Salesforce1 mobile app has been built to provide benefits of collaboration and CRM in to mobile phone devices, so that you can manage your business even while you are on the move. Salesforce1 mobile app is available for download on iOS and Android platform at the same time providing a unified experience for customers, employees and partners of your business. With years of expertise as a Salesforce consulting company, our Salesforce consultants help effectively implement customized Salesforce1 mobile app for your business.
Relevant information can be obtained quicker with Salesforce1. The business functioning for the entire day can be viewed with Today App and faster decisions can be performed using real-time data from Dashboards and Custom Reports. If you have got any ideas or files to share with your team, then Collaboration feature would help you connect instantly with your team. Tasks are another great feature that helps you to create, sort and review your ‘To-Do’ list. You will have greater control over customizing the Salesforce1 mobile app using Custom Actions.
We take in to consideration the following tips while rolling out Salesforce1 mobile app for your business.
Everything that might be useful including latest news items and posts would be visible under Feed First. The feeds would be made visible once you open the application. This feature helps you to like, comment, post and upload the content. You will also get a real-time view of updates on opportunities, contacts and accounts etc with Feed First.
Dashboards are available for sales, service, marketing and businesses. It helps you take quicker decisions by helping you analyze the records, reports and data. The dashboards can be also shared with your team members.
Get a glance of urgent posts and approval requests with Notification Center. It acts as a single point of contact for viewing urgent approval requests and posts from your team members. Get alerts whenever someone mentions you on Chatter. Only a single tap is required for getting attention directly for any record.
Smart Search feature let you to search almost anything in Salesforce right from your mobile phone. The recently searched objects would be displayed under the ‘Recent’ section. Furthermore, you can pin selected searched objects for bringing it to the top in the ‘Recent’ section.
We help you neatly organize customer accounts with Contacts, Accounts and Opportunities. You can add new contacts to accounts, update and review the customer data and also generate new opportunities.
Task Organization feature allows a single location for creating, sorting, reviewing and completing the tasks more easily. The tasks can be organized directly from the task list and the task list can be further sorted based on the status. The task lists and other details can also be viewed with task organization feature in Salesforce1 mobile app.
Cooperate on initiatives with employees and customers with Salesforce1 mobile app. Collaboration and Groups feature allows you to share files from anywhere and also helps you in accessing the feeds and files. Tabs can be kept on the customer accounts you want to follow. Leads can be managed effectively using Lead Tracking in Salesforce1 mobile app. New leads can be generated, existing leads can be viewed, instant conversion of leads can be performed and incoming leads along with campaign performance can be monitored effectively with Lead Tracking.
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