Dreamforce 2007
http://www.salesforce.com/community/crm-best-practices/resource-training.jsp
By Track: By Room: North 122
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.
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
Best Practices: Reporting on Social Impact
Do you need to measure more than just one bottom line? Do you need to understand your organizations impact in terms that do not fit on a profit and loss statement? Youll glean meaningful insight from three exceptional organizations that use Salesforce analytics to measure their qualitative social impact.
- Where: North 122
- When: September 19 11:30AM to 12:30PM
Speakers
- Natan ZaidenweberPresident/CEO, Stakeware
- Greg DenizardDirector of Operations, Children"s Aid Society
- Rebecca BrownChief Advancement Officer, Family Service Agency Inc
- Barbara KibbeSenior Consultant, Monitor Institute
Building Your Life Insurance Business with Salesforce
Join this session to hear how leading life insurance firms have deployed Salesforce across their sales organizations. Hear the latest industry tips, tricks, and best practices and leave with ideas for new processes that really work.
- Where: North 122
- When: September 18 1:15PM to 2:15PM
Speakers
- Paul CarrascoSr. Programmer Analyst, Life Insurance, Genworth Financial Life Insurance
- Katy ZahnOperations Analyst, Senior Services, AMERIGROUP Corporation
- Karen MortonTeam Leader, Retirement & Protection Technology, Genworth Financial Life Insurance
Accelerated Lending on Demand
Velocity in lending has never been higher. Join this session to hear from customers that have increased the speed at which they do business. Learn best practices in lead capture and loan status. And we"ll be sure to leave some time for Q&A, too!
- Where: North 122
- When: September 18 11:15AM to 12:15PM
Speakers
- Dan LawsonPresident, Lawson & Assoc
- Basil FedynyshynVice President, Platform Management, Wells Fargo Bank NA
AppExchange for Nonprofit, Government and Education
We"ve got powerful ways your nonprofit can extend its use of Salesforce through the AppExchange. Join us to see the latest hot products for nonprofits and learn about the Power of Us partner offerings. We"ll also show you how and why you can create your own AppExchange app to share your developments with the greater nonprofit community. See you there!
- Where: North 122
- When: September 19 10:15AM to 11:15AM
Speakers
- Ken MooreProgram Manager, Small Business Energy Alliance
- Richard MilesCEO, Big Brothers Big Sisters of the Bay Area
- Steve AndersenIndividual Program Manager, ONE/Northwest
Managing P&C distribution with Salesforce.com
All insurers face a multi-tiered distribution model, ranging from their captive direct write business to managing agents and brokers. Come hear how customers have extended Salesforce.com to manage their customer and partner relationships, increasing the effectiveness and performance of their agents & brokers. Leave with best practices to model distribution management in salesforce.com.
Please Note: Materials from this session are not available.
- Where: North 122
- When: September 18 2:30PM to 3:30PM
Speakers
- Lisa LawrenceDirector Sales Recources, Liberty Northwest Insurance Corp.
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.
Government on Demand
The time has come for Government On-Demand. See how to use Salesforce On-Demand solutions to collaborate across agencies, borders and the public/private divide and manage people and processes more effectively. We"ll show you exactly how Salesforce helps you improve customer service, case management, outreach, and the overall experience of constituents, employees and partners.
- Where: North 122
- When: September 19 9AM to 10AM
Speakers
- Mike GoodrichDirector of Administration, Arlington Economic Development
- Lisa GlassProject Manager, NPower NY
- Jonathan VaughanPartner, New Demand
- Peter ReisChief Support Services Officer, Wyoming Business Council
Salesforce 101: Education on Demand
Ever needed a report on all your students, alumni, donors, or partners? Or any combination of the above? You"ve probably had to search across multiple systems, departments, or schools to get it. But now you can access and manage all of this informationand much morein a single collaborative environment! Join us to learn firsthand how Salesforce helps leading institutions reap the benefits from on-demand business applications.
- Where: North 122
- When: September 18 3:45PM to 4:45PM
Speakers
- Dan StrunkExecutive In Residence, DePaul University
- Trevor McDougallMIS Manager, IDP Education Australia Ltd
- Robert WeirVP Information Services, Northeastern University
- Marc SternbergPrincipal, Fund For Public Schools Inc