Sales and marketing team very well knows how essential it is to synchronize deals with the customer relationship management (CRM) platform. Companies are always in search of ways to create a communication channel between consumers and sales and marketing department. Currently, several businesses and companies are integrating salesforce app development to ensure that their company grows in the right direction. It is easy to handle the vast majority of CRM requirements without additional efforts using the Salesforce mobile app.
In all fields, having a stable and robust CRM continues to be the best approach. To remain competitive, a relationship management platform is crucial in a rapidly growing world. There is no doubt that Salesforce CRM in your company, business, and enterprise offers several benefits.
But what is a salesforce mobile app? And why its integration is best for your business in 2021? If you are experiencing the same question, then this blog is for you. In this blog, we will discuss all the benefits about why to use salesforce mobile app for your business in 2021.
Top Reasons to Opt for Salesforce Mobile App in 2021
1. Streamlined customization
The Salesforce Mobile App is easy to personalize. Here are a few forms in which the software is personalized and adapted.
- Custom Layouts – It is simple to customize the Salesforce software to ensure the data is displayed to you and your staff. To support mobile device, users get the data they require instantly on the run, and important details can be placed.
- Custom navigation – Several individuals in the team would need to see different aspects as well. Depending on the work, it is easy to delete or add different items on the menu.
- Personalized actions – Allow your team to save time and become efficient, lowering long ways and business processes with customized activities. For the different job positions, the Salesforce mobile app can be personalized for diverse perspectives. You can customize the actions for your group of CRM mobile apps. Several pages comprise of an activity bar at the bottom so that your staff can build records including leads, event registration, and lodging expenditures by tapping a key.
2. Access Customer’s Data 24/7
For instance you’re going for a meeting and you need to access the plan for better output. With Salesforce app it becomes easy to have access to all necessary data on the go. If your business has interacted with them earlier, the Salesforce implementation services will let you know who your client has met or talked earlier. For your all-important session, it becomes simple to access documents and files, quotations, interactions, and everything else you may need to remember. Understanding clients completely is crucial, but whether you’re working at office or the train, the Salesforce App helps you do that smoothly.
3. Offline Work
The benefits of Salesforce mobile app are countless but most are based on the availability of the internet, whether it is through Wi-Fi or mobile data. But would these benefits still useful when there is no internet present? Salesforce offers offline features for its mobile based CRM. Thus, any data accessed can be stored in the Salesforce app, using the internal storage of the mobile device. Once internet is available, the mobile CRM will by default update the data stored on your Salesforce platform.
4. Advance Security
Salesforce is known for advanced security. LockerService, is a functionality that isolates Lightning Components so they can interact with each other. That helps to secure the platform against malevolent threats. With Salesforce Lightning, permissions work in a different way. The platform doesn’t permit users to enhance their level of assurance, like from standard to high, in-session. To make its optimum use, it becomes crucial to log out of the Lightning app and sign in again with an advance level of security authentication.
5. Generate Leads
Using the Salesforce Lightning platform, it becomes easy to drive a lead in a hassle-free manner and manage sales in a better manner. For example, the lightning mode enables users to define what needs to be done for a specific lead and shows details of every task, meeting or call. Another component named ‘Path’ helps to monitor different stages included in the business process, while the ‘News’ component provides on-time details regarding the leads. Altogether, it makes the whole process of lead generation simple.
Wrapping Up:Salesforce has helped countless organizations achieve a higher level of efficiency as well as customer satisfaction. But still the need for remote access of customer database is required. Salesforce has catered to this requirement by introducing mobility feature, particularly for sales representatives who are constantly on-the-go. Apart from catering to the common need of CRM access, the Salesforce app development offers much more, and that too, without any limitations.
