When opportunities arise and stakes are high, mobility is key. Salesforce puts your business in your pocket so the world really does become your office. Once you close your first sale beach-side, or at your favorite restaurant, you’ll never see your business the same way again. With the cloud, all your key information is at your fingertips.
“I run my business entirely on my phone,” Salesforce CEO Marc Benioff said. “I believe this is the future.”
How it Works
Imagine you just stepped out of a customer meeting, and you’re waiting for your cab to take you back to the airport. Instead of pulling out your laptop to update your Salesforce records, you pull out your smartphone. Using the business card reader app from the Salesforce AppExchange, you scan the new business cards you received, automatically populating new customer contacts in Salesforce. You open your opportunity and move it to the next stage, and create a task for yourself to follow up with a quote the following morning. Finally, you post in Chatter some questions you have for your team. You close your phone as the car pulls up, and you are already ready to tackle the next customer.
No desk, no laptop, no office. You didn’t even need wifi.
Here are some features that will keep your business moving while you’re on the move:
- Close deals on the go.
- Log calls, create and update opportunities and complete sales tasks.
- Manage Leads, Contacts, Accounts and Opportunities right from your phone.
- Use Collaboration to share ideas and files instantly with your team.
- Create, sort, and review your To-Do list with Tasks.
In today’s connected economy, customers instantly voice their opinions about your company through social media, and they demand the same fast response. Having a mobile customer support solution like Desk.com, which integrates seamlessly to your Salesforce system, lets you respond to these customer questions immediately.
With Salesforce1, you can access Pardot information, including prospect activities, prospect list membership and social data.
With your Salesforce calendar synced to your cell phone calendar, you can view scheduled events, tap into conference calls and adjust your CRM data after meetings—all helping you better manage your day.
Get an up-to-date picture of your business from the palm of your hand. Have the information you need to make insightful decisions from anywhere.
- Search for—and access—all your files from your smartphone.
- Use Salesforce’s powerful search engine right from your mobile device.
- Share the latest versions of your files with your team and your customers.
- Using solutions from Box, Dropbox and Google, your work can easily be edited, uploaded and saved while on the go.
We Can Help
Using Salesforce1 on your smartphone will enable you to better manage your business and stay ahead of competition. If you’re looking to use Salesforce to run your business from your smartphone, contact us today to schedule a business process review with one of our engineers.