Pretty good software overall!
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 …
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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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
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- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
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Product Demos
Salesforce for iOS and Android Demo | Salesforce
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Salesforce Mobile App Demo
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Salesforce Mobile for Sales – Sales Cloud Demo
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Product Details
- About
- Tech Details
- FAQs
What is Salesforce Mobile?
Salesforce Mobile Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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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(79)Attribute Ratings
Reviews
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June 18, 2021
At any time, from any place
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
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
June 02, 2021
Your Saleforce Instance in the Palms of your Hands!
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.
June 01, 2021
It helps the field sales to move lighter, and helps you open less your computer on weekends!
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
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
May 29, 2021
Salesforce on the go!
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.
May 28, 2021
Salesforce Mobile Review
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
May 28, 2021
Goin' Mobile
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.
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
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
September 16, 2020
My Salesforce Mobile Review
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.
February 01, 2019
Salesforce Mobile in Higher Ed
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.