Salesforce Mobile

Score7.1 out of 10

80 Reviews and Ratings

Community insights

TrustRadius Insights for Salesforce Mobile are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Customized Messaging: Users have appreciated the ability to create personalized messages and receive faster real-time responses, enhancing their communication efficiency. This feature allows users to tailor their interactions with clients and prospects, leading to more meaningful conversations and increased engagement.

Lead Management: Reviewers find the feature of saving messages for follow-ups and controlling leads valuable, helping them stay organized and prioritize effectively. By efficiently managing leads within the app, users can track progress, set reminders for follow-up actions, and ultimately improve their conversion rates.

Task Management: The app is praised for its task management capabilities, call logging features, and information gathering functionalities by users who value its effectiveness in managing daily activities. With intuitive task tracking tools and seamless information retrieval options, users can streamline their workflow, stay on top of important tasks, and enhance overall productivity levels.

Reviews

26 Reviews

Pretty good software overall!

Rating: 7 out of 10

Incentivized

December 29, 2023

Use Cases and Deployment Scope

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.

Pros

Being able to customize your message
Faster response in real time
Saving message to use for a great follow up
Controlling your leads

Cons

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

Likelihood to Recommend

Salesforce Mobile is very efficient and makes sense to use. Sometimes the reports, when you click in, doesn't open in a mobile view so you can see everything on one page. It helps when you need to search names, but it is not always user-friendly and would glitch. Saved messages are important, but as stated before sometimes the messages and links provided don't work.

Emoni Smith

Admissions Counselor in Sales at 2U (1001-5000 employees)

Vetted Review

1 year of experience

Hopes of mobile access to Salesforce, crashed and burned

Rating: 5 out of 10

Incentivized

June 30, 2021

Use Cases and Deployment Scope

We use it across the organization. It is used as a supplement to Salesforce Lightning.

Pros

Searching
Tasks
Call logging
Information gathering

Cons

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.

Likelihood to Recommend

[In my experience,] it is only useful to search for addresses or contact information when out ot the office. I wish it had the functionality of desktop Salesforce.

Bob Hines

Director Of Licensing in Sales at Global Music Rights (51-200 employees)

Vetted Review

6 years of experience

View profile

Salesforce Mobile has been a great tool!

Rating: 10 out of 10

Incentivized

June 24, 2021

Use Cases and Deployment Scope

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.

Pros

Store student information
Keeps track of students

Cons

Report Editing
Links

Likelihood to Recommend

It is well suited the most for our company because when speaking with new students, we can log their information into the app. Being able to use it for the mobile app as well has been a gamechanger as well.

Earl Minney

Admissions Counselor in Sales at 2u (1001-5000 employees)

Vetted Review

3 years of experience

At any time, from any place

Rating: 9 out of 10

Incentivized

June 18, 2021

Use Cases and Deployment Scope

The reason we use Salesforce Mobile [(formerly Salesforce1 Mobile App)] is to be connected with the organization at all times, no matter where we are. From approving opportunity requests, to validate the information that is displayed in our client's profiles, the mobile app is really useful and it allows us to make changes without having the need of bringing the laptop with you. Being a sales manager I really take advantage of it because I am constantly visiting restaurants.

Pros

Clear and same information as of the desk platform
Fast and reliable
Easy to use

Cons

Interface
Design
Functionality

Likelihood to Recommend

Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop.

However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole

Nicolas Rama

Sales Manager in Sales at Uber (5001-10,000 employees)

Vetted Review

1 year of experience

Leader In The Field.

Rating: 9 out of 10

Incentivized

June 16, 2021

Use Cases and Deployment Scope

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).

Pros

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.

Cons

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.

Likelihood to Recommend

We can be on the go and yet have access to information, contacts, and apps using Salesforce Mobile. We may then develop meaningful insight based on the data and push behaviors to additional clients by forecasting forward and tacking notes on prospects, clients, and so on. In addition, the mobile component makes it easy to update in real-time when on the road. For Business owners and team leaders, the salesforce mobile application is an extremely helpful tool.

Verified User

Representative in Sales (1001-5000 employees)

Vetted Review

1 year of experience

Great for Marketing teams to keep up with the Sales Dashboards

Rating: 9 out of 10

Incentivized

June 4, 2021

Use Cases and Deployment Scope

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.

Pros

Dashboards
Reports
DocuSign Integration

Cons

Fingerprint Login
Search Filters

Likelihood to Recommend

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.

Verified User

Manager in Marketing (51-200 employees)

Vetted Review

2 years of experience

Your Saleforce Instance in the Palms of your Hands!

Rating: 9 out of 10

Incentivized

June 2, 2021

Use Cases and Deployment Scope

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.

Pros

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.

Cons

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.

Likelihood to Recommend

The Salesforce mobile app is well suited for larger organizations with a good-sized field force, and many opportunities in motion. It gives the sales reps and business development team the power of their entire Salesforce CRM in the palms of their hands. The user interface is easy to navigate and behaves similarly to the desktop version of Salesforce. Smaller organizations with not many opportunities in the pipeline at one time may not find the app as beneficial. The app really helps the sales team stay on top of opportunities when there's a lot going on.

Erik Viager

Sr. Strategic Development Manager, B2D in Sales at Intouch Group (1001-5000 employees)

Vetted Review

1 year of experience

View profile

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

Rating: 9 out of 10

Incentivized

June 1, 2021

Use Cases and Deployment Scope

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

Pros

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

Likelihood to Recommend

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

crecente pucci

sales representative in Sales at uber eats (10,001+ employees)

Vetted Review

1 year of experience

Must have for employees in the field.

Rating: 10 out of 10

Incentivized

May 31, 2021

Use Cases and Deployment Scope

Salesforce mobile is primarily used by the Sales org. With life on the go, it's a great application to find information or make simple edits/additions when traveling.

Pros

UI is clean
Access to CRM data anywhere
Easy to navigate

Cons

None

Likelihood to Recommend

Salesforce Mobile is good for quick edits/additions on the go. I wouldn't use this for reporting or any large amounts of information that needs input.

Verified User

Employee in Sales (201-500 employees)

Vetted Review

2 years of experience

Salesforce Mobile (formerly Salesforce1 Mobile App) is the best!

Rating: 10 out of 10

Incentivized

May 31, 2021

Use Cases and Deployment Scope

Salesforce Mobile (formerly Salesforce1 Mobile App) is being used by my organization to be able to streamline remote work. Salesforce Mobile is being used across my whole organization. The business problem Salesforce Mobile addresses is being able to have access to my companies CRM in remote environments. The platform allows me to consistently be able to pull data on prospects and relevant contacts for each account when I'm not on my computer.

Pros

Sleek user interface.
Highly functional and fast app.
Intuitive, easy to learn and use.

Cons

Could potentially add more functionality/additional features.
Make it easier to pull reports.
Make platform more similar to desktop version.

Likelihood to Recommend

Salesforce Mobile (formerly Salesforce1 Mobile App) is well suited for conducting streamlined work in remote environments. The Salesforce Mobile app is great for working on the go in order to have access to your companies CRM in various environments outside of your office. The Salesforce1 Mobile app is great for accessing your CRM 24/7.

Verified User

Representative in Sales (51-200 employees)

Vetted Review

4 years of experience

Loading Reviews List....