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Salesforce Mobile

Score7.1 out of 10

80 Reviews and Ratings

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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.

Categories & Use Cases

Reviews

What users are saying about Salesforce Mobile.
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Pretty good software overall!

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

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

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

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 !!

Incentivized
Rob Thomason ☁View profile
Director of Sales Operations in Sales at Exterro (501-1000 employees employees)

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

Incentivized
Bob HinesView profile
Director Of Licensing in Sales at Global Music Rights (51-200 employees employees)

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!

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

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