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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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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

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Pricing

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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

Offerings

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

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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 Enterprises (1,001+ employees).
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Comparisons

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Reviews From Top Reviewers

(1-5 of 13)

Great for Marketing teams to keep up with the Sales Dashboards

Rating: 9 out of 10
June 04, 2021
Vetted Review
Verified User
Salesforce Mobile
2 years of experience
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
Cons
  • 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.

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

Rating: 9 out of 10
June 01, 2021
cp
Vetted Review
Verified User
Salesforce Mobile
1 year of experience
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
Cons
  • 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

Salesforce1 - a great app on the go

Rating: 9 out of 10
March 08, 2016
BS
Vetted Review
Verified User
Salesforce Mobile
2 years of experience
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.
Cons
  • Allows for some customization, but not all.
  • Does not allow for conversions of leads into contacts.
Definitely would recommend. Find myself using it in spurts, so perhaps I should find a way to better integrate it. Also find myself using notebooks/notepads on my phone more often than taking notes in Salesforce1.

Salesforce1 App Empowers Sales Agents on the go.

Rating: 10 out of 10
April 14, 2017
SB
Vetted Review
Verified User
Salesforce Mobile
2 years of experience
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.
Cons
  • 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.
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.

Salesforce Mobile Review

Rating: 7 out of 10
May 29, 2021
Vetted Review
Verified User
Salesforce Mobile
5 years of experience
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
Cons
  • 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.
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