Francisco E. Figueroa<br />VP Business Development<br />+1 (787) 944-7877<br />
Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br /...
Salesforce.com’s Mission: On Demand Innovation Driver, Catalyst & Evangelist<br />On-Demand<br />Client/Server<br />Mainfr...
Strong growth of new customers<br />> 43.600 paying customers<br />> 1.200.000 paying subscribers<br />April 30th, 2008<br...
~20,000<br />~30,000<br />~25,000<br />~40,000<br />45,000<br />~4,200<br />~2,600<br />~4,000<br />~5,500<br />~2,600<br ...
Chief Information Officer<br />Chief Innovation Officer<br />Chief Infrastructure Officer<br />“long backlog, difficult to...
100M+Transactions Daily<br />Average Speed 225ms<br />~70% global deployments<br />$100 Million Investment<br />2 Fully Mi...
Continuous Innovation – 26 Major Releases in 9 Years<br />On Average Over 100 New Features Per Release<br />All Customizat...
Complementing the Functionality of CRM<br />+<br />=<br />Success<br />
Loved by Users, Executives and IT95% of customers surveyed would recommend to a colleague<br />Easy to Manage<br />by IT a...
Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br /...
Suppliers<br />Capital Markets<br />Regulators<br />Banking Clearing House<br />Insurance<br />Retail Banking Customers<br...
<ul><li>Provide Innovative and Flexible Products
Effectiveness in the customer management
New Markets
Consolidated Financial Groups</li></ul>New<br />Competitors<br />Globalization<br />Capital<br /> Markets<br />Insurers<br...
Greater Efficiency & Effectiveness
Provide Confident and Updated Information
Comply with Capital Adequacy Requirements</li></ul>Reality of the Financial Industry<br />
Competition<br />Greater<br />Profitability<br />Isolated Applications<br />360º Vision of the Customer<br />Dynamic Envir...
Automate collections with a technological platform that supports collection processes efficiently <br />Specific CollectPr...
Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br /...
Developed with the SaaS model<br />Subscription<br />Multiuser<br />MULTINATIONALS<br />Faster Vendor Innovation<br />Econ...
Top 100 Innovative Companies<br />Technology of the Year<br />Top Ten Disruptors of 2006<br />CRM Leader & Visionary<br />...
The Most Trusted & Secure Infrastructure<br />Security<br />Transparency<br />SAS 70 Type II<br />SysTrust certificated<br...
Native Desktop Connectors<br />Integration Middleware Connectors<br />Native ERP Connectors<br />Mash-ups from AppExchange...
C<br />A<br />B<br />D<br />Declarative<br />Programmatic<br />Approvals<br />Intelligent<br />Time-Based<br />Formulas<br...
Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br /...
Enhance your Commercial Efforts with an Efficient Collection…<br />Increase Collection Process Efficiency<br />Integrate C...
Remove barriers to your commercial processes<br />3<br />2<br />4<br />Monitor<br />Past-DueAccounts<br />Obtain Payment P...
Improve your Marketing Investment<br />1<br />Intelligent  Lead Assignment<br />Automated Lead Capture<br />Higher Lead Co...
Increase the Commercial Productivity<br />2<br />360o  View of Customer<br />Shared View of Commercial Activity<br />Great...
Implement an Effective Sales Process<br />3<br />Integrated Commercial Methodologies<br />Commercial Intelligence & Planni...
A<br />D<br />C<br />B<br />Collect Efficiently<br />4<br />Improve Capital Utilization with an effective recovery<br />Lo...
Monitor the Collections Process through KPIs<br />5<br />Real-Time Analysis<br />Dashboards<br />Monitor performance throu...
Behavioral<br />Score<br />Flexible Collections Strategy<br />Profitability<br />Category<br />Delinquent Amount<br />Deli...
Collections Strategy<br />Collection<br />Activities<br />Risk Profile<br />KPIs<br />Customer<br />Information<br />Legal...
System Integration<br />CONSUMER <br />LOANS<br />CREDIT<br />CARDS<br />LIFE <br />INSURANCE<br />MORTGAGES<br />CASUALTY...
Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br /...
Financial Services Edition<br />AGILITY<br />LOWER RISK<br />TIME TO VALUE<br />HIGHER ROI<br />IMPROVE<br />EFFICIENCY<br...
ROI in Weeks, Not Months<br />Client/Server Software<br />On/Demand (SaaS)<br />Break Even<br />in 18 months<br />ROI<br /...
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Introduction to CollectPro

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This presentation gives a clear idea of how companies can improve the results in the collections life cycle including pre-collection process, collection process, collection agency, and legal by using CollectPro. CollectPro is built on Force.com. The solution is easy to use and easy to configure.

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Introduction to CollectPro

  1. 1. Francisco E. Figueroa<br />VP Business Development<br />+1 (787) 944-7877<br />
  2. 2. Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br />Conclusions<br />
  3. 3. Salesforce.com’s Mission: On Demand Innovation Driver, Catalyst & Evangelist<br />On-Demand<br />Client/Server<br />Mainframe<br />21stCentury Platforms<br />Late 20thCentury Platforms<br />Mid 20thCentury Platforms<br />
  4. 4. Strong growth of new customers<br />> 43.600 paying customers<br />> 1.200.000 paying subscribers<br />April 30th, 2008<br />2001<br />2002<br />2003<br />2004<br />2005<br />2006<br />2007<br />2008<br />Fiscal Year<br />Based on available figures for clients and subscribers. The bars represent fiscal trimesters.<br />
  5. 5. ~20,000<br />~30,000<br />~25,000<br />~40,000<br />45,000<br />~4,200<br />~2,600<br />~4,000<br />~5,500<br />~2,600<br />~2,000<br />~1,500<br />~2,500<br />~1,800<br />The World’s Largest On-Demand CRM Deployments Run on Salesforce.com<br />~5,000<br />
  6. 6. Chief Information Officer<br />Chief Innovation Officer<br />Chief Infrastructure Officer<br />“long backlog, difficult to innovate”<br />“hero to the business”<br />“keep the lights on”<br />Common Thread is Innovation. Not Infrastructure.<br />
  7. 7.
  8. 8. 100M+Transactions Daily<br />Average Speed 225ms<br />~70% global deployments<br />$100 Million Investment<br />2 Fully Mirrored Data Centers<br />Scalable Architecture<br />Disaster Recovery<br />Trusted Global Infrastructure as a Service<br />
  9. 9. Continuous Innovation – 26 Major Releases in 9 Years<br />On Average Over 100 New Features Per Release<br />All Customizations and Integrations Upgraded Automatically<br />
  10. 10. Complementing the Functionality of CRM<br />+<br />=<br />Success<br />
  11. 11. Loved by Users, Executives and IT95% of customers surveyed would recommend to a colleague<br />Easy to Manage<br />by IT and Business Admins<br />Easy to Use<br /> like the Consumer Web<br />Complete Visibility<br />For Executives<br />Language<br />Source: Independent survey by Customer Sat Inc., First Half 2007. 2623 respondents. <br />
  12. 12. Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br />Conclusions<br />
  13. 13. Suppliers<br />Capital Markets<br />Regulators<br />Banking Clearing House<br />Insurance<br />Retail Banking Customers<br />Distribution Channels<br />Banks<br />Corporate Banking Customers<br />Financial Services Industry Landscaspe<br />
  14. 14. <ul><li>Provide Innovative and Flexible Products
  15. 15. Effectiveness in the customer management
  16. 16. New Markets
  17. 17. Consolidated Financial Groups</li></ul>New<br />Competitors<br />Globalization<br />Capital<br /> Markets<br />Insurers<br />Banks<br />Margin<br />Pressure<br />Regulations<br /><ul><li>Obtain and Maintain Profitable Customer
  18. 18. Greater Efficiency & Effectiveness
  19. 19. Provide Confident and Updated Information
  20. 20. Comply with Capital Adequacy Requirements</li></ul>Reality of the Financial Industry<br />
  21. 21. Competition<br />Greater<br />Profitability<br />Isolated Applications<br />360º Vision of the Customer<br />Dynamic Environment<br />Fast & Flexible Implementation <br />Effective Collections<br />Industry Trends<br />Goals<br />Challenges<br />Effective Use of<br />Capital<br />Lower Loan Loss Reserve<br />
  22. 22. Automate collections with a technological platform that supports collection processes efficiently <br />Specific CollectPro Objectives<br />Improve agent productivity, thereby lowering risk and Loan Loss Reserve<br />Provide a centralized repository for each step of the collection process and facilitate a consolidated view of each customer’s collection history <br />
  23. 23. Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br />Conclusions<br />
  24. 24. Developed with the SaaS model<br />Subscription<br />Multiuser<br />MULTINATIONALS<br />Faster Vendor Innovation<br />Economies of Scale <br />Scalability<br />Automatic Upgrades<br />BIG BUSINESS<br />SMALL BUSINESS<br />
  25. 25. Top 100 Innovative Companies<br />Technology of the Year<br />Top Ten Disruptors of 2006<br />CRM Leader & Visionary<br />Market Leader Enterprise CRM<br />2006 Product of the Year<br />Best CRM & On-Demand Platform<br />#11 Fifty People Who Matter Most<br />Leader & Visionary<br />World-Class Innovator Award<br />#7<br />Top 10 Entrepreneurs & Cool Company<br />#7 Top 100 Most Influential People<br />Top 40<br />Broad Industry Recognition for Innovation<br />
  26. 26. The Most Trusted & Secure Infrastructure<br />Security<br />Transparency<br />SAS 70 Type II<br />SysTrust certificated<br />128 bit SSL<br />Network and Physical Security<br />IP Restricted Access Option<br />Flexible Single Sign-On Options<br />Safety net<br />Identity Confirmation<br />
  27. 27. Native Desktop Connectors<br />Integration Middleware Connectors<br />Native ERP Connectors<br />Mash-ups from AppExchange<br />Developer Toolkits<br />1 Billion<br />API calls per month<br />18.7 Billion Total API calls<br />Easy to Integrate with Any System<br />
  28. 28. C<br />A<br />B<br />D<br />Declarative<br />Programmatic<br />Approvals<br />Intelligent<br />Time-Based<br />Formulas<br />Outbound Messaging<br />59,200workflow rules<br />7 Millionautomated tasks<br />Processes Automated by Workflow<br />
  29. 29. Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br />Conclusions<br />
  30. 30. Enhance your Commercial Efforts with an Efficient Collection…<br />Increase Collection Process Efficiency<br />Integrate Commercial and Collection Processes<br />Monitor KPIs<br />Improve Agent Productivity<br /> ...and Accelerate the Results Integrating the Collection to your Call Center<br />IntegrateCollectPro with your PBX/ACD<br />(“screen popup)<br />Obtain real/time Visibility<br />Automate Telephone Dialing (“soft-phone”)<br />
  31. 31. Remove barriers to your commercial processes<br />3<br />2<br />4<br />Monitor<br />Past-DueAccounts<br />Obtain Payment Promisses<br />Close <br /> Deals<br />Monitor Payment Promise Fulfillment<br />Convertinto<br /> Opportunities<br />Capture Prospects<br />1<br />ConfirmPayment & ThankCustomer<br />Execute Marketing<br />Campaigns<br />Maintain a<br />Good Relationship<br />Sales<br />Collection<br />Marketing<br />5<br />Monitor Performance<br />
  32. 32. Improve your Marketing Investment<br />1<br />Intelligent Lead Assignment<br />Automated Lead Capture<br />Higher Lead Conversion <br />Stronger Pipeline<br />Assign leads automatically<br />No more leaked prospects<br />Qualify & Convert Leads<br />Monitor Process in Real Time<br />Qualify leads to increase effectiveness<br />Ensure adequate tracking<br />
  33. 33. Increase the Commercial Productivity<br />2<br />360o View of Customer<br />Shared View of Commercial Activity<br />Greater Commercial Effectiveness<br />Small Learning Curve<br />Know your customer<br />No more daily meetings or email reports<br />Automated Approval Processes<br />Automatic Proposal and E/mail Generation<br />Eliminate duplicity<br />No more bottlenecks<br />
  34. 34. Implement an Effective Sales Process<br />3<br />Integrated Commercial Methodologies<br />Commercial Intelligence & Planning<br />Greater Commercial<br />Effectiveness<br />Shorter Sales Cycle <br /><ul><li>Investigate and plan collaboratively</li></ul>Use better practices in a consistent way<br />Team Selling<br />Share Tools<br />Tools at the disposal of the sales team<br />Compete with teamwork<br />
  35. 35. A<br />D<br />C<br />B<br />Collect Efficiently<br />4<br />Improve Capital Utilization with an effective recovery<br />Lower Loan Loss Reserve<br />Completely Integrated<br />Easy to Use<br /><ul><li>A single repository for customer information integrated with Salesforce.com, transactional and telephony systems</li></ul>Minimize the learning curve <br />Flexible & Secure<br />Efficient<br />Collaborative<br />Flexible rule-based assignment of past due accounts Automated call programming Automatically trigger emails and collections letters<br />Foments teamwork and enhances synergies by leveraging technology<br />Implemented in record time on a highly secure and proven platform <br />
  36. 36. Monitor the Collections Process through KPIs<br />5<br />Real-Time Analysis<br />Dashboards<br />Monitor performance through dashboards<br />Make timely decisions based on fresh information<br />Complete Visibility of Collections Process and Results<br />Monitor your enterprise health<br />Discover Trends<br />Enhance understanding of performance trends<br />Adjust the processes based of actual performance<br />
  37. 37. Behavioral<br />Score<br />Flexible Collections Strategy<br />Profitability<br />Category<br />Delinquent Amount<br />Delinquency Category<br />Balance<br />Collections<br />Priority<br />
  38. 38. Collections Strategy<br />Collection<br />Activities<br />Risk Profile<br />KPIs<br />Customer<br />Information<br />Legal<br />Cases<br />Payments<br />Letters<br />E-mail<br />SMS<br />
  39. 39. System Integration<br />CONSUMER <br />LOANS<br />CREDIT<br />CARDS<br />LIFE <br />INSURANCE<br />MORTGAGES<br />CASUALTY<br /> INSURANCE<br />COMMERCIAL<br />LOANS<br />BUSINESS<br />LOANS<br />CREDIT<br />BUREAUS<br />COLLECTION <br />MANAGEMENT<br />PROCESS <br />MONITORING <br />RISK<br />PROFILE<br />
  40. 40. Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br />Conclusions<br />
  41. 41. Financial Services Edition<br />AGILITY<br />LOWER RISK<br />TIME TO VALUE<br />HIGHER ROI<br />IMPROVE<br />EFFICIENCY<br />ENHANCED COLLECTIONSINSIGHT<br />LOWER LOAN <br />LOSS RESERVE<br />
  42. 42. ROI in Weeks, Not Months<br />Client/Server Software<br />On/Demand (SaaS)<br />Break Even<br />in 18 months<br />ROI<br />Break Even<br />in 6 months<br />Risk<br />Source: Gartner, Customer Surveys<br />ROI<br />Time<br />Value to<br />Customer<br />Risk<br />Production in<br />~ 6 months<br />Time<br />Production in ~ 12 weeks<br />
  43. 43. Drive Revenue Growth & Sales Success<br />Effective Selling Process<br />Optimize Lead Management<br />Complete Visibility<br />Improve Sales Rep Productivity<br />
  44. 44. Increase Pipeline & Measure Results<br />Drive More Leads<br />Measure Campaign Performance<br />Align Sales and Marketing<br />
  45. 45. Take CollectPro Anywhere<br />Remain connected anywhere<br />It doesn´t need no infrastructure On-Demand<br />Any application<br />In your device<br />
  46. 46. CollectPro Benefits<br />Greater Profitability<br />BETTER UTILIZATION OF CAPITAL <br />DECREASE LOAN LOSS RESERVE<br />LOWER COSTS <br />Cost Reduction<br />
  47. 47. “<br />There was no complication. Thetool (Collectforce) isintuitive and easyto use, and thetransitionprocesswasquick. Furthermore, thepartnerstructured, documentedthesolution and madetheinitialconfiguration.<br />Rigoberto Pineda – CIO<br />”<br />“<br />We have dramatically improved our win conversion rate for all outbound Call Center and have reduced our average in-bound customer service calls by 60 seconds by using CTI. <br />Robert Callaci – VP Commercial Operations<br />”<br />“<br />The best thing about running our call center on Salesforce is that we get our customers’ requests to the right place, the first time – and that we have become an agile organization that responds quickly to changing business needs.<br />Monique Bender – Program Manager<br />”<br />“<br />Salesforce gives us the ability to react quickly to changes driven by the business and to revise the app in minutes—not days or weeks—using easy point-and-click capabilities <br />Mark Silber – IT Systems Architect<br />”<br />“<br />I can create applications faster and cheaper than what I used to do with Notes, PowerBuilder, Visual BASIC, and SQL Server or another client-server tools. <br />Anthony Scott – CIO<br />”<br />
  48. 48. Agenda for<br />Introduction<br />Business Objectives<br />Architecture<br />CollectPro Characteristics<br />Benefits<br />Conclusions<br />

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