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Stevie Wonder, Bill Clinton, and Will.I.Am, – Heroku, Chatter, and Database.com – Dreamforce 2010 was Off the Hook

Standing with a fist raised in the air, chanting “Bernard come back, Bernard come back”, I felt as though I was in a positive mental attitude, MLM event, getting geared up for yet another year of break-neck sales.

But no, thank goodness…I was one of the 30,000 attendees at Salesforce.com’s Dreamforce event in San Francisco participating in a Marc Benioff marketing stunt to combat Microsoft Dynamics guerilla marketing tactics with their “I Didn’t Get Forced” campaign.

Fueled by an army of Segways buzzing around all three buildings of the Moscone Center in downtown San Francisco, Microsoft attempted to slow the flow of energy surrounding Salesforce.com … It didn’t work.

Why so much chatter?

The four-day event was exciting and memorable. With two new clouds being released, the acquisition of Heroku, and soon to be released chatter.com and Database cloud, the place was rocking. However, I’m not sure if the hype around the new announcements will live up to expectations as their value add remains questionable.

Salesforce continues to expand their breadth, continuing their all-encompassing adventure into diverse markets and peripheral industries of the CRM world and beyond; including the omnipotent public social media space with Chatter.com.

NetDocuments Dreamforce Salesforce


The Cloud Team

Amidst the flurry of activity, I was able to connect with several of NetDocuments’ Partners, Potential Partners, Customers, and advocates, including Mary Ferguson, the CEO of Concenter ServicesXLR8 CRM.

“We are already fully committed to the rocket ship known as Cloud computing, and Dreamforce ’10 has proven just how powerful and valuable the Salesforce community can be.  We came away with many ideas on how to provide even better products and services to our Financial Advisor clients … plus we may have initiated potential partner relationships that might someday be as strong as our partnership with NetDocuments!” – Mary Fegurson

I also connected with Deepa Patel of Halak Consulting who stated, “This was my first Dreamforce and I enjoyed every minute. The sessions were fantastic and I learned a lot of little tid bits that I would not have otherwise. It was great networking with other Salesforce users and partners. The fourteen thousand people at the keynote session was amazing – this shows the direction Salesforce is heading into with future innovative technology platforms. I will attend the next Dreamforce for sure.”

Halak Consulting and Concenter Services were two of our many visits with NetDocuments’ Partners and Customers, so we need to give a special shout out for the mentions, meetings, and overall good time, to Kai and Melissa of SilverlineCRM, Karen Frigon of Taylor Frigon Capital Management, Sujung of MK Partners, Jordan of NADROJ Consulting, Raymond and Kevin of Charles-Schwab, John and Fritze of Healthios, Jake of Brand Tactics, Paul of AdvologixPM, Brad of BCE Technology, and Michelle and Vera of DocuSign… Thanks for making it a great show, and we can’t wait to see you next year at #DF11!

My #DF10 recap

Day 1 – Kicked off with the Partner Keynote, announcing ISV Force for partners, expanding the feature set for native and OEM applications on the force.com platform.  With over 1,000 apps now listed on the AppExchange, it was a packed room to say the least.

Day 2 – The opening keynote with CEO, Mark Benioff, highlighted five, yes five, mobile devices emerging from the pinstriped suit Benioff was wearing.  Will.I.Am shared his thoughts on collaboration and cloud computing, giving a fresh perspective, and highlighted the gap of the tech and music space!  Stevie Wonder spiced up the night with the Global Gala, and everyone got their groove on.

Day 3 – The days are beginning to blur at this point, but day three highlighted the UCSF and the $100 million dollar donation Benioff and his wife are giving to build a new children’s hospital in San Francisco.  This was accentuated by the various onsite philanthropic events and projects, which allowed partners, attendees, and customers to participate in the 1 – 1 – 1 initiative so famously started by the Salesforce.com Foundation.   And although former President Bill Clinton was 1-hour late, Stevie Wonder was interviewed, giving a peek into his life, philosophy and struggles he’s overcome.

Day 4 – Blisters, dry mouth, and nausea from street dogs, I was ready to wrap it up.  I enjoyed one last walk through the Cloud Expo before they officially shut the doors, time to wrap it up until #DF11.

Post written by Marriott Murdock, head of Partner Development at NetDocuments




Turn Your PC Into A Global Network: Part II for Financial Services

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Part I: SaaS for Lawyers; Part II: SaaS for Financial Advisors; Part III: SaaS for Accountants

With SaaS technology, the PC can be made to serve as a global network. Today, in part 2 of a 3 part series, we will discuss how financial advisors and broker dealers can reduce hardware costs, decrease their carbon footprint, increase mobility and enable collaboration with clients while providing SEC and FINRA compliance through cloud computing and SaaS.

Financial advisors have been technology trailblazers by their wide acceptance and use of SaaS, especially in the areas of CRM and email. Salesforce has done for corporate SaaS, what Gmail and Facebook did for consumer SaaS; made it available, usable and strategic.

Though there are many benefits and ways to use SaaS technology, the points listed below are the strengths most commonly brought up in my many discussions with financial advisors around the country in regards to SaaS best practices.

Server Ranches

As SEC and FINRA standards increase, the number of documents and files maintained by advisors is proliferating. Having to store all that on a server, or servers, is a complicated, expensive and time consuming task. SaaS CRM and document management eliminates those worries as all of those documents can be stored and managed securely in the cloud, ultimately allowing you to get out of the server ranch business and back to managing wealth.

Doing Your Part –  Paperless Cloud Office

With oil companies and others doing their part to harm the environment,  we can take small steps to do our part to protect it by reducing paper and hardware which in turn reduces our carbon footprint. I recently talked to an advisor who told me that she is saving a small forest by digitizing all of her paper files. While professionals have been going paperless for years, it is now time to take that next step and utilize existing cloud infrastructure which eliminates the need for external hard drives, servers, etc, which not only reduces cost, but reduces technology waste.

Go Virtual

With integrations maturing, and SaaS options available for every technology need, it is now easier than ever before to have a virtual and mobile office. With SaaS CRM, document management, client portals, financial management platforms and email, an advisor can access a global network from anywhere and from any browser enabled device.

Client Portals

Client portals have become increasingly popular as a way to interact and collaborate with clients. While email is a simple solution to sending a file, it does not provide the client, nor the advisor any tools for collaboration, security or any type of secure meeting place. Client portals, which are gateways to electronic information and files that are made available via a web browser, such as a NetDocuments NetBinder or client-centric workspace, provide a place for clients to upload documents, review documents and securely interact with clients.

Compliance

RIAs, CFPs and broker dealers are unique when it comes to using technology, especially in regards to client data, in that they must meet SEC and FINRA compliance standards. NetDocuments for example, allows advisors to store files in WORM-compliant cabinets, as well as allows them to define retention policies and audit histories to preserve digital records according to the customer’s needs and SEC and FINRA complaince requirements. Furthermore, I’ve talked to numerous advisors that have used NetDocuments SaaS document management to easily provide an examiner access to specific files for an audit, and then when the audit is over, remove the rights and return to work.

With SaaS on the horizon, why are advisors and other professionals still wringing their hands over managing independent, locally installed applications on end-user PCs? Though the answer to this question remains up in the air, few reasons remain to use legacy on premise software.

Post Written by Danny Johnson of the NetDocuments Sales and Marketing Team