Global Integrated Solutions Real Challenges. Real Solutions

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    Global Integrated Solutions Real Challenges. Real Solutions - Presentation Transcript

    1. Global Integrated Solutions: Real Challenges. Real Solutions. Geoffrey Capes, Deutsche Bank John Hegstrom, Informatica Anne Meskell, Thomson Financial Jeff Rossi, TD Ameritrade Track: Financial Services
    2. Safe Harbor Statement
      • “ Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements the achievement of which involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.  All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
      • The risks and uncertainties referred to above include - but are not limited to - risks associated with the integration of Sendia Corporation’s technology, operations, infrastructure and personnel with ours; unexpected costs or delays incurred in integrating Sendia with salesforce.com, which could adversely affect our operating results and rate of growth; any unknown errors or limitations in the Sendia technology; any third party intellectual property claims arising from the Sendia technology; customer and partner acceptance and deployment of the AppExchange and AppExchange Mobile platforms; interruptions or delays in our service or our Web hosting; our new business model; breach of our security measures; possible fluctuations in our operating results and rate of growth; the emerging market in which we operate; our relatively limited operating history; our ability to hire, retain and motivate our employees and manage our growth; competition; our ability to continue to release and gain customer acceptance of new and improved versions of our CRM service; unanticipated changes in our effective tax rate; fluctuations in the number of shares outstanding; the price of such shares; foreign currency exchange rates and interest rates.
      • Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time, including our Form 10-K for the fiscal year ended January 31, 2006. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor .
      • Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all.  Customers who purchase our services should make purchase decisions based upon features that are currently available.  Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
    3. Dennis Wall VP, Sales & Mktg. OKERE, Inc. [email_address] Dan Lammot Partner [email_address]
    4. OKERE, Inc.
      • Pioneers in SaaS Delivery
      • Strategic salesforce.com Partner for Financial Services (Gold Sponsor)
      • Strategic client management solutions firm focused on the SaaS market
      • 15,000+ Users Deployed
      • 10 Global Initiatives
      • AppExchange Industry Solutions:
        • Retail Wealth Management
        • Capital Markets
        • Corporate & Commercial Banking
        • Wholesale Banking & Insurance
        • Investment Banking
      INDUSTRIES: Financial Services, Insurance, Manufacturing, Consumer Goods, Energy GEOGRAPHY: Global OFFICES: New York, London, Hong Kong, Australia, Philippines AppExchange Data Management: IntegrationService.com
    5. OKERE Clients Leveraging our firm’s deep financial services and enterprise expertise, OKERE has been highly successful in Software-as-a-Service CRM delivery.
    6. OKERE CRM Delivery Model CRM Analysis Involve key stakeholders and executives during the analysis phase and continue their involvement to help achieve buy-in on the revenue potential and the path forward Quick Wins Business Integration System Integration Participation and Buy-In User Integration Business & Technology Assessment Focus on user adoption, training and executive sponsorship to make sure that the user base will effectively use the product to achieve both corporate and individual user goals
      • Information Architecture
      • Data Integration
      • Enterprise System Integration
      • Security Integration
      • Business Continuity Integration
      • Process Integration
      • Program alignment with business strategy
      • Design and Implementation of the User Interface
      • User Acceptance of Interface
      • Define CRM strategy and Business Case
      • Business Arch. Assessment
      • Enterprise Arch. Assessment
      • Start Pilot Program
    7. TD Ameritrade
      • Leading on-line financial services company
      • Recent merger of TD Waterhouse and Ameritrade
      • Program Details
        • 825 Users, 110 US Locations
        • 40 GB Data + 17 GB Data/year
          • 4MM Accounts, 5MM Contacts, 6MM Client Accounts
        • Real-time integration with ODS
        • Products: SFA, Informatica
      INDUSTRY: Financial Services EMPLOYEES: 4,000 GEOGRAPHY: US MAJOR PRODUCTS: on-line trading, long-term investment solutions, national branch system, independent investment advisors # ACCOUNTS: 6.1MM Speaker: Jeff Rossi, Director of Sales Development AVG TRADES/DAY: 221K
    8. Deutsche Asset Management
      • Leading global asset management organization (Division of Deutsche Bank)
      • $660B (USD) AUM
      • Program Details
        • 1000+ Users
        • Global deployment (10+ countries)
        • Asset Management – Institutional (Traditional and Insurance), Retail (Mutual Funds, Retirement, Financial Institutions Groups)
        • Products: SFA, Informatica, SSO
      INDUSTRY: Financial Services EMPLOYEES: 65,000 GEOGRAPHY: Global MAJOR PRODUCTS: Investment Management Funds… BRANCHES: 1,600 Speaker: Geoffrey Capes, Director, Client Relationship and Strategy, GTO
    9. Thomson Financial
      • Leading provider of information and technology solutions to the worldwide financial community
      • Subsidiary of Thomson Corporation
      • Program Details:
        • 800 Users
        • Deployment to US, Canada, Latin America, Europe, and Asia
        • Real-time integration with Customer Master, Dunn & Bradstreet, Product Master, TeamTrack (workflow) and Order Master
        • Planned integration for Contracts Authoring and Documentum
      INDUSTRY: Financial Services EMPLOYEES: 8,700 GEOGRAPHY: Global (22 countries) KEY PRODUCTS: Datastream, Thomson ONE, First Call, TradeWeb, Thomson AutEx REVENUES (2005): $1.9B Speaker: Anne Meskell, VP – Business Systems Group
    10. Informatica
      • Leading provider of enterprise data integration software and services
      • OKERE / Informatica Strategic Partnership
      • OKERE / Informatica customers:
        • Deutsche Bank
        • Morgan Stanley
        • TD Ameritrade
      INDUSTRY: Technology EMPLOYEES: 1,100+ GEOGRAPHY: Global MAJOR PRODUCTS: PowerCenter, Informatica Data Quality # CLIENT COMPANIES: 2,600+ Speaker: John Hegstrom, Director - Product Management
    11. Jeff Rossi Director of Sales Development Geoffrey Capes Director, Client Relationship & Strategy John Hegstrom Director, Product Management Dan Lammot Partner OKERE, Inc Moderated By: Anne Meskell VP, Business Systems Group
    12. QUESTION & ANSWER SESSION
    13. Session Feedback Let us know how we’re doing!
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      Save time! Use your cell phone or mobile device to send Feedback via SMS/Text Messaging! Send a message to 26335 In the message body: Session 214, #### For example, “ Session 214, 5555 ” Session ID: 214 Session ID # Scores for 4 categories SMS Voting powered by:

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