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Salesforce Mobile

Salesforce Mobile
Formerly Salesforce1 Mobile App

Overview

What is Salesforce Mobile?

Salesforce Mobile (formerly Salesforce1 Mobile App) provides sales reps and marketers to update their pipeline and lead statuses on the go, as well as share notifications and keep their team and collaborators updated on the movement of prospects through the…

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Learn from top reviewers

Pretty good software overall!

Rating: 7 out of 10
December 29, 2023
IncentivizedVetted ReviewVerified User
Salesforce Mobile is pretty unique and such a convenient tool to use. It's great to be able to send a text to also communicate with the applicant instead of always calling. Su...
Continue reading
Emoni Smith
Employee - Sales
Admissions Counselor
2U
Salesforce Mobile1 year of experience

Hopes of mobile access to Salesforce, crashed and burned

Rating: 5 out of 10
June 30, 2021
IncentivizedVetted ReviewVerified User
We use it across the organization. It is used as a supplement to Salesforce Lightning.
Continue reading
Bob Hines
Director - Sales
Director Of Licensing
Global Music Rights
Salesforce Mobile6 years of experience

Salesforce Mobile has been a great tool!

Rating: 10 out of 10
June 24, 2021
IncentivizedVetted ReviewVerified User
Salesforce is used to track students and store their information for our Admissions Counselors. It makes it possible for the Admission counselor to keep up with different docu...
Continue reading
Earl Minney
Employee - Sales
Admissions Counselor
2u
Salesforce Mobile3 years of experience

At any time, from any place

Rating: 9 out of 10
June 18, 2021
IncentivizedVetted ReviewVerified User
The reason we use Salesforce Mobile [(formerly Salesforce1 Mobile App)] is to be connected with the organization at all times, no matter where we are. From approving opportuni...
Continue reading
Nicolas Rama
Manager - Sales
Sales Manager
Uber
Salesforce Mobile1 year of experience

Leader In The Field.

Rating: 9 out of 10
June 16, 2021
IncentivizedVetted ReviewVerified User
All conversations and communication with overseas sales representatives and clients are logged and tracked using Salesforce Mobile. The ability to access our company's Salesfo...
Continue reading
Verified user
Representative
Salesforce Mobile1 year of experience

Great for Marketing teams to keep up with the Sales Dashboards

Rating: 9 out of 10
June 4, 2021
IncentivizedVetted ReviewVerified User
Salesforce Mobile is great to check dashboards on the go. From the Marketing perspective, I check reports and dashboards to see MQLs and SQL moving along. I also can quickly c...
Continue reading
Verified user
Manager
Salesforce Mobile2 years of experience

Your Saleforce Instance in the Palms of your Hands!

Rating: 9 out of 10
June 2, 2021
IncentivizedVetted ReviewVerified User
My organization's sales and business development teams use the Salesforce Mobile app to actively manage leads, contacts, opportunities, and accounts on-the-go. The app is well...
Continue reading
Erik Viager
Employee - Sales
Sr. Strategic Development Manager, B2D
Intouch Group
Salesforce Mobile1 year of experience

It helps the field sales to move lighter, and helps you open less your computer on weekends!

Rating: 9 out of 10
June 1, 2021
IncentivizedVetted ReviewVerified User
Hi! At least in my company the sales team is very free, so it depends on the person. In my case, I just use it for last minute things: For example, imagine is saturday night...
Continue reading
crecente pucci
Representative - Sales
sales representative
uber eats
Salesforce Mobile1 year of experience

Must have for employees in the field.

Rating: 10 out of 10
May 31, 2021
IncentivizedVetted ReviewVerified User
Salesforce mobile is primarily used by the Sales org. With life on the go, it's a great application to find information or make simple edits/additions when traveling.
Continue reading
Verified user
Employee
Salesforce Mobile2 years of experience

Salesforce Mobile (formerly Salesforce1 Mobile App) is the best!

Rating: 10 out of 10
May 31, 2021
IncentivizedVetted ReviewVerified User
Salesforce Mobile (formerly Salesforce1 Mobile App) is being used by my organization to be able to streamline remote work. Salesforce Mobile is being used across my whole orga...
Continue reading
Verified user
Representative
Salesforce Mobile4 years of experience

Desktop version at your fingertips

Rating: 9 out of 10
May 29, 2021
IncentivizedVetted ReviewVerified User
Salesforce app extends all the functionality to a mobile application that helps you to take your data anywhere, manage leads and stay up to date with coworkers from anywhere. ...
Continue reading
Verified user
Engineer
Salesforce Mobile2 years of experience

Salesforce on the go!

Rating: 9 out of 10
May 29, 2021
IncentivizedVetted ReviewVerified User
We use this for walkthroughs. So I walk through my building at least 4 times a day. Having the Salesforce mobile app helps me submit any tickets that I see as I am walking aro...
Continue reading
Verified user
Team Lead
Salesforce Mobile2 years of experience

Salesforce Mobile Review

Rating: 7 out of 10
May 29, 2021
IncentivizedVetted ReviewVerified User
We use it for two divisions- ticket sales and corporate sales. It’s used primarily when Reps are on the go and need to quickly look up an account or log something.
Continue reading
Verified user
Executive
Salesforce Mobile5 years of experience

Salesforce Mobile Review

Rating: 10 out of 10
May 29, 2021
IncentivizedVetted ReviewVerified User
Salesforce Mobile is being integrated into our Workspace 1 for the ease of use on our mobile devices. It's being used across the whole organisation for the sales, services, pa...
Continue reading
Verified user
Team Lead
Salesforce Mobile5 years of experience

Salesforce Mobile Review

Rating: 8 out of 10
May 28, 2021
IncentivizedVetted ReviewVerified User
Salesforce Mobile is used across the entire company, mainly by the business/sales side to track of all opportunities, RFPS, wins/losses, revenue, etc. to keep track of all acc...
Continue reading
Emily Sperduto
Account Manager - Sales
Partnership Ops, Manager
TIME
Salesforce Mobile3 years of experience
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Reviewer Pros & Cons

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Pricing

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Salesforce Mobile

Salesforce Mobile

N/A
Unavailable

What is Salesforce Mobile?

Salesforce Mobile (formerly Salesforce1 Mobile App) provides sales reps and marketers to update their pipeline and lead statuses on the go, as well as share notifications and keep their team and collaborators updated on the movement of prospects through the sales pipeline.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

2 people also want pricing

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Product Demos

Salesforce for iOS and Android Demo | Salesforce

YouTube

Salesforce Mobile App Demo

YouTube

Salesforce Mobile for Sales – Sales Cloud Demo

YouTube
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Product Details

What is Salesforce Mobile?

Salesforce Mobile Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

Salesforce Mobile (formerly Salesforce1 Mobile App) provides sales reps and marketers to update their pipeline and lead statuses on the go, as well as share notifications and keep their team and collaborators updated on the movement of prospects through the sales pipeline.

Reviewers rate Support Rating highest, with a score of 9.9.

The most common users of Salesforce Mobile are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(80)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Customized Messaging: Users have appreciated the ability to create personalized messages and receive faster real-time responses, enhancing their communication efficiency. This feature allows users to tailor their interactions with clients and prospects, leading to more meaningful conversations and increased engagement.

Lead Management: Reviewers find the feature of saving messages for follow-ups and controlling leads valuable, helping them stay organized and prioritize effectively. By efficiently managing leads within the app, users can track progress, set reminders for follow-up actions, and ultimately improve their conversion rates.

Task Management: The app is praised for its task management capabilities, call logging features, and information gathering functionalities by users who value its effectiveness in managing daily activities. With intuitive task tracking tools and seamless information retrieval options, users can streamline their workflow, stay on top of important tasks, and enhance overall productivity levels.

Glitches with Canned Messages and Links: Some users have encountered glitches when using canned messages and found that links do not consistently work within the app. Challenging Navigation Between Reports: Users have found the navigation between reports to be challenging and have suggested that it could be made more user-friendly. Search Function Needs Improvement: Several users have expressed that the search function, especially on the mobile version, needs improvement for better usability. Difficulties with Ticket Submissions and Tagging: Users experienced difficulties with ticket submissions and tagging people through comments. Complex Interface Design: Some users highlighted the complexity of the interface design and suggested that it should be more straightforward for easier navigation. Limited Features on Mobile App: Users found that the mobile app lacks some features available on the desktop version, impacting their user experience.

Reviews

(1-25 of 26)
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Pretty good software overall!

Rating: 7 out of 10
Incentivized
December 29, 2023
ES
Emoni Smith
Admissions Counselor
2U (E-Learning, 1001-5000 employees)
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
Use Cases and Deployment Scope
Salesforce Mobile is pretty unique and such a convenient tool to use. It's great to be able to send a text to also communicate with the applicant instead of always calling. Such a valuable tool to use. It has been very useful to help contact older prospects or applicants in the system. I think it's a useful tool and I think more companies should also adapt to this as well.
Pros and Cons
  • Being able to customize your message
  • Faster response in real time
  • Saving message to use for a great follow up
  • Controlling your leads
Likelihood to Recommend
Salesforce Mobile is very efficient and makes sense to use. Sometimes the reports, when you click in, doesn't open in a mobile view so you can see everything on one page. It helps when you need to search names, but it is not always user-friendly and would glitch. Saved messages are important, but as stated before sometimes the messages and links provided don't work.

Hopes of mobile access to Salesforce, crashed and burned

Rating: 5 out of 10
Incentivized
June 30, 2021
BH
Bob Hines
Director Of Licensing
Global Music Rights (Music, 51-200 employees)
Vetted Review
Verified User
Salesforce Mobile
6 years of experience
View profile
Use Cases and Deployment Scope
We use it across the organization. It is used as a supplement to Salesforce Lightning.
Pros and Cons
  • Searching
  • Tasks
  • Call logging
  • Information gathering
Likelihood to Recommend
[In my experience,] it is only useful to search for addresses or contact information when out ot the office. I wish it had the functionality of desktop Salesforce.

Salesforce Mobile has been a great tool!

Rating: 10 out of 10
Incentivized
June 24, 2021
EM
Earl Minney
Admissions Counselor
2u (E-Learning, 1001-5000 employees)
Vetted Review
Verified User
Salesforce Mobile
3 years of experience
Use Cases and Deployment Scope
Salesforce is used to track students and store their information for our Admissions Counselors. It makes it possible for the Admission counselor to keep up with different documents that students upload to apply.
Pros and Cons
  • Store student information
  • Keeps track of students
Likelihood to Recommend
It is well suited the most for our company because when speaking with new students, we can log their information into the app. Being able to use it for the mobile app as well has been a gamechanger as well.

At any time, from any place

Rating: 9 out of 10
Incentivized
June 18, 2021
NR
Nicolas Rama
Sales Manager
Uber (Consumer Services, 5001-10,000 employees)
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
Use Cases and Deployment Scope
The reason we use Salesforce Mobile [(formerly Salesforce1 Mobile App)] is to be connected with the organization at all times, no matter where we are. From approving opportunity requests, to validate the information that is displayed in our client's profiles, the mobile app is really useful and it allows us to make changes without having the need of bringing the laptop with you. Being a sales manager I really take advantage of it because I am constantly visiting restaurants.
Pros and Cons
  • Clear and same information as of the desk platform
  • Fast and reliable
  • Easy to use
Likelihood to Recommend
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

Leader In The Field.

Rating: 9 out of 10
Incentivized
June 16, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
Use Cases and Deployment Scope
All conversations and communication with overseas sales representatives and clients are logged and tracked using Salesforce Mobile. The ability to access our company's Salesforce from remote location challenge that Salesforce Mobile solves. In society today, the greatest approach to engage with clients is through Salesforce Mobile (formerly Salesforce1 Mobile App).
Pros and Cons
  • The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe.
  • The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information.
  • The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks.
Likelihood to Recommend
We can be on the go and yet have access to information, contacts, and apps using Salesforce Mobile. We may then develop meaningful insight based on the data and push behaviors to additional clients by forecasting forward and tacking notes on prospects, clients, and so on. In addition, the mobile component makes it easy to update in real-time when on the road. For Business owners and team leaders, the salesforce mobile application is an extremely helpful tool.

Great for Marketing teams to keep up with the Sales Dashboards

Rating: 9 out of 10
Incentivized
June 04, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
2 years of experience
Use Cases and Deployment Scope
Salesforce Mobile is great to check dashboards on the go. From the Marketing perspective, I check reports and dashboards to see MQLs and SQL moving along. I also can quickly check if opportunities are correctly attributed to the lead source.
Pros and Cons
  • Dashboards
  • Reports
  • DocuSign Integration
Likelihood to Recommend
It's great to check activity on the go. It's also great for team members who need to sign agreements with the electronic signature integration apps. I only use it to check things but not to actively work in the app. This is due to the high complexity of Salesforce. However, screenshots or links are shared easily with the team via Slack.

Your Saleforce Instance in the Palms of your Hands!

Rating: 9 out of 10
Incentivized
June 02, 2021
EV
Erik Viager
Sr. Strategic Development Manager, B2D
Intouch Group (Marketing and Advertising, 1001-5000 employees)
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
View profile
Use Cases and Deployment Scope
My organization's sales and business development teams use the Salesforce Mobile app to actively manage leads, contacts, opportunities, and accounts on-the-go. The app is well designed and supports most of the functionality of using non-mobile desktop version of Salesforce. Often times many things happen outside of business hours. A contact might respond to an email, or you may receive a signed PO after normal work hours. The Salesforce app allows all the necessary Salesforce functionality without having to be logged in at your computer.
Pros and Cons
  • The overall user experience of the app is very good. It's intuitive and easy to navigate.
  • The app reflects the native desktop app and does not limit functionality.
  • The search feature makes it quick to look up a specific contact or opportunity.
Likelihood to Recommend
The Salesforce mobile app is well suited for larger organizations with a good-sized field force, and many opportunities in motion. It gives the sales reps and business development team the power of their entire Salesforce CRM in the palms of their hands. The user interface is easy to navigate and behaves similarly to the desktop version of Salesforce. Smaller organizations with not many opportunities in the pipeline at one time may not find the app as beneficial. The app really helps the sales team stay on top of opportunities when there's a lot going on.

It helps the field sales to move lighter, and helps you open less your computer on weekends!

Rating: 9 out of 10
Incentivized
June 01, 2021
cp
crecente pucci
sales representative
uber eats (Food & Beverages, 10,001+ employees)
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
Use Cases and Deployment Scope
Hi!

At least in my company the sales team is very free, so it depends on the person.

In my case, I just use it for last minute things: For example, imagine is saturday night and I just got a very improtant signature, so i need to CW the opportunity in order to start the OB as soon as possible. For this case, the mobile version is very usefull as it only takes me a couple minutes and I dont have to wait a day or get my computer.

Besides that, of course i preffer the web-browser version because of the size of the screen and is easier to navegate, but for being a simpler version it does what it has to do
Pros and Cons
  • Helps sends last minute contracts, or in situ contracts
  • Help change stages of the oppos when you are OoO
  • It keeps it simple even though we all know than SF manages a lot of information
Likelihood to Recommend
For field sales is very usefull as you dont longer need to move around with the computer, as the phone can manage to do the most relevant tasks

Must have for employees in the field.

Rating: 10 out of 10
Incentivized
May 31, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
2 years of experience
Use Cases and Deployment Scope
Salesforce mobile is primarily used by the Sales org. With life on the go, it's a great application to find information or make simple edits/additions when traveling.
Pros and Cons
  • UI is clean
  • Access to CRM data anywhere
  • Easy to navigate
Likelihood to Recommend
Salesforce Mobile is good for quick edits/additions on the go. I wouldn't use this for reporting or any large amounts of information that needs input.

Salesforce Mobile (formerly Salesforce1 Mobile App) is the best!

Rating: 10 out of 10
Incentivized
May 31, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
4 years of experience
Use Cases and Deployment Scope
Salesforce Mobile (formerly Salesforce1 Mobile App) is being used by my organization to be able to streamline remote work. Salesforce Mobile is being used across my whole organization. The business problem Salesforce Mobile addresses is being able to have access to my companies CRM in remote environments. The platform allows me to consistently be able to pull data on prospects and relevant contacts for each account when I'm not on my computer.
Pros and Cons
  • Sleek user interface.
  • Highly functional and fast app.
  • Intuitive, easy to learn and use.
Likelihood to Recommend
Salesforce Mobile (formerly Salesforce1 Mobile App) is well suited for conducting streamlined work in remote environments. The Salesforce Mobile app is great for working on the go in order to have access to your companies CRM in various environments outside of your office. The Salesforce1 Mobile app is great for accessing your CRM 24/7.

Desktop version at your fingertips

Rating: 9 out of 10
Incentivized
May 29, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
2 years of experience
Use Cases and Deployment Scope
Salesforce app extends all the functionality to a mobile application that helps you to take your data anywhere, manage leads and stay up to date with coworkers from anywhere. This allows you to have the information at your fingertips with accessibility to dashboards, reports, tasks and notifications. It also allows you to build a Salesforce compatible app that is unique to your business and business needs.
Pros and Cons
  • Easy for teams to update task, opportunities and accounts no matter where you are.
  • All task available on the desktop version from the convenience of your phone.
  • Also has offline functionality that is useful in remote areas.
Likelihood to Recommend
It is great for the person on the go or who travels a lot. You have full functionality of the desktop version that you can take with you anywhere. For the user who is new and needs support, the support service can be lacking. I have seen issues with the app being slow and there is no auto save functionality.

Salesforce on the go!

Rating: 9 out of 10
Incentivized
May 29, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
2 years of experience
Use Cases and Deployment Scope
We use this for walkthroughs. So I walk through my building at least 4 times a day. Having the Salesforce mobile app helps me submit any tickets that I see as I am walking around. I also can take pictures with it and attach them to the ticket for reference. Easy to have in hand.
Pros and Cons
  • Submitting pictures.
  • Submitting a ticket while away from your laptop.
  • Easy to use categories.
  • Notifications are available through the app.
Likelihood to Recommend
While walking around my building I can take pictures and attach them to already existing tickets. I also can submit tickets as I see them. This helps in case I forget by the time I get back to my desk. I also get notifications when tagged so I can respond on the fly.

Salesforce Mobile Review

Rating: 7 out of 10
Incentivized
May 29, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
5 years of experience
Use Cases and Deployment Scope
We use it for two divisions- ticket sales and corporate sales. It’s used primarily when Reps are on the go and need to quickly look up an account or log something.
Pros and Cons
  • Easy account look up
  • Easy to click to dial
  • Easy to log notes
Likelihood to Recommend
Great for a quick look up of an account or to find a number. Can be challenging to see al notes or to look at reports.

Salesforce Mobile Review

Rating: 10 out of 10
Incentivized
May 29, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
5 years of experience
Use Cases and Deployment Scope
Salesforce Mobile is being integrated into our Workspace 1 for the ease of use on our mobile devices. It's being used across the whole organisation for the sales, services, partner ecosystem, etc. We no longer need to update our sales funnels only on the laptops, we can update them on the go on our mobile, anytime, anywhere.
Pros and Cons
  • Very user friendly. To easy to use!
  • Run reports on the go!
  • Intuitive layout
  • Easy to navigate
Likelihood to Recommend
Whenever you are managing multiple sales team remotely, you are able to view the reports with the ease from your mobile phone. And also as a sales person, being able to have quick access to data, like e.g., what were the previous opptys with this customer, or what are the products that are used/purchased from this customer. Basically, quick customer information especially before you go into a customer meeting, to make yourself more prepared on the go.

Salesforce Mobile Review

Rating: 8 out of 10
Incentivized
May 28, 2021
ES
Emily Sperduto
Partnership Ops, Manager
TIME (Publishing, 201-500 employees)
Vetted Review
Verified User
Salesforce Mobile
3 years of experience
View profile
Use Cases and Deployment Scope
Salesforce Mobile is used across the entire company, mainly by the business/sales side to track of all opportunities, RFPS, wins/losses, revenue, etc. to keep track of all account histories on the go. It is a great tool to keep all communication in one place and limit the flooding of emails in your inbox.
Pros and Cons
  • Mimics majority of the same functionalities of the desktop version
  • Easy accessibility to all accounts from your phone
  • The ability to work remote
Likelihood to Recommend
The Salesforce Mobile app is extremely useful and efficient for when you are working on the go and remotely, which is exceptionally efficient during the current conditions were are facing in the pandemic. It allows you pull reporting right in the palm of your hands, saving do much time when you are on the go.

Goin' Mobile

Rating: 7 out of 10
Incentivized
May 28, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
7 years of experience
Use Cases and Deployment Scope
Salesforce Mobile is an optional application being used within our company. Salesforce itself is used by all in the company though. Not everyone in the company needs Salesforce on a daily basis but for those that do, the mobile option comes in very handy, especially if a client issue arises or if there is a critical case that needs addressed. Users typically use the mobile option when away from their computers.
Pros and Cons
  • Access to Salesforce whenever and wherever.
  • Simple navigation to all the things that are important for users.
  • Ability to customize the app to tailor to different organizations.
Likelihood to Recommend
I rated a 7 because I personally like to use the desktop version over the mobile version. The app is great when I'm away from my computer but that's really the extent of my usage. I prefer the larger screen and easier navigation over the mobile version. Though I would highly suggest it for someone that's more on the go.

Accelerated access to business opportunities in SalesForce

Rating: 10 out of 10
Incentivized
May 28, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
Use Cases and Deployment Scope
SalesForce Mobile [(formerly Salesforce1 Mobile App)] is instant access to sales opportunities wherever you are. SalesForce Mobile [(formerly Salesforce1 Mobile App)] is currently widely used for our Global Sales and Professional Services organization in more than 135 countries where Account Managers, Presales, Partners, and Engineers can have access to sales details from a mobile device. We have different approval processes that are driven through SalesForce and with SalesForce Mobile we can reduce approval time.
Pros and Cons
  • Access to sales opportunities details
  • Update records from a mobile device
  • Access to Dashboards
Likelihood to Recommend
SalesForce Mobile [(formerly Salesforce1 Mobile App)] can definitely be an accelerator for the Sales Process when you have a globally distributed company that uses SalesForce as a central nervous system for business purposes. If you watch it from a collaborative perspective, SalesForce Mobile can be of help to accelerate communication between different teams.

Salesforce Mobile is the way to keep the full team mobile and functional !!

Rating: 10 out of 10
Incentivized
May 28, 2021
RT
Rob Thomason ☁
Director of Sales Operations
Exterro (Information Technology & Services, 501-1000 employees)
Vetted Review
Verified User
Salesforce Mobile
5 years of experience
View profile
Use Cases and Deployment Scope
We use Salesforce Mobile [(formerly Salesforce1 Mobile App)] all the time!! It allows us to be truly "anywhere" and keep business moving. We have used it to approve deals, support collaboration and even with SOW flow. Without Salesforce Mobile [(formerly Salesforce1 Mobile App)], myself as an admin, deal desk users and sales leaders would have to keep their laptops ready and be tethered to wifi somewhere. The report and dashboard function allows us to see metrics on the go and help support users when there are issues. During Covid times, being flexible to working locations / conditions has really made Salesforce Mobile a must have for me and our users due its feature rich platform and ease of learning.
Pros and Cons
  • Feature Rich
  • Fast Learning
  • Live Data
  • Device Friendly
  • Security Compliant
Likelihood to Recommend
Salesforce Mobile [(formerly Salesforce1 Mobile App)] is perfect for basic Opportunity, Account and Quote information. Approvals on Deals too. Chatter is amazing!! Reports and Dashboard viewing is "ok" but any editing needs to be done in the full version. If you need basic Salesforce functionality on the go or you are waiting on a deal to approve or item to action in order to move it along--> Salesforce Mobile [(formerly Salesforce1 Mobile App)] is perfect!! I wish the Admin App would be merged with the Salesforce Mobile app so I would not need 2 apps, this is a bummer.

Easy implementation and access without any customization or codification

Rating: 8 out of 10
Incentivized
May 28, 2021
Verified User
Vetted Review
Verified User
Salesforce Mobile
9 years of experience
Use Cases and Deployment Scope
Salesforce [Mobile (formerly Salesforce1 Mobile App)] is in use by the company for more than 10 years and the mobile application has improved over these years. And it facilitated the communication and interaction between the internal people and as well as with the customers because the application provides a rapidly data access trough opportunities, cases and other custom objects.
Pros and Cons
  • Rapidly access to opportunities and other objects
  • Easy access to dashboards and reports
  • Mobile integration provides a better time to market
Likelihood to Recommend
Salesforce Mobile [(formerly Salesforce1 Mobile App)] facilitates the communication and interaction.

Salesforce Mobile helps me work from my cell phone just like I'm in the office.

Rating: 8 out of 10
Incentivized
May 27, 2021
KS
Kenneth Shelton
Account Executive
Clear Sky Financial Services (Financial Services, 1-10 employees)
Vetted Review
Verified User
Salesforce Mobile
4 years of experience
View profile
Use Cases and Deployment Scope
We use Salesforce Mobile to log and track all calls and communication with our partners and customers. It allows us to take and receive calls on our cell phones and then log in the relevant info while not in our office. Our business relies a lot on follow-up on calls, so this is very helpful when it comes to cataloging and summarizing communication.
Pros and Cons
  • Creating tasks
  • Creating FU tasks
  • Logging call info
Likelihood to Recommend
It is very helpful when you are taking or making phone calls outside of your office, on your cell phone. This allows you to quickly and easily log info on a call right after you end it.

My Salesforce Mobile Review

Rating: 8 out of 10
Incentivized
September 16, 2020
Verified User
Vetted Review
Verified User
Use Cases and Deployment Scope
Our team is using this to manage our hot leads. We monitor and check all the emails of our leads. We are adding the information and all the details of our lead in Salesforce. We can download Salesforce Mobile to access it anytime we want and anywhere. It's very convenient.
Pros and Cons
  • It's user friendly. It is very easy easy to use.
  • It's very convenient. You can access Salesforce anytime, anywhere without using a computer.
  • It easy to install and log in, almost exactly the same as the one on our computers.
Likelihood to Recommend
I downloaded this app because I'm not always on the front of my computer. So when my client suddenly asked for an update or if I want to check a certain lead, I can easily access our company's Salesforce CRM on my phone since I have it downloaded. It is just one click and you'll have it!

A solid choice for mobile management of sales & production

Rating: 9 out of 10
Incentivized
April 26, 2020
BC
Ben Caplan
Risk Manager, and Insurance Agent
Hummel and Plum Insurance Agency Inc. (Insurance, 11-50 employees)
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
View profile
Use Cases and Deployment Scope
At our organization, we currently use the mobile version to support our sales teams remotely when unable to access the computer. All of our sales managers have the app and utilize it to evaluate opportunities, accounts, events, and more. We are using it primarily amongst the sales teams, but our office managers and project managers are using it as well.
Pros and Cons
  • Ability to manage account remotely.
  • Enter new opportunities.
  • Manage events on the go.
  • Run reports to track the sales teams and production.
Likelihood to Recommend
  • Managing sales teams remotely.
  • Running reports or viewing dashboards.
  • Enter new opportunities or accounts.
  • Keeping track of production.

Salesforce Mobile in Higher Ed

Rating: 7 out of 10
Incentivized
February 01, 2019
NB
Nathan Baker
Director of Recruitment and Analytics
Taylor University (Higher Education, 201-500 employees)
Vetted Review
Verified User
Salesforce Mobile
3 years of experience
View profile
Use Cases and Deployment Scope
Salesforce Mobile is the mobile app to access Salesforce.com resources for our institution. It is primarily used for positions that require on-the-go communication or interaction with constituents. The ability to run reports on demand is helpful for emergency situations in which administrators are unable to access a desktop or laptop computer. It provides easy access to data but it is not necessarily a functional necessity of current users.
Pros and Cons
  • Easy access to Salesforce data.
  • Intuitive layout and UI aligns with the Salesforce Lightning experience.
  • Permissions and access settings are identical to Salesforce.com infrastructure.
Likelihood to Recommend
Salesforce Mobile is useful for on-the-go jobs requiring access to information - particularly contact info, quick details about a constituent, or reference reports about sales or activity. Salesforce Mobile is not best for customizing reports, editing data, or creating new records. The usability and functionality of the app align with Salesforce.com, but the load times and requirements for back-end customization make on-demand changes difficult.

Salesforce 1 - A mobile timesaver

Rating: 10 out of 10
Incentivized
April 24, 2017
JW
Jared Whitley
Marketing Data & Programs Manager
Word of Life Fellowship (Religious Institutions, 501-1000 employees)
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
View profile
Use Cases and Deployment Scope
Salesforce1 allows our reps to log information about their connections immediately after meeting with them. No writing notes down and then bringing them back to the office to enter them into the system. In addition, we are able to begin actions on the accounts before they get back and provide a quicker service to the customer.
Pros and Cons
  • Ease of use
  • Custom interface with extended protection and scalability
Likelihood to Recommend
Any communication or detail logging between an organization and third party allowing others within the org to see what is going on...immediately.

Salesforce1 App Empowers Sales Agents on the go.

Rating: 10 out of 10
Incentivized
April 14, 2017
SB
Shawn Bennett
Senior Account Executive
Codero Hosting (Telecommunications, 51-200 employees)
Vetted Review
Verified User
Salesforce Mobile
2 years of experience
View profile
Use Cases and Deployment Scope
Our salespeople, marketing team, and managers all utilize salesforce1 mobile application to keep up with active opportunities. We have clients from all around the world, the app makes it easy to log an interaction, interest, email, etc., when not on a computer. For example, when someone is away from the office or home office logging in through a web browser can be cumbersome, the salesforce1 mobile application is easy and quick.
Pros and Cons
  • The UI is well designed, this makes it easy to navigate.
  • The application transitions are smooth and fast.
Likelihood to Recommend
The SalesForce1 mobile application, of course, is specifically well suited for employees to update records while not around a computer. The app is especially helpful when making sales calls on the road and a quick look up of information, such as contacts, roles, and notes would be valuable. Salesforce1 mobile app adds an additional layer of convenience.
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