wins Best CRM in Capital Markets Award

Top ranking demonstrates the continued momentum of financial services companies standardizing on Software-as-a-Service from as their next generation desktop

SAN FRANCISCO – October 31, 2007 – [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.

" is quickly becoming the standard desktop for the financial services industry," said George Hu, CMO at "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." 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 research firm.

"’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 industry."

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, including financial services industry specific solutions. 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 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 for more information.

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,, 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 ( offers its clients and subscribers a valuable and sophisticated range of products and services.

About Salesforce

Salesforce, the global CRM leader, empowers companies to connect with their customers in a whole new way. For more information about Salesforce (NYSE: CRM), visit:

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