Salesforce Features
Applications
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.
Opportunity Rollups
Consolidated Visibility for Complex Opportunities
Professional, Enterprise, and Unlimited Editions, Except as Noted
- Easily aggregate opportunity line item information in an opportunity
- Display Total line item discounting for opportunities
Many organizations manage multiple opportunity line items within a single opportunity. With Winter ’08 organizations have the ability to aggregate multiple opportunity line items within an opportunity to determine the number of line items or the sum, maximum value, or minimum value of a specific line item field.
Case Escalation Monitor
Easy Management of Your Automated Escalations
Professional, Enterprise, and Unlimited Editions
- View a real-time log of pending escalations
- Delete escalations before they happen when appropriate
With Winter ‘08, administrators can easily monitor pending case escalations, giving better insight into escalations that are scheduled to occur, when they’re scheduled to happen, and what rule triggered them. This powerful new functionality gives administrators greater control over case escalations, as well as the enhanced ability to debug case escalation rules.
Forecast Delegation
Advanced Delegation and Collaboration on Forecast Information
Professional, Enterprise, and Unlimited Editions
- Empower finance teams and other professionals to access forecast data
- Allow traveling sales managers to delegate forecast maintenance to subordinates
- Enable overlay team members to access relevant forecast information
An organization’s forecast is critical to the accurate prediction and management of top-line results. Key to keeping the forecast process moving forward is the ability for the sales owner to delegate access to other employees who participate in the forecasting and planning process.
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.
