Source: Beijing Business Daily

"profit growth" and "AI", the theme of "on the new" is clear. On May 21, Youzan launched a number of intelligent products and announced that it would change from a digital software company to an intelligent system operator. Youzan is on the SaaS (Software as a Service) track to help brand merchants set up shop online, mainly providing software, solutions and services to enterprise customers. Founder Bai Raven once calculated that the maintenance cost of digital tools is almost the same as the development cost, which is the key to the profit of SaaS enterprises. In 2023, the revenue of the praise camp decreased by 3% compared with the same period last year.Shamrockbingo.2%, but the deficit can be reversed. There is praise whether this change will become a signal for domestic SaaS enterprises to extricate themselves from difficulties, and the market is also waiting for the answer.

The consumer market has changed from incremental competition to stock operation, and the thinking of SaaS companies of service enterprises is also changing. On May 21, Youzan upgraded its products and services around "marketing transformation" and "repurchase distribution". The intelligent operation system is also a module introduced at great length by Zai executives.

In 2023, Youzan released the intelligent operation system plus my intelligence, which supports the intelligence of all products, such as Zanwei Mall, Youzanmen Store, Youzan CRM (customer relationship Management), Zanzan Intelligent Shopping Guide, Zan Enterprise Micro Assistant, Zanye, Tuan Tuan and other products. "We are planning to open up more AI applications combined with the scenario." Bai Raven revealed that at present, Canada Intelligence includes five application types: marketing content creation, function use assistance, data query and analysis, automatic task execution and business consulting suggestions.

In summing up the value of intelligent applications, Bai Raven mentioned three points: saving learning and operating costs, and reducing talent requirements.ShamrockbingoImprove the success probability of operation plan, reduce the cost of trial and error, improve performance, provide creative supply and accelerate iteration, and improve the ability of marketing transformation. "in the past, SaaS was an efficient tool with many functions, and SaaS with AI has become a creative tool for low-cost use," Bai Jay added.

This is consistent with the idea that you praise everything from software services to intelligent operations. "the result of technological development will always be equal rights. If we just stay at the level of doing digital software tools, we are actually fighting against devaluation. "White Raven has interpreted in detail that 40% of customers will not use software if they do not do services, which means that they will not renew.

According to Youzan's 2023 results, subscription solutions contributed 839 million yuan in revenue to Youzan, accounting for 57.9% of the total revenue, while merchant solutions contributed 606 million yuan in revenue, accounting for 41.9% of revenue. Revenue from subscription solutions mainly includes subscription fees for SaaS products and cloud service fees for each transaction that these merchants pay with consumers through SaaS products that exceed the predetermined transaction volume threshold. Revenue in 2023 fell 5.8% from the previous year, mainly due to a decline in the number of paying merchants.

Wang Qinglin, manager of Ruida Heng Research Institute, told Beijing Business Daily, "the SaaS platform has a tendency to continue to increase application modules, which can meet the one-stop needs of customers, but it will lead to continuous superposition of product functions, resulting in high maintenance costs in the later stage, and high barriers for users to use the products as they become more complex. AI can reduce the difficulty of users, improve the user experience, and alleviate the after-sales service of enterprises, but it requires service providers to grasp the needs of customers more accurately.

Coincidentally, in May 2023, Weimeng released WAI, an AI application product based on a large model. People familiar with the matter told Beijing Business Daily that Weimeng will release WAI Enterprise Edition in the second half of the year, which will create multi-model and multi-Agent AI applications for future operation and marketing.

Wei Wei, reporter of Beijing Business Daily.