The 7 Keys to Mobile CRM Success

Giving your field sales, service, and executive teams mobile access to Salesforce CRM is one of the top things you can do-for your people and for your company. You'll boost productivity, improve data quality, and help make sure that being out of the office doesn't mean being out of the loop. What's the best approach for getting your people, your processes, and your devices ready to make the most of these benefits? Follow the tips in this document and you'll be well on your way. ::: Use new devices - Whenever possible, give your team the latest mobile devices. With more memory and faster processors, newer devices make for a superior mobile experience. Salesforce CRM supports the most current devices on the following platforms: BlackBerry, iPhone, and Windows Mobile. If you're not sure whether your device is supported, consult our supported devices list. Or sign up for a free 30-day mobile trial and test the application on your device. ::: Identify key mobile use cases - You've put a lot of thought into customizing your core business processes to meet your organization's needs. Why should your mobile solution be different? Before you get started, identify clear and simple mobile use cases, with obvious benefits, that will be embraced by your users. Define which tasks and processes you need to support, such as: . Logging phone calls, emails, and visits on the fly . Updating opportunity and pipeline data from the road . Accessing a customer's history on site or before meetings . Responding to new leads from the field, updating work orders, closing out trouble tickets.you name it