Salesforce.com Feature List

Lead Management Prevent leads from falling through the cracks Improve responsiveness to prospect inquiries Standardize lead qualification best practices Increase lead conversion rates Build distinct lead management processes for distinct groups Get the most from your marketing spend Optimize lead flow from capture to close Set security controls to ensure teams or partners can access only their own leads Opportunity Management Standardize sales processes and methodologies and increase adoption Identify bottlenecks and shorten sales cycles Proactively counter competitive threats Facilitate collaboration across your teams Effectively manage multiple deals simultaneously Track deal progress and milestones Close more deals and increase sales productivity Customize the information and views you create to match your business Account Management Get an end-to-end, 360-degree customer view Improve customer satisfaction Increase rep productivity Manage customers collaboratively Provide a consistent face to customers Shorten ramp-up time for new reps Territory Management Get better insight into sales effectiveness and performance by territory Easily set up, assign, and transfer territories Simplify territory realignments after sales reorganizations Eliminate lag time in lead assignment Contract Management Provide one-stop access to key contract data Shorten contract approval cycles Initiate the renewal process in a timely matter Reduce administrative costs Improve visibility into contract deviations Sales Analytics Improve sales processes and operations Improve insight into critical sales issues Increase competitiveness Increase pipeline visibility for improved revenue predictability Understand sales trends and uncover issues so you can adapt your business Global Forecasting Forecast revenue accurately and in real time Use historical trends to better predict future patterns Roll up forecasts for an integrated, global view Drill down into forecast elements for a more detailed view View forecast by product family, individual, and time period for more detailed analysis Forecast by product unit for better supply-chain planning Reduce administration time and effort Data Quality Management Maintain and ensure quality of data Consolidate duplicate records Improve customer service and sales efficiency Eliminate duplicate calls and emails to the same person Dashboards Keep better tabs on the health of your business See consolidated information in a single spot Provide different execs with the precise and varied data they need Product Catalog Eliminate disparate and out-of-date product catalogs Manage special pricing for certain customer segments Support global teams with prices listed in multiple currencies Increase efficiency, accuracy, and consistency Sales & Marketing Collateral Ensure everyone is using the most up-to-date materials Eliminate time spent tracking down documents Help sales reps be more responsive to requests for information Document Management Create a "one-stop shop" for your latest documents and tools Use organizational tools and search capabilities Make documents accessible at any time from anywhere Asset Management Easily identify renewal and up-sell opportunities Relate customer issues to specific products for better monitoring of quality Broaden data access and analysis for improved product development and service Activity Management Increase productivity Improve coordination and collaboration Ensure that critical tasks don't fall though the cracks Keep everyone informed of all account activities Increase customer service levels Coordinate sales efforts to sell into complex organizations Enable quick response to customers Workflow Enforce standard business processes Minimize administrative overhead Streamline processes and eliminate delays Improve accountability and response time Help reps work smarter and faster Partner Portal Toolkit Drive more revenue through the channel Get better insight into channel activities Create forecasts across both direct and indirect channels Better collaborate with partners on opportunities and activities Track and analyze lead follow up, closure, and partner performance Reduce channel management costs Increase satisfaction within partner communities Microsoft Outlook Edition Reduce manual processes and increase productivity Ensure that all critical customer communications are captured Eliminate email clutter Microsoft Word and Excel Integration Increase productivity and effectiveness Give your reps the tools they are familiar with Eliminate data entry and copy-and-paste errors