A new high level guest blog about Salesforce mobile adoption by our friend Barbora at Resco.net, who will analyze the main problems and issues related to going mobile.
This is the part 1 of the article…stay tuned for the second part!
Barbora Piatrova (marketing specialist at Resco) takes her passion for digital marketing & Mobile CRM everywhere she goes. Currently, she’s involved in creating & mastering content strategy at resco.net – one of the leading companies in the world for Mobile CRM. She is now actively also discovering and participating in new thriving communities for Salesforce enthusiasts.
15 mobile native features to never forget when mobilizing your Salesforce data
Mobile led initiatives are transforming every business sphere. According to GSMA Intelligence, many mobile users exceeded 5 billion in March 2018. We get work done directly from phone or tablet. Various companies utilizing Salesforce love the ability of running their business while on-the-road.
Having access to all the Salesforce data via mobile device delivers a new kind of customer experience. This experience is of uttermost importance, especially for the companies that have large teams of sales & field service guys. Mobilizing Salesforce simply contributes to each sales and service rep’s productivity.
Mobilizing Salesforce for sales & field service
Mobile devices are built differently than desktop. On phones and tablets, native mobile apps use operating systems provided frameworks to lay out the UI. User interface is different with a native app than a web, and so is the user experience. And yet, you can still provide your field service & sales team with a unified experience with their Salesforce organization on any device.
How?
With an application that offers an ultimate mobile experience that is not weaker, nor poorer than the experience with desktop and fully integrates all your Salesforce desktop data. All of this with one application, without a need to download tens of 3rd party AppExchange apps.
Every Salesforce field user needs a complete CRM and customization capability available out-of-the box to their mobile device/tablet. A higher user adoption will only be achieved if an employee, customer or even partner gets to work with their Salesforce organization on phone/tablet as they know it. This way, they can do the majority of their business right in the field, plus take advantage of mobile-native features.
Salesforce experience + mobile-native features
What do we mean by saying ‘mobile-native features’?
Here is a list of productivity features to accelerate business process. What’s their biggest added value? You won’t find them within Salesforce desktop solution. However, everything you’ve been used to seeing and doing on your PC, you can find on your phone and more.
Imagine you had a mobile application with all your Salesforce data. And think of all the mobile-first functionalities that could simplify your work. Now, have you ever stumbled upon to what lengths could you take your Salesforce data if you had them in the palm of your hand? Just picture, you’d be able to benefit from:
- FULL OFFLINE ACCESS
- access to anything anywhere without connectivity, even for days
- continuous work with no interruptions, with no data loss
- GPS LOCATION and NAVIGATION
- daily routes at a glance
- all activities tracked with GPS coordinates
- ROUTE PLANNING
- activities & routes planned on the map, distance calculation
- user location and tracking
- PICTURE CAPTURING & EDITING
- direct picture taking with built-in camera
- photo editing (rotate, crop, highlight) on spot
- VOICE & VIDEO RECORDING
- direct video documentation
- voice recording attached to any Salesforce record
- BARCODE & QR CODE SCANNING
- product information always available & quickly accessible
- QR codes scanning to avoid manual link typing
- BUSINESS CARD SCANNING
- text transcripts from a business card to a mobile device
- faster creation of new contacts/leads
- PHONE CALLS FROM THE APP & CALL TRACKING
- received, outgoing calls directly from the app for Salesforce
- automatic call tracking
*Offline: Note, that rep on the go needs access to an entire CRM database, hence he/she needs true offline. True offline means a strongly encrypted local database on the device, and goes far beyond being able to scroll through the 15 most recently viewed (cached) contacts.
To name a few more, with advanced mobile solution, you can get:
- CALL & SMS IMPORT, ADVANCED LOGIN (via fingerprint, NFC, QR code)
- NATIVE APP ON ALL MOBILE PLATFORMS (iOS, Android, Windows)
- SUPERIOR PERFORMANCE & RESPONSIVENESS
- CONTACT IMPORT IN-THE-FIELD
- FAST NOTE TAKING
- PUSH NOTIFICATIONS
- …
A holistic enterprise mobile strategy helps organizations and its field reps to have all the information in one place – to access, update, and interact with client data via mobile devices.
Mobile apps that integrate Salesforce data, allow its field users to: take action while on-the-go, speed up their operations and business thanks to a fast-mobile performance, and work with real-time sales/field service data. Working with accurate data helps reps sell smarter, find new opportunities faster, view and manage sales pipeline, be better prepared for meetings, responsive to customers, show the latest promotional offer, and more.
Curious where to find an all-in-one application that will smoothly integrate with Salesforce and help you enhance your business processes?
Reach out to mobile experts at [email protected].
Leave a Reply