Salesforce Features
Winter '07 Sales Force Automation
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.
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.
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.
Territory Management
Complex Territory Management Made Easy
- Efficiently manage complex territory structures
- Use rules to quickly assign accounts or transfer territories
- Forecast revenue and perform analysis based on your territory structure
Territory management just got easier for sales managers. With Winter ’07, managers can create, manage, and report on more complex sales organizations and territory structures, including matrixed organizational structures that are typically used for regional, industry, channel, or product overlay groups. Within a territory, accounts are assigned to individuals based on territory rules.
This feature is available in Enterprise and Unlimited Edition.
Other Salesforce Enhancements
Achieving New Levels of On-Demand Success
- Improve pipeline visibility
- Simplify the process of managing quotas
- Increase your analytic insight through more powerful reports and dashboards
Winter ’07 includes dozens more enhancements and new features in all areas to make you and your user community more productive with Salesforce. Below are more of the highlights of the Winter ’07 release, the 21st generation of Salesforce.
User Interface Customization
New Flexibility in Customizing the Salesforce Experience
- Adapt the Salesforce interface to match your business processes
- Reduce clutter and improve navigation
- Let your users control how they personalize the interface
With Winter ’07, Salesforce’s legendary user interface becomes even more flexible and easy to use. Users can customize the layout to suit their preferences and take advantage of usability enhancements that make them more productive.
This feature is available in all Editions except where noted.
Apex Mobile
The Power of On-Demand, Anywhere
- Access Salesforce via Windows Mobile 5.0 devices
- Experience a user interface that’s optimized for mobile use
- Easily deploy and administer new mobile users and devices
Winter ’07 introduces support for Windows Mobile 5.0, in addition to BlackBerry and Palm operating systems. Users with Windows Mobile devices can now enjoy full access to Salesforce, including live data access, search and email, and phone integration. For BlackBerry and Treo devices, the calendar interface is more user-friendly, and users have the ability to reassign their leads and other data to colleagues. Other significant enhancements make deployment and administration of your mobile rollout much easier.
This feature is available in Professional, Enterprise, and Unlimited Editions.
Connect Lotus Notes
Driving Greater Sales Rep Productivity
- Efficiently work in either Lotus Notes or Salesforce
- Synchronize key contacts, calendar events, and tasks
- Connect records in Lotus Notes with critical data in Salesforce
Lotus Notes users enjoy a productivity boost with Connect Lotus Notes, new in Winter ’07. Users can easily synchronize important customer data between two of their most commonly used applications. With this new capability, sales reps can remain productive working in either Lotus Notes or Salesforce without having to switch back and forth between the two.
This feature is available in all Editions