Salesforce.com wins Best CRM in Capital Markets Award
SAN FRANCISCO – October 31, 2007
Top ranking demonstrates the continued momentum of financial services companies standardizing on
Software-as-a-Service from salesforce.com as their next generation desktop
– Salesforce.com [NYSE:
CRM], the market and technology leader in on-demand business services, today announced that it has
been recognized as the leading CRM technology provider for capital markets by Securities Industry
News and the research firm Financial Insights, an IDC company. The annual listing of the top
technology providers within capital markets identifies those companies with dominant market
presence in the North American securities industry as determined by the investment community.
"Salesforce.com is quickly becoming the standard desktop for the financial services
industry," said George Hu, CMO at salesforce.com. "Salesforce for Financial Services brings the
proven benefits of Software-as-a-Service to the financial services industry, revolutionizing how
financial institutions manage and share information. In fact, there are over 1,600 financial
services companies using Salesforce today as the on-demand standard to manage their business."
Salesforce.com was selected as the leading CRM solution based on a survey of 17,000
executives in the investment banking, investment management, wealth management, brokerage and
banking industries. The ranking identifies those companies with the most actual usage and market
presence in the industry, not simply brand awareness, and survey participants were to rate the
solutions in use at their firm regarding ease of use, reliability, needs met, value, and whether
they would recommend the solution. The primary data research and subsequent analysis was performed
and vetted by Financial Insights, an IDC company and leading independent financial services
"Salesforce.com’s inclusion as the ranking’s leader in CRM is validation for its
software-as-a-service model and a reflection of its growing presence in the securities sector,"
said Carol E. Curtis, special reports editor of Securities Industry News. "Each of the firms
represented in the list is contributing to transformation in the global capital markets in ways
both large and small. These leading edge providers are helping to transform business processes as
well as the whole look and feel of how business is managed and transacted in the capital markets
Salesforce for Financial Services
More than 1,600 financial services firms and more than 100,000 financial services
professionals are standardizing on Salesforce in Wealth Management, Banking, Capital Markets,
Mortgage, and Insurance. These customers are leveraging Salesforce to build deep, long-lasting
relationships and are supported by the largest ecosystem of partner solutions available at
www.appexchange.com, including financial services industry specific solutions. All of these
solutions are built on the Force.com platform, the world’s most powerful and trusted on-demand
platform. For more information, please visit http://www.salesforce.com/fs.
About Financial Insights, an IDC Company
Financial Insights provides independent research, custom consulting, and detailed multiclient
studies on the technology issues and challenges facing the financial services industry. Our global
research covers topics of strategic importance to corporate and retail banks, insurance carriers,
asset management firms, securities and brokerage firms. Our local practices in Asia Pacific,
Europe, Latin America and Canada add an in-depth regional viewpoint. Financial Insights, an IDC
company, is headquartered in Framingham, Massachusetts, USA. IDC is a subsidiary of IDG, the world’s
leading IT media, research, and exposition company. Visit www.financial-insights.com for more
About Securities Industry News and SourceMedia, Inc.
Securities Industry News is a weekly newspaper that delivers original, time-critical news and
analysis to senior decision makers in charge of operations, technology, processing services, and
compliance in the global securities and financial markets. Securities Industry News and its
companion site, www.securitiesindustry.com, combine to deliver a distinctive perspective on, and
analysis of, the companies, trends, issues and people who are transforming the global securities
market through innovations in technology, product development, front- middle- and back-office
operations, buy- and sell-side trading infrastructures, risk management, and the business processes
vital to regulatory and operational compliance.
SourceMedia, an Investcorp company, is the pre-eminent provider of timely and essential
market information – including industry news, analysis, research and insights – for members of the
financial services community, as well as related fields such as accounting and technology. Through
its comprehensive library of professional publications, suite of industry-standard data
applications, and in-depth seminars and conferences, SourceMedia (www.sourcemedia.com) offers its
clients and subscribers a valuable and sophisticated range of products and services.
Salesforce.com is the world’s largest provider of customer relationship management (CRM) software. For more information about salesforce.com (NYSE: CRM), visit: www.salesforce.com/au/.
Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase salesforce.com applications should make their purchase decisions based upon features that are currently available. Salesforce.com has headquarters in San Francisco, with offices in Europe and Asia, and trades on the New York Stock Exchange under the ticker symbol “CRM.” For more information please visit http://salesforce.com/au/, or call 1800 667 638 (Australia) or 0800 450 064 (New Zealand).