Salesforce Mobile App: Your Business at Your Fingertips

Today where everyone and everything are fastened with a handheld device, your business is not new. Earlier, a mobile solution was an elementary factor for field sales only, but with the expanding technologies, it has become a need for almost every department in a business. Fortunately, the Salesforce mobile app has rolled out in the market, enabling the mobile strategy implementation that works perfectly for everyone. 

By emerging with user-friendly mobile app solutions, Salesforce has revamped the way we conduct business. Companies can manage their customers and sales, team up with their staff, and access crucial business data briskly only by using Salesforce mobile apps. Salesforce mobile app can do much more to boost your productivity and boost your ROI. 

This article will put forth a plethora of benefits the Salesforce mobile app can fetch for your business and how you can reap the most out of it. 

What Is Salesforce Mobile App and How Does It Work?

Salesforce mobile app is a cloud-based customer relationship management (CRM) platform. Using it, users can access Salesforce functionality and data swiftly, only via their mobile devices. 

You only need to connect Salesforce Mobile App with your Salesforce account to operate it. Through this app, you can view and edit your data, work with your team members, and perform varied other actions efficiently. Below are some actions you can conduct using this mobile app:

• Perform lead and opportunity management
• Manages sales forecasting
• Collaborate with team
• Customize the app itself
• Access customer data
• Perform task management

How Do I Download And Install Salesforce Mobile App?

You can install Salesforce from Android or iOS operating systems. If you cannot download Salesforce for your Android or iOS device, you should check with your Salesforce admin. Your organization’s security policies might be blocking your app installation.

When you are all set to turn on the Salesforce mobile app for your company, you can follow the below steps:

• From Setting, in the Quick Find box, enter Salesforce, and select “Salesforce Settings.”
• Select “Enable the Salesforce mobile browser app.”
• Ask your reps to download Salesforce from Google Play or Apple App Store, and you’ll be there. 

What Are The Benefits Of Using The Salesforce Mobile App?

1. Customize Your App Matching Your Business

2. Ease Your Sales Process by Streamlining Varied Sales Activities

Using an efficient and user-friendly Salesforce mobile app, you can manage contacts, leads, and opportunities and track sales activities. 

• Access Your Contacts, Leads, and Opportunities

On Salesforce mobile app’s home screen, you can click on the “Today” tab, which reveals your recurring events and tasks. You can access its content just by tapping specific tabs, like “Contacts,” “Leads,” and “Opportunities,” lying at the bottom of the screen. 

• Leads And Contacts Management

You can find any specific records using the search bar or edit the existing ones, or add new ones. Besides, through the app, you can update your leads’ status and add notes to the contact records. 

• Opportunity Tracking & Management

You can check the stage of every opportunity, add notes, and even update the close date to conduct an opportunity management job. Also, you can add tasks to opportunities, assign them to your team members, and set reminders. 

• Sales Activities Tracking

By creating events and tasks on your Salesforce mobile app, you can track your sales activities. Also, you can allocate tasks to your team members, set the due dates, and track the progress. Besides, send reminders and invite attendees through this app. 

• Use Chatter

In Salesforce, there’s a social collaboration tool, Salesforce Chatter, which lets users communicate with their team members and share details and other relevant information. You can use this tool to update your team on sales activities and also ask and resolve queries. 

• Customize your Dashboard

Salesforce mobile app permits its users to customize their dashboards to showcase essential metrics and data for their sales process. You can append graphs, tables, and charts to your dashboard to get a quick review of your sales performance. 

3. Collaborate With Team Members Regardless of Location

• Create A Group With Team Members

In Salesforce, you can create a group of Salesforce t team up with your staff. 

Step to Follow: Tap on the “New Group” button, and give it a name, description, and app of your team members (whom you want to collaborate with). 

• Share Files & Documents

Post that, you can share documents and files in your group. 

Step to Follow: For that, in the mobile app, go to the “Files” tab and select the file you want to share with your team members. Next, click the “Share” button and pick the group to share it. 

• Collaborate in Chatter

As we have discussed, you can use Chatter to collaborate with your team in real-time, share updates, and get feedback. 

Step to Follow: Go to the “Chatter” tab to use this tool on the Salesforce mobile app and start a new conversation. 

• Use Video Conferencing

For your face-to-face meetings with team members, you can utilize the video conferencing feature that arrives with Salesforce. 

Step to Follow: In the mobile app, go to the “Meetings” tab and select the “Start Video Conference” option. 

• Use Tasks and Events

In Salesforce, to assign tasks to team members, you can use this feature. You can schedule your meetings and events. 

Step to Follow: Go to the “Events” or “Tasks” tab in your mobile app, and click on the “New” button. 

4. Get Quick Access to Business Data to Boost Productivity

With Salesforce mobile app, you will get quick access to essential business data that helps in increasing productivity. 

• Customize Your Home Screen

The first step that you should take to enhance your productivity is to customize your home screen. Tailor it per your business needs, which may let you access important information quickly. You can add and even rearrange app components, like lists, charts, and reports. This way, you can give a personalized touch to your business data. 

• Search For Records Quickly & Easily

As we have discussed, you can use the Salesforce mobile app to search for your records, like contacts, accounts, and opportunities, that too easily and quickly. You only need to type the name of the record you are looking for in the search bar lying at the screen’s top. 

• Use The Today View to Get a Summary of Your Business Data

For every day, you can get a summary of your essential business metrics, events, and tasks in the Salesforce mobile app’s Today View. Besides, per your priorities, you can change the view and let it showcase the data you want for the day. 

• Use The Salesforce Inbox to Access Your Salesforce Data and Email in One Place

An email integration tool, Salesforce Inbox, permits you to access your Salesforce data and email in one place. Besides, you can use it to view the Salesforce records and update them directly from your email. This way, you can stay well-organized with no need to switch between different windows and apps. 

5. Keep Your Data Protected Using Robust Security Features

• Two-Factor Authentication 

Salesforce mobile app allows two-factor authentication that appends an extra security layer to your login process. It demands that users use a biometric identifier or enter a code with their password. 

• Encryption 

To protect your data, whether it’s at rest or in transit, Salesforce mobile app uses encryption. Entire data transmitted between the Salesforce servers and the app is encrypted with the assistance of TLS/SSL. Whereas data stored on mobile devices is encrypted using related technologies of native devices.

• Mobile Device Management (MDM)

By integrating Salesforce mobile app with MDM solutions, admins can secure and manage mobile devices used to access Salesforce data. It includes remote data wiping, passcode needs enforcement, and Salesforce data access disabling for stolen or lost devices. 

• User Access Management

Admins can use Salesforce mobile app to control data access to users using profiles, roles, and permission sets. This prevents unauthorized access to sensitive data. 

How Can Emizentech Help You?

We hold the required expertise and experience in offering guidance and training to our clients concerning how to use the Salesforce mobile app and make the best of it to meet your business needs and objectives. 

You can connect with us if you are devising to develop a Salesforce mobile app. Emizentech can help you in the following ways:

• Salesforce Consulting: We hold a team of certified Salesforce consultants who help you with proper guidance and training to develop a customized mobile app per your business needs.
• Salesforce AppExchange app Development: It’s a third-party apps marketplace built on the Salesforce platform. We can help you integrate your Salesforce platform with third-party apps to boost its functionality. 

Final Note

While wrapping up, we let you know that you can get in touch with us to get assistance on how to customize the app per your business requirements, ease your sales process, how to collaborate with team members regardless of their location, get quick access to business data, and keep your data protected whether it’s in transit or at rest. Hire a Salesforce Consulting Company to fulfill your custom mobile app requirements within budget and timeframe. 

Alternatively, you can talk to our Salesforce consultants, who will guide you to the most suitable pathway to let your business expand flawlessly. Connect now; we will be happy to serve you the best!