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.

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

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!

Speakers

  • Dan Lawson
    President, Lawson & Assoc
  • Basil Fedynyshyn
    Vice President, Platform Management, Wells Fargo Bank NA

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.

Speakers

  • Lisa Lawrence
    Director Sales Recources, Liberty Northwest Insurance Corp.

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.

Speakers

  • Paul Carrasco
    Sr. Programmer Analyst, Life Insurance, Genworth Financial Life Insurance
  • Katy Zahn
    Operations Analyst, Senior Services, AMERIGROUP Corporation
  • Karen Morton
    Team Leader, Retirement & Protection Technology, Genworth Financial Life Insurance

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.

Speakers

  • Mike Goodrich
    Director of Administration, Arlington Economic Development
  • Lisa Glass
    Project Manager, NPower NY
  • Jonathan Vaughan
    Partner, New Demand
  • Peter Reis
    Chief 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.

Speakers

  • Dan Strunk
    Executive In Residence, DePaul University
  • Trevor McDougall
    MIS Manager, IDP Education Australia Ltd
  • Robert Weir
    VP Information Services, Northeastern University
  • Marc Sternberg
    Principal, Fund For Public Schools Inc

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!

Speakers

  • Ken Moore
    Program Manager, Small Business Energy Alliance
  • Richard Miles
    CEO, Big Brothers Big Sisters of the Bay Area
  • Steve Andersen
    Individual Program Manager, ONE/Northwest

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.

Speakers

  • Natan Zaidenweber
    President/CEO, Stakeware
  • Greg Denizard
    Director of Operations, Children"s Aid Society
  • Rebecca Brown
    Chief Advancement Officer, Family Service Agency Inc
  • Barbara Kibbe
    Senior Consultant, Monitor Institute