The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

The State of CRM in Banking – Where We Are and Where We’re Going, Part 1

Last fall, I attended Dreamforce with a mission to review the state of CRM in Banking, and thus, immersed myself into all things Financial Services throughout the week. What I found was similar to what we wrote about last year and in 2016. Banks are still addressing the same overall types of challenges: building modern platforms to use the data in their legacy systems and building a culture of...

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Dreamforce 2016: An Uncommon Blend of Events Exemplifies Leadership

Dreamforce 2016: An Uncommon Blend of Events Exemplifies Leadership

Last Friday concluded Salesforce.com’s technical extravaganza, Dreamforce.  Dreamforce is held annually in San Francisco, and in addition to endless technical sessions, business hook ups and opportunities for networking, the event includes numerous musical guests.  This year Dreamforce attendees were lucky enough to enjoy access to a full blown, no holds barred, outdoor concert by the...

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Dreamforce: A Relaxing Conclusion

Now that Dreamforce has ended, I can finally collect my thoughts into this third and final installment of my on-the-ground reporting of the Dreamforce experience (click here and here for my previous posts). Even as of the second to last day of Dreamforce (a Thursday), it was readily apparent that the crowd had started to thin out.…

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Giving is the Soul of Dreamforce

A common theme throughout the entire Dreamforce conference has been philanthropy. The topic has been touched upon via multiple channels including billboards, email conference updates, and break-out sessions. Salesforce has weaved giving back into their core values. They have a 1+1+1 program similar to that of West Monroe’s, where they donate 1% of their time, treasure, and talent to...

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Dispatches from Dreamforce: Drinking the Dreamforce Kool-Aid

This week, several members of our Customer Experience team are at Dreamforce, the annual conference hosted by Salesforce.com, and will be offering their perspectives and top takeaways as they experience one of the world’s largest tech events. When arriving in San Francisco, we were immediately welcomed by the sea of Salesforce blue.…

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Forcelandia: A Salesforce Developers Mini-Dreamforce

The Portland Salesforce Developer Group recently hosted the first (of what I hope are many to come) Forcelandia event on July 23rd. This event exceeded all my expectations and felt more like a hands-on mini-Dreamforce event rather than a Salesforce Developer Group Meetup. The event attracted approximately 60 attendees, along with another 10-15 event organizers, Salesforce employees, Salesforce...

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How to Get the Most Out of Dreamforce DF13

Dreamforce 2013 is just around the corner and minus the crowds, I’m most looking forward to, well, almost everything; the sessions, keynotes, networking, music and fun.  With more than 1000 expert-led sessions (and more than approximately 50,000 people to compete with for sessions), it’s critical to carefully plan your Dreamforce conference agenda ahead of time.…

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Dreamforce 2012 Recap – A Summary of the Big Announcements

After a somewhat surreal appearance by MC Hammer, things got started with Mark Benioff announcing an array of new products. This kicked off with the eagerly anticipated full release of Salesforce Touch. The Touch UI is something like a virtual rolodex, allowing you to easily scroll to the data in your Salesforce org with one finger.…

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