Salesforce Mobile

Salesforce Mobile Reviews

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Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Clear and same information as of the desk platform
  • Fast and reliable
  • Easy to use
  • Interface
  • Design
  • Functionality
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
Rob Thomason  ☁ | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Feature Rich
  • Fast Learning
  • Live Data
  • Device Friendly
  • Security Compliant
  • User Profile Edits
  • Report Edits
  • Links
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.
The Salesforce team supporting Mobile is very talented and is usually able to fix / advise on issues quickly.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our entire sales staff uses the Salesforce Mobile [(formerly Salesforce1 Mobile App)] to manage leads/contacts while no in the office. Personally I love that I can access information and details about different leads while away from my desk, which allows me to handle any sorts of issues or contact them directly without having to wait till I am back at my desk.
  • Keeps you up to date on daily events.
  • Integrates well with other apps.
  • Mobile access to dashboards to track key indicators.
  • I wish the app was more customizable.
  • The functionality on each lead page feels lacking.
  • Its difficult to move between leads/accounts.
I'll often use the Salesforce Mobile [(formerly Salesforce1 Mobile App)] to track interactions with leads and opportunities while I am covering other projects or even when I am out of the office. It does a great job of notifying you when your contacts reach out or even when they interact or respond to an email.
Bob Hines | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Review Source
We use it across the organization. It is used as a supplement to Salesforce Lightning.
  • Searching
  • Tasks
  • Call logging
  • Information gathering
  • 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.
[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.
Erik Viager | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • The ability to upload documents to related records would be a plus. This may be possible and I am just not finding it.
  • Other than that, I think the app does a great job of mirroring our Salesforce instance.
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.
Emily Sperduto | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Mimics majority of the same functionalities of the desktop version
  • Easy accessibility to all accounts from your phone
  • The ability to work remote
  • More complex to integrate other platforms than the desktop version
  • The app takes more time to save/load
  • Majority, but not all desktop functionalities available
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.
Kenneth Shelton | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Creating tasks
  • Creating FU tasks
  • Logging call info
  • Just ease of use at times. It would be easier to have everything accessible in one or two screens.
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Store student information
  • Keeps track of students
  • Report Editing
  • Links
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.
Omer Yaqoob | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce Mobile (formerly Salesforce1 Mobile App) was being used across our sales and OM teams. It made our lives easier--we could update opportunities and log important activities on the go. The best part is I could respond to queries instantly without waiting to head back to my desk.
  • The app is intuitive with a user-friendly dashboard.
  • Logging calls and creating FUPs is easy.
  • We can change the opp stages on the go.
  • It can be difficult to operate if you're not familiar with interface.
Salesforce Mobile (formerly Salesforce1 Mobile App) is a necessary app for everyone who's using Salesforce. It's fast, keeps you updated with the latest, and you can keep your workflow organized even when you're not in the office. Picking up a laptop and doing the same task can take a lot of time. So I'd say it's well suited for every organization.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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
  • 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
  • It could be easier to navigate from one report to another
  • It does not let me close the recent activity pop up in the oppo, and it uses more space than relevant fields, plus the stage map is cut instead of being reduce in size
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
May 28, 2021

Goin' Mobile

Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for.
  • This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation.
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Access to sales opportunities details
  • Update records from a mobile device
  • Access to Dashboards
  • Sometimes Load Times are higher depending on connection
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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).
  • 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.
  • It just take a minor bit of training.
  • Although the app is expensive, the functionality it provides solves this problem.
  • If you have a low or medium-speed internet, the platform likewise incredibly poor.
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Sleek user interface.
  • Highly functional and fast app.
  • Intuitive, easy to learn and use.
  • Could potentially add more functionality/additional features.
  • Make it easier to pull reports.
  • Make platform more similar to desktop version.
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • Some reports or dashboards that are more complicated don't display very well on a phone.
  • May require some training for the first time user.
  • Creating DocuSign documents for clients is cumbersome via the app.
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.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Submitting pictures.
  • Submitting a ticket while away from your laptop.
  • Easy to use categories.
  • Notifications are available through the app.
  • Sometimes the ticket may not go through.
  • Tagging people are hard through comments.
  • Going back to the ticket after submitting g can be difficult.
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Very user friendly. To easy to use!
  • Run reports on the go!
  • Intuitive layout
  • Easy to navigate
  • Responsiveness could be better
  • Quick filtering for reports are not easy
  • Alot of fields to enter before you can add an oppty.
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.
Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • Rapidly access to opportunities and other objects
  • Easy access to dashboards and reports
  • Mobile integration provides a better time to market
  • Theme/Background color customized according to the cellphone configuration (dark/light)
  • Reduce quantity of clicks to access the related objects
  • A default index page personalized according to user’s necessity
Salesforce Mobile [(formerly Salesforce1 Mobile App)] facilitates the communication and interaction.
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Dashboards
  • Reports
  • DocuSign Integration
  • Fingerprint Login
  • Search Filters
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.
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • UI is clean
  • Access to CRM data anywhere
  • Easy to navigate
  • None
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.
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
  • Easy account look up
  • Easy to click to dial
  • Easy to log notes
  • Not as many features as desktop view
  • Difficult to see notes
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.
Ben Caplan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
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.
  • Ability to manage account remotely.
  • Enter new opportunities.
  • Manage events on the go.
  • Run reports to track the sales teams and production.
  • The mobile app does not work well in split screen mode.
  • Adding multiple opportunities and events for those opps can be cumbersome.
  • Managing sales teams remotely.
  • Running reports or viewing dashboards.
  • Enter new opportunities or accounts.
  • Keeping track of production.
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.
September 16, 2020

My Salesforce Mobile Review

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • Sometimes it is lagging.
  • It doesn't have the full features, like what we see on PC or laptop.
  • Sometimes it's too slow when it has a lot of data.
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!
There are times that we are having issues with this app. We cannot access certain features, for example, we can only send an email to customer support. Sometimes it might take a few minutes for us to get a response from the customer support but they are helpful. They can answer our inquiry.
Nathan Baker | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
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.
  • 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.
  • Load time is slow for many page layouts.
  • Reports and dashboards are not easy for quick editing or filtering unless they have been configured specifically for the mobile app.
  • Best implementation requires significant investment with existing Salesforce.com components to make them mobile friendly.
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.
Jared Whitley | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
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.
  • Ease of use
  • Custom interface with extended protection and scalability
  • Additional overhead maintenance
Any communication or detail logging between an organization and third party allowing others within the org to see what is going on...immediately.

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.

Salesforce Mobile Pricing

Salesforce Mobile Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

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.

What is Salesforce Mobile's best feature?

Reviewers rate Support Rating highest, with a score of 8.8.

Who uses Salesforce Mobile?

The most common users of Salesforce Mobile are from Mid-size Companies and the Information Technology & Services industry.