We are trying to do our best to meet our customer needs and expectations and increase their personal productivity. We analyze the salesforce.com’s IdeaExchange http://ideas.salesforce.com, searching for the most frequent customer requests and finding out how we can solve these issues or suggestions by using InvisibleCRM Suite for Salesforce: SalesDesktop, SalesFolder and SalesAlerts.

Elena Kozhushko
Support Manager
Email:elena.kozhushko@invisiblecrm.com 

Below you can find these Salesforce user requests and the way they can be solved with our InvisibleCRM products:

'My Watchlist' in Salesforce.com

1690
PROMOTES

I would love to have some kind of bookmark-like functionality in Salesforce.com. The Recent items list just does not do this for me. I sometimes need to keep an eye on a couple of Cases, a Lead, or something I asked someone else to do through a task ... By the time I have done some work, they are all gone from my Recent items list and I need to find them one by one. This way, it is easy to forget something.

I know you could create a task for every single one, but if you are running dashboards, these clutter up the amounts, and thus, the real value of the dashboard itself.

A little button, such as an eye on top of every record, would be perfect. And, then a little eye somewhere on the Homepage that takes me to my Watchlist, any list style view would do.

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Alerts for Date Fields

30
PROMOTES

The idea is to be able to set alerts for dates, for example, the anniversary of an employee. It would be great if the person in charge could receive an alert for all the due dates in the next month, without having to edit the records to trigger the alert.

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Opportunity Sales Team Notification on Opportunity Update

100
PROMOTES

It would be excellent if it was possible to notify users with an email alert when an Opportunity for which they are on the sales team has been updated. 

Ideally, the following information should be in the email:
The account

The opportunity name/sales stage/probability/amount/close date

A summary of what was updated, for instance:

Sales Stage changed at time, date from value to value by user full name

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Create Email Alerts when an Object Changes

0
PROMOTES

There should be a way to set up the system to automatically send an email alert to an object's owner whenever someone else makes any changes to it.

For example, if someone changes a field in an Opportunity record, that record's owner would automatically receive an email with the details of the update, including who made the change.

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More than 3 Groups By in Reporting

90
PROMOTES

In the reporting wizard, there is a limitation in the Group By section to three fields. It would be nice to increase this number to 10 for more flexibility in displaying data.

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Closed Opportunity Alerts/Workflows

60
PROMOTES

The ability to receive email alerts for closed Opportunities is great. But you need the ability to include Product Information in the alert. Thanks for your consideration.

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Uploading Images of Contacts

90
PROMOTES

I configured Salesforce.com to serve as a Contact management and donor database for OASES, a nonprofit organization (NPO). In addition to storing profiles of donors, the NPO stores profiles of students and volunteers.

I created separate custom objects to collect information specific to each profile type. Due to the volume of students and volunteers that pass through the OASES program, having a facial image (i.e., something similar to a passport photo) of the student and volunteer can be beneficial for security, emergency and auditing reasons. Outside of this particular NPO, this feature could be useful for other Salesforce.com clients. I can see where having an image of a customer can be useful to an outside sales representative to increase familiarity or to a service representative to decrease the barrier of an anonymity of a customer. Having images associated to a service request can be a wonderful asset when trying to assess a problem where words describing the problem cannot provide adequate information.

I would like to recommend that a field be available in the standard and custom objects that allows a user to upload an image. I realize that you will need more feedback with respect to the field limits (e.g. format, dimensions, memory size) for this feature. Perhaps, the programming behind uploading DOCUMENTS could be leveraged. However, in the case of a batch upload, I would like to recommend creating an import tool as well. Perhaps, the technology of Yahoo Photos or Yahoo Flickr could be leveraged. Similarly, I realize that you will need more feedback with respect to the field upload limits (e.g., max batch upload).

Thank you for your time and consideration.

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Create some kind of "Briefcase"

30
PROMOTES

Create a way, in which users can create sub-sets of the data they own, without having to set values in the allotted fields or find some complex filters for a view or report. The analogy is taking the files for your current key customers and putting them in your bag, or copying your current documents to a temporary folder. This is different from listing the records recently viewed/modified, which we have now (and is very useful, but for a different purpose).

I have in mind the ability to flag (for example,a button on the header saying "Briefcase") or maybe to drag the header bar to an icon on the left hand panel for the Briefcase, or an additional option on a view, besides the edit and del buttons. Then, by clicking on the icon on the left hand panel, the user could pull up just the records they want to work on.

I would suggest that this might include the obvious Accounts, Leads, Contacts, Opportunities, and maybe, Cases, but, ideally, should also contain the custom objects too. There would need to be a means of getting these records out of the Briefcase too.

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