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Download Free CRM Reports On-Demand - Industry Applications

 On-Demand - Industry Applications
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Industry Leaders Rely on the Power of On-Demand

When it comes to maintaining their most critical business relationships—those with their clients—financial services leaders including Merrill Lynch, SunTrust, Bear Stearns, and Aon depend on Over 1,600 financial services customers around the globe, from the smallest teams to the largest firms, put their trust in the Salesforce on-demand customer relationship management (CRM) solution and the platform.

Institutions in wealth management, insurance, capital markets, banking, and other segments of the financial services industry are embracing the model:

  • The most customizable CRM application
  • The ultimate integration of client information, market data, and transactional activity via the platform
  • The most trusted on-demand partner for availability, performance, and security
  • A unique choice of pre-integrated financial services apps via the AppExchange

The Award Winner in Capital Markets was recognized as the leading CRM technology provider for capital markets by Securities Industry News and IDC Financial Insights in October 2007. Based on a survey of 17,000 executives in the investment banking, investment management, wealth management, brokerage, and banking industries, this prestigious ranking names among the companies with the most actual usage and market presence in the industry.

The Industry-Leading Salesforce CRM Application
The award-winning Salesforce CRM solution enables financial services professionals to manage all critical client information - from contact details to activity history - in one place. With rave reviews from analysts, the media, and customers alike for its ease-of-use and its point-and-click customization capabilities, you can be confident that your users will embrace Salesforce like no other application.

The Complete On-Demand Platform
To have a holistic view of your clients, you need to pull transactional data into Salesforce from back-office systems and to customize your implementation. The on-demand platform makes these once-cumbersome tasks simpler. And with each new release of Salesforce - or when you upgrade to a new product edition - all of your integration and customization work is preserved automatically.

The Unique AppExchange Marketplace for Financial Services Data and Tools
With the AppExchange, you can extend the power of Salesforce by installing pre-integrated applications and on-demand services - like portfolio analysis and tracking - all in a matter of clicks. Our broad ecosystem of partners - including financial services leaders like Dow Jones and Thomson - provides in-depth industry functionality that seamlessly integrates with your Salesforce CRM solution.