Salesforce Mobile

Score9.2 out of 10

83 Reviews and Ratings

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.

Categories & Use Cases

Sales Acceleration

Gautam Sah

Associate Salesforce Consultant in Information Technology at Horizontal Digital (501-1000 employees employees)

Use Cases and Deployment Scope

The Salesforce Mobile app is being used in my organization for it sales cloud app which helps sales folks to work on lead, contacts, opportunities and accounts and update their record on the go from the mobile app. As we have implemented Einstein Activity Capture it helps to get important updates from the activities happening on the lead by other sales team members. For the Resource who work on consulting firms we make them fill their timesheet from the app which makes us easier for the PM's to approve their timecards and also it further helps the finance team in doing the billing and invoicing. I as a developer is the core responsible for setting up, updating, using, testing the mobile app.

Pros

For the Project Resource who work on consulting projects we make them fill their timecards and having it on the app is a plus point as they dont need their laptop.
The Sales cloud app which helps sales folks to work on lead, contacts, opportunities and accounts and update their record on the go from the mobile app
As we have implemented Einstein Activity Capture it helps to get important updates from the activities happening on the lead by other sales team members

Cons

More components support for mobile app, as a developer we cant use all the native feature as many are available for desktop only
After the SLDS 2.0 we can also get those UI updates for Salesforce App for modern design
Make the Offline CRM functionality more smooth as sometimes the app does not retain the details for the leads I am working on

Return on Investment

Made Timesheet submission and approval smooth which helps in streamlining business
Sales Rep can work on the go on Leads and related records
The app usage has improved billing time by 30% in our organization

Usability

Alternatives Considered

React (React.js)

Other Software Used

Certinia PS Cloud, Intuit Mailchimp, Atlassian Jira, Microsoft Teams, Salesforce Agentforce Sales, Salesforce Agentforce Service

Verified User

Professional in Sales (501-1000 employees employees)

Use Cases and Deployment Scope

At Paycor, I use Salesforce Mobile to bridge the gap between my field sales activities and the data I input weekly. It serves as my primary interface when I'm in the field, ensuring that "the office" is wherever we happen to be meeting a client. The integrated mapping feature also helps me manage the route I take to meet with prospects.

Pros

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.

Cons

I do have to periodically log back into the mapping feature to get back to where I was, rather than just keeping it running.
The mapping feature his an issue with deleting stops.
Accessing reports from the mobile device aren't as mobile friendly as I would like.

Return on Investment

By reducing the need for admin tasks when I get home, I've effectively regained nearly a full day of selling per week.
Leadership no longer has to "guess" the pipeline's health. Since I log activities in real-time, the forecast is accurate.
The mapping feature ensures reps aren't "zig-zagging" across a territory.

Usability

Other Software Used

ZoomInfo Sales, SAP Concur, Paycor

Verified User

Employee in Sales (1001-5000 employees employees)

Use Cases and Deployment Scope

I use Salesforce Mobile to record my customer contacts, Accounts, calls on customers and opportunities. I can map out yearly revenue opportunities to help me focus on what is important each year. The business problems the product addresses is identifying and focusing on the important opportunities for the organisation. Planning of resources and time. Ease of use for sales teams in the field, CRM to keep abreast of all opportunities, enable all in the organisation to review opportunities and record interactions and updates with accounts and contacts. Map out business plans and address future revenue opportunities each year.

Pros

Opportunities by value and year
Record accounts and contacts so that they are easily accessible by anyone in the organisation
Record assets by account
Reminders to update opportunities so that they remain a focus

Cons

Setting up an individuals list of opportunities for their territory. Could be made easier
Entering data by an easier app which doesn’t necessarily require every box to be filled.
Search function of an opportunity more accuracy just with a couple of words could be more reliable

Return on Investment

Team focus has been better since we got Salesforce

Usability

Alternatives Considered

Showpad eOS®

Other Software Used

Showpad eOS®

Emoni Smith

Admissions Counselor in Sales at 2U (1001-5000 employees employees)

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

Being able to customize your message
Faster response in real time
Saving message to use for a great follow up
Controlling your leads

Cons

It's very glitchy-- some of the canned messages won't work for no reason
Some links don't work all the time
It could be easier to navigate from one report to another

Return on Investment

Easy accessibility to all accounts from your phone
For an expensive system it should be working seamlessly
Easy access to dashboards and reports

Nicolas Rama

Sales Manager in Sales at Uber (5001-10,000 employees employees)

Pros

Clear and same information as of the desk platform
Fast and reliable
Easy to use

Cons

Interface
Design
Functionality

Most Important Features

Connectivity
Functionality
Remote

Return on Investment

None
None
None

Other Software Used

Groove, Genesys Cloud (formerly PureCloud), Slack, DocuSign

Salesforce Mobile

What is Salesforce Mobile?

Categories & Use Cases

Reviews