#1 most frequent
United States of America
66.6%321 installations of 482
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.
Categories & Use Cases
Product Demos
Who Buys & Uses Salesforce Mobile
#2 most frequent
Canada
5.6%27 installations of 482
#3 most frequent
India
5.4%26 installations of 482
Pretty good software overall!
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
Return on Investment
- Easy accessibility to all accounts from your phone
- For an expensive system it should be working seamlessly
- Easy access to dashboards and reports
At any time, from any place
Pros
- Clear and same information as of the desk platform
- Fast and reliable
- Easy to use
Cons
- Interface
- Design
- Functionality
Most Important Features
- Connectivity
- Functionality
- Remote
Return on Investment
- None
- None
- None
Other Software Used
Groove, Genesys Cloud (formerly PureCloud), Slack, DocuSign
Salesforce Mobile is the way to keep the full team mobile and functional !!
Pros
- Feature Rich
- Fast Learning
- Live Data
- Device Friendly
- Security Compliant
Cons
- User Profile Edits
- Report Edits
- Links
Most Important Features
- Chatter Groups
- Deal Approvals
- Lightning Dashboards
- Record Owner Changes
Return on Investment
- Faster SOW Creation
- Increased Deal Desk Efficiency
- Faster Client Support
- Improved Lead Follow Up Time
Other Software Used
SalesLoft, ZoomInfo, LinkedIn Sales Navigator
Usability
Hopes of mobile access to Salesforce, crashed and burned
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.
Most Important Features
- Search when out of the office
- Access to previous activities
- Limited ability to record activities when out of the office
Return on Investment
- Minimal [impact], if at all. Most work in the office so mobile is limited.
- Adds to frustration when out of the office as it's time consuming to search for an address or phone number and getting no results is frustrating.
Alternatives Considered
NetSuite CRM
Other Software Used
DocuSign CLM, formerly SpringCM, DPS Outlook Office, DocuSign, ZoomInfo
Your Saleforce Instance in the Palms of your Hands!
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.
Most Important Features
- Contacts, Opportunities, Accounts.
- Chatter.
- Tasks.
Return on Investment
- I think the most positive impact we've realized are improved efficiencies managing active opportunities.
- We have not experienced any issues using the Salesforce Mobile App.
Alternatives Considered
HubSpot CRM and Copper (formerly ProsperWorks)
Other Software Used
ZoomInfo, DiscoverOrg, Workfront