Presentation on Cross-Selling in Banking.

1. Enhancing Cross Selling in Banking Chris Carlisle, TD Banknorth Rick Davis, SunTrust Charles Sparks, BOK Financial Corporation Angela Adams, salesforce.com Industry Focus: Financial Services

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6. Enhancing Cross Selling in Banking!

7. Question 1: Please share with us how your implementation of Salesforce CRM supports cross selling at SunTrust?

8. Question 2: What would you say is unique about your Cross Sell/Referral efforts at BOK Financial Corporation?

9. Question 3: Where are you in your implementation process of cross-selling and referrals and have you used any best practices from previous implementations to assist you in this roll-out?

10. Question 4: Didn’t you create a new custom object in Salesforce CRM to handle referrals from one line of business to another even if the lines of business did not use Salesforce CRM ?

11. Question 5: What are some of the measurements you are tracking today that you couldn’t track prior to implementing your cross sell/ referral system?

12. Question 6: How is TD Banknorth going to use Salesforce CRM as it relates to referrals?

13. Question 7: Do any of you integrate to back office systems to help you with Crossing Selling or Referral efforts?

14. Question 8: Have any of you used Appexchange partners to help you in your Cross Selling and Referral efforts?

15. Chris Carlisle VP Salesforce Manager Rick Davis SVP and Manager - Commercial Information Services Charles Sparks SVP Commercial Banking Operations QUESTION & ANSWER SESSION