Salesforce Mobile App – Start Running Your Business on Your Smartphones Instantly

Today, businesses are open to more than just the premises; the employees, especially sales and marketing teams, usually wander worldwide for one or the other reason. Thus, obviously, they should opt for cloud-based solutions to get immediate access to company data from anywhere, collaborate with employees or customers easily, get sales figures at one tap, get real-time notifications about urgent actions, and more. 

Here, organizations can meet such needs by leveraging a CRM solution, a Salesforce mobile app that lets the users get every crucial information they need at their fingertips. It can be used on mobile platforms and also on desktops, so enterprises will no longer be deprived of useful insights and can close more deals faster. 

The Salesforce mobile app is not limited to this; there are more facts and particulars you should know about it to make its best use in managing leads and prospects and ease lead generation. 

This post showcases crucial details about the Salesforce mobile app, its benefits, how brands are reaping the most, and how to exploit its edges. 

What is the Salesforce Mobile App? 

First, let’s get deeper to know more about the Salesforce mobile app. 

A cloud-based customer relationship management (CRM) system, the Salesforce mobile app, permits users to access the Salesforce database from anywhere. You can find the app on Android and iOS. 

Get the vital information at your fingertips with the Salesforce Mobile App.

Key Highlights Of Salesforce Mobile Apps

1. Get Everything Faster

The smart search capability of the Salesforce Mobile App makes it easy for users to find every data they need in just a few seconds. All they need is to choose any criteria for searching, like by list, performing global queries, or recently accessed records. 

2. Witness a Comprehensive View of Your Day

The users can organize their entire day using the CRM mobile app. They can manage their meetings, see the tasks, and get their account whenever they want. 

3. Instantly Collaborate

The groups and collaboration on the Salesforce Mobile App allow access to feeds, people, groups, and files that support collaboration with colleagues or customers anywhere. 

4. Get Sales Figure With A Tap

On the Salesforce Mobile App, the Dashboards and Reports pace up decision-making with real-time views for business, service, marketing, and sales performance. 

5. Find Urgent Notifications at One Spot

The Notification Center on the app gives the users a view of the most urgent posts and approval requests at one convenient spot. 

6. Close More & Faster Deals

The most urgent details at the app’s top let you instantly see your current status in the process and crucial aspects at all stages. 

7. Act from Anywhere

You can drive sales, keep your CRM data in progress, and align your team using this mobile app. 

• Contacts, Opportunities, and Accounts – To stay up-to-date and organized. 
• Task Organization – To provide a perfect view of your tasks. 
• Case Management – To shoot cases to deliver the right answers to the customers.
• Lead Tracking – To view current leads, take new ones, and convert them progressively. 
• Offline Integration – To work on spreadsheets, documents, and presentations. 

8. Make a Custom App for Your Business

You can add your apps, create custom actions, brand your application specifically for your company, and integrate AppExchange apps to the app for customization, especially for your organization. 

• Custom Actions – To create custom actions per the activities you and your users want to perform. 
• Custom Apps – To deploy custom objects, declaratively developed apps, and fields to the mobile. 
• AppExchange – To pick from lots of mobile-ready partner apps. 
• Custom Brand – Brand your app to meet your enterprise and make your app recognizable to your mobile users. 

Real-Life Example of a Brand Reaping Benefits of a Salesforce Mobile App: Pidilite Industries Limited

Company Overview

Pidilite Industries Limited, a leader in consumer and specialty chemicals, sells a wide range of products, from waterproofing solutions, adhesives, and construction chemicals to industrial resins, arts and crafts materials, and polymers. Fevicol is one of its widely trusted brands for quality adhesives. 

Outcomes Attained

Using Salesforce, Pidilite has strengthened bonds with its customers and boosted its productivity across service and sales. 

With Salesforce, we’re crafting personalized and omni-channel experiences for our customers while empowering our contractors and employees with tools that help them succeed,

says Nishchai Nevrekar, Head of Digital Initiatives, Pidilite

Requirements – Pidilite’s Conditions

1. Automating Routine Jobs 

Earlier, separate project trackers and spreadsheets handled the sales and customer engagement, while Pidilite served B2B customers in 30+ industries worldwide. This was making it challenging for its teams to manage key accounts, optimize productivity, and track prospects. 

So, with the growth of the business, the head of Pidilite Digital Initiatives, Mr. Nishchai Nevrekar, emerged with a need for a powerful CRM solution that may support them with improving customer experiences and save them time performing routine jobs. 

Solution Offered 

Salesforce facilitated the organization to automate its processes and direct its routine activities toward more seamless and deeper customer engagement. 

2. Fast and Better Selling with Robust Productivity Tools

Solution Offered 

• Pidilite picked the Salesforce Mobile App to conduct every activity on the go, whether prioritizing opportunities, lead qualification, or key account tracking. On average, the sales rep at Pidilite logs around three activities daily, which offers improved transparency about the current status of their field. 

Access to quality sales data enables management to make faster decisions on improving Salesforce effectiveness and productivity.

says Rajesh B, CEO of Pidilite Industrial Products Division

• On Heroku, Pidilites has launched its sales mobile app, the Dr. Fixit app, to empower its water-proofing contractors. From Salesforce, customer data and leads flow directly into the app, which assists contractors in personalizing customer conversations. The app holds an in-built product recommender, quotation building tool, and learning module that is of great help to contractors in many ways. 

With over 50,000 downloads, the Dr. Fixit app has been a huge help to our contractors. It gives them all the tools and data they need to do their jobs well, and delight customers.

says Pankaj Israni, Manager – Digital Initiatives, Pidilite

• On Heroku, Pidilite developed one more app integrated with Salesforce,  the custom field marketing app. This seamlessly flows contractor data from Salesforce through the app to the internal teams, facilitating them handling enrolment, contractor visits, and ongoing engagement. 

Contractors are an essential part of our ecosystem. Through the app, we can support them in multiple ways – whether it’s by sharing best practices, training them on our products, or organizing social upliftment programs. These initiatives have tripled our contractor engagement levels.

says Monika Sahu, Manager – Digital Initiatives, Pidilite

3. Faster Growth of Influencer Networks with an Intelligent App

The Pidilite ecosystem experiences a boost from influencers, and under its Fevicryl brand, the organization attracts a wide range of influencers, including craft hobbyists and teachers. In exchange, they organize workshops to exhibit Pidilite products to the consumers. 

Initially, the sign-up process for influencers, workshop organization, and reimbursement management was performed manually, which was very time-consuming. 

In turn, the brand was seeking to grow its influencers’ network, for which they needed seamless influencer onboarding and paced up the workshop booking process. 

Solution Offered

Pidilite launched a TEAM app that met these needs. Created in around two months, this workshop management solution for teachers regulated and reduced the influencers’ onboarding time from 45 days to only five. This increased influencers’ enrollment by 10% and teachers’ application to 50% for conducting Pidilite demo camps. 

The TEAM app has helped us make huge strides in influencer engagement. Through it, we’ve seamlessly integrated touchpoints across our influencer connect program while solving real business problems around reach and impact. Even the time taken to reimburse teachers has reduced from a few months to just one week.

says Riddhi Bakhru, Category Manager for Arts, Stationery and Fabrics, Retail Division, Pidilite

4. Innovate More for Improved Visibility into Product Trials

By going beyond the limits, Pidilite always runs after innovation. Pidilite conducts customer trials to test the performance of new products. The data accumulated in return is captured on Service Cloud, enabling stakeholders to learn the workings of Pidilite products better in varied scenarios. 

We now have instant insights on product performance and value, which can be incorporated into product design. This has helped us amplify the success of our innovation projects, and generate more revenue through them.

says Rajesh

5. Plans Ahead

Now, Pidilite is building a new collaborative working solution on the Salesforce Lightning Platform that will make the most of analytics from Pidilite’s data warehouse to induce actions for sales reps and business development managers automatically. Such teams can work together on resolving issues and labeling crucial business gaps. 

All the initiatives we’ve enabled through Salesforce have made our teams more productive and happy. They have more time to focus on delivering the incredible experiences our customers deserve.

says Nevrekar

How Emizentech Can Help You?

After returning from a walk-through about how the Salesforce mobile app can help your business grow with increased productivity and sales, you might need a Salesforce Consulting Company for further guidance. 

Here, you can turn your head to none other than Emizentech, holding a certified Salesforce team that can help you run your business on your smartphones right away. 

You can leverage Salesforce capabilities by integrating it into your business app or downloading the Salesforce Mobile App from the app stores. 

Why Emizentech?

Well, while going through our track record of successful Salesforce projects, you will find it profitable to hire our Salesforce consulting services and take your business a level ahead. 

Wrapping Lines!

We hope this post helped you to know how advantageous a Salesforce mobile app can be. You can also reap the benefits like Pidilite has done to expand its business taking it to new heights. For that, hire a Salesforce Consultant who can help you maximize your user engagement and lead to increased sales and revenue. 

Witness the power of a #1 AI CRM platform, Salesforce, right in your palms at your fingertips. It’s time to transform your business with real-time data and mobile-customized Lightning apps. 

Connect with a Salesforce Consulting Company today!