Salesforce Features
Forecasting
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.
Customizable Forecasting Enhancements
Quick Data Access for Greater Productivity
- Provide one-click access to key forecast and opportunity information
- Streamline the user experience
- Increase productivity for sales users
Users of the Salesforce forecasting tab will enjoy streamlined application flow and added visibility to key forecast and opportunity information with Spring ’07. Overriding a forecast number or accessing a list of deals related to a specific forecast period is easier and faster than ever. Key forecast and opportunity information is just a click away, no matter what level of the forecast hierarchy you may be in.
These features are
available in Professional, Enterprise and Unlimited Editions.
This feature is enabled by default.
Customizable Forecasting
Winter ’06 adds new customizable forecasting capabilities to
Salesforce, offering customers the ability to forecast product unit
quantities by individual product families. With this new capability, an
organization can effectively use its sales forecast to assist with
resource planning and other supply chain management decisions. With
customizable forecasting, users get all of benefits of Salesforce’s
previous forecasting capabilities, plus several new features.
This feature is
available in professional, enterprise, and unlimited edition.
