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Winning Over Sales! Heather Dankert, McLeodUSA Incorporated Bill Suycott, Metavante Corporation Matthew Dickerson, SIRVA, Inc. Track: Admin I: Getting Started

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Page 1: Ags002 Ramsdell 091707

Winning Over Sales!

Heather Dankert, McLeodUSA Incorporated

Bill Suycott, Metavante Corporation

Matthew Dickerson, SIRVA, Inc.

Track: Admin I: Getting Started

Page 2: Ags002 Ramsdell 091707

Safe Harbor Statement

“Safe harbor” statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of our forward looking statements involve risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions proves incorrect, our results could differ materially from the results expressed or implied by the forward-looking statements we make.

The risks and uncertainties referred to above include - but are not limited to - risks associated with possible fluctuations in our operating results and cash flows, rate of growth and anticipated revenue run rate, errors, interruptions or delays in our service or our Web hosting, our new business model, our history of operating losses, the possibility that we will not remain profitable, breach of our security measures, the emerging market in which we operate, our relatively limited operating history, our ability to hire, retain and motivate our employees and manage our growth, competition, our ability to continue to release and gain customer acceptance of new and improved versions of our service, customer and partner acceptance of the AppExchange, successful customer deployment and utilization of our services, unanticipated changes in our effective tax rate, fluctuations in the number of shares outstanding, the price of such shares, foreign currency exchange rates and interest rates.

Further information on these and other factors that could affect our financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings we make with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of our website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.

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HEATHER DANKERT

MANAGER – SALES OPERATIONS

McLEOD USA

BILL SUYCOTT

VICE PRESIDENT CORPORATE MARKETING

MATTHEW DICKERSON

VICE PRESIDENT CLIENT TECHNOLOGIES

SALESFORCE.COM

Moderated By:

METAVANTE

SIRVA, INC

HEATHER RAMSDELL AND ANNE MOORE

CUSTOMER SUCCESS MANAGER

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All About McLeodUSA

• INDUSTRY: Telecommunications, particularly IP-based integrated services

• EMPLOYEES: 1,600

• GEOGRAPHY: Midwest, Rocky Mountains, Southwest and Northwest regions of the

United States

• # USERS: 350

• PRODUCT(S) USED: Salesforce SFA, 3 downloaded AppExchange applications

McLeodUSA specializes in IP-based (Internet Protocol) telecommunications for small, medium and multi-location businesses. We fill the gap between what businesses need and the reality of limited IT resources. In total, we serve 67 US metropolitan areas and have invested over $2.5 billion in our 17,000 route-mile fiber network and local telecommunications facilities.

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• INDUSTRY: Technology to facilitate Banking and Payments

• EMPLOYEES: 5,500

• GEOGRAPHY: Dominantly United States with growth internationally

• # USERS: 461

• PRODUCT(S) USED: Salesforce SFA & Call Center , in-house custom apps

and AppExchange apps

Metavante is redefining banking and payment technologies to financial services firms and businesses worldwide. Our products and services drive account processing for deposit, loan and trust systems, image-based and conventional check processing, electronic funds transfer, consumer healthcare payments, and electronic presentment and payment. Headquartered in Milwaukee, WI.

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All About SIRVA, Inc.

• INDUSTRY: Real Estate and Transportation

• EMPLOYEES: 4,000+

• GEOGRAPHY: Global with owned or franchised operations in 40+ countries,

service in 135 additional countries

• # USERS: 350

• PRODUCT(S) USED: Salesforce Enterprise Edition, Salesforce SFA & Call

Center, many downloaded AppExchange applications, and multiple custom

developed applications

SIRVA is the world’s largest moving and relocation services provider with annual relocations in excess of 300,000. SIRVA’s brands include Allied Van Lines, northAmerican Van Lines, and SIRVA Relocation.

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Winning Over Sales!

Stages for Winning Over Sales

Panel Questions and Answers

Audience Question and Answers

Wrap-Up

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Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Winning OverSales

Page 9: Ags002 Ramsdell 091707

Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Login: Users Logging into Salesforce

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Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Confidence: Users Becoming Comfortable with Navigating the System

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Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Business Intelligence: Powerful Analysis and use of the Data

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Stages for Winning Over Sales

Addiction

SalesProductivity

BusinessIntelligence

Confidence

Login

Sales Productivity: Automating and Streamlining Key Functions

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Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Addiction: Asking For More!!

Winning

OverSales

Page 14: Ags002 Ramsdell 091707

Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Page 15: Ags002 Ramsdell 091707

Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Page 16: Ags002 Ramsdell 091707

Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Page 17: Ags002 Ramsdell 091707

Stages for Winning Over Sales

Addiction

SalesProductivity

BusinessIntelligence

Confidence

Login

Page 18: Ags002 Ramsdell 091707

Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Page 19: Ags002 Ramsdell 091707

Stages for Winning Over Sales

Addiction

Sales Productivity

BusinessIntelligence

Confidence

Login

Winning

OverSales

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QUESTION & ANSWER SESSION

HEATHER DANKERT

MANAGER – SALES OPERATIONS

McLEOD USA

BILL SUYCOTT

VICE PRESIDENT CORPORATE MARKETING

MATTHEW DICKERSON

VICE PRESIDENT CLIENT TECHNOLOGIES

METAVANTE

SIRVA, INC

Page 21: Ags002 Ramsdell 091707

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