Salesforce Features
Applications
Campaign Hierarchy
Streamlined Management of Related Campaigns
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Associate campaigns to parents, going as many as five levels deep
- Increase visibility into how your campaigns are performing at any level in the hierarchy
- Aggregate parent campaign statistics on one screen
Marketing organizations often use multiple tactics to generate demand for a larger marketing program or corporate initiative. Winter ’08 gives managers the ability to track the overall effectiveness of their marketing initiatives by enabling users to associate any campaign to a parent campaign and easily view the roll-up statistics.
New Campaign Reports
Enhanced Visibility into Campaign Performance
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Increase productivity with access to more data in one spot
- Gain greater visibility into campaign performance
- Measure campaign success through multiple report types
Winter ’08 delivers powerful new functionality for users and offers clear reporting visibility into all the new features being released. The combination of great new features and dynamic reporting will make your marketing users more effective than ever.
Salesforce Content
Publish, share, and find all your content with a revolutionary Web 2.0 service
LIMITED RELEASE; Professional, Enterprise, and Unlimited Editions; Requires an Additional Fee
- Provide fast access to the most relevant content
- Use community feedback to highlight your best quality documents
- Improve collaboration by simplifying content sharing
Salesforce Content is a new on-demand application for sharing and managing documents, presentations, multimedia files, and other business content. By tapping popular Web 2.0 features like full-text search, tagging, subscriptions, and content ratings, Salesforce Content helps users find the exact information they need. And unlike cumbersome legacy document management systems, Salesforce Content is so easy to use that your colleagues will welcome it with open arms.
Self Registration
Greater Customer Autonomy
Included with Salesforce Customer Portal
- Improve the customer service experience and customer loyalty
- Increase customer self-service and autonomy
- Improve administrative productivity
The Salesforce Customer Portal allows you to create a fully branded and personalized customer self-service experience for your customers. With Winter ’08, you can enable your customers to self-register for access to the portal, increasing administrative productivity and improving customer loyalty by increasing self-service capabilities.
Salesforce Ideas
Community-Powered Innovation Management
LIMITED RELEASE; Professional, Enterprise, and Unlimited Editions
- Empower your community to contribute new ideas to your business
- Create and lead a direct dialogue with your community
- Provide a forum in which the best ideas bubble up to the top
Salesforce Ideas reinvents the way that organizations source ideas from their communities. The new Salesforce Ideas on-demand application helps companies build their own online communities to collaborate directly with customers, partners, employees, or other constituents in an interactive, online forum. With Salesforce Ideas, companies can build communities as a service, without any of the pain of managing hardware or software infrastructure.
Multiple Portal Tab Sets
More Customization Options for Your Customer Portal
Included with Salesforce Customer Portal
- Create highly customized portals to drive customer loyalty
- Create portals for different user functions, providing precisely the information your customers need to see
For many of your customers, your customer portal is a critical means for interacting with your business. With the new multiple portal tab sets featured in Winter ’08, you can configure different portals for different user functions. For example, you may design different portals for support functions, order management functions, and training functions. For each use case and portal, you can now display different tabs and information to the same user, depending on role and function.
Group Tasks
New Levels of Management Efficiency and Consistency
All Editions
- Empower managers to assign tasks to teams
- Increase usability of task assignment
- Run your entire business with greater efficiency
Tasks are one of the most powerful tools available to managers and employees using Salesforce. With Winter ’08 tasks are even more powerful thanks to the new ability to assign a task to a group of users. Managers can quickly assign work to a team using a streamlined user interface.
Account/Contact Audit History
Efficient Compliance Tracking for Key Customer Information
All Editions
- Audit changes to customer information
- Track and manage updates to account and contact data
- Increase data quality and compliance for customer-facing employees
Account and contact records in Salesforce hold your organization’s key customer information. In this era of emphasis on compliance, the Winter ’08 release empowers administrators with a detailed log of changes to these records. In addition to meeting regulatory requirements, you can improve data quality by tracking and managing the changes users make to customer information.
Salesforce to Salesforce
Shared Data and Processes for Companies that Both Use Salesforce
Requires an Additional Fee
- Instantly connect with other companies (business partners, suppliers, and customers) via Salesforce
- Easily opt in and out of cross-company data sharing
- Share leads, opportunities, or any custom object
One of the questions most commonly asked by salesforce.com customers is: How do I securely and easily share data with another company that is also using Salesforce? How do I coordinate with other companies we do business with on revenue-sensitive business processes? It’s all possible with Salesforce to Salesforce, new with Winter ’08. Salesforce to Salesforce is a powerful new service that enables companies to efficiently connect and exchange data with their partners within the Salesforce application. Salesforce to Salesforce provides secure, customizable, and efficient data sharing through point-and-click connection.
Campaign Sharing
Greater Control of Shared Campaigns
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Conveniently who users only relevant campaigns
- Improve adoption while protecting sensitive campaign information
- Share one global account while limiting access between business units/regions
With Winter ’08, it’s easier than ever to control who within your organization can see specific marketing campaigns and their related information. With new campaign sharing, you have more flexibility to foster collaboration while maintaining confidentiality.
