Dreambuilder Investments Standardizes on Salesforce and the Force.com Platform-as-a-Service to Run Its Business On Demand
SAN FRANCISCO - June 2, 2008
Mortgage investment and resolution firm uses Salesforce for Financial Services, Partner Portal,
the Force.com Platform and the AppExchange to build a customized solution for its business
- Salesforce.com [NYSE: CRM],
the market and technology leader in Software-as-a-Service (SaaS) and Platform-as-a-Service (PaaS),
today announced that financial services firm Dreambuilder Investments, LLC (DBI) is successfully
utilizing Salesforce for Financial Services and the Force.com Platform to run its business on
demand. Using Force.com and the AppExchange, DBI rapidly designed and deployed a customized
solution that provides a central hub for employees to manage all business activities, regardless of
their location. DBI uses Salesforce to track opportunities and customer data; analyze
and manage mortgages and financial investments, and share data and common processes with partners -
including lenders, vendors and its distribution network of note buyers. Leveraging the
increased visibility into its operational data, Dreambuilder is now able to more efficiently manage
its investments and expenses to maximize profitability.
DBI is one of the 43,600 companies of all sizes, industries and geographies that comprised
the salesforce.com customer base as of April 30, 2008. Revenue and subscribers will be recognized
as the service is delivered.
"When I first saw Salesforce I knew it was going to allow us to radically improve the way we
managed and shared information," said Peter Andrews, CEO and founder of Dreambuilder Investments.
"Ultimately, it also streamlined the way we run our business and has played a key role in helping
our business grow during the current market turmoil."
Before Salesforce, DBI had an on-premise database that stored rudimentary information about
its mortgages and customers. It contracted with a professional services firm to customize the
solution, but every time DBI sought to make a change to support its expanding business, it faced a
time-consuming and costly engagement with the developers.
DBI used the Force.com Platform to tailor its Salesforce deployment with custom tabs that
allow staff to track potential investment opportunities; perform due diligence and analytics and
manage a data-intensive mortgage portfolio. The company also leveraged the AppExchange to
supplement Salesforce with additional applications, such as:
VerticalResponse - AppExchange application from
VerticalResponse provides self-service email and direct mail solutions, allowing users to create
custom mailing lists of any size, design professional sales & marketing campaigns and track
PRM Portal - Partner relationship management solution from
salesforce.com enables companies to collaborate more effectively with partners to increase channel
revenues while driving partner adoption and loyalty
Clicktools - Clicktools' AppExchange application enables
users to create and update Salesforce information with custom forms, surveys and landing pages
After deploying and customizing Salesforce, Dreambuilder Investments used Force.com to
integrate the solution with a key partner's proprietary vendor management system, so the companies
can share information about investments and required service needs along with the status of work
completed. DBI also integrated Salesforce with a legacy Oracle database, which enables its
staff to get instant access to investment analyses along with other critical mortgage details all
within a single Salesforce screen.
"Everyone in our company uses Salesforce; we operate every aspect of our business on it,"
added Andrews. "With Salesforce, we've found an extremely flexible, efficient and
cost-effective way to run our company with minimal commitment to develop and manage an IT
infrastructure. The end result is that we're more successful than ever before and Salesforce
plays a large part in that success."
About Dreambuilder Investments
Dreambuilder Investments, LLC is a mortgage investment and resolution company based in the
financial district of New York City. DBI is engaged in the business of acquiring and
liquidating defaulted mortgages bringing liquidity, efficiency and humanity to distressed debt
Salesforce for Financial Services
More than 1,600 financial services firms around the globe are standardizing on Salesforce in
Wealth Management, Banking, Capital Markets, Mortgage, and Insurance. Customers such as AON, BOK
Financial Corporation, Chase Paymentech Solutions, E-LOAN, Merrill Lynch, Mizuho Financial Group
and Travelex put their trust in the Salesforce Software-as-a-Service customer relationship
management (CRM) solution to support their most critical business relationships.
Salesforce.com customers have access to the largest ecosystem of partner solutions available via
the AppExchange, including mash-ups with pre-integrated financial services partner
applications. All of these solutions are built on the Force.com Platform-as-a-Service, the
world's most powerful and trusted on-demand platform. For more information, please visit
Force.com Platform and the AppExchange
Force.com reinvents the traditional development, deployment and distribution of any business
application with platform-as-a-service. Developers, customers and partners can use Force.com to
easily create a new generation of on-demand applications and deploy them worldwide as a
service. Force.com allows applications to be easily shared, exchanged and installed with a
few simple clicks via salesforce.com's AppExchange marketplace, enabling all the innovation that
Force.com unleashes to be easily distributed to the entire on-demand community.
The AppExchange economy continues to expand, with thousands of customers installing thousands
of applications via the AppExchange. Customers of all sizes can quickly and easily extend
Salesforce with additional on-demand business applications available on the AppExchange, found at
Salesforce, the Customer Success Platform and world's #1 CRM, empowers companies to connect with their customers in a whole new way. For more information about Salesforce (NYSE: CRM), visit: www.salesforce.com.
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 applications should make their purchase decisions based upon features that are currently available. Salesforce 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://www.salesforce.com, or call 1-800-NO-SOFTWARE.