Selecting the right Salesforce CRM edition Selecting the right Salesforce CRM edition Selecting the right Salesforce CRM edition Selecting the right Salesforce CRM edition

kokomomammothDéveloppement de logiciels

17 févr. 2014 (il y a 3 années et 5 mois)

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Selecting the right Salesforce CRM editionSelecting the right Salesforce CRM editionSelecting the right Salesforce CRM editionSelecting the right Salesforce CRM edition



Whether you’re interested in using the Sales Cloud, the Service Cloud, the Custom Cloud, or all three,
salesforce.com’s solutions work for any type and size of business. Best of all, when your business grows—and
when you’re ready to expand the benefits of cloud-based computing beyond sales and marketing—you can
simply upgrade to another edition of Salesforce CRM. There’s no disruption to your business because we take
care of the technical details.

This page provides a quick overview of the main decision points in choosing between editions. The detailed
features available with each edition—with new ones introduced three times
per year—are listed in the matrix on the following pages. For a sneak peak at
new features, be on the lookout for the seasonal Release Preview.


 
– A great way to get started. With Contact Manager
Edition, you can manage your business contacts, customer interactions, and
conversations in one place—the cloud. Contact Manager Edition works
with any email application, including Microsoft Outlook and Gmail.


 – Basic CRM for small groups. With Group Edition, you
get the basic features to generate and manage leads through the sales cycle.
You can also get desktop integration and one app from the AppExchange.
Group Edition can only be used for a team of five people or less.


  – A complete picture of customer interactions. Choose Professional Edition if
you want no user limits and a bunch of additional features—campaign management, email marketing,
customisable dashboards, support case tracking, and privacy controls. You can also create more custom
objects and use up to five AppExchange apps.


   – Customise and integrate CRM for specific business needs. Enterprise Edition includes
many Salesforce CRM and Force.com platform features including workflow and approvals, so you can automate
any business process you have, create complex sales territories, access additional AppExchange applications,
and integrate with any system using our API. You also get extensive customisation capabilities—a key to user
adoption. It’s the edition used by most of our larger customers.


 – The name says it all. Unlimited Edition provides unlimited power to run CRM and
your entire business. If you need more storage, a large number of custom objects, mobile access, and an
unlimited number of custom tabs and custom apps, Unlimited Edition is for you. Plus, this edition includes
24/7 Premier Support.


We upgraded toWe upgraded toWe upgraded toWe upgraded to
Enterprise Edition forEnterprise Edition forEnterprise Edition forEnterprise Edition for
workflow, integration workflow, integration workflow, integration workflow, integration
and customer and customer and customer and customer
supportsupportsupportsupport

Stacie Grueser
Sales Operations manager
Yodle.com

-


Accounts & contacts





Content library





Document attachments





Email integration (Gmail, Outlook)





Google Apps integration





Mobile access





Reports





Tasks & activity tracking





Competitor tracking




Customisable sales process




Dashboards




Email templates & tracking




Google AdWords




Lead scoring, routing & assignment




Microsoft Word mail merge




Opportunity tracking




Partner collaboration (SF to SF)




Web-to-lead capture




Analytic snapshots



Campaigns



Contract Management



Customisable dashboards



Customisable forecasting



Ideas community



Mass email



Product tracking



Real-time quotes



Role permissions



Third-party sales methodologies*



Offline access
$


Profiles & page layouts
$


Workflow and approval automation
$


Integration via Web Services API
$


Mobile customisation & administration
$
$

Data.com data services
$
$
$
Call scripting*


Custom websites


Record types


Territory management & sales teams


Developer sandbox 1 included 15 included
Configuration-only sandbox
$
5 included
Full sandbox environment for testing
$
1 included
Partner & community portal
$
$
Visual Workflow
$
$
* Available as a downloadable application via the AppExchange
√ = Included in base user license $ = Additional fee applies
Sales Cloud
Contact
Manager
Feature Group Professional Enterprise Unlimited




-



Agent console & customisable layouts √ √ √
Analytics snapshots √ √ √
Asset management & product tracking √ √ √
Auto-suggested solutions √ √ √
Case auto-assignment √ √ √
Case email auto-response √ √ √
Case escalation rules & queues √ √ √
Case management & history tracking √ √ √
Case team collaboration
√ √ √
Contract management √ √ √
Crowd-sourced answers & ideas √ √ √
Customisable dashboards & reports √ √ √
Email & templates & tracking √ √ √
Email integration (Outlook, Gmail) √ √ √
Google Apps integration √ √ √
Integrated content libraries √ √ √
Mobile access √ √ √
Multilingual solutions
√ √ √
Partner collaboration (Salesforce to Salesforce) √ √ √
Role permissions √ √ √
Task & activity tracking √ √ √
Web & email case capture √ √ √
Offline access $ √ √
Profiles & page layouts $ √ √
Integration via Web services API $ √ √
Record types $ √ √
Workflow and approval automation $ √ √
Live Agent Web chat $ $ $
Mobile customisation & administration $ $ $
CTI integration √ √
Field service management* √ √
Force.com code (Apex) & pages (Visualforce) √ √
Public websites √ √
Salesforce for Twitter & Facebook √ √
Service Entitlements √ √
Visual SLA timelines √ √
Knowledge base $ $
Visual workflow $ $
Developer sandbox 1 included 15 included
Configuration-only sandbox $ 5 included
Full sandbox environment for testing $ 1 included
Service Cloud Portal $ $
*Available as a downloadable application via the AppExchange
√ = Included in base user license $ = Additional fee applies
Service Cloud
Feature Professional Enterprise Unlimited
-


Chatter & Chatter Free



Force.com code (Apex)



Force.com IDE



Global search



Integrated content library



Mobile Lite



Offline



Outlook integration



Relational database



Reporting and dashboards



Sharing framework



Sites



Web Services API



Workflow & approvals



Ideas Read, create Read, create Read, create
CRM objects* Not included Not included Not included
Accounts & contacts Read only Full use Full use
Custom apps 1 10 Unlimited
Custom objects 10 200 2,000
Custom tabs 25 25** Unlimited
Full mobile
$
$

Developer sandbox 1 1** 15
Configuration-only sandbox 0 0** 5
Full sandbox environment for testing 0 0** 1
API calls/day** 1,000/user, 1 million total 1,000/user, 1 million total 5,000/user, 5 million total
Number of sites 25 25 25
Page views/month** 500,000 500,000 1,000,000
Sites bandwidth/day*** 40GB 40GB 40GB
Sites page generation time/day*** 60 server hours 60 server hours 60 server hours
Data storage (1GB minimum for all editions)** 20MB/user 20MB/uer 120MB/user
File storage (11GB minimum for all editions)** 612MB/user 612MB/user 612MB/user
√ = Included in base user license $ = Additional fee applies
*CRM objects are defined as cases,solutions,campaigns,lead,opportunities,products,contracts and forecasts
**More available for an additional fee
***Rolling 24-hour time period
Capacity
Force.com
Feature One App Enterprise Unlimited

For More Information
Contact your account executive to learn
how we can help accelerate your CRM
success