2. Introduction to CME Group
• New Brand name comprised of CME, CBOT, NYMEX
• Founded in 1898 – Public in 2002
• Largest and most diverse exchange in the world
– Derivatives – Futures and Options on Futures
– Risk Management solutions
– Wide range of products across all asset classes
• Global Customer Base
– Over 40 different customer segments
– In over 80 countries
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3. Where we were…
• Dozens of different customer databases and Sales team predominantly
using their personal Outlook as their database
• Decentralized sales and marketing process
– Poor collaboration and coordination
– No ability to track customer conversations
– No ability to track the sales and marketing efforts/metrics
• Extraordinary manual effort to communicate – No 360 view of the
customer interactions across the organization
• No automation to Marketing processes
– Customer list management
– Direct marketing capabilities
– Collateral inventory
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4. Where we are Today…
• Completely centralized customer database
– Across all customer-facing teams and all global office
– Over 200,000 customers & prospects – over 13,000 firms globally
• Tracking all customer interactions through shared calendars and call
reports
• Marketing automation
– Campaign management including lists and metrics
– Fully integrated with cmegroup.com
– Event Marketing tracking (event invitees, registrants, cost)
– Newsletters and marketing materials (over 28 to over 77,000 subscribers)
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5. What we are building in 2009
• CRM program to increase further usage of Salesforce and build a truly
360° view of our customers.
– Formalize use of the system through governance and education
– Develop robust reports and dashboards that track marketing and sales activity in one
place
– Integrate with customer volume database to tie together customer sales/marketing
activity with volume (sales)
– Enhance customer data through integration with OneSource database to bring in real-
time customer news and market data
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6. What we are building in 2009
Account Dashboards
Key Account Lists
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