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Introduction to CollectPro

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Francisco E. Figueroa-Nigaglioni
Francisco E. Figueroa-Nigaglioni

This presentation gives a clear idea of how companies can improve the results in the collections life cycle including pre-collection process, collection process, collection agency, and legal by using CollectPro. CollectPro is built on Force.com. The solution is easy to use and easy to configure.

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Francisco E. FigueroaVP Business Development+1 (787) 944-7877
Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions
Salesforce.com’s Mission: On Demand Innovation Driver, Catalyst & EvangelistOn-DemandClient/ServerMainframe21stCentury PlatformsLate 20thCentury PlatformsMid 20thCentury Platforms
Strong growth of new customers> 43.600 paying customers> 1.200.000 paying subscribersApril 30th, 200820012002200320042005200620072008Fiscal YearBased on available figures for clients and subscribers. The bars represent fiscal trimesters.
~20,000~30,000~25,000~40,00045,000~4,200~2,600~4,000~5,500~2,600~2,000~1,500~2,500~1,800The World’s Largest On-Demand CRM Deployments Run on Salesforce.com~5,000
Chief Information OfficerChief Innovation OfficerChief Infrastructure Officer“long backlog, difficult to innovate”“hero to the business”“keep the lights on”Common Thread is Innovation. Not Infrastructure.
Introduction to CollectPro
100M+Transactions DailyAverage Speed 225ms~70% global deployments$100 Million Investment2 Fully Mirrored Data CentersScalable ArchitectureDisaster RecoveryTrusted Global Infrastructure as a Service
Continuous Innovation – 26 Major Releases in 9 YearsOn Average Over 100 New Features Per ReleaseAll Customizations and Integrations Upgraded Automatically
Complementing the Functionality of CRM+=Success
Loved by Users, Executives and IT95% of customers surveyed would recommend to a colleagueEasy to Manageby IT and Business AdminsEasy to Use like the Consumer WebComplete VisibilityFor ExecutivesLanguageSource: Independent survey by Customer Sat Inc., First Half 2007. 2623 respondents.
Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions
SuppliersCapital MarketsRegulatorsBanking Clearing HouseInsuranceRetail Banking CustomersDistribution ChannelsBanksCorporate Banking CustomersFinancial Services Industry Landscaspe
Provide Innovative and Flexible Products
Effectiveness in the customer management
New Markets
Consolidated Financial GroupsNewCompetitorsGlobalizationCapital MarketsInsurersBanksMarginPressureRegulationsObtain and Maintain Profitable Customer
Greater Efficiency & Effectiveness
Provide Confident and Updated Information
Comply with Capital Adequacy RequirementsReality of the Financial Industry
CompetitionGreaterProfitabilityIsolated Applications360º Vision of the CustomerDynamic EnvironmentFast & Flexible Implementation Effective CollectionsIndustry TrendsGoalsChallengesEffective Use ofCapitalLower Loan Loss Reserve
Automate collections with a technological platform that supports collection processes efficiently Specific CollectPro ObjectivesImprove agent productivity, thereby lowering risk and Loan Loss ReserveProvide a centralized repository for each step of the collection process and facilitate a consolidated view of each customer’s collection history
Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions
Developed with the SaaS modelSubscriptionMultiuserMULTINATIONALSFaster Vendor InnovationEconomies of Scale ScalabilityAutomatic UpgradesBIG BUSINESSSMALL BUSINESS
Top 100 Innovative CompaniesTechnology of the YearTop Ten Disruptors of 2006CRM Leader & VisionaryMarket Leader Enterprise CRM2006 Product of the YearBest CRM & On-Demand Platform#11 Fifty People Who Matter MostLeader & VisionaryWorld-Class Innovator Award#7Top 10 Entrepreneurs & Cool Company#7 Top 100 Most Influential PeopleTop 40Broad Industry Recognition for Innovation
The Most Trusted & Secure InfrastructureSecurityTransparencySAS 70 Type IISysTrust certificated128 bit SSLNetwork and Physical SecurityIP Restricted Access OptionFlexible Single Sign-On OptionsSafety netIdentity Confirmation
Native Desktop ConnectorsIntegration Middleware ConnectorsNative ERP ConnectorsMash-ups from AppExchangeDeveloper Toolkits1 BillionAPI calls per month18.7 Billion Total API callsEasy to Integrate with Any System
CABDDeclarativeProgrammaticApprovalsIntelligentTime-BasedFormulasOutbound Messaging59,200workflow rules7 Millionautomated tasksProcesses Automated by Workflow
Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions
Enhance your Commercial Efforts with an Efficient Collection…Increase Collection Process EfficiencyIntegrate Commercial and Collection ProcessesMonitor KPIsImprove Agent Productivity ...and Accelerate the Results Integrating the Collection to your Call CenterIntegrateCollectPro with your PBX/ACD(“screen popup)Obtain real/time VisibilityAutomate Telephone Dialing (“soft-phone”)
Remove barriers to your commercial processes324MonitorPast-DueAccountsObtain Payment PromissesClose DealsMonitor Payment Promise FulfillmentConvertinto OpportunitiesCapture Prospects1ConfirmPayment & ThankCustomerExecute MarketingCampaignsMaintain aGood RelationshipSalesCollectionMarketing5Monitor Performance
Improve your Marketing Investment1Intelligent Lead AssignmentAutomated Lead CaptureHigher Lead Conversion Stronger PipelineAssign leads automaticallyNo more leaked prospectsQualify & Convert LeadsMonitor Process in Real TimeQualify leads to increase effectivenessEnsure adequate tracking
Increase the Commercial Productivity2360o View of CustomerShared View of Commercial ActivityGreater Commercial EffectivenessSmall Learning CurveKnow your customerNo more daily meetings or email reportsAutomated Approval ProcessesAutomatic Proposal and E/mail GenerationEliminate duplicityNo more bottlenecks
Implement an Effective Sales Process3Integrated Commercial MethodologiesCommercial Intelligence & PlanningGreater CommercialEffectivenessShorter Sales Cycle Investigate and plan collaborativelyUse better practices in a consistent wayTeam SellingShare ToolsTools at the disposal of the sales teamCompete with teamwork
ADCBCollect Efficiently4Improve Capital Utilization with an effective recoveryLower Loan Loss ReserveCompletely IntegratedEasy to UseA single repository for customer information integrated with Salesforce.com, transactional and telephony systemsMinimize the learning curve Flexible & SecureEfficientCollaborativeFlexible rule-based assignment of past due accounts Automated call programming Automatically trigger emails and collections lettersFoments teamwork and enhances synergies by leveraging technologyImplemented in record time on a highly secure and proven platform
Monitor the Collections Process through KPIs5Real-Time AnalysisDashboardsMonitor performance through dashboardsMake timely decisions based on fresh informationComplete Visibility of Collections Process and ResultsMonitor your enterprise healthDiscover TrendsEnhance understanding of performance trendsAdjust the processes based of actual performance
BehavioralScoreFlexible Collections StrategyProfitabilityCategoryDelinquent AmountDelinquency CategoryBalanceCollectionsPriority
Collections StrategyCollectionActivitiesRisk ProfileKPIsCustomerInformationLegalCasesPaymentsLettersE-mailSMS
System IntegrationCONSUMER LOANSCREDITCARDSLIFE INSURANCEMORTGAGESCASUALTY INSURANCECOMMERCIALLOANSBUSINESSLOANSCREDITBUREAUSCOLLECTION MANAGEMENTPROCESS MONITORING RISKPROFILE
Agenda forIntroductionBusiness ObjectivesArchitectureCollectPro CharacteristicsBenefitsConclusions
Financial Services EditionAGILITYLOWER RISKTIME TO VALUEHIGHER ROIIMPROVEEFFICIENCYENHANCED COLLECTIONSINSIGHTLOWER LOAN LOSS RESERVE
ROI in Weeks, Not MonthsClient/Server SoftwareOn/Demand (SaaS)Break Evenin 18 monthsROIBreak Evenin 6 monthsRiskSource: Gartner, Customer SurveysROITimeValue toCustomerRiskProduction in~ 6 monthsTimeProduction in ~ 12 weeks

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Introduction to CollectPro

  • 1. Francisco E. FigueroaVP Business Development+1 (787) 944-7877
  • 3. Salesforce.com’s Mission: On Demand Innovation Driver, Catalyst & EvangelistOn-DemandClient/ServerMainframe21stCentury PlatformsLate 20thCentury PlatformsMid 20thCentury Platforms
  • 4. Strong growth of new customers> 43.600 paying customers> 1.200.000 paying subscribersApril 30th, 200820012002200320042005200620072008Fiscal YearBased on available figures for clients and subscribers. The bars represent fiscal trimesters.
  • 6. Chief Information OfficerChief Innovation OfficerChief Infrastructure Officer“long backlog, difficult to innovate”“hero to the business”“keep the lights on”Common Thread is Innovation. Not Infrastructure.
  • 8. 100M+Transactions DailyAverage Speed 225ms~70% global deployments$100 Million Investment2 Fully Mirrored Data CentersScalable ArchitectureDisaster RecoveryTrusted Global Infrastructure as a Service
  • 9. Continuous Innovation – 26 Major Releases in 9 YearsOn Average Over 100 New Features Per ReleaseAll Customizations and Integrations Upgraded Automatically
  • 11. Loved by Users, Executives and IT95% of customers surveyed would recommend to a colleagueEasy to Manageby IT and Business AdminsEasy to Use like the Consumer WebComplete VisibilityFor ExecutivesLanguageSource: Independent survey by Customer Sat Inc., First Half 2007. 2623 respondents.
  • 13. SuppliersCapital MarketsRegulatorsBanking Clearing HouseInsuranceRetail Banking CustomersDistribution ChannelsBanksCorporate Banking CustomersFinancial Services Industry Landscaspe
  • 14. Provide Innovative and Flexible Products
  • 15. Effectiveness in the customer management
  • 17. Consolidated Financial GroupsNewCompetitorsGlobalizationCapital MarketsInsurersBanksMarginPressureRegulationsObtain and Maintain Profitable Customer
  • 18. Greater Efficiency & Effectiveness
  • 19. Provide Confident and Updated Information
  • 20. Comply with Capital Adequacy RequirementsReality of the Financial Industry
  • 21. CompetitionGreaterProfitabilityIsolated Applications360º Vision of the CustomerDynamic EnvironmentFast & Flexible Implementation Effective CollectionsIndustry TrendsGoalsChallengesEffective Use ofCapitalLower Loan Loss Reserve
  • 22. Automate collections with a technological platform that supports collection processes efficiently Specific CollectPro ObjectivesImprove agent productivity, thereby lowering risk and Loan Loss ReserveProvide a centralized repository for each step of the collection process and facilitate a consolidated view of each customer’s collection history
  • 24. Developed with the SaaS modelSubscriptionMultiuserMULTINATIONALSFaster Vendor InnovationEconomies of Scale ScalabilityAutomatic UpgradesBIG BUSINESSSMALL BUSINESS
  • 25. Top 100 Innovative CompaniesTechnology of the YearTop Ten Disruptors of 2006CRM Leader & VisionaryMarket Leader Enterprise CRM2006 Product of the YearBest CRM & On-Demand Platform#11 Fifty People Who Matter MostLeader & VisionaryWorld-Class Innovator Award#7Top 10 Entrepreneurs & Cool Company#7 Top 100 Most Influential PeopleTop 40Broad Industry Recognition for Innovation
  • 26. The Most Trusted & Secure InfrastructureSecurityTransparencySAS 70 Type IISysTrust certificated128 bit SSLNetwork and Physical SecurityIP Restricted Access OptionFlexible Single Sign-On OptionsSafety netIdentity Confirmation
  • 27. Native Desktop ConnectorsIntegration Middleware ConnectorsNative ERP ConnectorsMash-ups from AppExchangeDeveloper Toolkits1 BillionAPI calls per month18.7 Billion Total API callsEasy to Integrate with Any System
  • 30. Enhance your Commercial Efforts with an Efficient Collection…Increase Collection Process EfficiencyIntegrate Commercial and Collection ProcessesMonitor KPIsImprove Agent Productivity ...and Accelerate the Results Integrating the Collection to your Call CenterIntegrateCollectPro with your PBX/ACD(“screen popup)Obtain real/time VisibilityAutomate Telephone Dialing (“soft-phone”)
  • 31. Remove barriers to your commercial processes324MonitorPast-DueAccountsObtain Payment PromissesClose DealsMonitor Payment Promise FulfillmentConvertinto OpportunitiesCapture Prospects1ConfirmPayment & ThankCustomerExecute MarketingCampaignsMaintain aGood RelationshipSalesCollectionMarketing5Monitor Performance
  • 32. Improve your Marketing Investment1Intelligent Lead AssignmentAutomated Lead CaptureHigher Lead Conversion Stronger PipelineAssign leads automaticallyNo more leaked prospectsQualify & Convert LeadsMonitor Process in Real TimeQualify leads to increase effectivenessEnsure adequate tracking
  • 33. Increase the Commercial Productivity2360o View of CustomerShared View of Commercial ActivityGreater Commercial EffectivenessSmall Learning CurveKnow your customerNo more daily meetings or email reportsAutomated Approval ProcessesAutomatic Proposal and E/mail GenerationEliminate duplicityNo more bottlenecks
  • 34. Implement an Effective Sales Process3Integrated Commercial MethodologiesCommercial Intelligence & PlanningGreater CommercialEffectivenessShorter Sales Cycle Investigate and plan collaborativelyUse better practices in a consistent wayTeam SellingShare ToolsTools at the disposal of the sales teamCompete with teamwork
  • 35. ADCBCollect Efficiently4Improve Capital Utilization with an effective recoveryLower Loan Loss ReserveCompletely IntegratedEasy to UseA single repository for customer information integrated with Salesforce.com, transactional and telephony systemsMinimize the learning curve Flexible & SecureEfficientCollaborativeFlexible rule-based assignment of past due accounts Automated call programming Automatically trigger emails and collections lettersFoments teamwork and enhances synergies by leveraging technologyImplemented in record time on a highly secure and proven platform
  • 36. Monitor the Collections Process through KPIs5Real-Time AnalysisDashboardsMonitor performance through dashboardsMake timely decisions based on fresh informationComplete Visibility of Collections Process and ResultsMonitor your enterprise healthDiscover TrendsEnhance understanding of performance trendsAdjust the processes based of actual performance
  • 37. BehavioralScoreFlexible Collections StrategyProfitabilityCategoryDelinquent AmountDelinquency CategoryBalanceCollectionsPriority
  • 39. System IntegrationCONSUMER LOANSCREDITCARDSLIFE INSURANCEMORTGAGESCASUALTY INSURANCECOMMERCIALLOANSBUSINESSLOANSCREDITBUREAUSCOLLECTION MANAGEMENTPROCESS MONITORING RISKPROFILE
  • 41. Financial Services EditionAGILITYLOWER RISKTIME TO VALUEHIGHER ROIIMPROVEEFFICIENCYENHANCED COLLECTIONSINSIGHTLOWER LOAN LOSS RESERVE
  • 42. ROI in Weeks, Not MonthsClient/Server SoftwareOn/Demand (SaaS)Break Evenin 18 monthsROIBreak Evenin 6 monthsRiskSource: Gartner, Customer SurveysROITimeValue toCustomerRiskProduction in~ 6 monthsTimeProduction in ~ 12 weeks
  • 43. Drive Revenue Growth & Sales SuccessEffective Selling ProcessOptimize Lead ManagementComplete VisibilityImprove Sales Rep Productivity
  • 44. Increase Pipeline & Measure ResultsDrive More LeadsMeasure Campaign PerformanceAlign Sales and Marketing
  • 45. Take CollectPro AnywhereRemain connected anywhereIt doesn´t need no infrastructure On-DemandAny applicationIn your device
  • 46. CollectPro BenefitsGreater ProfitabilityBETTER UTILIZATION OF CAPITAL DECREASE LOAN LOSS RESERVELOWER COSTS Cost Reduction
  • 47. “There was no complication. Thetool (Collectforce) isintuitive and easyto use, and thetransitionprocesswasquick. Furthermore, thepartnerstructured, documentedthesolution and madetheinitialconfiguration.Rigoberto Pineda – CIO”“We have dramatically improved our win conversion rate for all outbound Call Center and have reduced our average in-bound customer service calls by 60 seconds by using CTI. Robert Callaci – VP Commercial Operations”“The best thing about running our call center on Salesforce is that we get our customers’ requests to the right place, the first time – and that we have become an agile organization that responds quickly to changing business needs.Monique Bender – Program Manager”“Salesforce gives us the ability to react quickly to changes driven by the business and to revise the app in minutes—not days or weeks—using easy point-and-click capabilities Mark Silber – IT Systems Architect”“I can create applications faster and cheaper than what I used to do with Notes, PowerBuilder, Visual BASIC, and SQL Server or another client-server tools. Anthony Scott – CIO”