Ignition vs. Salesforce Mobile

PI is we suited for CPAs or attorneys who use value pricing and who want to completely eliminate A/R from their books.

Incentivized

Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole

Incentivized

• Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter.
• Easily identify engagements that will be expiring, so we can begin to assemble a renewal.
• Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place.

Incentivized

• Clicking an address deep-links directly into Google Maps, eliminating the need to copy-paste data between apps while driving.
• The app handles technical payroll jargon surprisingly well. I can dictate a meeting summary while walking back to my car, and it saves as a formatted note.
• Log calls and emails immediately after they happen.

Incentivized

• I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier.
• I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option.
• I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything.

Incentivized

• It's pretty complex to use and not very straightforward as to where everything is and how to access.
• Search function needs to be enhanced. Finding accounts in the desktop version is simple and accurate. With mobile, not so much.
• It should be more customizable to enhance features frequently used.

Incentivized

We have to have it !! We love the product and most of us use it everyday - many times daily !!

Incentivized

The mobile is usable for all the smaller tasks also from the developer we can make them create button from which we can trigger automations, the app is used for on the go updates to the crm. The log in process is simple, it also has offline capabilities which is a plus point.

Incentivized

I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.

Incentivized

It went great - need more discovery next time

Incentivized

You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.

Incentivized

Salesforce Mobile is a more mature and tested entity than similar platforms like SNOW and Pega CRM, which don't even have a native mobile app. This can integrate easily with Salesforce orgs, the top CRM, and provide cool features like branding the app on app stores using the Mobile publisher feature.

Incentivized

• It has made our workflow 100% faster. We can send out a proposal within hours of receiving the lead. This is all because of the saved service libraries.
• We don't really have to worry about collections from clients. We can set proposals for auto payment and require payment on signature.

Incentivized

• I would say our company is more efficient, in the sense that we can access our client base from anywhere.
• Salesforce Mobile gave us one more tool in our tool belt, which is important in a small company.
• Salesforce Mobile has allowed us to be more reactive to client situations and provided greater ability to provide greater support.

Incentivized