Platform Features
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AJAX User Interface
Empower users with the most productive user interface. |
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Quick Add
Add new records in a single click of the mouse. |
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Calendar Views for All Objects
Manage timelines for accounts, opportunities, projects, or any other object. |
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Tags for All Objects
Organize objects through user-defined categories. |
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Virtual Folders
Link objects to hierarchical virtual folders. |
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Folders Search
Find objects linked to specific folders. |
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Global Search
Federated, dynamic search across places, people and content. |
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Saved Search
Save advanced search queries for later reuse. |
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Record Deactivation
Deactivate records without removing them from the database. |
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Record Cloning for All Objects
Clone records in a single click of the mouse. |
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Mass Update for All Objects
Update multiple records at once through simple wizards. |
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Print and Print Preview
Print views and reports, or export to multiple file formats (PDF, XLS). |
Sales Force Automation
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Leads
Capture leads manually or through automated marketing campaigns. |
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Opportunities
Create custom collaboration spaces for every sales opportunities. |
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Accounts
Manage prospects and customers, or any organization you do business with. |
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Contacts
Create detailed profile for any contact, inside and outside your organization. |
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vCard Import/Export
Add contacts in a single click of the mouse. Share contacts over email. |
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Activities
Track appointments, calls, meetings, and tasks with an AJAX calendar. |
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Attachments
Attach files in any format to any object. |
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Documents
Edit documents and spreadsheets from any Web browser.* |
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Notes
Add notes to any object. |
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Data Validation
Ensure data accuracy and integrity when records are captured or edited. |
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Product Catalog
Record product features and technical specifications. |
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Sales Literature Management
Organize product brochures, success stories, and any other marketing materials. |
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Competitor Management
Keep track of competitors to win new opportunities and protect existing accounts. |
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CRM Console
Review metrics and Key Performance Indicators through customizable dashboards. |
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Mass Quota Updates
Update the quotas of multiple sales teams in one click of the mouse. |
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Contract and Renewal Management
Record all contracts and schedule renewal calls automatically. |
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Account and Opportunity Team Selling
Organize teams to manage large accounts and strategic opportunities. |
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Business Unit Management
Distribute leads and opportunities across business units. |
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Territory Management
Manage sales territories. |
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Client Lifecycle Management
Capture the end-to-end client lifecycle from lead to cash and upsell. |
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Workflow and Approvals
Orchestrate custom workflows and multi-step approval processes. |
Marketing Automation
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Web Site Lead Capture and Tracking
Capture leads from multiple Web sites and landing pages. |
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List Management
Manage marketing lists independently of specific marketing campaigns. |
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Campaign Management
Organize marketing campaigns and measure precise return on investments. |
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Email Templates
Design professional email templates with a WYSIWYG rich text editor. |
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Mass Email and Tracking
Send mass emails, manage opt-in/opt-out processes, and track response ratios. |
Customer Service and Support
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Case Management
Manage the end-to-end lifecycle of cases and trouble tickets. |
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Email Case Capture
Capture cases from emails sent to support agents or aliases. |
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Case Queues and Auto-Assignment
Automate the assignment of cases to support agents based on business rules. |
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Advanced Case Escalation and Notification
Manage case escalations and notify managers through mobile devices.* |
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History Tracking
Keep a detailed history of cases from capture to resolution. |
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Knowledge Base and Suggested Solutions
Dynamically create a knowledge database from past case resolutions. |
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Asset Management
Keep track of all assets owned by customers to facilitate case resolution. |
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Service Entitlements
Keep track of all services purchases by customers to facilitate case resolution. |
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Agent Console
Empower support agents with a 360° view of customers and their cases. |
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Service Dashboards
Monitor the productivity of support agent and track times to resolution. |
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Defect Management
Track product defects linked to high-priority customer cases. |
Sales Management
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Sales Order Processing
Manage the end-to-end quote to cash process.* |
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Quote Management
Automate the generation of quotes based on custom parameters and rules. |
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Invoicing
Automate the generation of invoices based on price lists and discount terms. |
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Pricing Lists
Manage price lists across product lines, geographies, and custom parameters. |
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Discount Lists
Manage discount lists based on product lines, timelines, and custom parameters. |
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Product Bundles
Create product bundles and define custom pricing and discounting rules. |
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Tax Rates
Handle multiple tax rates. |
Collaboration
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Calendar
Manage personal and team calendars. Publish Free/Busy calendars. |
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Email Client
Integrate multiple email accounts over POP3 and IMAP4. |
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Feed Reader
Subscribe to RSS and ATOM feeds. Manage notifications about objects and processes. |
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Organization Chart Editor
Model your organization, define complex reporting structures, and set escalation rules. |
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Project Management
Manage complex projects tied to workflow processes. |
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Rich Text Editor
Develop document templates for quotes or invoices. Merge with account records. |
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Spreadsheet Server
Create online spreadsheets for mass record editing and report production.* |
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Announcements
Broadcast announcements to your team and partners. |
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Discussions
Start a topic, or comment on one. Ask a question, then mark it as answered. |
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Blogs
Share a point of view as an individual or group. |
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Wiki
Build up a team's personal encyclopedia. |
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Content Management
Create collaborative documents, or share any file stored on your personal computer. |
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Facility and Equipment Management
Manage physical assets, from procurement to recycling. |
Document Management
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WebDAV Support
Let users access documents directly from their personal computer's file manager. |
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JSR-170 Support
Integrate with Java-based content repositories. |
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CMIS Support
Integrate with document management systems like Documentum or SharePoint. |
Real-Time and Historical Analytics
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Standard and Custom Reports
Create real-time reports using simple wizards. |
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Advanced Filters
Filter data across multiple dimensions while enforcing role-based access control. |
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Nested Grouping
Group records in a hierarchical fashion for easier drill-down through reports. |
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Column Formatting
Specify custom formatting rules for columns in complex reports.* |
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Row Formatting with Custom Styles
Specify custom formatting rules for rows in complex reports.* |
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Custom Conditional Highlighting
Specify content-based formatting rules for specific fields.* |
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Customizable Dashboards
Create real-time dashboards that can be customized by end users. |
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Analytic Mashups
Integrate multiple data sources into dynamic mashups. |
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Read-Only Report Access
Manage fine-grain access control policies. |
Desktop and Mobile CRM
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Office Integration
Let users open, edit, and save documents directly from Microsoft Office. |
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Outlook Integration
Register workflow tasks into Microsoft Outlook's task list. |
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Lotus Notes Integration
Register workflow tasks into Lotus Notes' task list. |
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Offline Access
Provide offline access to contacts, events and tasks over SyncML.* |
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Mobile Access
Provide mobile access to all objects over SyncML and dedicated mobile interfaces.* |
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SyncML Support
Synchronize contacts, activities, and tasks with any mobile device. |
Data Model Customization
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Custom Objects
Let users create custom objects. |
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Custom Fields
Let users add custom fields to standard and custom objects. |
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Custom Object History Tracking
Keep an audit trail of all changes made to custom objects. |
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Custom Formulas
Add custom formulas for calculated fields. |
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Custom Fields Data Validation
Define complex validation rules for custom fields. |
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Custom Object Sharing Controls
Let users share instances of custom objects. |
User Interface Customization
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User Interface Programming Language
Develop custom user interfaces with an easy-to-learn XML programming language. |
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Drag-and-Drop Custom Layouts
Design complex user interfaces with a WYSIWYG development tool. |
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Embedded Mashups
Develop data integration scenarios with a graphical tool. |
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Custom Buttons
Add custom buttons for user-defined actions associated to any objects. |
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Global Translation Workbench
Localize your application in multiple languages at the same time. |
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Rename Tabs and Labels
Rename tabs and labels for any standard object. |
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Multiple Custom Page Layouts
Define multiple custom page layouts for any standard or custom object. |
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Record-Dependent Page Layouts
Design context-specific page layouts for any standard or custom object. |
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AJAX Toolkit
Develop rich user interfaces with a graphical AJAX development tool. |
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Standard Button Overrides
Override standard actions associated to any user interface control. |
Enterprise Administration
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Account-Based Sharing Controls
Define object sharing policies for specific accounts. |
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Record-Level Security
Set access control lists for any standard or custom object. |
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Multi-Departmental Administration
Manage multiple deployments from a single administration console. |
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Profile-Based Departmental Security
Define role-based access control policies for specific departments or tenants. |
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Delegated Administration
Delegate account administration for live customer support. |
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Opportunity Sharing Controls
Share opportunities with other users. |
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Lead Sharing Controls
Share leads with other users. |
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Case Sharing Controls
Share cases with other users. |
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Customizable Print Templates
Design custom print templates for any object such as quote or invoice. |
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Scheduled System Jobs
Schedule system jobs with complex calendaring rules. |
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Active User Session Management
Monitor and control active user sessions remotely. |
Business Process Control
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Multistep Approval Processes
Define multistep approval processes with a graphical tool. |
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Workflow Automation Rules and Tasks
Define complex workflow automation rules and human tasks. |
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Advanced Process Modeling Tool
Design processes using the industry standard BPMN 2.0 notation. |
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Hybrid Process Execution Engine
Execute processes that blend automated transactions and human workflow. |
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Process Programming Language
Develop complex processes with an easy-to-learn XML programming language. |
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Business Activity Monitoring
Monitor business activities in real time.* |
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Business Rules Engine
Define complex business rules with a graphical tool.* |
On-Demand Database
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Platform Service Delivery
Deploy your CRM application on any public or private cloud. |
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1-N Relationships
Create one-to-many entity relationships between standard and custom objects. |
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N-N Relationships
Create many-to-many entity relationships between standard and custom objects. |
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Data Import Utilities
Import data from virtually any data source. |
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Data Export Utilities
Export data to virtually any data source. |
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Import De-Duplication
Automatically detect and merge duplicate records. |
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Automated Backups
Performed automated backups with custom scheduling rules. |
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Real-Time Database Mirroring
Mirror the production database in real-time for disaster recovery purposes.* |
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Development and Test Environment
Develop and test custom applications in a sandbox environment. |
Integration Platform
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Office Integration
Integrate with the Microsoft Office suite of applications. |
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Outlook Integration
Integrate with the Microsoft Outlook application. |
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Lotus Notes Integration
Integrate with the Lotus Notes application. |
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Web Services API
Expose a REST and WSDL Web Services API for any standard and custom object. |
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Metadata API
Expose an XML Schema API for any standard and custom object. |
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Single Sign On and LDAP Integration
Integrate with virtually any user directory service like Active Directory or LDAP. |
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Enterprise Service Bus
Integrate with third-party applications through with a Service Oriented Architecture. |
Development Tools
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Graphical Mashup Builder
Develop data integration scenarios and application mashups with a graphical tool. |
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Extensive Library of Connectors and Adapters
Integrate with virtually any third-party system or application. |
Architecture
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Application Installation
Package custom applications for distribution and one-click installation. |
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Platform Edition
Use the underlying platform without any standard CRM object. |
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Multi-Tenant Architecture
Support the needs of multiple organizations from the same infrastructure. |
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Multiple Deployment Options
Offered as either a licensed/self-hosted model, or a hosted (SaaS) model. |
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Multiple Database Support
Support industry standard databases such as MySQL (default), Oracle, and SQL Server (upon request). |
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Amazon S3 Support
Store files remotely using Amazon S3.* |
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Plugin Architecture
Customize your deployment with an easy-to-use plugin architecture. |
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Systems Management Interface
Integrate with existing systems management tools and applications. |
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* To be released in late 2010.
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