Salesforce Features
Winter '07 Release
See Winter ’07 in Action
Join our
tour where salesforce.com product managers will share with you the hottest
Winter '07 features. Learn how these new features can help your
organization reach new levels of success on demand.
Please note: Safe Harbor Applies. Customers who purchase our services should make buying decisions based upon features that are currently available. To read our full Safe Harbor, please visit our website at www.salesforce.com
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Winter '07 Feature Preview
Unlimited Success on the Business Web™
Here is a list of exciting new features being introduced with the Winter '07 Release. Click on the
product areas below to learn more about the new features or get trained now on our hottest Winter '07 features at our live virtual New Feature Workshop classes.
Sales Force Automation, Service and Support, Marketing Automation, Partner Relationship Management, Apex Platform, and AppExchange
Salesforce Console
Create Your Desktop for The Business Web™
- Dramatically streamline the user experience
- See more information in a single view
- Increase productivity for power users
Imagine how productive your teams would be if they had single-click access to everything they needed to do their jobs. With the new Salesforce Console in Winter ’07, users can have a customized Salesforce desktop that consolidates information in one spot and allows them to swiftly complete their task with the fewest clicks and minimal screen refresh. In the spirit of the familiar, user-friendly Salesforce interface, the Salesforce Console is a highly optimized, AJAX-based Web desktop that provides an even better user experience for teams in support, sales, telemarketing, and other departments.
This feature is available in Professional, Enterprise and Unlimited Editions.
Enhanced Activity Management
Better Collaboration Fosters Greater Productivity
- Make time management a breeze with a graphical calendar
- Collaborate more easily with an enhanced activity sharing model
Winter ’07 promises to delight users with a new calendar interface that is easier and faster to use. In team-oriented environments, employees can now effectively collaborate through a shared calendar of activities, while maintaining flexible control of tasks.
Client Management
A New Data Model for Working with Individuals
- Set up individual clients (not associated with a company) in one easy step
- Connect clients together to see their network of relationships
- Increase marketing effectiveness through campaigns targeted at clients
- Control access to client data by sharing with only approved users
If your company works with individual clients who are not part of a corporate entity, the new client management capabilities in Winter ’07 provide an innovative way to manage those relationships in Salesforce. Using new “person accounts,” you can seamlessly blend Salesforce’s account management tools with rich contact management capabilities such as mass emails, campaigns and lead conversion. Salesforce now provides an end-to-end solution for everything you need to build strong relationships with individual clients, from client acquisition and selling to ongoing loyalty programs.
Available for Enterprise and Unlimited Edition customers on a limited basis with the release of Winter ’07.
Default Account Teams
Time-Saving Automatic Team Assignments
- Provide consistent account coverage
- Extend sharing access to team members by default
- Automatically update existing teams as new members come on board
Default account teams greatly enhance your ability to manage your accounts using your own trusted account team. When you create new accounts or when accounts are transferred to you, your account team members can automatically be added to the account, giving your account team members the appropriate level of access to the account and all related opportunities and cases.
This feature is
available in Enterprise, and Unlimited Editions.
Pop-Up Reminders
Keep Organized with Pop-up Reminders
- Stay on top of tasks and meet your deadlines
- Deepen customer relationships by never forgetting to follow up
- Personalize when and how you’d like to be reminded
Users can now set up reminders for calendar events and tasks such as customer follow-ups. At the appropriate time, a pop-up window and a sound alarm will alert the user and provide one-click access to relevant details of the event or task. Users can snooze or dismiss reminders. Users can also personalize reminders by setting default reminder intervals and turning the sound on or off.
This feature is available in all Editions.
Multilingual Solutions
A Knowledge Base for the Global Enterprise
- Increase efficiency in authoring solutions in different languages
- Automatically notify knowledge managers when translated solutions are out of date
- Allow customers and employees to easily find solutions in their language
Maintaining your global knowledge base has never easier with Winter ’07. With new multilingual solutions, you can manage your library of solutions in different languages and automate the process to ensure translated solutions are up to date.
This feature is available in Professional, Enterprise, and Unlimited Editions.
Call Center Edition
Integrated Telephony for The Business Web™
- Unlimited portability: Turn any computer into a call center desktop
- Unlimited flexibility: Set up call centers for sales, marketing, service, or other functions
- Unlimited productivity: Connect agents to customers with a click
With Winter ’07, salesforce.com brings telephony to The Business Web. The on-demand success enjoyed by your field sales and marketing organizations is now within the reach of your customer service agents and telesales reps. With new computer-telephony integration (CTI) capabilities, you can directly integrate your telephone network into Salesforce and access it entirely through the familiar, browser-based Salesforce interface. With the combined power of CTI and the new Salesforce Console, salesforce.com delivers unlimited productivity to your call centers.
Enhanced Partner Account Management
A Better Experience for Your Program Managers and Your Partners
- Enhance channel manager productivity
- Segment partner portal users by tier
- Serve global partners in local languages and currencies
Salesforce PRM combines with Salesforce SFA to deliver unparalleled visibility into your company’s entire sales pipeline for both direct and indirect channels. Winter ’07 makes the life of the channel manager or partner administrator significantly easier by automating and streamlining the process of registering, on-boarding, activating, and servicing partners.
This feature is available in Enterprise and Unlimited Editions.
