ThinkEquity Standardizes 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

SAN FRANCISCO - December 17, 2007 - [NYSE: CRM], the market and technology leader in on-demand business services, today announced that ThinkEquity Partners LLC, a leading global growth investment bank, has joined 1,600 other financial services organizations standardizing 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 recognized 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 customization 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."

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, E-LOAN, Mizuho Financial Group and Travelex put their trust in the Salesforce on-demand customer relationship management (CRM) solution to support their most critical business relationships. customers have access to the largest ecosystem of partner solutions available via the AppExchange, including financial services mash-ups with more than 35 pre-integrated partner applications.  All of these solutions are built on the platform, the world's most powerful and trusted on-demand platform. For more information, please visit

About ThinkEquity Partners LLC
ThinkEquity Partners LLC, a Panmure Gordon Company, is a research-centric institutional investment firm focused on the growth economy. ThinkEquity Partners LLC is dedicated to providing focused insight, advisory services, and capital to institutional investors and corporate constituents in the knowledge economy's key growth verticals, including technology, healthcare, media and consumer business services. For more information about ThinkEquity Partners LLC, please visit Platform and the AppExchange reinvents the traditional development, deployment and distribution of any business application with platform-as-a-service. Developers, customers and partners can use to easily create a new generation of on-demand applications and deploy them worldwide as a service. allows applications to be easily shared, exchanged and installed with a few simple clicks via's AppExchange marketplace, enabling all the innovation that unleashes to be easily distributed to the entire on-demand community.
The AppExchange economy continues to expand, with thousands of customers installing 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

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

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