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Enhancing Cross Selling in Banking
Chris Carlisle, TD Banknorth
Rick Davis, SunTrust
Charles Sparks, BOK Financial Corporation
Angela Adams, salesforce.com
Industry Focus: Financial Services
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Safe Harbor Statement
³Safe harbor´ statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings
and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the resultsexpressed or implied by the forward-looking statements we make.
The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in
our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remainprofitable, breach of our security measures, the emerging market in which we operate, our relatively limited operatinghistory, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue torelease and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of
the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effectivetax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates andinterest rates.
Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. Thesedocuments are available on the SEC Filings section of the Investor Information section of our website atwww.salesforce.com/investor . Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
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Chris CarlisleVP Salesforce Manager
EMPLOYEES: 65,000
CUSTOMER SINCE: 01/08
# USERS: 600 going to 3000
IMPLEMENTATION: In progress
LINES OF BUSINES: Commercial Lending, Assets Based
Lending, Dealer Floor Plan, International, Leasing, Project
Finance, Government Banking, Merchant Services, Cash
Management
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Rick DavisSVP and Manager - Commercial
Information Services
EMPLOYEES: 31,602
CUSTOMER SINCE: 2004
# USERS: 2447
IMPLEMENTATION: 6 Months
LINES OF BUSINESS: Treasury Management,
Commercial (Business Banking and Commercial),
Commercial Real Estate
ADOPTION: 85%
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Charles SparksSVP Commercial Banking Operations
EMPLOYEES: 4,000
CUSTOMER SINCE: 2005
# USERS: 650 going to 700
IMPLEMENTATION: 6 months LINES OF BUSINES: Commercial Banking, Assets Based
Lending, Dealer Floor Plan, International, Leasing, Project
Management, Merchant Services, Treasury Services
ADOPTION: 85 ± 95%
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Enhancing Cross Selling in Banking!
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Question 1:
Please share with us how your implementation of Salesforce CRM
supports cross selling at SunTrust?
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Question 2:
What would you say is uniqueabout your Cross Sell/Referral
efforts at BOK Financial
Corporation?
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Question 3:
Where are you in your implementation
process of cross-selling and referrals
and have you used any best practices
from previous implementations to
assist you in this roll-out?
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Question 4:
Didn¶t you create a new custom object
in Salesforce CRM to handle referrals
from one line of business to another
even if the lines of business did not
use Salesforce CRM?
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Question 5:
What are some of the
measurements you are trackingtoday that you couldn¶t track prior
to implementing your cross sell/
referral system?
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Question 6:
How is TD Banknorth going touse Salesforce CRM as it
relates to referrals?
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Question 7:
Do any of you integrate to backoffice systems to help you with
Crossing Selling or Referral efforts?
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Question 8:
Have any of you used
Appexchange partners tohelp you in your Cross
Selling and Referral efforts?
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Chris Carlisle
VP Salesforce Manager
Rick DavisSVP and Manager - Commercial
Information Services
Charles SparksSVP Commercial Banking Operations
QUESTION & ANSWER SESSION
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