Dreamforce 2007

http://www.salesforce.com/community/crm-best-practices/resource-training.jsp

By Track: By Day: September 17

Automating Governance and Compliance with On-Demand

Government mandated compliance regulations such as Sarbanes-Oxley and HIPAA have created a set of challenges and opportunities for IT organizations. Is governance a core competency of your IT organizations IT success or are you struggling with siloed information, manual processes, or rogue applications that should be centrally managed? Learn best practices for using the power of on-demand platforms to centralize, manage, and track critical corporate business processes.

Speakers

  • Evan Campbell
    VP, Professional Services, Rally Software Development, Corp.
  • Jessie Grenfell
    Database/CRM Manager, Center For Employment Opportunities, Inc.

IT 2.0 with the AppExchange Directory

The Web operating system for IT is here! Join us to learn how IT organizations everywhere are using the AppExchange Directory of business applications to run more and more of their companies" critical applications on demand. Discover the new IT standard for rapidly finding and deploying certified, pre-integrated solutions from marketing automation to HR developed by the hundreds of partners on the AppExchange.

Speakers

  • Jason Hunter
    Manager of Support + Services, Vicon
  • Donald Dy
    Principal Enterprise Applications Engineer, Magma Design Automation, Inc.

Driving Business Strategy: Key Techniques for Mapping the Big Picture

Does it seem impossible to build a strategy for more than 6 to12 months from now due to constantly changing priorities, market conditions, and executive staff? Learn from a company that has embraced a strategic, on-demand planning model that keeps it focused on the end-game and enables agility to react and respond to the constantly changing environments in which they operate

Please Note: Materials from this session are not available. 

Speakers

  • Bob Tangredi
    Corporate VP, Healthcare Compliance Services, Stericycle, Inc.

Here"s What My Million Dollar Rep *Really* Did...

A panel of sales engineers and other team members discuss exactly what their million-dollar producing account executives did to make their $1+ million pay checks. Curious? We thought you might be.

Speakers

  • Barry Rhein
    Owner, Barry Rhein & Associates
  • Michael Roth
    salesforce.com

Account Planning: How to Manage Strategic Accounts Using Salesforce

Ready to improve management of your most important accounts? Join us for a primer! You"ll leave this session with a basic understanding of how salesforce.com and a top customer use Salesforce to identify, target, and track progress at target sales accounts.

Speakers

  • Matt Browning
    Field Ops, salesforce.com
  • Kathy Ecklund
    Senior Project Mgr, ADC Telecommunications

CTI: Ringing in Customer Loyalty

Every phone call is an opportunity to strengthen customer loyalty. People have long understood the benefits of integrating their service and support applications to their telephony system: customer information instantaneously delivered to them, automatic logging, faster call handling times. But the complexity and cost have always been a challenge. With Salesforce Service & Support, CTI is a snap. Listen as Transunion details how they"ve integrated their telephony systems and the benefits they"ve received.

Speakers

  • Marco Casalaina
    Product Manager, Service & Support, salesforce.com
  • Bob Callaci
    Vice President, Sales Operations, TransUnion LLC
  • Murugan Chellasamy
    CRM Integration Manager, TransUnion LLC

Performance Measurement and Executive Dashboards

Nothing grabs attention like a well-made dashboard. Join this session to see real-life examples of how executives at salesforce.com and various customers use dashboards to drive excellence in their organizations. You"ll walk away with the know-how to do the same thing in yours.

Speakers

  • Erik Fike
    Senior Business Analyst, NetQoS, Inc.
  • Peter Ryan
    Sales Analyst, Allscripts Healthcare Solutions, Inc.

Optimizing Sales Operations with Sales Performance Management

You can find out more about the sales tools built into Salesforce by visiting the Sales Management area under the Salesforce SFA product overview. Salesforce.com - the world's favorite CRM Software as a Service.

Sales Performance Management automates all aspects of administering, tracking, reporting and analyzing sales performance. SPM systems include functionality for incentive compensation management, quota and territory management. This breakout session will explore strategies to motivate sales and other variably paid personnel to sell more effectively and align performance to corporate goals.

Speakers

  • Christopher Cabrera
    Founder and CEO, Xactly Corporation
  • Joanna Bloor
    AVP Business Operations, CNET Networks, Inc.

Using the New Salesforce Customer Portal for Customer Support

Elevate the self-service experience with the next generation Salesforce Customer Portal. In this session, learn how the Customer Portal revolutionizes self-service by offering a personalized online experience using multiple portals and profiles, enables entirely new self-service processes with custom objects and mashups and allows unlimited customization using the salesforce platform.

Speakers

  • Mark Silber
    IT Systems Architect, QUALCOMM Incorporated
  • Mike Epner
    Vice President, Worldwide Services and Support, Borland Software Corporation
  • Glenn Weinstein
    Principal, Appirio

Domain 1: Vision and Strategy

Do you have a well defined vision and strategy for your Salesforce implementation? Are your key executive stakeholders behind the vision? Come listen to how other customers have defined their visions -- and how these visions have helped to drive their overall implementation.

Speakers

  • Daniel Sieff
    Senior Manager - Sales CRM, Sprint Nextel Corporation

Domain 2: Business Metrics

What are your business objectives for your Salesforce implementation? Do you have a set of key business metrics your organization wants to achieve? Hear how other customers used business metrics to successfully drive their implementation and achieve a positive ROI.

Speakers

  • Brian Hudes
    Director, Planning and Strategy, Kaiser Foundation Health Plan Inc
  • Saideep Raj
    Partner CRM, Accenture Ltd.

The Agile Enterprise: Enabling Business Results and Innovation Through SaaS

Business agility is the crème "de la crème of cultural norms for the most successful corporations today. And business results and innovation are typically cornerstones of a truly agile business model. Join us to learn how you can use the SaaS model to help define and refine your company"s agility, enabling you to deliver extraordinary results.

Speakers

  • Jeff Hunter
    Senior Director, HR Business Solutions, Electronic Arts Inc.

Keynote: What Do Partners Really Want from Their Vendors?

Hear what partners want from their vendors -- directly from a panel of partners and experts! Join us for a keynote presentation on channel management best practices featuring partners who will answer your questions on what they need and how to work with them to drive channel success.

Speakers

  • Elay Cohen
    Senior Product Line Director, PRM, salesforce.com
  • Mark Parrinello
    VP Sales, Kovarus Inc
  • Peter Castaldi
    Chairman/President/CEO, Kovarus Inc

Adoption Strategies for Channel Success

Listen to GFI explain how they"ve deployed adoption strategies to drive channel success using qualified leads, deal registration, training and certification, and innovative communications. Leave with scores of best practices for increased channel success and loyalty.

Speakers

  • Kurt Shaver
    VP and GM Operations, Americas, GFI Software USA, Inc.
  • Brett Strauss
    CEO, Media Defined
  • Eileen Smith
    CRM Administrator, GFI Software USA, Inc.

Drive ROI and Revenues with Partner Leads

Attend this customer panel session to learn how to build a closed loop lead management program. See how companies have developed programs that have yielded great ROI and partner loyalty.

Speakers


  • Mike Wallgren
    Director of Channels, Altiris, Inc.

Best Practices for Implementing Salesforce Service & Support

How would you like to jumpstart your Salesforce Service & Support implementation? Join our panel of customers and experts as they talk about how they rolled Service & Support out in record time, how they integrated with other enterprise systems, and how they trained their agents.

Speakers

  • John Lieto
    Manager, Operation Support, CT Corporation
  • Mike Hogan
    Regional Ops Mgr, KI
  • Janelle Susuras
    Sr. Project Manager, Medtronic Navigation Inc

A Method to the Madness

Staying on top of new releases and keeping your Salesforce.com application up to date, clean, and clutter free can be challenging. Join us to gain visibility into techniques and processes on how to keep a clean salesforce.com org and how to incorporate the latest functionality from salesforce.com feature releases. Learn from our panel of speakers on how they stay on top and manage this process effectively for their business!

Speakers

  • Ashley Landry
    Manager, Marketing Operations, SunGard Data Systems Inc.
  • Maureen Shawcross
    Strategic Projects Manager, iRise
  • Lara Sullivan
    Manager, Account Services, LoopNet, Inc.

A Method to the Madness

Staying on top of new releases and keeping your Salesforce.com application up to date, clean, and clutter free can be challenging. Join us to gain visibility into techniques and processes on how to keep a clean salesforce.com org and how to incorporate the latest functionality from salesforce.com feature releases. Learn from our panel of speakers on how they stay on top and manage this process effectively for their business!

Speakers

  • Ashley Landry
    Manager, Marketing Operations, SunGard Data Systems Inc.
  • Maureen Shawcross
    Strategic Projects Manager, iRise
  • Lara Sullivan
    Manager, Account Services, LoopNet, Inc.

Sneak Attack: Getting Users Addicted Without Them Knowing

User adoption is critical to a successful implementation. It"s also what will help propel your implementation to the next level. This session features tips, tricks, and best practices to help turn your good adopters into addicts!

Speakers

  • Suzette Godwin Romer
    Manager, Sales Technology, Automatic Data Processing
  • Courtney House
    Project manager, Envision Telephony Inc.

Leveraging Approvals to the Fullest

It"s time to boost organization, effort, and efficiency! This session features experts from salesforce.com and several customers, sharing their workflow and approval case studies. Learn how to leverage various Salesforce and AppExchange apps, and take home best practices for outbound messaging and complex rule triggering.

Speakers

  • Gregg Vivolo
    Marketing Manager, The New York Times Company Regional Newspaper Group

Salesforce Platform, Choose Your Own Adventure

The Apex Platform should be an essential part of your strategy for automating processes across your enterprise. Join us to learn how you can leverage the new Salesforce Platform Edition and various AppExchange apps to cut down your project backlog and increase organizational agility. We"ve got the solutions you need!

Speakers

  • Narinder Singh
    CEO, Appirio
  • Howard Brown
    VP Marketing, CRC Health Group

Your Web Site: The Hub of Marketing

Your Web site shapes how prospects and customers view your business and can be an outstanding lead-generation machine. Join us to learn best practices for layout, content, and navigation that can maximize the leads coming into your business. We"ll show you how to use Web-to-lead forms for a perfect advantage.

Speakers

  • Jon Cline
    SFDC Admin (Systems), Enthusiast, Inc.
  • Brett Crosby
    Sr Mgr, Google Analytics, Google Inc.

Please Note: Some audio may not be available for this session.

Marketing on the Front Lines: Making Your Messages Work in the Field

Are sales teams getting your messages across, or are your “snazzy“ taglines limited to life on a marketing white board? Learn how to empower your sales reps with timely, relevant materials that win deals, enhance your brand, and turn the sales organization into your biggest fan.

Speakers

  • Mark Cowtan
    Director of Product Marketing, Trapeze Networks
  • Bill Rozier
    VP Global Marketing, CIENA Corporation

Best Practices for Lead Management

Do you understand your entire lead lifecycle? The experts at salesforce.com are here to help! This session features best practices for lead management, like how to route leads to the right sales teams, building effective qualification and conversion processes, workflow automation, and plenty more.

Speakers

  • Tony Siconolfi
    Executive Director of Sales, Myspace
  • Tricia Reilly
    President, Bluebird Marketing LLC

Bridging the Sales and Marketing Divide

In an ideal situation, Marketing and Sales would operate hand-in-hand, yet oftentimes these two departments are at odds. Hear from salesforce.com customers and our own internal team how to leverage Salesforce to bridge the gap between these two departments and increase marketing effectiveness for your sales organization.

Speakers

  • Jim Mackay
    CMO, iTKO
  • Stuart Robertson
    Sr. Director, Marketing, ShareBuilder Corporation - 401K
  • Scott King
    Director, Business Development & Marketing, iTKO

What"s Next: 21st Century Lead Cultivation

You just spent half your budget on demand-generation programs, and what a success thousands of leads for your pipeline! But now what? Join us to find out how top marketers everywhere are lead scoring and using advanced lead management techniques to handle prospects that aren"t quite “sales-ready.” Learn how mining these leads over time is a cost-effective way to generate pipeline. Increase the value of your leads starting now!

Speakers

  • Steve Gershik
    Director, Marketing Innovation, Eloqua Corporation
  • Jason Hekl
    Sr. Director of Marketing, InQuira, Inc.

Winning Over Sales!

Do you feel like you have to “sell” Salesforce to your sales team? Sales people can be some of the best advocates of Salesforce... once you show them the what"s-in-it-for-me. The key to success is getting your sales people to see how Salesforce can boost their productivity and efficiency. This session will show you how.

Speakers

  • Bill Suycott
    Sales Productivity Solutions Manager, Metavante Corporation
  • Heather Dankert
    Sales Support, Mid Market, Inside Sales, McLeodUSA Incorporated
  • Matthew Dickerson
    VP Client Technologies, SIRVA Worldwide, Inc.

Public or Private? Getting Started with Security

One of the most foundational decisions when you get started with Salesforce is whether you choose a public or private sharing model. Why should you choose one over the other? Why is the decision so hard? Once made, can you ever go back? Don"t fear! Join us to get the answers and advice you need.

Speakers

  • Kurt Schillinger
    Director, Sales Operations, DaimlerChrysler Corporation

Apps for Admins: Real-World Apps Built by Fellow Admins

Click here for session materials

Not sure how the Salesforce platform can meet your company"s application needs? Join in on this session to see just what kind of apps other admins are building. And learn platform benefits from the people on the front line! We"ll go over several customer case studies to give you the inside scoop.

Speakers

  • Cheral Stewart
    CRM Administrator, Call Source
  • John Whalon
    Program Manager, Rescap Home Services
  • Leahanne Merritt
    Manager, CRM, PHH Arval

Salesforce SOA Deep Dive

Click here for session materials

Salesforce SOA re-invents how web services and APIs can be used to integrate and mashup applications. Learn more about how to use Salesforce SOA for your own apps and get your hardest questions answered by the R&D team behind this breakthrough technology!

Speakers

  • Dave Nielsen
    Director, ISV & Developer Programs, StrikeIron

Transforming Wealth Management

Attend this session to learn how Salesforce.com is transforming the wealth management industry. Learn from customers how they have leveraged Salesforce.com to standardize on a single integrated desktop, provide advisors a 360-degree view of the client and improve client service. Salesforce Wealth Management Edition (WME): You"ve heard about it, and now you want to see it. Join this session to see the latest on the WME.
Please Note: Some materials from this session may not be available.

Speakers

  • Gary Roth
    COO, United Capital Financial Advisers, Inc.
  • Sean Urban
    Bear Stearns & Co., Inc.

Modeling Financial Services Business Processes

Financial Services systems and business processes are as complex as they come. Join this session to hear directly from customers on how they integrated and streamlined their internal processes to become more competitive. Leave with plenty of ideas you can implement at your own company.

Speakers

  • Jason Atwood
    Vice President, Citi GWM-Smith Barney, Private Bank and FLS
  • Peter Coleman
    COO, ThinkEquity Partners
  • Greg Altonji
    Manager, Business Process Automation, Lava Trading Inc.

Best Practices: Big Data Volumes in Financial Services

If you"re in Financial Services, you know just how overwhelming the volume of data can be. Join this session to hear from customers that deal with big data volumes, find out how they decide which data is important to move, and learn best practices for data cleansing and management.

Please Note: Materials from this session are not available.

Speakers

  • Hitesh Vora
    Manager, TD AMERITRADE INSTITUTIONAL
  • Ilene LaBarbera
    Director, SFA, Automatic Data Processing

High-Tech Channel Management Best Practices

High-tech organizations rely heavily on the multi-tier distribution model. Companies have a multitude of partner types, tiers, and distribution strategies. Join us to hear high-tech customers share their experiences with integrated Partner Relationship Management. Learn about comprehensive partner strategy, best practices, and business processes enabled by Salesforce

Speakers

  • Jeff Zobrist
    Director, Global Channel Operations, UGS Corp.

On-Demand Success in the Software Industry

Its official. On-demand has gone mainstream. Attend this panel discussion to learn firsthand how software companies everywhere are leveraging Salesforce and the Salesforce platform to drive innovation throughout their organizations. Hear customers share first-hand accounts of solutions that address specific issues of the software industry.

Speakers

  • Celia Gillen
    VP, Business Transformation, CA - Computer Associates, Inc.

Forecasting Excellence: How to Achieve Pipeline Visibility and Forecast Accuracy

Producing a forecast that drives confidence is not only a function of accurate data, but also a culmination of all the practices in your organization. Our customers and experts are here to share best practices for using Salesforce for advanced forecasting. Visibility? Confidence? High accuracy? Find out how you can have it all.

Speakers

  • Mark Baker
    VP of Sales, LynuxWorks, Inc.
  • Teri Stevens
    Director, Worldwide Sales Operations, Sybase, Inc.
  • Scott Fletcher
    Business Forecasting Analyst, Misys International Banking Systems

Expanding the Portfolio

Growth requires selling more than one product to the market. Join us to see how salesforce.com and several of our customers are making the transition from one product to a broad portfolio of offerings. You"ll leave with the know-how to do the same thing at your company.

Speakers

  • Matt Wilkinson
    Vice-President of Services, Stratavia Corp
  • Jason Masten
    VP Sales, USA.NET, Inc.

Sales and Marketing United

In an ideal world, Sales and Marketing would operate hand-in-hand, yet oftentimes these two departments are at odds. Hear from salesforce.com customers and our own internal team how to leverage Salesforce, leads, and pipeline generation to bridge the gap between these two departments.

Speakers

  • Christy Cooper
    Director of Sales and Marketing, Preferred Offices

Sales Leadership Panel

Join sales leaders for a frank and in-depth discussion on how to drive top-line growth with Salesforce. We"ll have salesforce.com"s own president of sales on hand to answer questions and offer advice.

Speakers

  • Patrick Quirk
    Sr. VP WW Sales, GoldenGate Software
  • Patti Elliott
    President, The TAS Group
  • Jeff Kaplan
    Managing Director, THINKStrategies
  • Frank van Veenendaal
    President, Worldwide Corp Sales, SALESFORCE.COM

Manufacturing: Avoiding Ugly Surprises

Do you have early-enough visibility into your sales issues so you can fix them? How do you get out of Excel hell? Come learn how customers have used Salesforce and Right90 Sales Forecasting to receive early warnings, avoid quarterly surprises, and drive top-line revenues. Gain valuable insight from high-tech executives who have successfully used Salesforce and Right90 to consistently exceed sales targets, eliminate sales risks, and manage sales forecasts on demand.
Please Note: Materials are not available from this session.

Speakers

  • Richard Bravman
    CEO, Intelleflex Corporation
  • Don LaVallee
    Director of Strategic Business Ops, Sharp Microelectronics

Wheres the Cash in Your Lead to Cash Process?

Do you spend too much time processing order contracts and re-entering data? Do you use one system to manage quotes and another for receiving cash payments? See how two salesforce.com customers complete the lead-to-cash process by integrating Intaccts on-demand accounting solution with Salesforce, and ultimately streamline their sales and revenue management processes.

Speakers

  • Doug Harr
    CIO, Ingres Corporation

Seed & Grow: Take Rollout Success Viral

Have you ever been asked to sponsor a multi-location deployment of a new application? Learn from leading customers who have sat in your seat, sponsored and built business cases, and driven tremendous success for their multi-location rollouts that actually realized ROI. With a seed and grow strategy, these leaders took their Salesforce programs from 20 to 3,000 seats. They will provide key insight on how they unified disparate businesses in their organization for total visibility and delivered unprecedented success.

Speakers

  • Joe Custer
    Director - Service Solutions, Stanley Security Solutions, Inc.
  • Gary Pepera
    Marcomm, Citizens Bank of Rhode Island