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Salesforce 101 — Lesson #6: Salesforce Mobile

Oct 5, 2020 | Admin, Latest News, Sales Cloud

It may not seem like you can have complete access to your CRM from a mobile device, but that’s not the case. Salesforce offers a seamless on-the-go experience with Salesforce Mobile, an app that allows teams to access and update information from their smartphones or tablets. With an increase in remote and traveling workers, providing access to your CRM from any location is crucial to ensuring productivity and ROI. With its efficient platform and intuitive UX design, Salesforce Mobile is easy to use, has everything you need (and more!), and will help connect your teams and company. 

 

The best of Salesforce, gone mobile 

Salesforce Mobile took Salesforce’s best features and adapted them to a mobile-friendly format. If you’re worried about navigating Salesforce on a mobile device, don’t. The mobile interface mirrors the desktop experience. Users can also customize dashboards and the navigation menu, providing clear paths to records and features. And the best part? Accessing the mobile platform is easy. Users simply have to download the app to their Android or iOS device and sign in using their Salesforce credentials. 

 

Benefits of a mobile CRM

In the fourth quarter of 2019 alone, mobile devices generated more than 52 percent of all online traffic. A mobile CRM can help you…

 

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