Salesforce Features

Group Edition

Drag-and-drop Calendaring

Enhanced Calendar Views

All Editions

  • Reduce the clicks required to reschedule events
  • Improve the user experience in navigating and viewing calendars

Tasks and calendar events give managers and employees the power and flexibility to track and maintain their schedules using Salesforce. Drag-and-drop calendars and activity management, new in the Spring ’08 release, allow users to more quickly reschedule a meeting and perform other actions via a new streamlined, time-saving user interface.

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Group Tasks

New Levels of Management Efficiency and Consistency

Group_tasks_thumb 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.

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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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Connect Outlook 3.0

Work More Productively in Your Favorite Applications

Outlook_connect_thumb

  • Keep Outlook and Salesforce data in sync no matter which app you’re working in
  • Synchronize key contacts, calendar events, and tasks
  • Easily connect records in Outlook with critical data in Salesforce

Outlook users enjoy high levels of productivity with Apex Connect Outlook—formerly called Outlook Edition—which makes it easy to synchronize important customer data between two commonly used applications. With Connect Outlook 3.0 in Spring ’07, productivity for Outlook users gets another boost with several enhancements. Users can add emails with attachments, create contacts and leads directly in Outlook, and create relationships between calendar events and associated objects such as accounts and opportunities.

This feature is LIMITED RELEASE—All Editions

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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.

Case Management

Servletimageserver_104 With Salesforce Service and Support you can centrally track the status of customer cases generated from across all channels and capture all relevant case data such as type and reason. In addition, all cases are automatically assigned a serial number and date/time stamped to ensure nothing falls through the cracks.

This feature is available in all Editions.

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Outlook Edition 2.0

Servletimageserver_102 Many Salesforce users also rely on Microsoft Outlook for desktop email, contact management, and scheduling. Seamless integration between Salesforce and Outlook is critical for reducing administrative time in using the two applications. Winter ’06 provides the next generation of integration between Microsoft Outlook and Salesforce to enable users to easily synchronize information between them. Combined email, contact, calendar event, and task integration between Outlook and Salesforce make working in both environments simple and transparent.

This feature is available in team, professional and enterprise editions.

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Custom Reports

Servletimageserver_115 With Salesforce, business users can create custom reports that combine information from all of our on-demand solutions. You get reports instantly using a reporting wizard that walks you through the required steps. It's also easy to perform calculations and to customize high-impact graphs to depict data visually.

This feature is available in all Editions.

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Enhanced Import Wizard

Servletimageserver_96 The ability to easily import data into Salesforce is one of the application's key benefits. With Winter ’06, the import wizard is extended to custom objects and solutions. Additional new capabilities include new matching options and enhanced field- and relationship-mapping options.

This feature is available in team, professional and enterprise editions.

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Account Management

Account_management Salesforce gives your entire company a 360-degree view of each of your customers, enabling you to acquire deep knowledge of every account, facilitate collaboration across your organization, and build and maintain strong, lasting customer relationships.

This feature is available in all Editions.

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