banking on the power of the cloud

What’s In It for You and Your Team?
Chris Carlisle
VP- SalesForce
TD Bank
TD Bank, America’s Most Convenient Bank®, is one of the 15 largest commercial banks in the United States with $134 billion in assets, 23,000 employees that provides Customers with a full range of financial products and services at more than 1,000 convenient locations from Maine to Florida. TD Bank is a member of TD Bank Financial Group of Toronto, Canada, a top 10 financial services company in North America and one of a few banks in the world rated triple-AAA by Moody's.
Banking on the Power of the Cloud
Track: Financial Services
Chris Mills, Rick Davis, SunTrust Bank Chris Carlisle, TD Bank Gary Pepera, Citizens Bank
Chris Mills
Engagement Manager
Agenda Slide
Rick Davis
– Sales Teaming – Integration with data sources – Power of the platform
Chris Carlisle
– How Relationship Manager’s benefit from – How Sales Leaders benefit from
Example: Managing Results
Example: Managing Results
Example: Making Referrals
Example: Making Referrals
Example: Managing Tasks
Key Take Aways
Always have strong executive sponsorship. Involve the end user in the design, build and change process. Manage the change control process. Always remember that the end user wants FAST, EASY and SIMPLE. Think creatively as cloud computing changes quickly.
• • • • • Started with a 40 user pilot program in 2005. Current deployment is now over 600 users going to 1,000+. Only Relationship Managers are on the system. No support functions planned at this time. 12 different business lines, each with their own opportunity record type. Open architecture with high visibility of most Call Planner
Example: Managing Contacts
Example: Industry Research
Example: Products and Service
Example: Managing Results
Example: Managing Results
• • • • Implementation highlights 2,400 users Implementation timeline: 6 months Lines of Business: Commercial (Business Banking and Core Commercial), Commercial Real Estate, Treasury Management Functions: Banking Services, Wholesales Lending Services
Gary Pepera
– Using as a Sales Tool – Data Source Integrations
Rick Davis
Senior Vice President and Manager Commercial Information Services
All About Company SunTrust
Company Logo Here
Brief Overview of Company here. SunTrust is a $172.7 billion Financial Services Company headquarter in Atlanta, GA operating in 11 states including the District of Columbia. SunTrust employs 28,015 teammates.
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Banking on the Power of the Cloud
One stop shop for Sales teammates. Integration of email, contacts and calendars. Research Data – being engaging with the client/prospect. The ability to integrate product usage, client profitability and leads into a integrated look. Look into client customer service activities as a part of the sales call. Operationalize all post call activities: tasks for myself and others, making referrals to other product specialists that support the relationship manager, disposition leads, update opportunities and document call results. Put the power of , Visualforce and Apex to help solve complex business solutions.
Safe Harbor Statement
“Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forwardlooking 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 results expressed 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 remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release 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 effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates. Further information on these and other factors that could affect our financial results is included in the reports on Forms 10K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at /investor. , inc. assumes no obligation and does not intend to update these forwardlooking statements, except as required by law.