Pipeline Management Webinar Now Available!

The pipeline management webinar held on Thurs Oct 1^st was a great success thanks to our expert panelists

Chuck Malone

Director, Marketing and Sales Operations
Aon Corporation

Brent Ring

Director, Analytics, Reporting & Planning
GBD Distribution & Field Service
The Hartford Life Insurance Company

Dave Rudnitsky

SVP, Verticals and NE Area

Salesforce.com

Didn't get a chance to attend?  Or want to share the information with your colleagues? 

Don't worry, you can access the Oct 1st pipeline management webinar recording here. 

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HAPPY ANNIVERSARY SFDC Insurance User Group!

If you are attending Dreamforce this year (it's not too late to sign up) we will be having a session solely dedicated to the Insurance Industry during the conference.  Not only will you get some great information, but it will be an incredible opportunity to network with your peers in the industry.

Here is the information for the session:

Wednesday, November 18
4:45 p.m. - 5:45 p.m.
We're marking the first anniversary of the virtual user group launch with a live meeting!  Even if you haven't attended the quarterly virtual meetings, come network with your peers and discuss what you'd like to get out of the group as it enters its second year.  Hear customer speakers from AIG, Delta Dental, and Liberty Mutual.  Plus, learn how salesforce.com's Peter Coffee thinks "platform as a service" is revolutionizing the design and deployment of enterprise software.  Share salesforce.com’s vision for the Custom Cloud!

Speakers: Peter Coffee, SALESFORCE.COM; Dora Abbatine, Liberty Mutual Insurance Company; James Ryan, American International Underwriters Corp; Kevin Edelmann, Delta Dental Plan Of Michigan

Hope to see you at Dreamforce!

Dora Abbatine: Director of Commercial Lines Distribution Technology, Liberty Mutual
Jim Ryan: Vice President Sales and Marketing, AIU Holdings
Kevin Edelmann: CRM Product Solutions Administrator, Delta Dental

Sign up today for our next

SFDC Insurance User Group Meeting

“Utilization of SFDC for Effective Pipeline Management”

Date: Thursday Oct 1, 2009

Time:  1:00 pm – 2:30 pm EDT

We are excited to have the following expert panelists join us to discuss how they are managing their pipeline in SFDC today:

Chuck Malone

Director, Marketing and Sales Operations
Aon Corporation

Brent Ring

Director, Analytics, Reporting & Planning
GBD Distribution & Field Service
The Hartford Life Insurance Company

Dave Rudnitsky

SVP, Verticals and NE Area

Salesforce.com

Join us to hear about how the panelists’ successfully implemented a SFDC pipeline management tool at their company.  How did they build it?  What customizations or third party app did they use?  What are they tracking and reporting?    What were their challenges?  There will be an opportunity for you to ask questions as well.

Space is limited. 

Click here to reserve your webinar seat now.

After registering you will receive a confirmation e-mail containing information about joining the webinar and conference call.

We look forward to a great meeting and learning more about SFDC pipeline management. 

Best regards,

The leadership team
Dora Abbatine, Liberty Mutual Insurance Group
Jim Ryan, AIU Holdings, Inc
Kevin Edelmann, Delta Dental

The SFDC Insurance User Group Meeting has been moved from Aug 13^th to

Thursday October 1^st 2009 1:00 – 2:30 pm (EST)

Based on your feedback, the next meeting topic is

“Utilizing SFDC for Effective Pipeline Management”

We will have a question and answer panel session.  Come ask fellow SFDC users how they have successfully used SFDC to manage their pipeline. 

More details and meeting agenda will be posted shortly. 

Best regards,

The leadership team
Dora Abbatine, Liberty Mutual Insurance Group
Jim Ryan, AIU Holdings, Inc
Kevin Edelmann, Delta Dental

Thanks to all who participated in the 2nd SFDC Insurance User Group meeting held on May 14, 2009.

It was an excellent meeting on SFDC reporting for the insurance industry.  If you missed the meeting or would like to share this with your colleagues, click on the links below for more info. 

Click here to download a copy of the meeting's PowerPoint presentation.

Click here to view a recorded presentation of the meeting.

Upcoming SFDC reporting enhancements were also discussed at the meeting but are not included in the links above due to SFDC's Safe Harbor statement. 

Also, please take a moment to complete the survey below to let us know what matters to you the most.  Remember, these meetings are run by the user group for the user group so share your ideas today.

Hope you can join us for our next meeting on Thursday August 13, 2009 at 1:00 p.m. EST.  

Best regards,

The leadership team
Dora Abbatine, Liberty Mutual Insurance Group
Jim Ryan, AIU Holdings, Inc
Kevin Edelmann, Delta Dental

Our first Salesforce.com insurance user group

meeting on Feb 19, 2009 was a great success!

Thanks to all those who attended. For those who were not able to make it, we hope you will be able to participate next time!

Below summarizes the meeting take aways and provides a list of communication tools to help all the members share ideas or ask questions in between the scheduled user group meetings. 

• View a recorded presentation of the Feb 19, 2009 insurance user group meeting.  Click Here
• Download content from the Feb 19, 2009 insurance user group meeting.  Click Here
• Vote on topics to be discussed in upcoming user group meetings and add your own topics to the list.  Click Here
• Register at "Linked In" to ask your fellow insurance user group members questions about salesforce.com or provide your expert advice to others.  Click Here

Upcoming Meetings - Save the Dates!

Mark your calendars now with the upcoming quarterly insurance user group meetings.  Call in numbers and agenda will be sent to SFDC insurance user group members via e-mail four weeks prior to each scheduled meeting. 

Ø      Thursday May 14, 2009 1:00 - 2:30 EST (teleconference & web meeting)

Ø      Thursday August 13, 2009 1:00 - 2:30 EST (teleconference & web meeting)

Ø      In-Person Meeting at SFDC Dreamforce Conference Nov 18^th - 20^th 2009 (exact date and time TBD)   

Remember, our SFDC insurance user group is run by the members for the members.  If you're not a member yet, join today!  We look forward to your participation.  

Best regards,

Dora Abbatine, Liberty Mutual Insurance Group
Jim Ryan, AIG Commercial Insurance 
Kevin Edelmann, Delta Dental

Thanks to all those who attended our first meeting on February 19th! For those who could not make it, below is a link to recorded session, as well as a downloadable copy of the slides. Stay tuned to this site for more information on future meeting topics, our linkedin community and more!

Recorded Session:

https://salesforcemeetings.webex.com/salesforcemeetings/lsr.php?AT=pb&SP=MC&rID=27394812&rKey=1E463D5F67D84C9F

Downloadable Content:

Download Insurance User Group 0219 V2

Join the SFDC Insurance User Group today! 

The first insurance group meeting will be held via conference call on

Thursday February 19, 2009
1:00 - 2:30 EST

The Feb 19th agenda includes:

Overview of SFDC User Group Program

* Key Benefits for User Group Members:  "What's in it for me?"

* Review Insurance User Group Charter

* Identify Roles, Responsibilities & Expectations

* Discuss User Group Resources, Group Contact List and other Methods of Communication

Meeting Topics

* SFDC Spring '09 Release Insurance Highlights

* Brainstorm topics for the next meeting
* Q & A

The Insurance User Group meetings will be held quarterly via conference call/Web meeting software.  The Q4 meetings will be held at Dreamforce. 

Sign up to be part of the insurance user group to receive meeting call in details.

Insurance User Group Leaders

       Dora Abbatine, Liberty Mutual

       Jim Ryan, AIG Commercial Insurance

       Kevin Edelmann, Deltal Dental

Goals:

· Allow salesforce.com customers in the Insurance industry to share ideas and best practices with each other.

· Discuss solutions to common Insurance Industry challenges,

· Provide a forum for individuals to meet and network with other salesforce.com users in their industry

Overview:

The goal of a salesforce.com user group is to foster a community full of enthusiastic salesforce.com users, developers, partners and employees.  The Insurance User Group will be focused exclusively on the particular needs of customers in this unique industry. The community will be united with one common goal: mutual success for Insurers using salesforce.com. The user group will meet online on discussion boards, on conference calls and in periodic face-to-face meetings.

What makes user groups unique?  They are run autonomously by customers for customers. While salesforce.com employees can play an active role in the Insurance User Group, ultimately it will be a place for users to share best practices, challenges, ideas and solutions amongst each other.

Participation:

The Salesforce.com Insurance User Group will be open to all North American salesforce.com customers in the Insurance industry. This includes Carriers, Agencies and Brokers in P&C, Life, Health, and others. Reinsurance providers are also welcome in the group.  Any individual may join, but the participants most likely to benefit will be Business Executives, Salesforce.com Administrators and others who are responsible for ongoing management of a Salesforce.com deployment.

Example Topics for Discussion:

· Managing Agent/Broker Relationships

· Carrier Distribution Management

· Building a Partner Portal

· Effective Pipeline Management

· Cross Selling within Insurance

· Producing Call Reports

· Using Salesforce to Salesforce

· Managing Account Teams

· Improving Data Quality

· Key Metrics for Insurance

Example Agenda Items:

· Peer Presentations on Successful Deployment Strategies

· Demos of Vertical App Exchange Partner Solutions

· Open Discussion of Common Insurance industry issues

· Salesforce.com Product Roadmap Review

· Salesforce.com new Feature or Product Demos

· “Expert Panels” on Salesforce Insurance challenges

· Invited Speakers on Industry Trends or Best Practices

Planned Group Logistics:

· Monthly Conference Calls

· Bi-Annual On-Site Meetings. Locations TBD, could include:

o Dreamforce

o LOMA or other industry conferences

o Regional Salesforce Events

· Online Discussion Board (usergroups.salesforce.com)

Interested in joining our first meeting? Sign up now and we will let you know once it's scheduled!

We are  excited to announce the creation of a User Group for salesforce.com customers in the Insurance industry. 

Please sign up for this user group so that you can stay informed of  meetings and events. Just use the simple form on the left under Join Now! and select "Insurance" from the pull-down menu. 

We hope you will get involved!