SlideShare a Scribd company logo
Leading the Insurance Industry with On-Demand CRM  John Caine, The Phoenix Companies Lisa Lawrence, Liberty Northwest Insurance Corp Sal Caruso, salesforce.com Track: Financial Services
Safe Harbor Statement ,[object Object],[object Object],[object Object],[object Object]
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object]
CRM Challenges facing Insurance Companies Today ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Customer Success in Insurance
John Caine Director, Technology Strategy [email_address]
The Phoenix Companies, Inc. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY:  Financial Services EMPLOYEES:  1,200 GEOGRAPHY:  United States PRODUCT(S) USED:  SFA, 1 AppExchange partner (ExactTarget), AppExchange API # USERS:  210
Phoenix – Key Challenges  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Phoenix – The Solution  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],DEPLOYMENT DETAILS
Phoenix – Results  ,[object Object],[object Object],[object Object],[object Object],[object Object],TIME  COST Our old (J2EE) process Salesforce.com
Lisa Lawrence Sales Resources Manager [email_address]
Liberty Northwest Insurance (LNW)  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],INDUSTRY:  Insurance EMPLOYEES:  1,000 GEOGRAPHY:  Northwest Region (AK, ID, MT, OR & WA) PRODUCT(S) USED:  Enterprise Edition, SFA, 11 Custom Objects, 11 Custom Tabs, Applications Downloaded – Exact Target # USERS:  80 – 86% login rate  USER GROUP LEADER :  Portland
Challenge: No Visibility Into Sales Rep Activity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Inability to focus sales efforts, poor activity management!
Create 360-Degree View of Sales Rep Activity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Liberty Northwest Solution: 360-Degree View  ,[object Object],[object Object],[object Object],Create Multiple Views Best Practice Adoption (Custom Reports) Sales & Renewal  Production (Dashboards) Client  Relationships (Contact Roles,  Partners) Instant  Notification Won/Lost Deals (Auto Alerts) Product Book (Custom Opportunity Layout) Prospect  Qualifying Activity (Custom Object  & Tab Views) Client Interactions (Activity History) Sales Rep  Activity 360 Degree View
360-Degree View: Prospect Qualifying Activity ,[object Object],[object Object],[object Object],[object Object],[object Object],Increased visibility
360-Degree View: Client Interactions ,[object Object],[object Object],[object Object],Increased visibility
360-Degree View: Sales and Renewal Production ,[object Object],[object Object],[object Object],[object Object],Increased Visibility
360-Degree View: Client Relationships ,[object Object],[object Object],[object Object],[object Object],Increased Visibility
Liberty Northwest: Results  ,[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]
Sal Caruso Principal Solution Consultant [email_address]
Why Partner Relationship Management (PRM) for Insurance? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Products mostly sold through independent agents
Introducing Salesforce PRM My CRM One Pipeline.  One Application.  One Salesforce.  My SFA ,[object Object],[object Object],[object Object],[object Object],[object Object],My PRM
First Point and Click Customization for Agent Portal ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Customize with  Clicks not Code Brand Message Tabs Fields Help Workflow Layout
Complete Producer Agent Lifecycle Management Increase agent effectiveness Automate Recruitment Market Sell Measure View Every Metric Improve Effectiveness Generate Loyalty Recruit ,[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],[object Object]
PRM Demo ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
John Caine Director, Technology Strategy Lisa Lawrence Sales Resources Manager Sal Caruso Principal Solution Consultant QUESTION & ANSWER SESSION
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 212, ####   For example, “ Session 212, 5555 ” Session ID:  212 Session ID # Scores for 4 categories SMS Voting powered by:

More Related Content

What's hot

Top Ten Prospecting Tools
Top Ten Prospecting ToolsTop Ten Prospecting Tools
Top Ten Prospecting Tools
dreamforce2006
 
Creating a Mobile Strategy
Creating a Mobile StrategyCreating a Mobile Strategy
Creating a Mobile Strategy
dreamforce2006
 
Lower TCO and Higher ROI
Lower TCO and Higher ROILower TCO and Higher ROI
Lower TCO and Higher ROI
dreamforce2006
 
The Path to 100% Adoption
The Path to 100% AdoptionThe Path to 100% Adoption
The Path to 100% Adoption
dreamforce2006
 
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
dreamforce2006
 
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
dreamforce2006
 
AppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend SalesforceAppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend Salesforce
dreamforce2006
 
System Overload: Getting Control of Your Data and Sanity
System Overload: Getting Control of Your Data and SanitySystem Overload: Getting Control of Your Data and Sanity
System Overload: Getting Control of Your Data and Sanity
dreamforce2006
 
Expert Panel on Data Management
Expert Panel on Data ManagementExpert Panel on Data Management
Expert Panel on Data Management
dreamforce2006
 
Making the Most of Professional Edition with the AppExchange
Making the Most of Professional Edition with the AppExchangeMaking the Most of Professional Edition with the AppExchange
Making the Most of Professional Edition with the AppExchange
dreamforce2006
 
Inside the Enterprise Case Studies of Customer Apps
Inside the Enterprise Case Studies of Customer AppsInside the Enterprise Case Studies of Customer Apps
Inside the Enterprise Case Studies of Customer Apps
dreamforce2006
 
Best Practices for Constituent Management
Best Practices for Constituent ManagementBest Practices for Constituent Management
Best Practices for Constituent Management
dreamforce2006
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
dreamforce2006
 
The Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond SalesThe Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond Sales
dreamforce2006
 
Top 5 Demand Generation Strategies
Top 5 Demand Generation StrategiesTop 5 Demand Generation Strategies
Top 5 Demand Generation Strategies
dreamforce2006
 
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
dreamforce2006
 
How to Achieve a Culture of High Performance Selling
How to Achieve a Culture of High Performance SellingHow to Achieve a Culture of High Performance Selling
How to Achieve a Culture of High Performance Selling
dreamforce2006
 
Building the Integrated Wealth Management Desktop
Building the Integrated Wealth Management DesktopBuilding the Integrated Wealth Management Desktop
Building the Integrated Wealth Management Desktop
dreamforce2006
 
Driving Social Return with Salesforce and the AppExchange
Driving Social Return with Salesforce and the AppExchangeDriving Social Return with Salesforce and the AppExchange
Driving Social Return with Salesforce and the AppExchange
dreamforce2006
 
Getting the Most Hits Search Engine Marketing Best Practices
Getting the Most Hits Search Engine Marketing Best PracticesGetting the Most Hits Search Engine Marketing Best Practices
Getting the Most Hits Search Engine Marketing Best Practices
dreamforce2006
 

What's hot (20)

Top Ten Prospecting Tools
Top Ten Prospecting ToolsTop Ten Prospecting Tools
Top Ten Prospecting Tools
 
Creating a Mobile Strategy
Creating a Mobile StrategyCreating a Mobile Strategy
Creating a Mobile Strategy
 
Lower TCO and Higher ROI
Lower TCO and Higher ROILower TCO and Higher ROI
Lower TCO and Higher ROI
 
The Path to 100% Adoption
The Path to 100% AdoptionThe Path to 100% Adoption
The Path to 100% Adoption
 
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
 
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
 
AppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend SalesforceAppExchange 101 - Building Custom Apps to Extend Salesforce
AppExchange 101 - Building Custom Apps to Extend Salesforce
 
System Overload: Getting Control of Your Data and Sanity
System Overload: Getting Control of Your Data and SanitySystem Overload: Getting Control of Your Data and Sanity
System Overload: Getting Control of Your Data and Sanity
 
Expert Panel on Data Management
Expert Panel on Data ManagementExpert Panel on Data Management
Expert Panel on Data Management
 
Making the Most of Professional Edition with the AppExchange
Making the Most of Professional Edition with the AppExchangeMaking the Most of Professional Edition with the AppExchange
Making the Most of Professional Edition with the AppExchange
 
Inside the Enterprise Case Studies of Customer Apps
Inside the Enterprise Case Studies of Customer AppsInside the Enterprise Case Studies of Customer Apps
Inside the Enterprise Case Studies of Customer Apps
 
Best Practices for Constituent Management
Best Practices for Constituent ManagementBest Practices for Constituent Management
Best Practices for Constituent Management
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
 
The Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond SalesThe Dream Team - Getting Involvement Above and Beyond Sales
The Dream Team - Getting Involvement Above and Beyond Sales
 
Top 5 Demand Generation Strategies
Top 5 Demand Generation StrategiesTop 5 Demand Generation Strategies
Top 5 Demand Generation Strategies
 
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
 
How to Achieve a Culture of High Performance Selling
How to Achieve a Culture of High Performance SellingHow to Achieve a Culture of High Performance Selling
How to Achieve a Culture of High Performance Selling
 
Building the Integrated Wealth Management Desktop
Building the Integrated Wealth Management DesktopBuilding the Integrated Wealth Management Desktop
Building the Integrated Wealth Management Desktop
 
Driving Social Return with Salesforce and the AppExchange
Driving Social Return with Salesforce and the AppExchangeDriving Social Return with Salesforce and the AppExchange
Driving Social Return with Salesforce and the AppExchange
 
Getting the Most Hits Search Engine Marketing Best Practices
Getting the Most Hits Search Engine Marketing Best PracticesGetting the Most Hits Search Engine Marketing Best Practices
Getting the Most Hits Search Engine Marketing Best Practices
 

Viewers also liked

Best Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERPBest Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERP
dreamforce2006
 
Australian Tax Law Bulletin - Tax Issues for digital business - Part I - dome...
Australian Tax Law Bulletin - Tax Issues for digital business - Part I - dome...Australian Tax Law Bulletin - Tax Issues for digital business - Part I - dome...
Australian Tax Law Bulletin - Tax Issues for digital business - Part I - dome...
Joanne Dunne
 
Envision Your Destination, Create Your Solution with Salesforce NPSP
Envision Your Destination, Create Your Solution with Salesforce NPSPEnvision Your Destination, Create Your Solution with Salesforce NPSP
Envision Your Destination, Create Your Solution with Salesforce NPSP
Global Tech & Resources
 
John Litteral Resume
John Litteral ResumeJohn Litteral Resume
John Litteral Resume
John Litteral
 
Fa102b
Fa102bFa102b
Fa102b
aizzo2
 
WFC awards 2011
WFC awards 2011WFC awards 2011
WFC awards 2011
Kelly Lavender
 
Fa102a assignthree 1
Fa102a assignthree 1Fa102a assignthree 1
Fa102a assignthree 1
aizzo2
 
鄧白氏 天新 強強聯手 20131205
鄧白氏 天新 強強聯手 20131205鄧白氏 天新 強強聯手 20131205
鄧白氏 天新 強強聯手 20131205
許 銘驊
 
Actividad uno
Actividad unoActividad uno
Actividad uno
anylj15
 
Salesforce Solution For Software Industry
Salesforce Solution For Software IndustrySalesforce Solution For Software Industry
Salesforce Solution For Software Industry
kdwangxi
 
Musique et numérique : les opportunités pour une industrie en pleine mutation
Musique et numérique : les opportunités pour une industrie en pleine mutationMusique et numérique : les opportunités pour une industrie en pleine mutation
Musique et numérique : les opportunités pour une industrie en pleine mutation
Marion ROSTAN
 
A Whistestop Tour of Theories for TEL Research
A Whistestop Tour of Theories for TEL ResearchA Whistestop Tour of Theories for TEL Research
A Whistestop Tour of Theories for TEL Research
Doug Clow
 
Salesforce Adoption and Best Practices
Salesforce Adoption and Best PracticesSalesforce Adoption and Best Practices
Salesforce Adoption and Best Practices
vraopolisetti
 
Testing Salesforce at Cloud Scale
Testing Salesforce at Cloud ScaleTesting Salesforce at Cloud Scale
Testing Salesforce at Cloud Scale
gwestr
 
Europeana Network Association Members Council Meeting, The Hague by Johan Oomen
Europeana Network Association Members Council Meeting, The Hague by Johan OomenEuropeana Network Association Members Council Meeting, The Hague by Johan Oomen
Europeana Network Association Members Council Meeting, The Hague by Johan Oomen
Europeana
 
Salesforce Spring '17 Top 10 Features
Salesforce Spring '17 Top 10 Features Salesforce Spring '17 Top 10 Features
Salesforce Spring '17 Top 10 Features
Michael Gill
 
Communities bdm days apac
Communities bdm days apacCommunities bdm days apac
Communities bdm days apac
Chris Thomas
 
Salesforce implementation best practices
Salesforce implementation best practicesSalesforce implementation best practices
Salesforce implementation best practices
Cloud for Good
 
Europeana Network Association Members Council Meeting, The Hague by Aubery Es...
Europeana Network Association Members Council Meeting, The Hague by Aubery Es...Europeana Network Association Members Council Meeting, The Hague by Aubery Es...
Europeana Network Association Members Council Meeting, The Hague by Aubery Es...
Europeana
 
Salesforce Spring '17 Release Admin Webinar
Salesforce Spring '17 Release Admin WebinarSalesforce Spring '17 Release Admin Webinar
Salesforce Spring '17 Release Admin Webinar
Salesforce Admins
 

Viewers also liked (20)

Best Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERPBest Practices for Integrating with Your ERP
Best Practices for Integrating with Your ERP
 
Australian Tax Law Bulletin - Tax Issues for digital business - Part I - dome...
Australian Tax Law Bulletin - Tax Issues for digital business - Part I - dome...Australian Tax Law Bulletin - Tax Issues for digital business - Part I - dome...
Australian Tax Law Bulletin - Tax Issues for digital business - Part I - dome...
 
Envision Your Destination, Create Your Solution with Salesforce NPSP
Envision Your Destination, Create Your Solution with Salesforce NPSPEnvision Your Destination, Create Your Solution with Salesforce NPSP
Envision Your Destination, Create Your Solution with Salesforce NPSP
 
John Litteral Resume
John Litteral ResumeJohn Litteral Resume
John Litteral Resume
 
Fa102b
Fa102bFa102b
Fa102b
 
WFC awards 2011
WFC awards 2011WFC awards 2011
WFC awards 2011
 
Fa102a assignthree 1
Fa102a assignthree 1Fa102a assignthree 1
Fa102a assignthree 1
 
鄧白氏 天新 強強聯手 20131205
鄧白氏 天新 強強聯手 20131205鄧白氏 天新 強強聯手 20131205
鄧白氏 天新 強強聯手 20131205
 
Actividad uno
Actividad unoActividad uno
Actividad uno
 
Salesforce Solution For Software Industry
Salesforce Solution For Software IndustrySalesforce Solution For Software Industry
Salesforce Solution For Software Industry
 
Musique et numérique : les opportunités pour une industrie en pleine mutation
Musique et numérique : les opportunités pour une industrie en pleine mutationMusique et numérique : les opportunités pour une industrie en pleine mutation
Musique et numérique : les opportunités pour une industrie en pleine mutation
 
A Whistestop Tour of Theories for TEL Research
A Whistestop Tour of Theories for TEL ResearchA Whistestop Tour of Theories for TEL Research
A Whistestop Tour of Theories for TEL Research
 
Salesforce Adoption and Best Practices
Salesforce Adoption and Best PracticesSalesforce Adoption and Best Practices
Salesforce Adoption and Best Practices
 
Testing Salesforce at Cloud Scale
Testing Salesforce at Cloud ScaleTesting Salesforce at Cloud Scale
Testing Salesforce at Cloud Scale
 
Europeana Network Association Members Council Meeting, The Hague by Johan Oomen
Europeana Network Association Members Council Meeting, The Hague by Johan OomenEuropeana Network Association Members Council Meeting, The Hague by Johan Oomen
Europeana Network Association Members Council Meeting, The Hague by Johan Oomen
 
Salesforce Spring '17 Top 10 Features
Salesforce Spring '17 Top 10 Features Salesforce Spring '17 Top 10 Features
Salesforce Spring '17 Top 10 Features
 
Communities bdm days apac
Communities bdm days apacCommunities bdm days apac
Communities bdm days apac
 
Salesforce implementation best practices
Salesforce implementation best practicesSalesforce implementation best practices
Salesforce implementation best practices
 
Europeana Network Association Members Council Meeting, The Hague by Aubery Es...
Europeana Network Association Members Council Meeting, The Hague by Aubery Es...Europeana Network Association Members Council Meeting, The Hague by Aubery Es...
Europeana Network Association Members Council Meeting, The Hague by Aubery Es...
 
Salesforce Spring '17 Release Admin Webinar
Salesforce Spring '17 Release Admin WebinarSalesforce Spring '17 Release Admin Webinar
Salesforce Spring '17 Release Admin Webinar
 

Similar to Leading the Insurance Industry with On-Demand CRM

Creating a Customer-Centric Enterprise
Creating a Customer-Centric EnterpriseCreating a Customer-Centric Enterprise
Creating a Customer-Centric Enterprise
dreamforce2006
 
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive VisibilityAdvanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
dreamforce2006
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
dreamforce2006
 
Sales ROI Benchmarking
Sales ROI BenchmarkingSales ROI Benchmarking
Sales ROI Benchmarking
dreamforce2006
 
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
dreamforce2006
 
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
dreamforce2006
 
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
dreamforce2006
 
I F F004 Chris Sommers91807
I F F004 Chris  Sommers91807I F F004 Chris  Sommers91807
I F F004 Chris Sommers91807
Dreamforce07
 
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
dreamforce2006
 
Building a Global Partner Program - From Strategy to Execution
Building a Global Partner Program - From Strategy to ExecutionBuilding a Global Partner Program - From Strategy to Execution
Building a Global Partner Program - From Strategy to Execution
dreamforce2006
 
Information Peer Pressure
Information Peer PressureInformation Peer Pressure
Information Peer Pressure
dreamforce2006
 
Leveraging Deal Registration to Drive Channel Loyalty Programs
Leveraging Deal Registration to Drive Channel Loyalty ProgramsLeveraging Deal Registration to Drive Channel Loyalty Programs
Leveraging Deal Registration to Drive Channel Loyalty Programs
dreamforce2006
 
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
dreamforce2006
 
System Overload - Getting Control of Your Data and Sanity
System Overload - Getting Control of Your Data and SanitySystem Overload - Getting Control of Your Data and Sanity
System Overload - Getting Control of Your Data and Sanity
dreamforce2006
 
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
 
Getting SOX Compliant with Salesforce
Getting SOX Compliant with SalesforceGetting SOX Compliant with Salesforce
Getting SOX Compliant with Salesforce
dreamforce2006
 
Connected Partner Dreamforce15
Connected Partner Dreamforce15Connected Partner Dreamforce15
Connected Partner Dreamforce15
Walt Sepaniac
 
How Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & SupportHow Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & Support
dreamforce2006
 
How Salesforce.com Uses Marketing
How Salesforce.com Uses MarketingHow Salesforce.com Uses Marketing
How Salesforce.com Uses Marketing
dreamforce2006
 
Sales Cloud Best Practices
Sales Cloud Best PracticesSales Cloud Best Practices
Sales Cloud Best Practices
Sales Support Systematics Sp. z o.o.
 

Similar to Leading the Insurance Industry with On-Demand CRM (20)

Creating a Customer-Centric Enterprise
Creating a Customer-Centric EnterpriseCreating a Customer-Centric Enterprise
Creating a Customer-Centric Enterprise
 
Advanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive VisibilityAdvanced Reporting and Dashboards for Executive Visibility
Advanced Reporting and Dashboards for Executive Visibility
 
Success with Salesforce for Capital Markets
Success with Salesforce for Capital MarketsSuccess with Salesforce for Capital Markets
Success with Salesforce for Capital Markets
 
Sales ROI Benchmarking
Sales ROI BenchmarkingSales ROI Benchmarking
Sales ROI Benchmarking
 
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
 
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
 
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
 
I F F004 Chris Sommers91807
I F F004 Chris  Sommers91807I F F004 Chris  Sommers91807
I F F004 Chris Sommers91807
 
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
 
Building a Global Partner Program - From Strategy to Execution
Building a Global Partner Program - From Strategy to ExecutionBuilding a Global Partner Program - From Strategy to Execution
Building a Global Partner Program - From Strategy to Execution
 
Information Peer Pressure
Information Peer PressureInformation Peer Pressure
Information Peer Pressure
 
Leveraging Deal Registration to Drive Channel Loyalty Programs
Leveraging Deal Registration to Drive Channel Loyalty ProgramsLeveraging Deal Registration to Drive Channel Loyalty Programs
Leveraging Deal Registration to Drive Channel Loyalty Programs
 
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
 
System Overload - Getting Control of Your Data and Sanity
System Overload - Getting Control of Your Data and SanitySystem Overload - Getting Control of Your Data and Sanity
System Overload - Getting Control of Your Data and Sanity
 
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
 
Getting SOX Compliant with Salesforce
Getting SOX Compliant with SalesforceGetting SOX Compliant with Salesforce
Getting SOX Compliant with Salesforce
 
Connected Partner Dreamforce15
Connected Partner Dreamforce15Connected Partner Dreamforce15
Connected Partner Dreamforce15
 
How Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & SupportHow Salesforce.com Uses Service & Support
How Salesforce.com Uses Service & Support
 
How Salesforce.com Uses Marketing
How Salesforce.com Uses MarketingHow Salesforce.com Uses Marketing
How Salesforce.com Uses Marketing
 
Sales Cloud Best Practices
Sales Cloud Best PracticesSales Cloud Best Practices
Sales Cloud Best Practices
 

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 Panel
dreamforce2006
 
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
dreamforce2006
 
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
dreamforce2006
 
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
dreamforce2006
 
Tips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced WorkflowTips & Tricks for Building Advanced Workflow
Tips & Tricks for Building Advanced Workflow
dreamforce2006
 
Three Use Cases for Service & Support
Three Use Cases for Service & SupportThree Use Cases for Service & Support
Three Use Cases for Service & Support
dreamforce2006
 
The Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying IntegrationsThe Mystery Is Solved Demystifying Integrations
The Mystery Is Solved Demystifying Integrations
dreamforce2006
 
Territory Management Made Simple
Territory Management Made SimpleTerritory Management Made Simple
Territory Management Made Simple
dreamforce2006
 
Salesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition RoadmapSalesforce PRM, Partner Edition Roadmap
Salesforce PRM, Partner Edition Roadmap
dreamforce2006
 
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
dreamforce2006
 
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
dreamforce2006
 
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
dreamforce2006
 
Next-Generation Native Apps
Next-Generation Native AppsNext-Generation Native Apps
Next-Generation Native Apps
dreamforce2006
 
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
dreamforce2006
 
Meet the Product Managers
Meet the Product ManagersMeet the Product Managers
Meet the Product Managers
dreamforce2006
 
Meet Salesforce, Your New Employee
Meet Salesforce, Your New EmployeeMeet Salesforce, Your New Employee
Meet Salesforce, Your New Employee
dreamforce2006
 
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
dreamforce2006
 
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
dreamforce2006
 
Introducing Analytics Mash-ups
Introducing Analytics Mash-upsIntroducing Analytics Mash-ups
Introducing Analytics Mash-ups
dreamforce2006
 
Integrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooksIntegrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooks
dreamforce2006
 

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
 
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
 
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
 
Introducing Analytics Mash-ups
Introducing Analytics Mash-upsIntroducing Analytics Mash-ups
Introducing Analytics Mash-ups
 
Integrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooksIntegrating Salesforce and QuickBooks
Integrating Salesforce and QuickBooks
 

Recently uploaded

New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy Visa
New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy VisaNew Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy Visa
New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy Visa
Amit Kakkar
 
Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...
Labour Market Information Council | Conseil de l’information sur le marché du travail
 
Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)
AntoniaOwensDetwiler
 
University of North Carolina at Charlotte degree offer diploma Transcript
University of North Carolina at Charlotte degree offer diploma TranscriptUniversity of North Carolina at Charlotte degree offer diploma Transcript
University of North Carolina at Charlotte degree offer diploma Transcript
tscdzuip
 
International Sustainability Standards Board
International Sustainability Standards BoardInternational Sustainability Standards Board
International Sustainability Standards Board
Kumar Ramaiah
 
Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]
Commonwealth
 
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
rlo9fxi
 
一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理
一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理
一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理
vpqasyb
 
The state of welfare Resolution Foundation Event
The state of welfare Resolution Foundation EventThe state of welfare Resolution Foundation Event
The state of welfare Resolution Foundation Event
ResolutionFoundation
 
Discover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive GuidanceDiscover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive Guidance
36 Crypto
 
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
Donc Test
 
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptxOAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
hiddenlevers
 
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
k4ncd0z
 
How to Invest in Cryptocurrency for Beginners: A Complete Guide
How to Invest in Cryptocurrency for Beginners: A Complete GuideHow to Invest in Cryptocurrency for Beginners: A Complete Guide
How to Invest in Cryptocurrency for Beginners: A Complete Guide
Daniel
 
Ending stagnation: How to boost prosperity across Scotland
Ending stagnation: How to boost prosperity across ScotlandEnding stagnation: How to boost prosperity across Scotland
Ending stagnation: How to boost prosperity across Scotland
ResolutionFoundation
 
Fabular Frames and the Four Ratio Problem
Fabular Frames and the Four Ratio ProblemFabular Frames and the Four Ratio Problem
Fabular Frames and the Four Ratio Problem
Majid Iqbal
 
13 Jun 24 ILC Retirement Income Summit - slides.pptx
13 Jun 24 ILC Retirement Income Summit - slides.pptx13 Jun 24 ILC Retirement Income Summit - slides.pptx
13 Jun 24 ILC Retirement Income Summit - slides.pptx
ILC- UK
 
TechnoXander Confirmation of Payee Product Pack 1.pdf
TechnoXander Confirmation of Payee Product Pack 1.pdfTechnoXander Confirmation of Payee Product Pack 1.pdf
TechnoXander Confirmation of Payee Product Pack 1.pdf
richardwellington119
 
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Suomen Pankki
 
Initial Public Offering (IPO) Process.ppt
Initial Public Offering (IPO) Process.pptInitial Public Offering (IPO) Process.ppt
Initial Public Offering (IPO) Process.ppt
ribhi87
 

Recently uploaded (20)

New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy Visa
New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy VisaNew Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy Visa
New Visa Rules for Tourists and Students in Thailand | Amit Kakkar Easy Visa
 
Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...
 
Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)
 
University of North Carolina at Charlotte degree offer diploma Transcript
University of North Carolina at Charlotte degree offer diploma TranscriptUniversity of North Carolina at Charlotte degree offer diploma Transcript
University of North Carolina at Charlotte degree offer diploma Transcript
 
International Sustainability Standards Board
International Sustainability Standards BoardInternational Sustainability Standards Board
International Sustainability Standards Board
 
Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]
 
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
快速制作美国迈阿密大学牛津分校毕业证文凭证书英文原版一模一样
 
一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理
一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理
一比一原版宾夕法尼亚大学毕业证(UPenn毕业证书)学历如何办理
 
The state of welfare Resolution Foundation Event
The state of welfare Resolution Foundation EventThe state of welfare Resolution Foundation Event
The state of welfare Resolution Foundation Event
 
Discover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive GuidanceDiscover the Future of Dogecoin with Our Comprehensive Guidance
Discover the Future of Dogecoin with Our Comprehensive Guidance
 
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
TEST BANK Principles of cost accounting 17th edition edward j vanderbeck mari...
 
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptxOAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
 
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
一比一原版(RMIT毕业证)皇家墨尔本理工大学毕业证如何办理
 
How to Invest in Cryptocurrency for Beginners: A Complete Guide
How to Invest in Cryptocurrency for Beginners: A Complete GuideHow to Invest in Cryptocurrency for Beginners: A Complete Guide
How to Invest in Cryptocurrency for Beginners: A Complete Guide
 
Ending stagnation: How to boost prosperity across Scotland
Ending stagnation: How to boost prosperity across ScotlandEnding stagnation: How to boost prosperity across Scotland
Ending stagnation: How to boost prosperity across Scotland
 
Fabular Frames and the Four Ratio Problem
Fabular Frames and the Four Ratio ProblemFabular Frames and the Four Ratio Problem
Fabular Frames and the Four Ratio Problem
 
13 Jun 24 ILC Retirement Income Summit - slides.pptx
13 Jun 24 ILC Retirement Income Summit - slides.pptx13 Jun 24 ILC Retirement Income Summit - slides.pptx
13 Jun 24 ILC Retirement Income Summit - slides.pptx
 
TechnoXander Confirmation of Payee Product Pack 1.pdf
TechnoXander Confirmation of Payee Product Pack 1.pdfTechnoXander Confirmation of Payee Product Pack 1.pdf
TechnoXander Confirmation of Payee Product Pack 1.pdf
 
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
Governor Olli Rehn: Inflation down and recovery supported by interest rate cu...
 
Initial Public Offering (IPO) Process.ppt
Initial Public Offering (IPO) Process.pptInitial Public Offering (IPO) Process.ppt
Initial Public Offering (IPO) Process.ppt
 

Leading the Insurance Industry with On-Demand CRM

  • 1. Leading the Insurance Industry with On-Demand CRM John Caine, The Phoenix Companies Lisa Lawrence, Liberty Northwest Insurance Corp Sal Caruso, salesforce.com Track: Financial Services
  • 2.
  • 3.
  • 4.
  • 6. John Caine Director, Technology Strategy [email_address]
  • 7.
  • 8.
  • 9.
  • 10.
  • 11. Lisa Lawrence Sales Resources Manager [email_address]
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21. Sal Caruso Principal Solution Consultant [email_address]
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27. John Caine Director, Technology Strategy Lisa Lawrence Sales Resources Manager Sal Caruso Principal Solution Consultant QUESTION & ANSWER SESSION
  • 28.