ThinkEquity standardises on Salesforce for financial services

~ global growth investment bank implements industry’s leading on-demand CRM service; leverages the platform to build and integrate custom applications~ [NYSE: CRM], the market and technology leader in on-demand business services, has added ThinkEquity Partners LLC, a leading global growth investment bank, to its 1,600 other financial services organisations standardising on Salesforce for Financial Services.

In addition to implementing’s industry leading on-demand CRM service to manage its diverse client base effectively across multiple business groups, the company used the platform to develop multiple custom solutions and to integrate with its publishing and sales commission system, resulting in a single interface for all its business needs.

ThinkEquity is one of the 38,100 companies of all sizes, industries and geographies that comprised the customer base as of October 31, 2007. Revenue and subscribers will be recognised as the service is delivered.

“When we were looking for a new way to manage our business information, Software-as-a-Service from was the clear choice,” said Peter Coleman, COO at ThinkEquity. “We have users around the globe, and Salesforce provides quick and easy access to all the information they need to be successful.”

ThinkEquity selected the Salesforce on-demand CRM service for its flexibility and ease-of-use to drive adoption, and the ability to extend the solution using the customisation and integration capabilities inherent in the platform. ThinkEquity leveraged the flexible development platform to build custom solutions for marketing, sales, research, wealth management and equity venture services that meet its particular business needs. In addition, the company built custom business tools, including a portfolio tracking feature and a calendaring function that manages invitations to company events and regional shows. Putting these functions within Salesforce enables ThinkEquity to better manage and track salesperson productivity, event ROI and the various ways the company interacts with customers.

“We’ve enjoyed the flexibility and ease-of-use that Salesforce provides, and now have greater insight in to our business,” added Coleman. “Salesforce had made us both more efficient and more agile which, in turn, is helping us leverage market opportunities to increase our profitability.”

About is the world’s largest provider of customer relationship management (CRM) software. For more information about (NYSE: CRM), visit:

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 applications should make their purchase decisions based upon features that are currently available. 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, or call 0800 0921223 .