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.
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- 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
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- 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 Enterprises (1,001+ employees).
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Reviews
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December 29, 2023
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 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.
- Being able to customize your message
- Faster response in real time
- Saving message to use for a great follow up
- Controlling your leads
- 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
June 24, 2021
Salesforce Mobile has been a great tool!
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
June 16, 2021
Leader In The Field.
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.
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
Desktop version at your fingertips
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.
May 29, 2021
Salesforce Mobile Review
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
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
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.
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.
April 14, 2017
Salesforce1 App Empowers Sales Agents on the go.
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.
- The UI is well designed, this makes it easy to navigate.
- The application transitions are smooth and fast.
- When viewing the page of Leads or Opportunities they appear bland and blend together. A color differentiator pattern of at least grey, white, grey, white would be helpful.
March 08, 2016
Salesforce1 - a great app on the go
Salesforce1 allows for on the go analysis and updating of our pipeline. Especially important that we are able to use it at events like SXSW or other hosted events. It's essential we keep it up to date and we understand what we've done in the past, as well as where certain deals/contacts are sourced from.
- Allows for on the go updates of leads/contacts.
- Allows for on the go analysis of pipeline.
- Helps us keep everything in track when we don't have internet access.
- Allows for some customization, but not all.
- Does not allow for conversions of leads into contacts.