The document outlines the features and benefits of Salesforce.com's on-demand CRM solutions, particularly focusing on the CollectPro platform designed for financial services. It emphasizes innovation, integration, and the platform's ability to improve efficiency, reduce loan loss reserves, and enhance productivity for agents. Key highlights include its scalable architecture, security compliance, and effectiveness in driving revenue growth and customer management.

1. Francisco E. FigueroaVP Business Development+1 (787) 944-7877

2. Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions

3. Salesforce.com’s Mission: On Demand Innovation Driver, Catalyst & EvangelistOn-DemandClient/ServerMainframe21stCentury PlatformsLate 20thCentury PlatformsMid 20thCentury Platforms

4. Strong growth of new customers> 43.600 paying customers> 1.200.000 paying subscribersApril 30th, 200820012002200320042005200620072008Fiscal YearBased on available figures for clients and subscribers. The bars represent fiscal trimesters.

5. ~20,000~30,000~25,000~40,00045,000~4,200~2,600~4,000~5,500~2,600~2,000~1,500~2,500~1,800The World’s Largest On-Demand CRM Deployments Run on Salesforce.com~5,000

6. Chief Information OfficerChief Innovation OfficerChief Infrastructure Officer“long backlog, difficult to innovate”“hero to the business”“keep the lights on”Common Thread is Innovation. Not Infrastructure.

8. 100M+Transactions DailyAverage Speed 225ms~70% global deployments$100 Million Investment2 Fully Mirrored Data CentersScalable ArchitectureDisaster RecoveryTrusted Global Infrastructure as a Service

9. Continuous Innovation – 26 Major Releases in 9 YearsOn Average Over 100 New Features Per ReleaseAll Customizations and Integrations Upgraded Automatically

10. Complementing the Functionality of CRM+=Success

11. Loved by Users, Executives and IT95% of customers surveyed would recommend to a colleagueEasy to Manageby IT and Business AdminsEasy to Use like the Consumer WebComplete VisibilityFor ExecutivesLanguageSource: Independent survey by Customer Sat Inc., First Half 2007. 2623 respondents.

12. Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions

13. SuppliersCapital MarketsRegulatorsBanking Clearing HouseInsuranceRetail Banking CustomersDistribution ChannelsBanksCorporate Banking CustomersFinancial Services Industry Landscaspe

14. Provide Innovative and Flexible Products

15. Effectiveness in the customer management

16. New Markets

17. Consolidated Financial GroupsNewCompetitorsGlobalizationCapital MarketsInsurersBanksMarginPressureRegulationsObtain and Maintain Profitable Customer

18. Greater Efficiency & Effectiveness

19. Provide Confident and Updated Information

20. Comply with Capital Adequacy RequirementsReality of the Financial Industry

21. CompetitionGreaterProfitabilityIsolated Applications360º Vision of the CustomerDynamic EnvironmentFast & Flexible Implementation Effective CollectionsIndustry TrendsGoalsChallengesEffective Use ofCapitalLower Loan Loss Reserve

22. Automate collections with a technological platform that supports collection processes efficiently Specific CollectPro ObjectivesImprove agent productivity, thereby lowering risk and Loan Loss ReserveProvide a centralized repository for each step of the collection process and facilitate a consolidated view of each customer’s collection history

23. Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions

24. Developed with the SaaS modelSubscriptionMultiuserMULTINATIONALSFaster Vendor InnovationEconomies of Scale ScalabilityAutomatic UpgradesBIG BUSINESSSMALL BUSINESS

25. Top 100 Innovative CompaniesTechnology of the YearTop Ten Disruptors of 2006CRM Leader & VisionaryMarket Leader Enterprise CRM2006 Product of the YearBest CRM & On-Demand Platform#11 Fifty People Who Matter MostLeader & VisionaryWorld-Class Innovator Award#7Top 10 Entrepreneurs & Cool Company#7 Top 100 Most Influential PeopleTop 40Broad Industry Recognition for Innovation

26. The Most Trusted & Secure InfrastructureSecurityTransparencySAS 70 Type IISysTrust certificated128 bit SSLNetwork and Physical SecurityIP Restricted Access OptionFlexible Single Sign-On OptionsSafety netIdentity Confirmation

27. Native Desktop ConnectorsIntegration Middleware ConnectorsNative ERP ConnectorsMash-ups from AppExchangeDeveloper Toolkits1 BillionAPI calls per month18.7 Billion Total API callsEasy to Integrate with Any System

28. CABDDeclarativeProgrammaticApprovalsIntelligentTime-BasedFormulasOutbound Messaging59,200workflow rules7 Millionautomated tasksProcesses Automated by Workflow

29. Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions

30. Enhance your Commercial Efforts with an Efficient Collection…Increase Collection Process EfficiencyIntegrate Commercial and Collection ProcessesMonitor KPIsImprove Agent Productivity ...and Accelerate the Results Integrating the Collection to your Call CenterIntegrateCollectPro with your PBX/ACD(“screen popup)Obtain real/time VisibilityAutomate Telephone Dialing (“soft-phone”)

31. Remove barriers to your commercial processes324MonitorPast-DueAccountsObtain Payment PromissesClose DealsMonitor Payment Promise FulfillmentConvertinto OpportunitiesCapture Prospects1ConfirmPayment & ThankCustomerExecute MarketingCampaignsMaintain aGood RelationshipSalesCollectionMarketing5Monitor Performance

32. Improve your Marketing Investment1Intelligent Lead AssignmentAutomated Lead CaptureHigher Lead Conversion Stronger PipelineAssign leads automaticallyNo more leaked prospectsQualify & Convert LeadsMonitor Process in Real TimeQualify leads to increase effectivenessEnsure adequate tracking

33. Increase the Commercial Productivity2360o View of CustomerShared View of Commercial ActivityGreater Commercial EffectivenessSmall Learning CurveKnow your customerNo more daily meetings or email reportsAutomated Approval ProcessesAutomatic Proposal and E/mail GenerationEliminate duplicityNo more bottlenecks

34. Implement an Effective Sales Process3Integrated Commercial MethodologiesCommercial Intelligence & PlanningGreater CommercialEffectivenessShorter Sales Cycle Investigate and plan collaborativelyUse better practices in a consistent wayTeam SellingShare ToolsTools at the disposal of the sales teamCompete with teamwork

35. ADCBCollect Efficiently4Improve Capital Utilization with an effective recoveryLower Loan Loss ReserveCompletely IntegratedEasy to UseA single repository for customer information integrated with Salesforce.com, transactional and telephony systemsMinimize the learning curve Flexible & SecureEfficientCollaborativeFlexible rule-based assignment of past due accounts Automated call programming Automatically trigger emails and collections lettersFoments teamwork and enhances synergies by leveraging technologyImplemented in record time on a highly secure and proven platform

36. Monitor the Collections Process through KPIs5Real-Time AnalysisDashboardsMonitor performance through dashboardsMake timely decisions based on fresh informationComplete Visibility of Collections Process and ResultsMonitor your enterprise healthDiscover TrendsEnhance understanding of performance trendsAdjust the processes based of actual performance

37. BehavioralScoreFlexible Collections StrategyProfitabilityCategoryDelinquent AmountDelinquency CategoryBalanceCollectionsPriority

38. Collections StrategyCollectionActivitiesRisk ProfileKPIsCustomerInformationLegalCasesPaymentsLettersE-mailSMS

39. System IntegrationCONSUMER LOANSCREDITCARDSLIFE INSURANCEMORTGAGESCASUALTY INSURANCECOMMERCIALLOANSBUSINESSLOANSCREDITBUREAUSCOLLECTION MANAGEMENTPROCESS MONITORING RISKPROFILE

40. Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions

41. Financial Services EditionAGILITYLOWER RISKTIME TO VALUEHIGHER ROIIMPROVEEFFICIENCYENHANCED COLLECTIONSINSIGHTLOWER LOAN LOSS RESERVE

42. ROI in Weeks, Not MonthsClient/Server SoftwareOn/Demand (SaaS)Break Evenin 18 monthsROIBreak Evenin 6 monthsRiskSource: Gartner, Customer SurveysROITimeValue toCustomerRiskProduction in~ 6 monthsTimeProduction in ~ 12 weeks