SlideShare a Scribd company logo
Increasing Customer Wallet Share 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]
Financial Services Firms Are Choosing On-Demand
Financial Services Industry Trends Trends Competitive Pressure Rapid Change Approach Focus on Organic growth Simplicity for customers Goals
Increasing Wallet Share to Increase Profitability The average cost for acquiring a new customer: $3,500 US Source: American Bankers Association Source: Deutsche Bank Research 2005 Attract New Customers and Grow Successful Relationships Number of services used Margin Index Years Contribution Margin Customer Tenure The Importance of Customer Retention
Challenges to Growing Revenue Ineffective Selling Weak Lead Generation ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Common Sales Problems Poor Visibility ,[object Object],[object Object],[object Object],Poor Productivity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Rick Davis Senior Vice President and Manager, Commercial Information Services [email_address]
SunTrust Bank Profile ,[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY:  Banking EMPLOYEES:  35,000 GEOGRAPHY:  Southeast   US PRODUCT(S) USED:  SFA, Service & Support # USERS:  2700
Key Strategy and Business Objectives ,[object Object],[object Object],[object Object],[object Object],[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]
Solution: Drive Consistent Sales Process ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],SunTrust RM productivity is in top two quintiles in the industry
Solution: Relationship Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Solution: Cross LOB Partnership: 360 Degrees ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Relationship Manager incentives are directly tied to new business production, portfolio profitability and cross-LOB partnership
Improvement in Lead Relationships ,[object Object],[object Object],[object Object],[object Object]
Result: Increased Wallet Share ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Key Success Factors ,[object Object],[object Object],[object Object],[object Object],[object Object]
Basil Fedynyshyn VP, Consumer Credit Group
Wells Fargo Bank  Consumer Credit Group Profile ,[object Object],[object Object],[object Object],[object Object],INDUSTRY:  Banking EMPLOYEES:  153,500 GEOGRAPHY:  US PRODUCT(S) USED:  SFA, Service & Support # USERS:  335
Key Strategy ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[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],[object Object]
The Solution ,[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],[object Object],DEPLOYMENT DETAILS
Lead & Campaign Management WF.com & 3 rd  parties sites WF  Marketing Auto  Dialer Auto Assignment Inbound ( Direct, Internal Transfer ) & Outbound  ,[object Object],[object Object],[object Object],Introduction
Contact Management Task Reminders CTI Dialing &  Auto Noting ,[object Object],[object Object],[object Object],[object Object],Follow-up Communications Customer & Account Systems
Pipeline Management Event Monitor / Task Creator ,[object Object],[object Object],[object Object],Task Monitoring  & Escalation Loan Processing System
Results  ,[object Object],[object Object],[object Object]
Key Success Factors ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Summary ,[object Object],[object Object],[object Object],[object Object],[object Object]
Dushyant Pandya VP, Product Strategy Rick Davis Senior Vice President and Manager Basil Fedynyshyn Consumer Credit Group 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]
Session Feedback Let us know how we’re doing! ,[object Object],[object Object],[object Object],[object Object],[object Object],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 211, ####   For example, “ Session 211, 5555 ” Session ID:  211 Session ID # Scores for 4 categories SMS Voting powered by:

More Related Content

What's hot

How to Reduce Costs in a Call Center
How to Reduce Costs in a Call CenterHow to Reduce Costs in a Call Center
How to Reduce Costs in a Call Center
Invensis
 
Customer Acquisition Management Process Complete PowerPoint Deck With Slides
Customer Acquisition Management Process Complete PowerPoint Deck With Slides Customer Acquisition Management Process Complete PowerPoint Deck With Slides
Customer Acquisition Management Process Complete PowerPoint Deck With Slides
SlideTeam
 
Lead generation presentation
Lead generation presentationLead generation presentation
Lead generation presentation
Victoria Maslakova
 
CRM QCi model for automobile(mercedes)
CRM QCi model for automobile(mercedes)CRM QCi model for automobile(mercedes)
CRM QCi model for automobile(mercedes)
Sanket Kasar
 
Monthly Marketing Report Complete Powerpoint Deck With Slides
Monthly Marketing Report Complete Powerpoint Deck With SlidesMonthly Marketing Report Complete Powerpoint Deck With Slides
Monthly Marketing Report Complete Powerpoint Deck With Slides
SlideTeam
 
The First 90 days - A Customer Success Implementation Program
The First 90 days - A Customer Success Implementation ProgramThe First 90 days - A Customer Success Implementation Program
The First 90 days - A Customer Success Implementation Program
Totango
 
First Call Resolution How to Do it...
First Call Resolution How to Do it...First Call Resolution How to Do it...
First Call Resolution How to Do it...
Jose Rivera
 
The 5 Must Have Customer Success Processes
The 5 Must Have Customer Success ProcessesThe 5 Must Have Customer Success Processes
The 5 Must Have Customer Success Processes
Totango
 
Call centre presentation.ppt
Call centre presentation.pptCall centre presentation.ppt
Call centre presentation.pptKAFLAT
 
Key Account Management
Key Account ManagementKey Account Management
Key Account Managementguest177ff19
 
Call center Management
Call center ManagementCall center Management
Call center Management
Université Paris Ouest - Master MOI
 
60 days call center manager plan
60 days call center manager plan60 days call center manager plan
60 days call center manager plan
Saurabh Della Ra'Man
 
Call Center Process Management 101
Call Center Process Management 101Call Center Process Management 101
Call Center Process Management 101Sarfraz Taj
 
Customer Success Model Powerpoint Presentation Slides
Customer Success Model Powerpoint Presentation SlidesCustomer Success Model Powerpoint Presentation Slides
Customer Success Model Powerpoint Presentation Slides
SlideTeam
 
A Customer-Centric Approach to FCR
A Customer-Centric Approach to FCRA Customer-Centric Approach to FCR
A Customer-Centric Approach to FCR
Knowlagent
 
Customer Engagement Playbook
Customer Engagement PlaybookCustomer Engagement Playbook
Customer Engagement Playbook
Demand Metric
 
Sales Skills Assessment
Sales Skills AssessmentSales Skills Assessment
Sales Skills Assessment
Demand Metric
 
Partner / Channel Enablement
Partner / Channel EnablementPartner / Channel Enablement
Partner / Channel Enablement
Launch International
 
Key Account Management
Key Account ManagementKey Account Management
Key Account Management
Aristoteles Kabarganos
 
Forrester Research: How the Customer Success Industry is Evolving
Forrester Research: How the Customer Success Industry is EvolvingForrester Research: How the Customer Success Industry is Evolving
Forrester Research: How the Customer Success Industry is Evolving
Gainsight
 

What's hot (20)

How to Reduce Costs in a Call Center
How to Reduce Costs in a Call CenterHow to Reduce Costs in a Call Center
How to Reduce Costs in a Call Center
 
Customer Acquisition Management Process Complete PowerPoint Deck With Slides
Customer Acquisition Management Process Complete PowerPoint Deck With Slides Customer Acquisition Management Process Complete PowerPoint Deck With Slides
Customer Acquisition Management Process Complete PowerPoint Deck With Slides
 
Lead generation presentation
Lead generation presentationLead generation presentation
Lead generation presentation
 
CRM QCi model for automobile(mercedes)
CRM QCi model for automobile(mercedes)CRM QCi model for automobile(mercedes)
CRM QCi model for automobile(mercedes)
 
Monthly Marketing Report Complete Powerpoint Deck With Slides
Monthly Marketing Report Complete Powerpoint Deck With SlidesMonthly Marketing Report Complete Powerpoint Deck With Slides
Monthly Marketing Report Complete Powerpoint Deck With Slides
 
The First 90 days - A Customer Success Implementation Program
The First 90 days - A Customer Success Implementation ProgramThe First 90 days - A Customer Success Implementation Program
The First 90 days - A Customer Success Implementation Program
 
First Call Resolution How to Do it...
First Call Resolution How to Do it...First Call Resolution How to Do it...
First Call Resolution How to Do it...
 
The 5 Must Have Customer Success Processes
The 5 Must Have Customer Success ProcessesThe 5 Must Have Customer Success Processes
The 5 Must Have Customer Success Processes
 
Call centre presentation.ppt
Call centre presentation.pptCall centre presentation.ppt
Call centre presentation.ppt
 
Key Account Management
Key Account ManagementKey Account Management
Key Account Management
 
Call center Management
Call center ManagementCall center Management
Call center Management
 
60 days call center manager plan
60 days call center manager plan60 days call center manager plan
60 days call center manager plan
 
Call Center Process Management 101
Call Center Process Management 101Call Center Process Management 101
Call Center Process Management 101
 
Customer Success Model Powerpoint Presentation Slides
Customer Success Model Powerpoint Presentation SlidesCustomer Success Model Powerpoint Presentation Slides
Customer Success Model Powerpoint Presentation Slides
 
A Customer-Centric Approach to FCR
A Customer-Centric Approach to FCRA Customer-Centric Approach to FCR
A Customer-Centric Approach to FCR
 
Customer Engagement Playbook
Customer Engagement PlaybookCustomer Engagement Playbook
Customer Engagement Playbook
 
Sales Skills Assessment
Sales Skills AssessmentSales Skills Assessment
Sales Skills Assessment
 
Partner / Channel Enablement
Partner / Channel EnablementPartner / Channel Enablement
Partner / Channel Enablement
 
Key Account Management
Key Account ManagementKey Account Management
Key Account Management
 
Forrester Research: How the Customer Success Industry is Evolving
Forrester Research: How the Customer Success Industry is EvolvingForrester Research: How the Customer Success Industry is Evolving
Forrester Research: How the Customer Success Industry is Evolving
 

Viewers also liked

Building B2B Client Loyalty and Increasing Wallet Share
Building B2B Client Loyalty and Increasing Wallet ShareBuilding B2B Client Loyalty and Increasing Wallet Share
Building B2B Client Loyalty and Increasing Wallet Share
Ned Miller
 
Successful loyalty models in the b2b sector
Successful loyalty models in the b2b sectorSuccessful loyalty models in the b2b sector
Successful loyalty models in the b2b sectorKristin Müller
 
B2B Market Segmentation and Analytics
B2B Market Segmentation and AnalyticsB2B Market Segmentation and Analytics
B2B Market Segmentation and AnalyticsMatch2Lists
 
Business Analytics Intro Talk at Sabanci University
Business Analytics Intro Talk at Sabanci UniversityBusiness Analytics Intro Talk at Sabanci University
Business Analytics Intro Talk at Sabanci University
Omer Nadirler
 
Who's taking an early lead in the mobile wallet marathon?
Who's taking an early lead in the mobile wallet marathon?Who's taking an early lead in the mobile wallet marathon?
Who's taking an early lead in the mobile wallet marathon?
NTT DATA Consulting, Inc.
 
Analytics across the Customer Lifecycle
Analytics across the Customer LifecycleAnalytics across the Customer Lifecycle
Analytics across the Customer Lifecycle
Nirmal Palaparthi
 
Customer Value Management basics
Customer Value Management basicsCustomer Value Management basics
Customer Value Management basics
Eric Smith
 
Nested approach to the segmentation of B2B markets
Nested approach to the segmentation of B2B marketsNested approach to the segmentation of B2B markets
Nested approach to the segmentation of B2B markets
Sana Sadiq
 
How to Master B2B Social Media Marketing
How to Master B2B Social Media MarketingHow to Master B2B Social Media Marketing
How to Master B2B Social Media MarketingHubSpot
 
Ogilvy On: Social Media for B2B Companies
Ogilvy On: Social Media for B2B CompaniesOgilvy On: Social Media for B2B Companies
Ogilvy On: Social Media for B2B Companies
Ogilvy Consulting
 
Building the 10x better bank
Building the 10x better bankBuilding the 10x better bank
Building the 10x better bank
Backbase
 
B2B Customer Experience Management Best Practice Study PREVIEW SAMPLE
B2B Customer Experience Management Best Practice Study PREVIEW SAMPLEB2B Customer Experience Management Best Practice Study PREVIEW SAMPLE
B2B Customer Experience Management Best Practice Study PREVIEW SAMPLE
ClearAction
 

Viewers also liked (14)

Building B2B Client Loyalty and Increasing Wallet Share
Building B2B Client Loyalty and Increasing Wallet ShareBuilding B2B Client Loyalty and Increasing Wallet Share
Building B2B Client Loyalty and Increasing Wallet Share
 
Successful loyalty models in the b2b sector
Successful loyalty models in the b2b sectorSuccessful loyalty models in the b2b sector
Successful loyalty models in the b2b sector
 
B2B Market Segmentation and Analytics
B2B Market Segmentation and AnalyticsB2B Market Segmentation and Analytics
B2B Market Segmentation and Analytics
 
Business Analytics Intro Talk at Sabanci University
Business Analytics Intro Talk at Sabanci UniversityBusiness Analytics Intro Talk at Sabanci University
Business Analytics Intro Talk at Sabanci University
 
Who's taking an early lead in the mobile wallet marathon?
Who's taking an early lead in the mobile wallet marathon?Who's taking an early lead in the mobile wallet marathon?
Who's taking an early lead in the mobile wallet marathon?
 
Analytics across the Customer Lifecycle
Analytics across the Customer LifecycleAnalytics across the Customer Lifecycle
Analytics across the Customer Lifecycle
 
CRM
CRMCRM
CRM
 
Customer Value Management basics
Customer Value Management basicsCustomer Value Management basics
Customer Value Management basics
 
Nested approach to the segmentation of B2B markets
Nested approach to the segmentation of B2B marketsNested approach to the segmentation of B2B markets
Nested approach to the segmentation of B2B markets
 
How to Master B2B Social Media Marketing
How to Master B2B Social Media MarketingHow to Master B2B Social Media Marketing
How to Master B2B Social Media Marketing
 
Ogilvy On: Social Media for B2B Companies
Ogilvy On: Social Media for B2B CompaniesOgilvy On: Social Media for B2B Companies
Ogilvy On: Social Media for B2B Companies
 
Ewallet
EwalletEwallet
Ewallet
 
Building the 10x better bank
Building the 10x better bankBuilding the 10x better bank
Building the 10x better bank
 
B2B Customer Experience Management Best Practice Study PREVIEW SAMPLE
B2B Customer Experience Management Best Practice Study PREVIEW SAMPLEB2B Customer Experience Management Best Practice Study PREVIEW SAMPLE
B2B Customer Experience Management Best Practice Study PREVIEW SAMPLE
 

Similar to Increasing Customer Wallet Share

Strategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with SalesforceStrategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with Salesforcedreamforce2006
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Marketsdreamforce2006
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Marketsdreamforce2006
 
I F F004 Chris Sommers91807
I F F004 Chris  Sommers91807I F F004 Chris  Sommers91807
I F F004 Chris Sommers91807
Dreamforce07
 
Sales ROI Benchmarking
Sales ROI BenchmarkingSales ROI Benchmarking
Sales ROI Benchmarkingdreamforce2006
 
Leading the Insurance Industry with On-Demand CRM
Leading the Insurance Industry with On-Demand CRMLeading the Insurance Industry with On-Demand CRM
Leading the Insurance Industry with On-Demand CRMdreamforce2006
 
Enhancing Your Marketing Organization with the AppExchange
Enhancing Your Marketing Organization with the AppExchangeEnhancing Your Marketing Organization with the AppExchange
Enhancing Your Marketing Organization with the AppExchangedreamforce2006
 
Creating a Customer-Centric Enterprise
Creating a Customer-Centric EnterpriseCreating a Customer-Centric Enterprise
Creating a Customer-Centric Enterprisedreamforce2006
 
How to Create a Complete Customer Lifecycle With Marketing Automation
How to Create a Complete Customer Lifecycle With Marketing AutomationHow to Create a Complete Customer Lifecycle With Marketing Automation
How to Create a Complete Customer Lifecycle With Marketing Automation
Pardot
 
0 to 60 in 45 Days - Implementation Best Practices
0 to 60 in 45 Days - Implementation Best Practices0 to 60 in 45 Days - Implementation Best Practices
0 to 60 in 45 Days - Implementation Best Practicesdreamforce2006
 
Best Practices For Re-Energizing Your Rollout
Best Practices For Re-Energizing Your RolloutBest Practices For Re-Energizing Your Rollout
Best Practices For Re-Energizing Your Rolloutdreamforce2006
 
Getting Nonprofits on the Map
Getting Nonprofits on the MapGetting Nonprofits on the Map
Getting Nonprofits on the Mapdreamforce2006
 
Sales cloud beakout del 1/2 Basecamp Copenhagen
Sales cloud beakout del 1/2 Basecamp CopenhagenSales cloud beakout del 1/2 Basecamp Copenhagen
Sales cloud beakout del 1/2 Basecamp Copenhagen
Salesforce - Sweden, Denmark, Norway
 
How To Drive a Large Scale, Global Deployment
How To Drive a Large Scale, Global DeploymentHow To Drive a Large Scale, Global Deployment
How To Drive a Large Scale, Global Deploymentdreamforce2006
 
Transforming the IT and Business Relationship with On-Demand
Transforming the IT and Business Relationship with On-DemandTransforming the IT and Business Relationship with On-Demand
Transforming the IT and Business Relationship with On-Demanddreamforce2006
 
Become an Expert - Campaign Management and Website Integration
Become an Expert - Campaign Management and Website IntegrationBecome an Expert - Campaign Management and Website Integration
Become an Expert - Campaign Management and Website Integrationdreamforce2006
 
Tools to Increase Partner Adoption and Loyalty
Tools to Increase Partner Adoption and LoyaltyTools to Increase Partner Adoption and Loyalty
Tools to Increase Partner Adoption and Loyaltydreamforce2006
 
Reducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal RegistrationReducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal Registrationdreamforce2006
 
Your Renewals Businesses as an App Innovator (December 13, 2016)
Your Renewals Businesses as an App Innovator (December 13, 2016)Your Renewals Businesses as an App Innovator (December 13, 2016)
Your Renewals Businesses as an App Innovator (December 13, 2016)
Salesforce Partners
 
S C P003 Kuruganti 091707
S C P003  Kuruganti 091707S C P003  Kuruganti 091707
S C P003 Kuruganti 091707
Dreamforce07
 

Similar to Increasing Customer Wallet Share (20)

Strategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with SalesforceStrategies for Measuring and Securing ROI with Salesforce
Strategies for Measuring and Securing ROI with Salesforce
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
 
I F F004 Chris Sommers91807
I F F004 Chris  Sommers91807I F F004 Chris  Sommers91807
I F F004 Chris Sommers91807
 
Sales ROI Benchmarking
Sales ROI BenchmarkingSales ROI Benchmarking
Sales ROI Benchmarking
 
Leading the Insurance Industry with On-Demand CRM
Leading the Insurance Industry with On-Demand CRMLeading the Insurance Industry with On-Demand CRM
Leading the Insurance Industry with On-Demand CRM
 
Enhancing Your Marketing Organization with the AppExchange
Enhancing Your Marketing Organization with the AppExchangeEnhancing Your Marketing Organization with the AppExchange
Enhancing Your Marketing Organization with the AppExchange
 
Creating a Customer-Centric Enterprise
Creating a Customer-Centric EnterpriseCreating a Customer-Centric Enterprise
Creating a Customer-Centric Enterprise
 
How to Create a Complete Customer Lifecycle With Marketing Automation
How to Create a Complete Customer Lifecycle With Marketing AutomationHow to Create a Complete Customer Lifecycle With Marketing Automation
How to Create a Complete Customer Lifecycle With Marketing Automation
 
0 to 60 in 45 Days - Implementation Best Practices
0 to 60 in 45 Days - Implementation Best Practices0 to 60 in 45 Days - Implementation Best Practices
0 to 60 in 45 Days - Implementation Best Practices
 
Best Practices For Re-Energizing Your Rollout
Best Practices For Re-Energizing Your RolloutBest Practices For Re-Energizing Your Rollout
Best Practices For Re-Energizing Your Rollout
 
Getting Nonprofits on the Map
Getting Nonprofits on the MapGetting Nonprofits on the Map
Getting Nonprofits on the Map
 
Sales cloud beakout del 1/2 Basecamp Copenhagen
Sales cloud beakout del 1/2 Basecamp CopenhagenSales cloud beakout del 1/2 Basecamp Copenhagen
Sales cloud beakout del 1/2 Basecamp Copenhagen
 
How To Drive a Large Scale, Global Deployment
How To Drive a Large Scale, Global DeploymentHow To Drive a Large Scale, Global Deployment
How To Drive a Large Scale, Global Deployment
 
Transforming the IT and Business Relationship with On-Demand
Transforming the IT and Business Relationship with On-DemandTransforming the IT and Business Relationship with On-Demand
Transforming the IT and Business Relationship with On-Demand
 
Become an Expert - Campaign Management and Website Integration
Become an Expert - Campaign Management and Website IntegrationBecome an Expert - Campaign Management and Website Integration
Become an Expert - Campaign Management and Website Integration
 
Tools to Increase Partner Adoption and Loyalty
Tools to Increase Partner Adoption and LoyaltyTools to Increase Partner Adoption and Loyalty
Tools to Increase Partner Adoption and Loyalty
 
Reducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal RegistrationReducing Channel Conflict Through Deal Registration
Reducing Channel Conflict Through Deal Registration
 
Your Renewals Businesses as an App Innovator (December 13, 2016)
Your Renewals Businesses as an App Innovator (December 13, 2016)Your Renewals Businesses as an App Innovator (December 13, 2016)
Your Renewals Businesses as an App Innovator (December 13, 2016)
 
S C P003 Kuruganti 091707
S C P003  Kuruganti 091707S C P003  Kuruganti 091707
S C P003 Kuruganti 091707
 

More from dreamforce2006

Why We Switched to Unlimited Edition Customer Panel
Why We Switched to Unlimited Edition Customer PanelWhy We Switched to Unlimited Edition Customer Panel
Why We Switched to Unlimited Edition Customer Paneldreamforce2006
 
Using AppExchange to Automate Complex Business Processes
Using AppExchange to Automate Complex Business ProcessesUsing AppExchange to Automate Complex Business Processes
Using AppExchange to Automate Complex Business Processesdreamforce2006
 
Trusted Reliability & Performance with the AppExchange Platform
Trusted Reliability & Performance with the AppExchange PlatformTrusted Reliability & Performance with the AppExchange Platform
Trusted Reliability & Performance with the AppExchange Platformdreamforce2006
 
Top Ten AppExchange Apps for Professional Edition
Top Ten AppExchange Apps for Professional EditionTop Ten AppExchange Apps for Professional Edition
Top Ten AppExchange Apps for Professional Editiondreamforce2006
 
Tips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced WorkflowTips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced Workflowdreamforce2006
 
Three Use Cases for Service & Support
Three Use Cases for Service & SupportThree Use Cases for Service & Support
Three Use Cases for Service & Supportdreamforce2006
 
The Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying IntegrationsThe Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying Integrationsdreamforce2006
 
Territory Management Made Simple
Territory Management Made SimpleTerritory Management Made Simple
Territory Management Made Simpledreamforce2006
 
Salesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition RoadmapSalesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition Roadmapdreamforce2006
 
Quote Management Made Easy Through Salesforce and the AppExchange
Quote Management Made Easy Through Salesforce and the AppExchangeQuote Management Made Easy Through Salesforce and the AppExchange
Quote Management Made Easy Through Salesforce and the AppExchangedreamforce2006
 
Packaging It Up Latest Enhancements for App Distribution
Packaging It Up Latest Enhancements for App DistributionPackaging It Up Latest Enhancements for App Distribution
Packaging It Up Latest Enhancements for App Distributiondreamforce2006
 
Open It, Read It, Buy It Email Marketing with the AppExchange
Open It, Read It, Buy It Email Marketing with the AppExchangeOpen It, Read It, Buy It Email Marketing with the AppExchange
Open It, Read It, Buy It Email Marketing with the AppExchangedreamforce2006
 
Next-Generation Native Apps
Next-Generation Native AppsNext-Generation Native Apps
Next-Generation Native Appsdreamforce2006
 
Mobile AppExchange in the Field Great Apps at Work
Mobile AppExchange in the Field Great Apps at WorkMobile AppExchange in the Field Great Apps at Work
Mobile AppExchange in the Field Great Apps at Workdreamforce2006
 
Meet the Product Managers
Meet the Product ManagersMeet the Product Managers
Meet the Product Managersdreamforce2006
 
Meet Salesforce, Your New Employee
Meet Salesforce, Your New EmployeeMeet Salesforce, Your New Employee
Meet Salesforce, Your New Employeedreamforce2006
 
Manage What You Measure Lessons from Dashboard Pros
Manage What You Measure Lessons from Dashboard ProsManage What You Measure Lessons from Dashboard Pros
Manage What You Measure Lessons from Dashboard Prosdreamforce2006
 
Leveraging Your Customer Service Function to Drive Sales
Leveraging Your Customer Service Function to Drive SalesLeveraging Your Customer Service Function to Drive Sales
Leveraging Your Customer Service Function to Drive Salesdreamforce2006
 
Lead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer PanelLead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer Paneldreamforce2006
 
IT Success with the Winter '07 Release Platform Overview
IT Success with the Winter '07 Release Platform OverviewIT Success with the Winter '07 Release Platform Overview
IT Success with the Winter '07 Release Platform Overviewdreamforce2006
 

More from dreamforce2006 (20)

Why We Switched to Unlimited Edition Customer Panel
Why We Switched to Unlimited Edition Customer PanelWhy We Switched to Unlimited Edition Customer Panel
Why We Switched to Unlimited Edition Customer Panel
 
Using AppExchange to Automate Complex Business Processes
Using AppExchange to Automate Complex Business ProcessesUsing AppExchange to Automate Complex Business Processes
Using AppExchange to Automate Complex Business Processes
 
Trusted Reliability & Performance with the AppExchange Platform
Trusted Reliability & Performance with the AppExchange PlatformTrusted Reliability & Performance with the AppExchange Platform
Trusted Reliability & Performance with the AppExchange Platform
 
Top Ten AppExchange Apps for Professional Edition
Top Ten AppExchange Apps for Professional EditionTop Ten AppExchange Apps for Professional Edition
Top Ten AppExchange Apps for Professional Edition
 
Tips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced WorkflowTips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced Workflow
 
Three Use Cases for Service & Support
Three Use Cases for Service & SupportThree Use Cases for Service & Support
Three Use Cases for Service & Support
 
The Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying IntegrationsThe Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying Integrations
 
Territory Management Made Simple
Territory Management Made SimpleTerritory Management Made Simple
Territory Management Made Simple
 
Salesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition RoadmapSalesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition Roadmap
 
Quote Management Made Easy Through Salesforce and the AppExchange
Quote Management Made Easy Through Salesforce and the AppExchangeQuote Management Made Easy Through Salesforce and the AppExchange
Quote Management Made Easy Through Salesforce and the AppExchange
 
Packaging It Up Latest Enhancements for App Distribution
Packaging It Up Latest Enhancements for App DistributionPackaging It Up Latest Enhancements for App Distribution
Packaging It Up Latest Enhancements for App Distribution
 
Open It, Read It, Buy It Email Marketing with the AppExchange
Open It, Read It, Buy It Email Marketing with the AppExchangeOpen It, Read It, Buy It Email Marketing with the AppExchange
Open It, Read It, Buy It Email Marketing with the AppExchange
 
Next-Generation Native Apps
Next-Generation Native AppsNext-Generation Native Apps
Next-Generation Native Apps
 
Mobile AppExchange in the Field Great Apps at Work
Mobile AppExchange in the Field Great Apps at WorkMobile AppExchange in the Field Great Apps at Work
Mobile AppExchange in the Field Great Apps at Work
 
Meet the Product Managers
Meet the Product ManagersMeet the Product Managers
Meet the Product Managers
 
Meet Salesforce, Your New Employee
Meet Salesforce, Your New EmployeeMeet Salesforce, Your New Employee
Meet Salesforce, Your New Employee
 
Manage What You Measure Lessons from Dashboard Pros
Manage What You Measure Lessons from Dashboard ProsManage What You Measure Lessons from Dashboard Pros
Manage What You Measure Lessons from Dashboard Pros
 
Leveraging Your Customer Service Function to Drive Sales
Leveraging Your Customer Service Function to Drive SalesLeveraging Your Customer Service Function to Drive Sales
Leveraging Your Customer Service Function to Drive Sales
 
Lead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer PanelLead Distribution Programs to Optimize Channel Revenue Customer Panel
Lead Distribution Programs to Optimize Channel Revenue Customer Panel
 
IT Success with the Winter '07 Release Platform Overview
IT Success with the Winter '07 Release Platform OverviewIT Success with the Winter '07 Release Platform Overview
IT Success with the Winter '07 Release Platform Overview
 

Recently uploaded

The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.
DOT TECH
 
Introduction to Value Added Tax System.ppt
Introduction to Value Added Tax System.pptIntroduction to Value Added Tax System.ppt
Introduction to Value Added Tax System.ppt
VishnuVenugopal84
 
USDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptxUSDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptx
marketing367770
 
when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.
DOT TECH
 
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfUS Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
pchutichetpong
 
GeM ppt in railway for presentation on gem
GeM ppt in railway  for presentation on gemGeM ppt in railway  for presentation on gem
GeM ppt in railway for presentation on gem
CwierAsn
 
what is a pi whale and how to access one.
what is a pi whale and how to access one.what is a pi whale and how to access one.
what is a pi whale and how to access one.
DOT TECH
 
What website can I sell pi coins securely.
What website can I sell pi coins securely.What website can I sell pi coins securely.
What website can I sell pi coins securely.
DOT TECH
 
how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.
DOT TECH
 
how to sell pi coins effectively (from 50 - 100k pi)
how to sell pi coins effectively (from 50 - 100k  pi)how to sell pi coins effectively (from 50 - 100k  pi)
how to sell pi coins effectively (from 50 - 100k pi)
DOT TECH
 
655264371-checkpoint-science-past-papers-april-2023.pdf
655264371-checkpoint-science-past-papers-april-2023.pdf655264371-checkpoint-science-past-papers-april-2023.pdf
655264371-checkpoint-science-past-papers-april-2023.pdf
morearsh02
 
what is the future of Pi Network currency.
what is the future of Pi Network currency.what is the future of Pi Network currency.
what is the future of Pi Network currency.
DOT TECH
 
APP I Lecture Notes to students 0f 4the year
APP I  Lecture Notes  to students 0f 4the yearAPP I  Lecture Notes  to students 0f 4the year
APP I Lecture Notes to students 0f 4the year
telilaalilemlem
 
Introduction to Indian Financial System ()
Introduction to Indian Financial System ()Introduction to Indian Financial System ()
Introduction to Indian Financial System ()
Avanish Goel
 
Isios-2024-Professional-Independent-Trustee-Survey.pdf
Isios-2024-Professional-Independent-Trustee-Survey.pdfIsios-2024-Professional-Independent-Trustee-Survey.pdf
Isios-2024-Professional-Independent-Trustee-Survey.pdf
Henry Tapper
 
how to sell pi coins in all Africa Countries.
how to sell pi coins in all Africa Countries.how to sell pi coins in all Africa Countries.
how to sell pi coins in all Africa Countries.
DOT TECH
 
how can I sell/buy bulk pi coins securely
how can I sell/buy bulk pi coins securelyhow can I sell/buy bulk pi coins securely
how can I sell/buy bulk pi coins securely
DOT TECH
 
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...
beulahfernandes8
 
how to swap pi coins to foreign currency withdrawable.
how to swap pi coins to foreign currency withdrawable.how to swap pi coins to foreign currency withdrawable.
how to swap pi coins to foreign currency withdrawable.
DOT TECH
 
Chương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdfChương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdf
va2132004
 

Recently uploaded (20)

The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.
 
Introduction to Value Added Tax System.ppt
Introduction to Value Added Tax System.pptIntroduction to Value Added Tax System.ppt
Introduction to Value Added Tax System.ppt
 
USDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptxUSDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptx
 
when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.
 
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdfUS Economic Outlook - Being Decided - M Capital Group August 2021.pdf
US Economic Outlook - Being Decided - M Capital Group August 2021.pdf
 
GeM ppt in railway for presentation on gem
GeM ppt in railway  for presentation on gemGeM ppt in railway  for presentation on gem
GeM ppt in railway for presentation on gem
 
what is a pi whale and how to access one.
what is a pi whale and how to access one.what is a pi whale and how to access one.
what is a pi whale and how to access one.
 
What website can I sell pi coins securely.
What website can I sell pi coins securely.What website can I sell pi coins securely.
What website can I sell pi coins securely.
 
how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.
 
how to sell pi coins effectively (from 50 - 100k pi)
how to sell pi coins effectively (from 50 - 100k  pi)how to sell pi coins effectively (from 50 - 100k  pi)
how to sell pi coins effectively (from 50 - 100k pi)
 
655264371-checkpoint-science-past-papers-april-2023.pdf
655264371-checkpoint-science-past-papers-april-2023.pdf655264371-checkpoint-science-past-papers-april-2023.pdf
655264371-checkpoint-science-past-papers-april-2023.pdf
 
what is the future of Pi Network currency.
what is the future of Pi Network currency.what is the future of Pi Network currency.
what is the future of Pi Network currency.
 
APP I Lecture Notes to students 0f 4the year
APP I  Lecture Notes  to students 0f 4the yearAPP I  Lecture Notes  to students 0f 4the year
APP I Lecture Notes to students 0f 4the year
 
Introduction to Indian Financial System ()
Introduction to Indian Financial System ()Introduction to Indian Financial System ()
Introduction to Indian Financial System ()
 
Isios-2024-Professional-Independent-Trustee-Survey.pdf
Isios-2024-Professional-Independent-Trustee-Survey.pdfIsios-2024-Professional-Independent-Trustee-Survey.pdf
Isios-2024-Professional-Independent-Trustee-Survey.pdf
 
how to sell pi coins in all Africa Countries.
how to sell pi coins in all Africa Countries.how to sell pi coins in all Africa Countries.
how to sell pi coins in all Africa Countries.
 
how can I sell/buy bulk pi coins securely
how can I sell/buy bulk pi coins securelyhow can I sell/buy bulk pi coins securely
how can I sell/buy bulk pi coins securely
 
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...
Exploring Abhay Bhutada’s Views After Poonawalla Fincorp’s Collaboration With...
 
how to swap pi coins to foreign currency withdrawable.
how to swap pi coins to foreign currency withdrawable.how to swap pi coins to foreign currency withdrawable.
how to swap pi coins to foreign currency withdrawable.
 
Chương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdfChương 6. Ancol - phenol - ether (1).pdf
Chương 6. Ancol - phenol - ether (1).pdf
 

Increasing Customer Wallet Share

  • 1. Increasing Customer Wallet Share Dushyant Pandya, salesforce.com VP, Product Strategy Track: Financial Services
  • 2.
  • 3.
  • 4. Financial Services Firms Are Choosing On-Demand
  • 5. Financial Services Industry Trends Trends Competitive Pressure Rapid Change Approach Focus on Organic growth Simplicity for customers Goals
  • 6. Increasing Wallet Share to Increase Profitability The average cost for acquiring a new customer: $3,500 US Source: American Bankers Association Source: Deutsche Bank Research 2005 Attract New Customers and Grow Successful Relationships Number of services used Margin Index Years Contribution Margin Customer Tenure The Importance of Customer Retention
  • 7.
  • 8. Rick Davis Senior Vice President and Manager, Commercial Information Services [email_address]
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18. Basil Fedynyshyn VP, Consumer Credit Group
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29. Dushyant Pandya VP, Product Strategy Rick Davis Senior Vice President and Manager Basil Fedynyshyn Consumer Credit Group QUESTION & ANSWER SESSION
  • 30.
  • 31.