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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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Recent Reviews

Leader In The Field.

9 out of 10
June 16, 2021
Incentivized
All conversations and communication with overseas sales representatives and clients are logged and tracked using Salesforce Mobile. The …
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Salesforce on the go!

9 out of 10
May 29, 2021
Incentivized
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 …
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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

Reviewer Pros & Cons

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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 Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(79)

Attribute Ratings

Reviews

(1-25 of 26)
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Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Bob Hines | TrustRadius Reviewer
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Erik Viager | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Emily Sperduto | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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

Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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
September 16, 2020

My Salesforce Mobile Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Ben Caplan | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Nathan Baker | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Shawn Bennett | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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