Your Salesforce system is live, and your team is working hard to diligently log everything. They’re following the rule of “if it isn’t in Salesforce, it doesn’t exist,” and you’ve never had better records! You’ve set up a bunch of useful Chatter Actions to help your team enter new data in record time. But when they’re on the go, they find it difficult to enter the records they need. You’re considering implementing Salesforce1 and you’re not sure where to start. We’ve got your back with some dos and don’ts to get you on the right track!
Once you’ve decided that Salesforce1 is the right fit for your business needs, you’ll need to identify who will be using your app. Do your top executives need a way to check in on the business while they’re on the go? Does your sales team need a way to quickly review call logs and enter new opportunities in the field? Don’t try to make a one-size-fits-all app. Entering records in Salesforce1 should be as easy as updating your Facebook status. Keep fields to a minimum and try to choose the most important information to gather in the field. Your team can go back and fill in the blanks when they’re back at their desks. Don’t try to give them every Opportunity field – you don’t want them resorting to Notepad when it takes too much time to log it in Salesforce. After setting up your Salesforce1 app, deploy it on a limited basis with a select group of users. Adjust the settings based on their feedback before deploying to all of your users. Don’t try to roll it out to all your users at one time, or you’ll miss out on the opportunity to make it awesome before your full team dives in.
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.