Salesforce Mobile is the way to keep the full team mobile and functional !!
May 28, 2021
Salesforce Mobile is the way to keep the full team mobile and functional !!
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce Mobile (formerly Salesforce1 Mobile App)
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.
Pros
- Feature Rich
- Fast Learning
- Live Data
- Device Friendly
- Security Compliant
Cons
- User Profile Edits
- Report Edits
- Links
- Chatter Groups
- Deal Approvals
- Lightning Dashboards
- Record Owner Changes
- Faster SOW Creation
- Increased Deal Desk Efficiency
- Faster Client Support
- Improved Lead Follow Up Time
We use Salesforce Mobile [(formerly Salesforce1 Mobile App)] as its our backbone for the Sales, Support, SE, Finance and Implementations team. Salesforce Mobile [(formerly Salesforce1 Mobile App)] allows all of our teams to collaborate from anywhere "live" on records or projects. We looked at Sugar, Insightly and HubSpot but none had the full featured mobile experience to match with the desktop version that Salesforce has.
Do you think Salesforce Mobile delivers good value for the price?
Yes
Are you happy with Salesforce Mobile's feature set?
Yes
Did Salesforce Mobile live up to sales and marketing promises?
Yes
Did implementation of Salesforce Mobile go as expected?
Yes
Would you buy Salesforce Mobile again?
Yes
Using Salesforce Mobile (formerly Salesforce1 Mobile App)
1000
- Deal Approval
- SOW Workflow
- Chatter Groups
- Record Owner Changes
- SOW Workflows
- Procurement Chatter Group
- Lightning Dashboards
- SF Admin functions
- Report Builder
- Dashboard Editer
Evaluating Salesforce Mobile (formerly Salesforce1 Mobile App) and Competitors
- Product Features
- Product Usability
We would look at what Admin functions are available as well as report / dashboard editor. Currently we have to use the Admin App to do Admin edits and use the full platform for reports / dashboards.
Salesforce Mobile (formerly Salesforce1 Mobile App) Implementation
- Implemented in-house
Change management was a big part of the implementation and was well-handled
- Buttons
- Quick Actions
- Approval Flows
Salesforce Mobile (formerly Salesforce1 Mobile App) Support
| Pros | Cons |
|---|---|
Quick Resolution Good followup Knowledgeable team Problems get solved Kept well informed No escalation required Support cares about my success Quick Initial Response | Need to explain problems multiple times |
We did not- figured standard support was OK for where we are.
Yes - Yes- The bug was logged and fixed in the next release.
I was stuck on using Mobile for approvals ( quotes ) and the support tech was able to help me with buttons I needed to add to the page layout.
Using Salesforce Mobile (formerly Salesforce1 Mobile App)
| Pros | Cons |
|---|---|
Like to use Relatively simple Easy to use Technical support not required Well integrated Consistent Quick to learn Convenient Feel confident using Familiar | None |
- Record Owner Changes
- Deal Approvals
- Chatter Groups
- Report Editing
- User Profile Edits
- Links
Yes - It is a Mobile Interface by definition.
Comments
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