Mobile CRM strategy

Businesspeople need actionable data wherever they are. Mobile CRM applications use cloud data models to provide sales reps and other business units with key information when they are out of the office. Mobile analytics apps, such as the Salesforce Analytics Cloud, and others aim to give visibility into sales pipelines, service cases and other operational aspects of the organization to give companies real-time insight to make data-driven business decisions. Because the sales experience has specific requirements on mobile, we explore how well platforms like Salesforce are enabling an easy-to-navigate mobile experience in this section. This topic also covers the role of development tools like Salesforce Lightning in enabling mobile CRM and the building of third-party apps on top of the Salesforce platform. This section also explores the role of third-party apps in the mobile Salesforce user experience.

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  • Salesforce Sales Cloud closes the data sharing gap

    Salespeople live and die by the close. Closing a sale can be an art form, but there's far more to sealing a deal than artistry. Purchase decisions are based increasingly more on customer experience than product and price. And as competition for ... Continue Reading

  • phygital

    Companies are seeking to combine physical and digital (phygital) communication channels and provide customers with a seamless experience. Continue Reading

  • field service management (FSM)

    Field service management software enables companies to manage dispersed workers and resources. These workers can gain access to schedules, work orders and customer information via mobile devices. Continue Reading

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