Salesforce Features
December 2006
Winter '07 Feature Preview
Unlimited Success on the Business Web™
Here is a list of exciting new features being introduced with the Winter '07 Release. Click on the
product areas below to learn more about the new features or get trained now on our hottest Winter '07 features at our live virtual New Feature Workshop classes.
Sales Force Automation, Service and Support, Marketing Automation, Partner Relationship Management, Apex Platform, and AppExchange
Unlimited Edition Introduction
Unlimited Edition customers benefit from new levels of flexibility that
meet even the most sophisticated requirements. In addition to exclusive
features available only in Unlimited Edition, this package bundles
several add-on features at a cost savings of 50 percent over adding
them separately. Click here for a comprehensive overview of Unlimited Edition
Salesforce Sandbox 
- Develop, test, and train in a replicated environment
- Automatically copy all of your configurations and data
- Package and install selected changes
Resources:
- Why Salesforce Sanbox - Whitepaper (PDF)
- Sandbox Case Study - Charter Communications (PDF)
- Salesforce Sandbox Datasheet (PDF)
Premier Support & Administration
- Increase service levels to 24x7, priority phone queue and more
- Add Salesforce resources and expertise to your team
- Assigned Administrator drives unlimited innovation
Resources:
- Why You Need Premier Support (PPT)
- Salesforce Support Datasheet (PDF)
- Unlimited Edition Datasheet (PDF)
Massive Storage
- Increase storage to 6x Enterprise Edition
- Control your storage utilization rates
- 120 MB per user
Resources:
Unlimited Mobile Access
- Instant Access to your data anytime, anywhere
- Platform for easy customization and development
- Simple wireless management over the air
Resources:
- Introducing AppExchange Mobile (PPT)
- Apex Mobile Case Studies (PPT)
- Unlimited Edition Datasheet (PDF)
Unlimited Applications
- Unlimited tabs
- 2000 custom objects
- Unlimited custom applications
Resources:
Upgrade to Enterprise Edition
Enterprise Edition customers benefit from transforming complex business into one simple solution including advanced sales force automation, service and support, marketing automation features. With support for multiple divisions and processes, workflow automation, integration capabilities, and granular data sharing, Enterprise Edition gives companies of every size the power and flexibility to run bring their business on-demand.
Record Control & Flexibilty
- Tightly control permissions & functions
- Personalize different pages and picklist for different division
- Restrict access to sensitive information
Resources:
- Tips & Hints for Sharing Data (PDF)
- Managing Multiple Business Processes (PDF)
- Tips on Defining Custom Page-Layout (PDF)
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Workflow & Approval Automation
- Automate all your business processes
- Run your entire business with greater efficiency
- Improve accountability and response time
Resources:
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Integration with Back-Office Systems
- Integrate data with other business critical applications
- Single source of information for users
Resources:
- Oracle Integration Case Study (PPT)
- Peoplesoft Integration Case Study (PPT)
- Integration Case Study (PDF)
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Marketing Automation
- Empowers multichannel campaign management
- Real-time analytics to maximize campaign ROI
- Quickly and clearly correlate search marketing with inbound leads\
Resources:
- Search Engine Marketing Best Practices (Video, PPT, PDF, SlideShare)
- Campaign Management Training (Breeze)
- Marketing Automation Case Study (PDF)
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Here is a list of features included in Enterprise Edition, that are not included in Professional Edition.
Upgrade to Professional Edition
If you look to Salesforce as an instrumental part of your business success, it's often worth taking a look at the benefits of Professional Edition. In addition to administrative features such as the sharing model which supports larger groups, Professional Edition includes;
- Leads, Web-to-Leads, Mass Email
- Sales Methodologies, Sales Forecasting, Contracts
- Agent Console, Solutions, Suggested Solutions
- Self-Service Portal, Web-to-Case
- Custom Tabs and Custom Tabs Objects
- Dashboards
You can also purchase offline, wireless, campaigns, and price books as add-on modules with Professional Edition. If you are interested in making more out of AppExchange, that may be yet another reason to upgrade. With Professional Edition you can grow into more custom tabs, custom apps, and a great selection of AppExchange Partners
Get Your Team on the Same Customer Playbook
Team Edition is the best way for small business teams of up to ten people to easily collaborate and manage customer relationships more effectively. And with the ability to seamlessly upgrade to Professional Edition or Enterprise Edition as your business grows, Team Edition is the perfect on-ramp to full CRM Solutions.
Sales Reps, you need solutions that make your jobs easier, not more complicated. Mangers, you need visibility into the activities of reps and insight into where they stand with their pipelines. Executives, you need accurate information so you can evaluate your company's past performance while looking ahead to the future.
The following Sales Force Automation features give you all of that and more! In this one stop shop for Sales Force Automation you will find a detailed description of the feature along with related training, documentation, and best practices.
Partner Relationship Management
With Partner Relationship Management you can extend the benefits of your salesforce.com
CRM system to your indirect sales channels through completely
customizable portals that allow on-demand management of the entire
partner lifecycle. Salesforce PRM, salesforce.com's on-demand solution
for managing indirect sales channels, is seamlessly integrated with
Salesforce CRM to deliver unparalleled visibility to your company's
entire sales pipeline for direct and indirect channels. Salesforce PRM
makes it easy for your partners to access leads, register deals, manage
marketing funds, enroll in training, and access all the information and
resources they need in order to be successful. With Salesforce PRM,
your company can drive new levels of channel revenue.
This feature is available in Enterprise and Unlimited Editions.
Best Practices and Documentation
- Implementing Your PRM Portal (Word)
- PRM Feature Overview (PPT)
- PRM Portal Branding Customization Guide (PDF)
- PRM Winter '07 Feature Guide (Word)
Also See
