If your business is involved in sales or marketing, you understand how important it is to use a customer relationship management (CRM) system to move deals down the funnel. Companies have been trying to reach out to their customers by way of a marketing team for a while. There’s no denying that implementing Salesforce in your company has a number of advantages.

Nevertheless, the cloud version can only do so much for you unless you’re stuck in the office, particularly if you have active sales and service employees who spend the majority of their time out in the field. The Salesforce Mobile App, on the other hand, can help you get the most out of your CRM.

This mobile CRM includes many of the same capabilities as the cloud version and has the option to add more. As a result, Salesforce Mobile CRM is gaining a lot of traction. Salesforce is the best CRM platform on the market, so it has most of the features you might want in a mobile CRM.

Many firms and enterprises are now using Salesforce mobile app to ensure that their business succeeds. You can easily take care of the vast majority of your CRM tasks with the Salesforce smartphone app.

Providing a strong and robust CRM infrastructure continues to be best practice in all areas. In order to stay competitive in today’s fast-paced environment, a relationship management platform is required. Using Salesforce in your business, organization, or enterprise is a good idea for a lot of reasons.

What is the Salesforce Mobile App?

This is a mobile cloud-based customer relationship management system that enables the company to evolve on all levels into a healthier, more efficient, and far more effective organization. Salesforce has long been regarded as one of the most powerful and innovative CRM platforms available. Apart from that, it is capable of meeting all of your commercial needs. Simply said, the Salesforce Mobile App is a streamlined, personalized version of your CRM that is tailored for your phone or tablet.

You can view and create reports, manage leads and prospects, connect with your team, and much more using the Salesforce Mobile App. Also, Salesforce Mobile App lets the marketing team get to the Salesforce repository from almost anywhere and at any time. As a result, the marketing department has access to all pertinent data that is processed and used to customize sales reports. Instead of using a standard marketing approach for each lead, this personalized marketing strategy guarantees a lot of good things will happen.

What you should know about why the Salesforce Mobile App is so important to your business!

1. Salesforce’s Offline Mobility

The benefits of mobile CRM described above are contingent on internet access, whether via Wi-Fi or a mobile data network. However, what if you don’t have internet connectivity? Would these benefits still apply? 

Salesforce’s mobile CRM version also has offline capabilities. As a result, any information gathered can be saved in the Salesforce mobile app using the device’s internal storage. When you can connect to the internet, the mobile CRM will automatically update the information stored on your Salesforce platform.

2. More precise data is now available.

Mobile CRM allows information to be processed into the CRM as soon as it is collected. As a result, if a deal is closed while the sales team is on the road, the data will be entered into the CRM as quickly as possible. As a result, the CRM will be up to date with the most up-to-date data in real time.

3. Personalization of the sales pitch.

Salesforce Mobile CRM enables salespeople to access the Salesforce database from anywhere at any time. As a result, the sales staff has access to all of the essential data and may utilize it to customize their sales presentations. When compared to using the same sales pitch for every prospect, this makes it more likely that you will be successful.

4. Enhancement of functionality.

There are a number of options to take advantage of Salesforce features that would otherwise be unavailable thanks to CRM interaction with third-party apps and technologies. Linking of the Salesforce mobile app with document signature tools, for example, might allow salespeople to get client signatures on new contracts on the spot. Other examples of expanded capability allowed by the use of devices such as smartphones or tablets include shooting images with the camera or scanning barcodes with the device’s scanner.

As a result, CRM on mobile devices can handle a variety of tasks, possibly without the need for extra hardware or components. But in order to get these possible benefits, you would need both CRM development skills and Salesforce support.

5. Information is more easily accessible.

In the instance where the sales team has already personalized its presentations without utilizing the CRM’s mobility features. Salesforce mobile CRM would increase sales efficiency by putting all the important information at their fingertips. As a result, rather than first coming to the office to obtain all of the necessary client data, the sales team can begin visiting consumers right away, preserving the benefit of making an informed sales pitch.

As a result of eliminating unnecessary processes, more time will be available to meet with more leads and possibilities. As a result, the return on the investment is greater.

6. Customization is simple.

There are several ways to customize the Salesforce Mobile App. For example, a CRM without a business appears to be the same as any other, but it’s the same as where the program displays for your employees! Here are some options for customizing and adjusting the software for your company.

• Custom Layouts: You can configure the Salesforce software to display only the information you and your team require. Users may get the information they need on the go with their cellphones, and critical information can be saved in easy-to-record IDs.
• Different members of your team will require different views of the same information. You can delete or add things to the list depending on the purpose of the work. 
• Individualized activities: By minimizing long routes and business processes, your team will be able to save time and become even more productive. Depending on the various job positions within your company, the Salesforce mobile app can be modified for different displays. You have the ability to change which actions your CRM mobile apps group has access to. Many websites offer an activity bar at the bottom of the page that allows you and your team to create records on the go, such as leads, event registrations, lodging bills, and whatever else you need to do.

7. A more complete 360-degree view of your potential customers.

If you utilize the Salesforce mobile app, you’ll also have access to Customer 360, a platform for managing support service data. It provides granular identification and a high-quality customer experience, notably in sales, services, and marketing, through numerous client engagement modes. Customer 360 can be used in conjunction with other goods or services, such as the marketing cloud, company cloud, or service cloud.

This is why it provides a holistic view of the customer across all channels, encouraging customers to participate more actively and have more personalized experiences.

8. It also makes it easier to generate more relevant leads.

Using a Salesforce Mobile app to generate leads is straightforward because it has a variety of critical capabilities for better sales operations. All of the information, fulfilling requirements, actions, and calls are contained in the salesforce mobile app timeline. Both business phases may now be double-checked to make sure they’re understandable.

9. Effective time management.

When you have precise client knowledge and enough of preparatory resources, successful time management is a given. You have all of the information you require from clients in order to prioritize work, and you may manage jobs for several accounts according to the guidelines. You may also use the built-in calendar capabilities to see your year, season, and day schedule in greater detail.

This ensures that you keep on track by ensuring that you take all of the necessary precautions to safeguard your future profits.

10. It’s simple to get notifications and updates.

Thanks to in-app alerts, you and your team will be able to reply quickly to authorization requests and discussion references from within the app. This ensures that the squad does not ignore any crucial information while on the field. This is crucial for companies that rely heavily on collaboration; maintaining team interactions in the Salesforce Mobile App and CRM keeps everything in one place, giving you a clearer view of the group and procedures.

The most important point to remember!

From filtering and properly forwarding emails to automating the management of customer repositories, CRM systems are essential for businesses to expand and retain efficiency. Regardless of the business, a platform like Salesforce Mobile App CRM aims to boost productivity to levels that would otherwise be impossible. New employees will be able to pick up where they left off because all information is unified and up-to-date. In addition, enterprise clients can communicate directly with center-layer apps to avoid contact gaps and lost dialogue sharing opportunities. 

Salesforce has benefited a number of companies in increasing efficiency and customer satisfaction. On the other hand, remote access to this client database is still necessary. Salesforce has responded to this need by enhancing its mobility feature, which is especially handy for salespeople  and service technicians that are constantly on the move.

The Salesforce mobile app offers a lot more to offer than just CRM access, and it does so without any downsides. It has aided a number of firms in increasing their efficiency and customer satisfaction. However, global monitoring of this client database may be necessary. Salesforce has addressed this demand by introducing its mobility feature, which is particularly handy for salespeople and other professionals that are frequently on the go.

Martin Gessner

Martin Gessner is the Founder of Focus on Force.

He has spent over 10 years working in various Salesforce roles including business analyst, project manager, consultant and solutions architect. Along the way he has earned twelve certifications, published "The Salesforce Career Playbook", and helps Salesforce professionals learn more about Salesforce, develop their career and prepare for certifications.