Salesforce1 Mobile Deployment, 5 Tips For Success

April 29, 2014

Implementing a mobile platform into your organization can empower your remote workforce by making it easier for them to use a CRM. With the Salesforce1 mobile platform, sales and support employees can now update the system directly from their smartphone. To successfully deploy Salesforce1 in the enterprise, it's important to first understand its features and its limitations in order to anticipate potential issues down the line. Keeping in mind that a good deployment strategy requires strong emphasis on mobile training and engagement to drive adoption, here are our recommended tips and tactics to help you achieve more with your Salesforce1 tool:

  1. Identify supported mobile platforms
    A key aspect of Salesforce1 that is commonly overlooked is its compatibility with your mobile devices and operating systems. Currently, Salesforce1 works best with iOS 7 or above, yet iOS 6 is still compatible. On Android, it's a different story, as there are many versions, or "flavors," of Android systems. For the application to work properly on Android devices, it requires version 4.2 (Jelly Bean) or newer. Any older or modified version of Android may not work properly with Salesforce1. Unfortunately, when it comes to Windows 8, there is no current version of the application that works natively on the platform. It’s possible to work around this, such as bookmarking the online version of the application to save it as a cube on your home screen. At present, there is no clear development path for Windows.
  2. Understand how information is presented
    Salesforce1 was built to enable a seamless transition from desktop to mobile. Because of this, the mobile app displays most recently viewed tabs from desktop upon opening. It is designed for sales reps to access vital client information on the go — conveniently aligning their desktop-to-mobile workflow. The mobile app is successful in keeping this transition seamless, but does not offer much visibility into other data. There are ways to customize the navigation screen, but the "Recently Viewed” items will always display last visited places on desktop.
  3. Customize your navigation screen
    Once you’re familiar with Salesforce1 functionality and features, you can begin to tailor the app’s layout to best serve your goals. You can customize the navigation screen above the "Recently Viewed" items by accessing the setup menu and clicking through “Mobile Settings” to “Navigation Options.” From there, determine the order of the tabs you want to appear. There is room for further customization — you should contact your administrator or consulting group to learn more about using flexible mobile pages.
  4. Access the application from your desktop
    Accessing the application from a desktop browser will make your training sessions go exponentially smoother — it’s much more cost efficient than spending $50 or more on a projector cable for your iPhone. When logging into any Salesforce instance, simply append "/one/one.app" to the website in your address bar. It should look something like this: na9.salesforce.com/one/one.app. This will allow you to navigate through the entire application on your web browser, thereby allowing for a simplified mobile-to-desktop tethering.
  5. Drive adoption
    The truth is, a CRM is only as powerful as the number of people using and adopting it. You can have the best implementation and feature list, but it will serve no purpose if your team isn't deriving value from it. There are many strategies for driving adoption — our preferred tactic is to make it engaging for users. Take advantage of fun, collaborative features in the application by uploading pictures, or creating Chatter polls. Get your reps to take pictures on-site, and then gamify it by initiating a contest for the best picture, or take polls at your next company conference call, and integrate feedback to improve the adoption process. Most importantly, while engaging in training, allow for users to test drive the application — plan the curriculum around record entry, instead of dishing out an unengaging PowerPoint deck. Ultimately, the system is most powerful when teams are embracing it and leveraging the platform to achieve more goals.

Salesforce1 is a great tool to empower your mobile workforce, enabling your employees to avoid uneccessary hurdles in their workflow. If you're interested in getting an even more in-depth look at Salesforce1, check out our webcast recording, and read our blog post outlining five essentials about the platform that you need to know. Or, contact us to connect with one of our mobile experts about your specific mobile initatives.

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