Drive sales success with the exciting new features in Winter '09.

Greater Accuracy in Pipeline Tracking for You and Your Team

(Pilot - Developer, Unlimited and Enterprise Editions)

• Align with your collaborative sales organization
• Increase visibility of each team member's contribution to the pipeline
• Improve data quality with a single source of truth for split opportunities

Sales organizations too often support collaborative sales environments in which multiple individuals join efforts to close valuable opportunities. A key element to successfully motivating and retaining your team in such an environment is giving credit where credit is due.

Assign Split (%) to Sales Team
Although you can already use the Team Selling feature to manage team members involved in a deal, you can now assign a percentage split to team members to reflect their share of credit for a deal. That functionality means no more duplicate opportunities just to capture each rep's portion of a deal.

Generate Accurate Pipeline Reports
Empower sales reps and executives with pipeline reporting that accurately reflects each team member's contribution. Opportunity Splitting reports automatically include opportunities with and without splits to provide a single starting point for a complete picture of your pipeline.

Note: Please contact Salesforce Customer Support to have this feature enabled.
To enable Opportunity Splits, Team Selling must also be enabled.

Improve Control and Flexibility for Users and Administrators

(Enterprise, Unlimited and Developer Editions)

• Enable users to recall and resubmit requests without administrator intervention
• Improve an administrator’s control over what happens when a record is recalled

With Approval Workflow Recall Actions, you can take actions whenever an approval request is recalled. Recall Actions also makes it possible for the submitter to edit a Force.com record and resubmit it for approval, without the administrator “resetting” the record for resubmission. You can use Approval Workflow Recall Actions to reverse any field updates performed in the approval process or notify key people in the organization whenever a record is recalled.

Note: Not automatically visible. Feature is enabled, but requires some setup.

Streamline Event Creation

(All Editions)

• Create events with just a few clicks from the daily and weekly calendars
• Configure Click-and-Create fields using the Event Mini Page layout

With Click-and-Create Events, you can double-click on the calendar, enter event details, and save an event without leaving your calendar. Administrators can also configure the layout and contents of the Click-and-Create screen.

Configure Click-and-Create fields to meet your company’s requirements
You can configure Click-and-Create fields to show any standard event field such as name, location, or phone. You can also define custom fields for when events are created using Click-and-Create Events.

Note: Not automatically visible. Feature is enabled, but requires some setup.

Effortlessly Create Events

(All Editions)

• Create events by simply dragging List View records to the weekly calendar

With Drag-and-Drop Scheduler, you can schedule an appointment with an account, contact, or lead by dragging customer information into your calendar. Creating events has never been easier. From a List View, you can drag customer records into a timeslot in your weekly calendar, provide additional event details, and save the event without leaving the list. Information about the customer, such as name and phone number, is automatically related to the event, saving you valuable time and effort.

Configure Drag-and-Drop Scheduler fields to meet your company’s requirements
Using the Event Mini Page layout, you can configure Drag-and-Drop Scheduler to show standard event fields such as name, location, or phone. You can also define custom fields for events that are created using the Drag-and-Drop Scheduler.

Note: Note: Not automatically visible. Feature is enabled, but requires some setup.

Get Your Most Important Reports via Email, When You Want Them

(Professional, Enterprise, Unlimited, and Developer Editions)

• Push reports directly to users
• Eliminate the need for users to log into Salesforce CRM

With Schedule and Email Reports, you can set up a schedule and email reports to any user with the necessary permissions. For example, marketing managers can receive the status of their campaigns in a Summary report every Friday.

Note: Not automatically visible. Feature is enabled, but requires some setup.

See Which Materials Are Most Helpful in Closing Deals

(Professional, Unlimited, and Enterprise Editions)

• View reports that detail content use relative to Opportunities, Accounts, and other objects
  
• Customize reports to identify the most effective content in certain types of deals

Which sales presentations and product collateral are most effective in winning new customers? With Opportunity Reporting, you get visibility into which materials are driving sales.

Custom Salesforce CRM Content – Opportunity reports
Create custom reports that show which materials were attached to Opportunities against particular competitors or for particular products. Measure the true ROI on content development by understanding what deals were influenced by key materials.

Custom reports on Salesforce CRM Content and other Salesforce objects
See which materials are related most often to Accounts, Contacts, and other select objects

Note: Not automatically visible. Feature is enabled, but requires some setup.

Collaborate with Partners and Customers by Managing Your Google Docs in Salesforce CRM Content

(Professional, Unlimited, and Enterprise Editions)

• Use Salesforce CRM Content to share documents in Google App
  
• Create Google documents, spreadsheets, and presentations in Salesforce CRM Content
• Provide a single place for users to find all relevant materials and track content use

Effective collaboration is much easier when you don’t have to deal with oversized email attachments, install new versions of office productivity software, and search through endless folders to find the files you need. With the integration of Salesforce CRM Content and Google Docs, you can handle the entire process of creating, sharing, and getting feedback on documents entirely over the Web. This approach saves time, improves team collaboration, and makes you more effective.

Publish documents created in Google Apps in Salesforce CRM Content
Use Salesforce CRM Content to quickly share content you created in Google Apps with groups of colleagues. Provide one central location for finding all content, regardless of where it was created.

Create new documents in Google Apps directly from Salesforce CRM Content
Save time by creating new materials in Google Apps from within Salesforce CRM Content.

Track use and get feedback from peers
Understand which Google Apps documents are most valuable by tracking use and reviewing votes and comments from end users.

Note: Automatically visible to all users. No setup required.

Sell More Effectively with Seamless Gmail Integration

(All Editions)

• Drive visibility by viewing sales team activity
• Associate activities with leads, contacts, and opportunities

With Gmail-to-Salesforce integration in Summer ’08, you could tie an activity to a lead or a contact. With Winter ’09, salesforce.com extends that functionality to include opportunities, making it easier than ever to get an overview of the sales team’s activities. In addition, you can attach an activity to any standard or custom object by including the record ID in the subject line or body of your email.

Collaborate in the Cloud by Converting Office Files to Google Docs

(All Editions)

• Create Google Docs instantly within Salesforce CRM by converting existing Microsoft Office files
• Eliminate file attachments and versioning

With Winter '09, it's easier than ever to collaborate in the cloud by creating new Google Docs within Salesforce CRM from existing Microsoft Office files. For example, when creating a new presentation for a sales opportunity, you can create a Google presentation by uploading and converting an existing Microsoft PowerPoint file from your desktop. Salesforce CRM supports all major file types, including Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Rich Text Format, and more.

Note: Automatically visible to all users. No setup required.

Edit, Create, and Delete Records from the iPhone

(Trial, Professional, Enterprise, Unlimited, and Developer Editions. Professional and Enterprise Editions require a mobile license.)

• Edit existing records, create new records, or delete unwanted records directly from the iPhone

The launch of Salesforce CRM Mobile for the iPhone brings together the iPhone’s effortless navigation and stunning display with the unparalleled power of the Salesforce CRM Mobile platform.

Although the initial launch of the application was read-only, with the new iPhone Edit feature, users can fully edit Salesforce CRM information, create new records on-the-fly, and delete records that are no longer needed. You simply tap the field you want to edit and use the iPhone keyboard to make the change. Editing capabilities extend to both standard and custom objects that have been mobile enabled.

These enhanced editing features put the iPhone capabilities on a par with those of other currently supported device platforms, such as the BlackBerry.

Note: Automatically visible to all users. Update required.

Get Visualforce Functionality on Mobile Devices

(Trial, Professional, Enterprise, Unlimited, and Developer Editions. Professional and Enterprise Editions require a mobile license.)

• Make Visualforce features available on mobile devices via Web pages accessed through a wireless connection
• Deliver a “hybrid” mobile experience, combining reliable local client functionality with the broad capabilities of the Web
• Let administrators pull together select Visualforce elements or fields from various objects into a single screen that is optimized for mobile viewing
  

Visualforce Mobile fills the gap between the limitations of the current “object-only” mobile client technology and the near-limitless features of the Salesforce CRM desktop application.

The new tab functionality merges a client application’s performance with the Web’s flexibility to create a true “hybrid” mobile experience. Using a mobile browser, administrators can mobile enable tabs and other features previously available only on the desktop version of Salesforce CRM. This capability greatly extends the customizability of the Salesforce CRM Mobile service.

By creating a Visualforce page and mobilizing it, administrators can create any kind of form or wizard and make it instantly available as a tab in the mobile application. Administrators can also take advantage of specific features available on mobile Web browsers.

As wireless network coverage broadens and data capacity improves, Salesforce CRM Mobile will be redeveloped to more fully leverage the mobile Web. BlackBerry is the first platform to support this new capability, with other mobile platforms to follow.

Note: Generally available, but not automatically visible. Feature is enabled, but requires some setup and users must upgrade to the latest version of the Salesforce CRM Mobile client for BlackBerry.

Quickly Access Salesforce Dashboards on Mobile Devices

(Trial, Professional, Enterprise, Unlimited, and Developer Editions. Professional and Enterprise Editions require a mobile license.)

• Let mobile users view and track performance using dashboards while on-the-go
• View dashboards as a normal tab

Dashboards for Mobile are a perfect fit for managers and field employees who want to get a quick peek at their dashboard data while away from the office.

Administrators can mobilize the Dashboard tab and instantly give users access to all their Salesforce CRM dashboards. Dashboards are an enormously popular feature in Salesforce CRM, and the opportunity to access this important data while on the move greatly enhances the power of Salesforce CRM management information.

Note: Generally available, but not automatically visible. Feature is enabled, but requires some setup and users must upgrade to the latest version of the Salesforce CRM Mobile client for BlackBerry.

Protect Usernames and Passwords by Substituting Numeric PINs on the Device Login Display

(Trial, Professional, Enterprise, Unlimited, and Developer Editions. Professional and Enterprise Editions require a mobile license.)

• Protect a mobile user’s data from information thieves
• Enable other forms of security authentication schemes

The Mobile PIN Login feature keeps prying eyes from nabbing the usernames and passwords of unsuspecting Salesforce CRM Mobile customers by substituting a unique five-digit PIN in place of the Salesforce CRM username and password.

With the Mobile PIN Login, users’ devices can be securely paired with their Salesforce CRM accounts once, eliminating the need for subsequent username and password authentication. In addition, supporting two-factor or delegated authentication security schemes becomes a straightforward process. As more large customers overhaul their internal security policies and practices, such advances become increasingly important.

This feature is generally available for the iPhone and BlackBerry, with other mobile platforms to follow.

Note: Automatically visible to all users. Upgrade required.

Get Greater Granularity in Data Visibility

(Trial, Professional, Enterprise, Unlimited, and Developer Editions. Professional and Enterprise Editions require a mobile license.)

• Gain greater flexibility and control over what data mobile users can access and how they interact with that data
• Use easy tab management to make adding, removing, or re-ordering tabs a cinch

Enhanced Mobile Data Controls gives administrators greater control. Administrators can determine how users in the field interact with Salesforce CRM data on their mobile devices. With these new controls, you can specify which data users can see, edit, create, or delete on their mobile devices. For example, you could create a mobile inventory management tool that lets a user change the quantity of a particular item, but not create new product or inventory entries. You can make these configuration changes on the Mobile Admin Console.

Tab Management lets you decide which tabs should be enabled on the mobile device and in what order they appear. You can also specify different tabs for different users, depending on what information those users need to access.

Note: Not automatically visible. Feature is enabled, but requires some setup.

Pixel-Level Control to Match the Exact Look-and-Feel of Your Web Site

(Unlimited and Enterprise Editions)

• Take complete control over the user experience
  
• Modify the CSS and markup and extend Salesforce CRM Ideas with your own custom controllers

Leveraging the power of the Force.com platform, Visualforce for Salesforce CRM Ideas gives you pixel-level control over the Salesforce CRM Ideas application so you can customize the user experience to your exact specifications. With Visualforce for Salesforce CRM Ideas comes a complete set of templates that make up the Salesforce CRM Ideas application. You now have full control over these pages so you can modify the CSS, HTML, and even dig into the controllers themselves.

Note: Not automatically visible. Feature is enabled, but requires some setup.

Maintain High Data Quality and Scale Your Community through Enhanced Management Features

(Professional, Enterprise, and Unlimited Editions)

• Automate moderation activities such as merging duplicates and blocking inappropriate language
  
• Show the community you are listening by providing timely updates on top ideas
• Highlight the active participation of subject matter experts in the community

As communities and activity volume grow over time, streamlined community management becomes increasingly important. The Winter ’09 release significantly enhances the community management experience with new features:

Merging Duplicate Ideas
This feature lets community managers merge duplicate postings with a few clicks.

Suggested Duplicates and Validation Rules on Comments
These features provide preventive measures for duplicate postings and inappropriate language.

Expert Icon
This icon highlights the participation of community experts.

Status Tags
These tags provide a powerful way to loop back with the community on top ideas.

Delete Voting
This feature lets community managers delete erroneous votes.

Note: Automatically visible to all users. No setup required. The Suggested Duplicates feature is only available with Visualforce pages.

Empower Your Community by Providing a Richer, Personalized Experience

(Professional, Enterprise, and Unlimited Editions)

• Raise the profile of community members through individual pages
  
• Give users the ability to post ideas exactly as envisioned through rich text editing capabilities

The Winter ’09 release includes exciting new features that deepen the end user’s engagement in the community:

My Profile Page
This feature provides a single view into each community member’s activities, including submitted ideas, comments, and votes.

Rich Text on Ideas
This feature includes the ability to post hyperlinks so end users can express their ideas in more compelling ways.

Community Nicknames
This feature lets each end user choose a nickname for a community.

Down Voting
This feature lets end users actively demote ideas.

Multiple Categories
These categories make it possible to tag an idea with multiple communities, thereby ensuring a richer dialogue around the idea.

Note: Automatically visible to all users. No setup required.

Make Your Community Visible to the World

• Let users browse your site without logging in
• Scale your community with seamless self-registration
• Extend your brand with a custom URL for your community

With Public Sites for Salesforce CRM Ideas, you can extend Salesforce CRM Ideas beyond private sites and make the community visible to the world. The Anonymous Browse feature lets anyone view the community without having to login to either a public Web site and an employee intranet site. This approach significantly broadens the reach and impact of your community by creating a compelling experience that draws viewers in, while allowing user-generated data in external communities to be indexed by search engines such as Google, which in turn increases your organic search referrals.

With Public Sites, you can syndicate content from your community, letting users grab feeds and add them to their Yahoo or Google homepage. It's now easy for them to stay up to date with the latest postings to a community or category.

With Seamless Self-Registration, you can scale the expansion of the community to serve many more users. And the Custom URL feature makes it easier to extend your brand footprint with a unique, memorable URL, as Starbucks did by choosing the MyStarbucksIdeas.com and MyStarbucksIdeas.force.com URLs for its community.

Note: Public Sites for Salesforce CRM Ideas is in Limited Release. Please contact Salesforce CRM Customer Service & Support to have this feature enabled.

Get Instant Visibility into All Campaigns that Influenced an Opportunity

(All Editions)

• Tie multiple campaigns to a single opportunity
• Measure both the direct and influenced ROI of your campaign

With Winter ’09, you can see the impact all your marketing campaigns had on pipeline creation. With Campaign Influence, you can automatically associate campaigns with opportunities based on custom business logic to get valuable insight into how your marketing programs are performing.

Manually add influenced campaigns
Your sales team can add influenced campaigns directly to an opportunity using the Campaign Influence related list.

Automate association with custom logic
Empower sales reps and executives with pipeline reporting that accurately reflects each team member's contribution. Opportunity Splitting reports automatically include opportunities with and without splits to provide a single starting point for a complete picture of your pipeline.

Leverage out-of-the-box reporting
With a new standard report, end users can easily see which campaigns are influencing deals and which are not.

Note: Reports are automatically visible. Automatic association logic requires some setup.