Success with Salesforce for Capital Markets

Success With Salesforce for Capital Markets Dushyant Pandya, salesforce.com VP, Product Strategy Track: Financial Services

Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]

Agenda ,[object Object],[object Object],[object Object],[object Object]

Institutional Research Functions Mobile Applications Organize/Attend Industry Conferences Meet Company Sales Force, Traders, I-Bankers Meet Company Management Call Prospects Make Client Presentations Event Management Contact Management Tick Sheet

Institutional Sales Functions Research Portfolio Managers Hedge Funds Banks Prospect for New Clients Existing Clients Manage Region Buy-side Analysts Mobile Applications Contact Management Morning Calls Optimized Coverage

Corporate Banking Universe of Relationships EMEA ,[object Object],[object Object],[object Object],[object Object],Corporate Finance Financial Advisory Service Capital Raising Asset Management US Japan Asia Verticals Product Groups Strategic Client Management Relationship Banking Securities / Capital Markets Client focuses

Scott Harper IBG Project Manager [email_address]

Shinsei Bank Overview ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Banking EMPLOYEES: 2,100 GEOGRAPHY: Asia, Europe PRODUCT(S) USED: SFA USERS: 250+

Key Strategies ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Customer Focus Integrity Accountability Teamwork Community Customer Focus Integrity Accountability Teamwork Community

Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Salesforce.com: Part of the Solution ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

System Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

System Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object]

Driving Adoption ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Results ,[object Object],[object Object],[object Object],We’re more organized around our customers and have a strong, well-used system that was easy to customize and initially implemented independent of IT support.

Key Success Factors ,[object Object],[object Object],[object Object],改善

Peter Coleman Director of Research & Head of Equities [email_address]

ThinkEquity Partners ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY: Financial Services EMPLOYEES: 200 GEOGRAPHY: USA PRODUCT(S) USED: Salesforce.com for Financial Services # USERS: 100

Key Strategy ,[object Object],[object Object],[object Object],[object Object]

Key Challenges ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Solution – Phase 1 ,[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

The Solution – Phase 2 ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

The Solution – Phase 2 (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

The Solution – Phase 2 (cont.) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS

How is Salesforce used? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Results ,[object Object],[object Object],[object Object],[object Object],[object Object]

Key Success Factors ,[object Object],[object Object],[object Object]

Summary ,[object Object],[object Object],[object Object],[object Object],[object Object]

Dushyant Pandya VP, Product Strategy Scott Harper IBG Project Manager Peter Coleman Director of Research & Head of Equities QUESTION & ANSWER SESSION

Don’t miss … ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

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Success with Salesforce for Capital Markets

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Success with Salesforce for Capital Markets