Salesforce Mobile App: Your key to access Salesforce anytime and anywhere

Using a Cloud-based CRM like Salesforce has a lot of perks, especially for businesses that have active sales and support teams that spend their working hours in the field and require remote data access from any place from a range of devices.?

For data, mobility means opportunity, especially for the field agents who need to access data beyond the company walls. That’s the kind of ease the Salesforce Mobile app offers.?

In this issue, we’ll talk about how the Salesforce1 mobile app can help your business run and grow beyond your company walls.

What is the Salesforce Mobile App?

The Salesforce Mobile app is the customizable version of your CRM that is optimized for accessing on a mobile phone, tablet, or smartwatch, so you can access all features on the go.

Your teams can customize the Salesforce mobile app according to their unique needs. For example, a service agent might want to access guided service instructions from the Service Cloud on his mobile device.?

You can even customize your app to keep those details on the top so agents can frequently access their most important capabilities and retrieve data quickly.

From managing leads and opportunities, viewing and generating reports to collaborating with your team, everything is possible while using the Salesforce mobile app.?

Not just accessing features and customizations, but the app also supports offline access that allows the team to stay connected even when there’s no Wi-Fi. This is especially useful when field agents go into places with poor connectivity.?

Any data that you’ll access offline will be stored in the Salesforce mobile app,?

using the internal storage of your mobile device. The mobile CRM will automatically update the information stored on your Salesforce platform, once your internet connection is restored.

Steps to Log In To Salesforce Mobile App

Just a few ingredients and you’ll be able to log in to the Salesforce mobile app

• Enter your Salesforce username
• Enter your Salesforce password?

(remember to keep this strong and super-secret)

• Enter the web address to your Salesforce org’s site

You can download the Salesforce1 app from the Google Play Store or the Apple App Store.?

The app's login screen is configured to access the org with the address login.salesforce.com address. But you can also log in using a custom domain.????????????????

Reasons to Say ‘Yes’ to Salesforce Mobile App

There are lots of competitive advantages of using the Salesforce mobile app. We’be narrowed these down to 6 key reasons.

Get a 360-Degree View of Customers

You can get additional access to Customer 360 when you use Salesforce mobile app. It will help you with granular profiling and hyper-personalized customer engagement through various aspects of customer interaction, including services, sales, and marketing.?

It will give you a comprehensive view of the customer across all platforms and will empower personalized experiences and profound customer engagement.

Access Customer Data from Anywhere

Imagine you’re on your way to meet a prospect. While you’re on the way, you might want to give the proposal another look, or just go through the history between your client’s business and yours.?

You don’t have to rush back to your office to check all these details when you can easily access the Salesforce mobile app.?

You can access notes and attachments, quotes, and previous conversations using the app, so you know everything you should for the upcoming meeting.?

Use Custom Actions

You can access custom actions on the mobile app to help your team save time and become more productive and cut down the long workflows. Also, you can tailor the app to deliver unique experiences for departments within your business.

Salesforce mobile app allows you to create custom actions according to your needs, such as Log a Call, Create a Record, or Send Email actions.

Generate Leads Faster

Mobile CRM allows salespeople to generate a lead from anywhere in a hassle-free way. With the activity timeline, users can view the details of a lead and specifics of every task related to that lead and can also schedule a call or meeting.?

Using the ‘Path’ can help in monitoring different stages of the business process so the representative would always be aware of the journey to follow.

Access In-app Notifications

Your agents can quickly respond to approval requests, look into new cases or reply to Chatter mentions by receiving in-app notifications on the Salesforce app.?

This means even if your agents are out in the field, they won’t miss out on any important updates as they’ll get timely notifications for the same.?

Achieve Offline Mobility

You can’t just have wifi everywhere you go, and that’s okay!?

The Salesforce mobile app allows you to access CRM on two levels:?

• caching frequently accessed records while offline
• Offline Edit to create, edit and delete records when offline.?

Wrapping Up

Salesforce has helped many organizations achieve higher efficiency and enhanced customer satisfaction. However, for companies with on-site jobs, there always remains a need for remote access to information. Salesforce mobile app resolved this issue, especially for sales representatives, field agents, and service technicians who are constantly on the go.

This is why most of our clients using Salesforce mobile apps are the ones that have multiple on-site teams, requiring easy access to data.

From accessing customer history, sending emails, or booking meetings, the Salesforce app makes it all easier and faster.?

But that’s not all.?

There’s a lot more you can do with a customized Salesforce app. You can always get in touch with our certified Salesforce developers to get the app that could add mobility to your business.??????????????????????????????????????????????????????????????????????????????????????????????????????????????????????