Salesforce Features

Summer '07 Release

Summer '07 is coming soon and will be raising the bar for on-demand success with:

... and many more features that you've asked us for! Check out the complete list of upcoming features below. Let us know what you think by voting and commenting on them.

Summer '07 is coming soon and will be raising the bar for on-demand success with:

... and many more features that you've asked us for! Check out the complete list of upcoming features below. Let us know what you think by voting and commenting on them.

Customer Portal

Embrace Your Customers

Customer_portal_thumbIn General Release with Summer ’07 – Enterprise and Unlimited Editions; Requires an Additional Fee

• Elevate the self-service experience with a fully customizable portal
• Share any data, any application, any Web service
• Empower your entire organization to engage with customers

Summer ’07 ushers in a new era of customer self-service with the general availability of the highly anticipated Salesforce Customer Portal (formerly known as AppSpace). Everyone in your company can truly collaborate with your customers in the secure, branded, online Customer Portal. In addition to resolving customer service and support inquiries, your customers can also use the portal to interact with other departments in your company, such as project management, billing, delivery/fulfillment, and more. With a fully customizable user interface and the ability to easily share data and applications with customers, the Customer Portal helps you deliver the stellar customer experience that you envision.

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Rich-Content Solutions

Graphical Content for Your Knowledge Base

Rich_content_solutions_thumb Professional, Enterprise, and Unlimited Editions

• Include pictures, diagrams, and other rich content in solutions
• Add graphics to solutions that are difficult to explain with text alone
• Increase customer satisfaction and resolve issues faster

The solutions knowledge base in Salesforce Service & Support is a valuable resource for agents—and customers—seeking to resolve issues. With Summer ’07, your solutions take on a whole new look and feel. Rich-content solutions take you beyond simple text by allowing you to create solutions in HTML. You can communicate even complex information much more clearly by including rich formatting, diagrams, and graphics, increasing customer success and satisfaction.

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Assignment and Escalation Formulas

Faster, More Compact, More Powerful Rules

Professional, Enterprise, and Unlimited Editions

Assignment_escalation_rules_thumb • Easily create sophisticated assignment, escalation, and auto-response rules
• Reduce the total number of required rules

With Summer ’07, you can more efficiently write case assignment and escalation scenarios. With new logic and formulas, you have the flexibility to easily create sophisticated rules. This expanded logic allows you to reduce the number of rules needed by an order of magnitude, greatly improving system performance and simplifying debugging.

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Accounts for Partners

Closer Collaboration with Your Partners

Accounts_contacts_for_partners_thum
Enterprise and Unlimited Editions

Note: This feature will be available in the weeks following the Summer ’07 release. It is disabled by default but can be enabled by the organization’s salesforce.com administrator.

• Empower partners to manage their accounts
• Improve sales effectiveness by sharing customer information with partners

With Summer ’07, you can make your partners as effective as your direct sales force by providing partners with controlled access to accounts. Increase partner adoption and reduce data duplication by enabling your partners to manage their accounts directly from Salesforce PRM. With this feature, both you and your partners always have the same up-to-date customer information needed to win more deals.

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Salesforce Group Edition Featuring Google AdWords

Acquire New Customers and Grow Your Business

Salesforce_group_edition_thumb Replaces Team Edition

• Leverage Google AdWords to drive Web site traffic
• Capture new leads from your Web site
• Effectively manage interactions with leads and contacts

Even small and mid-sized companies can manage sales and marketing initiatives on demand with the new Salesforce Group Edition featuring Google AdWords. Salesforce Group Edition provides an integrated and effective solution that gives every small company all the tools it needs to acquire new customers and grow its business. By encapsulating every element of the customer lifecycle—advertising, creating leads, closing business, and retaining customers—in a single solution, Group Edition enables any company to jump start its business by creating an instant online marketing and sales presence.

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Partner-Created Opportunities

Streamline the Partner Experience

Partner_created_opportunities_thumb Enterprise and Unlimited Editions

• Simplify your channel sales process
• Enable your partners to initiate opportunities

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Advanced Mass Email

High-Touch, Easy-to-Manage Email Communications
Advanced_mass_email_thumb
Professional, Enterprise, and Unlimited Editions Except as Noted

• Send personalized emails to multiple users with a few clicks
• Schedule mass email delivery at your convenience
• Simplify administration of mass emails

Break free of the chains of email software. Now that you’re using Salesforce to send individual emails to your contacts, why not also use it to send mass emails? With Summer ’07, you don’t have to install software or download add-ons to send mass personalized emails right from Salesforce.

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Historical Currency Exchange Rates

Advanced Currency Management

Historical_currency_exchange_thumb Professional, Enterprise, and Unlimited Editions

  • Convert and freeze amounts based on the exchange rate at the opportunity close date
  • Trigger alerts and run reports based on correctly converted amounts
  • Analyze the impact of exchange rate volatility on opportunity amounts

Summer ’07 delivers the advanced currency management you need to keep track of ever-changing exchange rates in the various geographies where you do business. With historical currency exchange rates, you can start tracking exchange rates when an opportunity closes, allowing you to accurately report opportunity converted amounts based on the exchange rate at the opportunity’s close date while still keeping track of fluctuations after that point as well. Since these historic exchange rates are stored, all alerts and reports can include the opportunity amount based on the exchange rate at the close date rather than the exchange rate at the time that the report or alert is generated.

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Custom Report Types

Greater Customer Insight

Custom_report_types_thumb
Professional, Enterprise, and Unlimited Editions

  • Create your own custom report types
  • Report on new combinations of objects and relationships
  • Customize the report wizard for end users

Looking for ways to deepen your organization’s understanding of your customers? With custom report types, administrators can generate new report types and include them in the reporting wizard so end users can get more insight into your customers.

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