Introducing Spanning Salesforce 2.0

Spanning Salesforce is the free service that lets you subscribe to information from your Salesforce.com account via RSS. Released today, version 2.0 adds support for documents, opportunities, cases, escalations, and enhances support for leads.

I've been a Salesforce.com user for years in various presales, sales, and management roles, and have always wanted a way to track new and updated information—in my office and on the road—without being barraged by emails. Now, using my RSS reader of choice, I can do exactly that. Here's a rundown of the feeds:

New Documents
As a field sales rep, you always need the most current presentations, collateral, and price lists. The New Documents feed uses the same technology that powers podcasting to automatically download the latest documents from Salesforce.com to your desktop, laptop, or PDA, so you'll always be up to date.

My Unread Leads
Track new lead assignments using My Unread Leads. Your new leads appear in this feed as soon as they come in, and will remain there until you've looked at them in Salesforce.com.

My Open Opportunities
As leads become opportunities, you'll be able to stay on top of them by subscribing to My Open Opportunities. Opportunities are listed by name and amount and include full details, giving you a bird's eye view of your pipeline.

My Opportunities Closing This Quarter
Easily the most-requested new feed, My Opportunities Closing This Quarter gives you a constantly updated view of your current-quarter deals.

My Opportunities Closing Next Quarter
Also by popular request, My Opportunities Closing Next Quarter gives you at-a-glance visibility into next quarter's business.

My Open Cases
Customer support reps can stay on top of new case assignments with My Open Cases, which are listed by case number and description and include full details.

My Open Escalations
Make sure your most important support cases don't slip through the cracks by subscribing to My Open Escalations.

Spanning Salesforce is free, so subscribe with your favorite RSS reader, log in using your Salesforce.com Enterprise Edition account information, and give it a try. For feeds customized for your organization, email me for a quote. See the Spanning Salesforce home page for more details.

Comments

[Fergus Burns]

Hi Charlie

Great idea and execution - look forward to seeing more services coming out of your stable

Regards
Fergus

[Charlie Wood]

Thanks!

-c

[Yurij]

Hello Salesforcers,

I’ve noticed that there have been a number of messages with questions about using salesforce.com offline or inside of Outlook, so I thought I would drop in my (somewhat bias) 2 cents.

I work for a company called InvisibleCRM, and we have created several new applications for salesforce.com that will make your life as a CRM user much easier.

They include OutlookForce which builds Salesforce into Outlook and works completely the same offline as online. All your records available anytime, without downloading in advance, without uploading the results, all reports, emails, and changes captured and synced whenever you reconnect. And it is built into Outlooks forms so it works exactly like Outlook.

The same idea for documents; all stored on the desktop, all changes synced automatically and delivered the desktops of other users.

There are several other applications with equally cool features, and they’re all designed for the end user, to make Salesforce.com work for you.

We’re going to be running some live WebEx demonstrations over the next few weeks that are open to everyone and will show off the entire suite. Just go to: http://www.invisiblecrm.com/webex and register for a session.

See you there.

Yurij