Release 17 is here!

Our training development team has been busy updating courses to keep pace with the new release of CRM On Demand. Release 17 is here! And I heard recently that it’s one of our biggest releases ever. A lot of new features and functionality for you to take advantage of – too much for me to cover in this blog post. But, I thought I’d tell you about a few of my favorites – be sure to take a look at the What’s New in Release 17 recording to see the full list, though…because I’m only going to touch on a few.

Create your own look – okay, I’m starting with the fun stuff. But, there is a new customizable themes feature so that you can change the look of the application; colors, logo, the shape of the tabs. And it’s really easy.

There’s also a whole new library of ready-made themes for you to pick from if you just want to go with one of those. Use this new feature to match the look of your company logo and color scheme. Or blaze new trails. You can create the look for the whole company, or a different look for each CRM On Demand role. This might especially come in handy if you’re using the Partner Relationship Management (PRM) capabilities of CRM On Demand – you can create themes for your partner-facing roles to provide branded partner portals.

Speaking of PRM – there are enhancements in this release to help companies better manage their partner relationships. A new Deal Registration object, which is separate from the Opportunity record, and better Special Pricing Request and Marketing Development Fund Request processes, give a lot more flexibility in how companies can build and manage their relationships with partners.

Some new options for Forecasts in in Release 17, too. You can now have more than one type of forecast generated each forecast period. For example, you might need to see a forecast of the total opportunity revenue for your sales team, as well as one that breaks down revenue by product. The forecast definition now lets you do that. Other options allow you to make submitting forecasts easier, split opportunity revenue across the team and forecast that split appropriately. And – look for the new Forecast subject area in Answers, for building custom forecast reports.

Ever wish you could use Workflow Rules to automatically reassign leads if they haven’t been followed up on…or to email a manager if the status of a service request isn’t changed after a specified period of time? Then check out the new Wait action for workflows. I think you’ll be happy.

Ok, enough for today. There is a lot to Release 17 that I didn’t mention – a lot has been added for our Life Science industry edition, some new data visibility options, a new Data Loader tool, and more.

Stay tuned for more blog posts about these and other Release 17 features in the coming weeks. In the meantime, don’t forget about all of the resources we have for you to learn more (see my Learning About Release 17 blog post for details).