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Take Salesforce with you via Salesforce1 Mobile App

Take a look around you on the underground, bus or train, and you’ll notice that the majority of people are on their phones. Some may be listening to music or messaging friends, but many will be processing or completing work-related tasks. The days of being confined to an office to make decisions, undertake work or manage projects are long gone. Thanks to advances like the introduction of apps and 4G technology, it’s possible to run a business on the go.

If you’re familiar with the benefits of Salesforce, one of the world’s leading CRM software solutions, you may be keen to learn more about taking it with you. Whether you work from home, you’re on your commute, or you’re out and about, you can take advantage of the countless advantages of Salesforce with the Salesforce1 mobile app. If you haven’t visited the app store yet, this guide will provide you with useful information that could help propel your business to the next level wherever you are in the world.

Introducing the Salesforce1 app

The Salesforce1 mobile app has been developed and designed to enable businesses to benefit from the features of Salesforce on the go. It’s well-documented that going to work no longer means sitting at a desk for nine hours a day. The working day frequently involves travelling around, commuting, and working remotely, and the Salesforce1 app makes life easier when you and your team aren’t rooted to the spot. The app is available free of charge for anyone who has a Salesforce license, and it’s compatible with both Android and iOS systems. Once you’ve downloaded it, you’re ready to go.

There are countless benefits of using the Salesforce1 app. One factor you may be worrying about is accessibility. If you’re working on a project or you’ve got employees trying to access CRM data on the move, the last thing you want is to lose connectivity when you hit a signal black spot, or you find yourself in a subterranean meeting room. The app will continue to function even when you’re offline, so you will have access at all times.

The Salesforce1 app is not just your average app. As well as enabling you to access data in real time, it also acts as a platform, which is entirely customizable. You can adapt and tailor your platform for your business, choosing everything from the page layout to the way you display data lists. Desktop programs may not always work on a mobile or a tablet, especially when there is a large volume of data involved. With the Salesforce1 app, you don’t have to worry about waiting for pages to load or being unable to see information displayed properly. The features are adapted specifically for mobile use, so you can take advantage of rapid mobile navigation, a compact layout that is practical and functional, and swift processes.

Boosting efficiency with the Salesforce1 app

The Salesforce1 app gives you the freedom and flexibility to work wherever you may be. Using this app, you can access up to date data, customer accounts and records no matter whether you’re at the office, you’re on a bus, or you’re on your way to meet a client. If you’ve got a field sales team, for example, imagine the difference a streamlined, bespoke mobile app could make to the way you operate on a daily basis. There’s no hanging around when it comes to accessing records and accounts, your team can update data on the go, and every member will go into meetings with the information they need to get the most out of that appointment. The Salesforce1 app can also help you improve the experience you provide for customers. The app enables you to process on-site sales, and you can also adapt and configure individual quotes and fees on the go. This affords the client a more interactive experience, and it also helps to ensure that you can respond to questions and queries quickly. Often, people decide against making purchases or placing orders because they don’t have all the information they need, so this capability could prove to be a game-changer.

If you’re considering embracing the benefits of Salesforce on the go and downloading the Salesforce1 app, hopefully, this guide has given you food for thought and provided you with information to benefit your business going forward. Having the Salesforce1 app at your fingertips gives you and your team flexibility and freedom, but it will also enhance customer service, boost efficiency, and hopefully, help you drive sales.

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