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.
- Where: North Hall E: 130
- When: September 17 3:45PM to 4:45PM
Speakers
- Evan CampbellVP, Professional Services, Rally Software Development, Corp.
- Jessie GrenfellDatabase/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.
- Where: North Hall E: 130
- When: September 17 5PM to 6PM
Speakers
- Jason HunterManager of Support + Services, Vicon
- Donald DyPrincipal 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.
- Where: North 120
- When: September 17 11:30AM to 12:30PM
Speakers
- Bob TangrediCorporate 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.
- Where: North 111
- When: September 17 3:45PM to 4:45PM
Speakers
- Barry RheinOwner, 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.
- Where: North 124
- When: September 17 11:30AM to 12:30PM
Speakers
- Matt BrowningField Ops, salesforce.com
- Kathy EcklundSenior 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.
- Where: Esplanade 300
- When: September 17 5PM to 6PM
Speakers
- Marco CasalainaProduct Manager, Service & Support, salesforce.com
- Bob CallaciVice President, Sales Operations, TransUnion LLC
- Murugan ChellasamyCRM 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.
- Where: North 124
- When: September 17 5PM to 6PM
Speakers
- Erik FikeSenior Business Analyst, NetQoS, Inc.
- Peter RyanSales 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.
- Where: North 124
- When: September 17 3:45PM to 4:45PM
Speakers
- Christopher CabreraFounder and CEO, Xactly Corporation
- Joanna BloorAVP 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.
- Where: Esplanade 300
- When: September 17 3:45PM to 4:45PM
Speakers
- Mark SilberIT Systems Architect, QUALCOMM Incorporated
- Mike EpnerVice President, Worldwide Services and Support, Borland Software Corporation
- Glenn WeinsteinPrincipal, 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.
- Where: North Hall E: 132
- When: September 17 3:45PM to 4:45PM
Speakers
- Daniel SieffSenior 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.
- Where: North Hall E: 132
- When: September 17 5PM to 6PM
Speakers
- Brian HudesDirector, Planning and Strategy, Kaiser Foundation Health Plan Inc
- Saideep RajPartner 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.
- Where: North 120
- When: September 17 5PM to 6PM
Speakers
- Jeff HunterSenior 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.
- Where: North 123
- When: September 17 11:30AM to 12:30PM
Speakers
- Elay CohenSenior Product Line Director, PRM, salesforce.com
- Mark ParrinelloVP Sales, Kovarus Inc
- Peter CastaldiChairman/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.
- Where: North 123
- When: September 17 5PM to 6PM
Speakers
- Kurt ShaverVP and GM Operations, Americas, GFI Software USA, Inc.
- Brett StraussCEO, Media Defined
- Eileen SmithCRM 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.
- Where: North 123
- When: September 17 3:45PM to 4:45PM
Speakers
- Mike WallgrenDirector 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.
- Where: Esplanade 302
- When: September 17 3:45PM to 4:45PM
Speakers
- John LietoManager, Operation Support, CT Corporation
- Mike HoganRegional Ops Mgr, KI
- Janelle SusurasSr. 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!
- Where: Esplanade 307
- When: September 17 11:30AM to 12:30PM
Speakers
- Ashley LandryManager, Marketing Operations, SunGard Data Systems Inc.
- Maureen ShawcrossStrategic Projects Manager, iRise
- Lara SullivanManager, 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!
- Where: Esplanade 307
- When: September 17 11:30AM to 12:30PM
Speakers
- Ashley LandryManager, Marketing Operations, SunGard Data Systems Inc.
- Maureen ShawcrossStrategic Projects Manager, iRise
- Lara SullivanManager, 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!
- Where: Esplanade 307
- When: September 17 5PM to 6PM
Speakers
- Suzette Godwin RomerManager, Sales Technology, Automatic Data Processing
- Courtney HouseProject manager, Envision Telephony Inc.
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.
- Where: North Hall E: 131
- When: September 17 5PM to 6PM
Speakers
- Jon ClineSFDC Admin (Systems), Enthusiast, Inc.
- Brett CrosbySr 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.
- Where: North Hall E: 133
- When: September 17 3:45PM to 4:45PM
Speakers
- Mark CowtanDirector of Product Marketing, Trapeze Networks
- Bill RozierVP 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.
- Where: North Hall E: 131
- When: September 17 3:45PM to 4:45PM
Speakers
- Tony SiconolfiExecutive Director of Sales, Myspace
- Tricia ReillyPresident, 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.
- Where: North Hall E: 133
- When: September 17 11:30AM to 12:30PM
Speakers
- Jim MackayCMO, iTKO
- Stuart RobertsonSr. Director, Marketing, ShareBuilder Corporation - 401K
- Scott KingDirector, 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!
- Where: North Hall E: 133
- When: September 17 5PM to 6PM
Speakers
- Steve GershikDirector, Marketing Innovation, Eloqua Corporation
- Jason HeklSr. 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.
- Where: Esplanade 310
- When: September 17 3:45PM to 4:45PM
Speakers
- Bill SuycottSales Productivity Solutions Manager, Metavante Corporation
- Heather DankertSales Support, Mid Market, Inside Sales, McLeodUSA Incorporated
- Matthew DickersonVP 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.
- Where: Esplanade 310
- When: September 17 11:30AM to 12:30PM
Speakers
- Kurt SchillingerDirector, 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.
- Where: Esplanade 304
- When: September 17 11:30AM to 12:30PM
Speakers
- Cheral StewartCRM Administrator, Call Source
- John WhalonProgram Manager, Rescap Home Services
- Leahanne MerrittManager, 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!
- Where: Esplanade 303
- When: September 17 5PM to 6PM
Speakers
- Dave NielsenDirector, 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.
- Where: North 122
- When: September 17 11:30AM to 12:30PM
Speakers
- Gary RothCOO, United Capital Financial Advisers, Inc.
- Sean UrbanBear 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.
- Where: North 122
- When: September 17 3:45PM to 4:45PM
Speakers
- Jason AtwoodVice President, Citi GWM-Smith Barney, Private Bank and FLS
- Peter ColemanCOO, ThinkEquity Partners
- Greg AltonjiManager, 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.
- Where: North 122
- When: September 17 5PM to 6PM
Speakers
- Hitesh VoraManager, TD AMERITRADE INSTITUTIONAL
- Ilene LaBarberaDirector, 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
- Where: North 112
- When: September 17 3:45PM to 4:45PM
Speakers
- Jeff ZobristDirector, 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.
- Where: North 112
- When: September 17 11:30AM to 12:30PM
Speakers
- Celia GillenVP, 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.
- Where: North 121
- When: September 17 11:30AM to 12:30PM
Speakers
- Mark BakerVP of Sales, LynuxWorks, Inc.
- Teri StevensDirector, Worldwide Sales Operations, Sybase, Inc.
- Scott FletcherBusiness 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.
- Where: North 121
- When: September 17 5PM to 6PM
Speakers
- Matt WilkinsonVice-President of Services, Stratavia Corp
- Jason MastenVP 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.
- Where: North Hall E: 134
- When: September 17 11:30AM to 12:30PM
Speakers
- Christy CooperDirector 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.
- Where: North Hall E: 134
- When: September 17 5PM to 6PM
Speakers
- Patrick QuirkSr. VP WW Sales, GoldenGate Software
- Patti ElliottPresident, The TAS Group
- Jeff KaplanManaging Director, THINKStrategies
- Frank van VeenendaalPresident, 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.
- Where: North 112
- When: September 17 5PM to 6PM
Speakers
- Richard BravmanCEO, Intelleflex Corporation
- Don LaValleeDirector 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.
- Where: Esplanade 307
- When: September 17 3:45PM to 4:45PM
Speakers
- Doug HarrCIO, 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.
- Where: North 120
- When: September 17 3:45PM to 4:45PM
Speakers
- Joe CusterDirector - Service Solutions, Stanley Security Solutions, Inc.
- Gary PeperaMarcomm, Citizens Bank of Rhode Island

