It helps the field sales to move lighter, and helps you open less your computer on weekends!
June 01, 2021

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

crecente pucci | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce Mobile (formerly Salesforce1 Mobile App)

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
  • 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
  • Sending contracts
  • Changing stages
  • Check some reports that need to be constantly reviewed, instead of getting in the computer just for that
  • Reduces the amount of times i need to get in the computer during weekends (to check stuff)
  • Reduces the heaviness of my bag when im doing field sales
  • no negatives, if it had i would just do it in the computer
I dont have a comparisson as they are completly different uses

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?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce Mobile go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce Mobile again?

Yes

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