Benefits of enabling mobile access in Salesforce
5 min
In the smartphone day and age, convenience is critical. This has been a game-changer and completely altered how business is conducted. Competition in the market is tougher than ever, and most businesses have found they need to adapt to mobile-friendly ways to keep up. Rather than “I’ll get back to you when I reach the office”, users and consumers have started to anticipate the availability of real-time information and updates.
Customers today are looking for a mobile-first experience, business sales teams require fast access to the most recent business information from associates and colleagues around the globe, and IT departments need an approach to stay on top of their mobile strategy.
Salesforce CRM mobile access allows you just that. Its promise of mobile CRM is dual, offering not just mobile data access but, perhaps more importantly, the ability to use your CRM as a platform to construct and complete a mobile strategy. Your company may take advantage of maximum benefits by leveraging Salesforce mobile access.
The top advantages that enabling mobile access in Salesforce offers are as follows:
1. Effortless access to information
Every business has to have accessibility to obtain all pertinent and critical information. Salesforce mobile application can enhance companies’ sales processes making them much easier and more effective. Users will obtain access to all the necessary information immediately thanks to it. Also, the sales team can do without going to the office for crucial customer information; as it will be readily available with a few swipes of the fingertips. Instead, they can start by going to clients and making a pitch.
Enabling mobile access in Salesforce helps eliminate unnecessary processes and generates significant time and cost savings. Improving the ROI of the business is much simpler when there are more options to create more leads.
- When the daily sales chores are freed from a PC, any salesperson using a tablet and smartphone can do the following things:
- Organize their day with a calendar integration
- Join meetings by dialing in with click-to-call
- Access and update opportunities, contacts, and leads
- Opening and sharing files
- Access dashboards
However, modern mobile CRM solutions are capable of much more. By combining cloud storage with mobile CRM features, you may access real-time, centrally housed data from any device of your choice rather than synchronizing data with a local copy. Distributed teams can update, share and send business proposals while on the go. They can also share files and background information. Allowing the sales team more time to focus on the sales and less on administrative duties.
2. Mobile-first ad campaigns for mobile-first users
The shift to mobile or “Mobile-shift” involves multiple platforms. Customers today use text SMS, mobile applications, emails, tablet-based browsers, and location services. In addition, they are using their existing social networking platforms like Facebook, Instagram and Twitter to reach all of these mobile platforms. Customers now expect mobile-first experiences, which are quickly becoming the norm. To provide fantastic, individualized customer experiences, your CRM system may interfere with smart devices and social media.
3. Access expert answers from anywhere around the globe 24/7
Using a mobile dimension makes even more sense by using a CRM platform to manage and monitor customer service activity. You can perform a host of new tasks when by integrating mobile and social CRM, gaining a new scope of capabilities. Customers may now reach out to you whenever and wherever they choose. You can track, manage, and address each case or situation with your highest capability by utilizing the full capabilities of the CRM platform.
With a mobile CRM platform, concerns are immediately and easily escalated, regardless of location, and are forwarded to the appropriate subject matter expert, product manager or executive. You may set up round-the-clock coverage for urgent inquiries and reply on the same platforms that your clients are using, which means you will not lose track of the problems as the clients switch between the channels.
4. Facilitates customizing every Sales pitch
Thanks to the Salesforce mobile app, your sales staff may now easily access the Salesforce database from anywhere at any time. The sales team may now access all of the information that has been saved. Thanks to the Salesforce app, now that the data is freely accessible, they can quickly customize their sales presentations based on the client they are dealing with. The likelihood of obtaining more successful leads rises with a personalized sales pitch. This ultimately improves your organization’s overall success.
5. Enhanced functionality
Third-party apps and software that can give your company further advantages can be readily linked with the Salesforce mobile apps. For instance, the program is now easily integrated and compatible with contemporary document signature software. It will make it possible for your sales department to quickly obtain a new or existing consumer's signatures to sign new contracts and agreements.
The camera feature on your mobile device can be used by the Salesforce mobile application to click photographs and even scan barcodes. Other than this, a number of different processes can also be completed by using the apps without any additional requirements.
6. Offline Mobility on Salesforce
One other special and USP feature of Salesforce mobile applications is that it holds the possibility to offer benefits to your company even when there is no internet connectivity. You can gain a lot from the Salesforce mobile app's offline functionality. The use of mobile devices' internal storage allows for the storage of all pertinent data in the mobile app. Once the internet access is restored, the information can simply be updated on the app successfully.
Enabling Salesforce mobile access makes it very simple to increase the efficiency of not just your typical CRM users but of your organization as a whole. Your sales teams can better serve customers by securing remote access to crucial customer information and documentation. They will also benefit greatly from the time savings and will be able to focus their efforts on the more crucial process. In terms of reaching potential consumers, it will allow you to communicate with them in wholly new ways, personalizing experiences and monitoring social media activity with well-known, user-friendly technologies. The customer service team can respond to situations more rapidly, follow up with consumers via many channels and address their queries by utilizing the expertise of the entire organization, whereas the IT team receives complete access to the mobile app development platform when back-end CRM system integration is already built in.
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