for Xinmeida is to “force†users to make choices based on their own traffic advantages, and polish their own catering SaaS before users are patiently exhausted. The shorter the time it takes to polish this product, the greater its odds.
Regardless of 2C to 2B or 2B to 2C, the cashier has become a battleground. Without the cash register, the business will not be continuous. The experience of the merchant is one. Without the transaction link, the value of the catering SaaS will be greatly reduced. The cashier became a strategic fortress, but "the side of the couch is letting others sleep?"
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