Introduction to CollectPro

Francisco E. Figueroa VP Business Development +1 (787) 944-7877

Agenda for Introduction Business Objectives Architecture CollectPro Characteristics Benefits Conclusions

Salesforce.com’s Mission: On Demand Innovation Driver, Catalyst & Evangelist On-Demand Client/Server Mainframe 21stCentury Platforms Late 20thCentury Platforms Mid 20thCentury Platforms

Strong growth of new customers > 43.600 paying customers > 1.200.000 paying subscribers April 30th, 2008 2001 2002 2003 2004 2005 2006 2007 2008 Fiscal Year Based on available figures for clients and subscribers. The bars represent fiscal trimesters.

~20,000 ~30,000 ~25,000 ~40,000 45,000 ~4,200 ~2,600 ~4,000 ~5,500 ~2,600 ~2,000 ~1,500 ~2,500 ~1,800 The World’s Largest On-Demand CRM Deployments Run on Salesforce.com ~5,000

Chief Information Officer Chief Innovation Officer Chief Infrastructure Officer “long backlog, difficult to innovate” “hero to the business” “keep the lights on” Common Thread is Innovation. Not Infrastructure.

100M+Transactions Daily Average Speed 225ms ~70% global deployments $100 Million Investment 2 Fully Mirrored Data Centers Scalable Architecture Disaster Recovery Trusted Global Infrastructure as a Service

Continuous Innovation – 26 Major Releases in 9 Years On Average Over 100 New Features Per Release All Customizations and Integrations Upgraded Automatically

Complementing the Functionality of CRM + = Success

Loved by Users, Executives and IT95% of customers surveyed would recommend to a colleague Easy to Manage by IT and Business Admins Easy to Use like the Consumer Web Complete Visibility For Executives Language Source: Independent survey by Customer Sat Inc., First Half 2007. 2623 respondents.

Suppliers Capital Markets Regulators Banking Clearing House Insurance Retail Banking Customers Distribution Channels Banks Corporate Banking Customers Financial Services Industry Landscaspe

Effectiveness in the customer management

Consolidated Financial GroupsNew Competitors Globalization Capital Markets Insurers Banks Margin Pressure Regulations ,[object Object]

Greater Efficiency & Effectiveness

Provide Confident and Updated Information

Comply with Capital Adequacy RequirementsReality of the Financial Industry

Competition Greater Profitability Isolated Applications 360º Vision of the Customer Dynamic Environment Fast & Flexible Implementation Effective Collections Industry Trends Goals Challenges Effective Use of Capital Lower Loan Loss Reserve

Automate collections with a technological platform that supports collection processes efficiently Specific CollectPro Objectives Improve agent productivity, thereby lowering risk and Loan Loss Reserve Provide a centralized repository for each step of the collection process and facilitate a consolidated view of each customer’s collection history

Developed with the SaaS model Subscription Multiuser MULTINATIONALS Faster Vendor Innovation Economies of Scale Scalability Automatic Upgrades BIG BUSINESS SMALL BUSINESS

Top 100 Innovative Companies Technology of the Year Top Ten Disruptors of 2006 CRM Leader & Visionary Market Leader Enterprise CRM 2006 Product of the Year Best CRM & On-Demand Platform #11 Fifty People Who Matter Most Leader & Visionary World-Class Innovator Award #7 Top 10 Entrepreneurs & Cool Company #7 Top 100 Most Influential People Top 40 Broad Industry Recognition for Innovation

The Most Trusted & Secure Infrastructure Security Transparency SAS 70 Type II SysTrust certificated 128 bit SSL Network and Physical Security IP Restricted Access Option Flexible Single Sign-On Options Safety net Identity Confirmation

Native Desktop Connectors Integration Middleware Connectors Native ERP Connectors Mash-ups from AppExchange Developer Toolkits 1 Billion API calls per month 18.7 Billion Total API calls Easy to Integrate with Any System

C A B D Declarative Programmatic Approvals Intelligent Time-Based Formulas Outbound Messaging 59,200workflow rules 7 Millionautomated tasks Processes Automated by Workflow

Enhance your Commercial Efforts with an Efficient Collection… Increase Collection Process Efficiency Integrate Commercial and Collection Processes Monitor KPIs Improve Agent Productivity ...and Accelerate the Results Integrating the Collection to your Call Center IntegrateCollectPro with your PBX/ACD (“screen popup) Obtain real/time Visibility Automate Telephone Dialing (“soft-phone”)

Remove barriers to your commercial processes 3 2 4 Monitor Past-DueAccounts Obtain Payment Promisses Close Deals Monitor Payment Promise Fulfillment Convertinto Opportunities Capture Prospects 1 ConfirmPayment & ThankCustomer Execute Marketing Campaigns Maintain a Good Relationship Sales Collection Marketing 5 Monitor Performance

Improve your Marketing Investment 1 Intelligent Lead Assignment Automated Lead Capture Higher Lead Conversion Stronger Pipeline Assign leads automatically No more leaked prospects Qualify & Convert Leads Monitor Process in Real Time Qualify leads to increase effectiveness Ensure adequate tracking

Increase the Commercial Productivity 2 360o View of Customer Shared View of Commercial Activity Greater Commercial Effectiveness Small Learning Curve Know your customer No more daily meetings or email reports Automated Approval Processes Automatic Proposal and E/mail Generation Eliminate duplicity No more bottlenecks

Implement an Effective Sales Process 3 Integrated Commercial Methodologies Commercial Intelligence & Planning Greater Commercial Effectiveness Shorter Sales Cycle ,[object Object],Use better practices in a consistent way Team Selling Share Tools Tools at the disposal of the sales team Compete with teamwork

A D C B Collect Efficiently 4 Improve Capital Utilization with an effective recovery Lower Loan Loss Reserve Completely Integrated Easy to Use ,[object Object],Minimize the learning curve Flexible & Secure Efficient Collaborative Flexible rule-based assignment of past due accounts Automated call programming Automatically trigger emails and collections letters Foments teamwork and enhances synergies by leveraging technology Implemented in record time on a highly secure and proven platform

Monitor the Collections Process through KPIs 5 Real-Time Analysis Dashboards Monitor performance through dashboards Make timely decisions based on fresh information Complete Visibility of Collections Process and Results Monitor your enterprise health Discover Trends Enhance understanding of performance trends Adjust the processes based of actual performance

Behavioral Score Flexible Collections Strategy Profitability Category Delinquent Amount Delinquency Category Balance Collections Priority

Collections Strategy Collection Activities Risk Profile KPIs Customer Information Legal Cases Payments Letters E-mail SMS

System Integration CONSUMER LOANS CREDIT CARDS LIFE INSURANCE MORTGAGES CASUALTY INSURANCE COMMERCIAL LOANS BUSINESS LOANS CREDIT BUREAUS COLLECTION MANAGEMENT PROCESS MONITORING RISK PROFILE

Financial Services Edition AGILITY LOWER RISK TIME TO VALUE HIGHER ROI IMPROVE EFFICIENCY ENHANCED COLLECTIONSINSIGHT LOWER LOAN LOSS RESERVE

ROI in Weeks, Not Months Client/Server Software On/Demand (SaaS) Break Even in 18 months ROI Break Even in 6 months Risk Source: Gartner, Customer Surveys ROI Time Value to Customer Risk Production in ~ 6 months Time Production in ~ 12 weeks

Introduction to CollectPro

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