06_Joeri Van Speybroek_Dell_MeetupDora&Cybersecurity.pdf
Success with Salesforce for Capital Markets
1. Success With Salesforce for Capital Markets Dushyant Pandya, salesforce.com VP, Product Strategy Track: Financial Services
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4. Institutional Research Functions Mobile Applications Organize/Attend Industry Conferences Meet Company Sales Force, Traders, I-Bankers Meet Company Management Call Prospects Make Client Presentations Event Management Contact Management Tick Sheet
5. Institutional Sales Functions Research Portfolio Managers Hedge Funds Banks Prospect for New Clients Existing Clients Manage Region Buy-side Analysts Mobile Applications Contact Management Morning Calls Optimized Coverage
33. Dushyant Pandya VP, Product Strategy Scott Harper IBG Project Manager Peter Coleman Director of Research & Head of Equities QUESTION & ANSWER SESSION