Salesforce Mobile Reviews & Product Details

The ability to utilize all functions of the SF desktop platform from my phone. It gives me the ability to work smarter and more conveniently. As we are navigating working remotely it also gives me the opportunity to be mobile and on the go with my work at all times. The app is created in a way that unlike other apps of its kind, you are able to complete nearly ALL of the same tasks that are offered in the full desktop version just from the convenience of your phone or tablet. Review collected by and hosted on G2.com.

The app version functions similarly to the full desktop version when it comes to layout and it would be nice if the app was updated to showcase more functionality internal when using the mobile device. Specifically the functionality of creating DocuSign documents for clients is difficult via the app. I there was a better way to send documentation to clients through the app that would be extremely helpful. This may be something that would require better integration between salesforce and other platforms such as DocuSign specifically. Review collected by and hosted on G2.com.

I can relatively easily look up a contact's information I have entered into my Salesforce database. Review collected by and hosted on G2.com.

Aside from looking up a contact, this App is albeit a digital rolodex. There really isn't anything of use that functions correctly besides that. It looks as if there are plans to expand it's functionality but as of right now the app is fairly large file size wise and it has limited functionality. Review collected by and hosted on G2.com.

Easy configuration and offline application capabilities and security of the application. End users can customize some of the options and Offline capabilities are useful in trmote areas. Review collected by and hosted on G2.com.

Only limited functionality can be used in mobile application, Development may take time for mobile application customization. Review collected by and hosted on G2.com.

We can have data on the way, specifically about our Customer Experience and information about them. Review collected by and hosted on G2.com.

Sometimes, Mobile and desk are different and there are some graphs you can´t see. Review collected by and hosted on G2.com.

Easy to use, requires one time set up , secure. Review collected by and hosted on G2.com.

Need a lot of customization in terms for settign up communities and system admin to switch between org and customer community. Review collected by and hosted on G2.com.

CRM on the go. Accessing my CRM while on the run is vital. Review collected by and hosted on G2.com.

The interface is pretty decent, but certain things in case management feel clunky, like trying to update a case with new info Review collected by and hosted on G2.com.

I am always able to have my pipeline at my fingertips and keep my forecast up to daye Review collected by and hosted on G2.com.

Sometimes I can’t see the whole screen and have to scroll around to see what I need Review collected by and hosted on G2.com.

Organization of and attractive dashboards. Review collected by and hosted on G2.com.

The lack of integration with leads and contacts. Having to be completely different reports and how leads don’t connect to an account. Review collected by and hosted on G2.com.

Excellent App that enables instant access to the Org CRM. The UI is so effective and user friendly. Sales rep can use the App to work on Opportunities on the go. App provides feature to configure quick actions for various tasks. App also offers Sandbox access. Review collected by and hosted on G2.com.

Nothing in specific - it is such a great app. Review collected by and hosted on G2.com.

With this software, you can access all the information concerning customers and the company from any place and at the desired time, we can enter the information, organize it, modify it, anyone can add contacts, tasks and export it a variety of formats that It saves me time and money by having all the staff on this platform, being able to interact with them, seeing their performance, has an excellent integration with my email, this allows me to have my emails enter the platform and thus be able to work with These communications, you can also integrate my calendar and in this way add and plan appointments and meetings in the company Review collected by and hosted on G2.com.

This software is not very simple, it requires knowledge of computing and systems to take advantage of it 100%, but with a little practice and technical support it can be achieved, you just have to put interest. Review collected by and hosted on G2.com.

You can access all your sales information from anywhere, anytime.

The mobile app is great and works perfectly.

The amount of reports and data mining options

The ability to export information in many different formats

Integration with our help desk solution

It makes you change passwords every 3 months, that is something that most apps or services should implement as default Review collected by and hosted on G2.com.

I'm not too sold on the change to Lightning, but that might be because the Classic version is the way I started using it.

The mobile app, with the new changes, has become bloated Review collected by and hosted on G2.com.

lets you log calls from a dial in the app Review collected by and hosted on G2.com.

Hard to navigate through the screens at times Review collected by and hosted on G2.com.

I like the access to Salesforce while being on the go the best. Acting as my company's CRM Manager, I have to always have access to records, even while I'm out of the office and the Salesforce Mobile app allows easy navigation through our App. Review collected by and hosted on G2.com.

There isn't much that I don't like. I do wish I could access my admin privileges and abilities within the Salesforce Mobile app instead of having to switch to the SalesforceA App, but it isn't that much of a problem. Review collected by and hosted on G2.com.

What i like with Salesforce is that i get all the information about a customer at Tele2.

All the history, all the communication between the customer and our company, all the contracts and if they are active. Everything i need to know about my clients in an easy to use website/system. Review collected by and hosted on G2.com.

I dislike that it can sometimes be a bit advanced or hard to navigate around in.

But that may also be how our company has set up Salesforce. Review collected by and hosted on G2.com.

1)Easy to manage customer information

2)Easy to store and access data Review collected by and hosted on G2.com.

Sometimes the app stops working or hangs which is annoying. Review collected by and hosted on G2.com.

Salesforce helped me a lot to organize my training, clients and workshops. I was able to segment them by categories and population. It simplifies my work, saves time and keeps me informed of all the changes that my clients are processing. It is a more interactive way of working. concerns of each service we provide to our customers Review collected by and hosted on G2.com.

It is a business software, therefore its use is not very simple, it requires computer knowledge when using all its features, it is not so easy to get support for the telephone service they offer and their home page is not very clear, the user tends to get a little tangled up in its different rest functions I have no complaints about its interactive platform and interface Review collected by and hosted on G2.com.

Virtually all the functionality of Salesforce CRM is found on Salesforce Mobile, the only missing part is the setup portion of the software. The ability to interact with the CRM on the go is a godsend for our business. Review collected by and hosted on G2.com.

Lack of setup functionality, the UI can be a bit confusing at first, also the email functionality requires linking with another app on IOS (Salesforce Inbox) rather than linking to the native mail app. Review collected by and hosted on G2.com.

Not much to say is “best” about Salesforce. I understand the purpose of the tool, but for our needs in Girl Scouting and at our local council, we can not handle the extra work it takes to make the most of this tool. The only thing I like about Salesforce is the “Chatter” feature allowing for more collaboration across our national organization, with other Girl Scout councils. Review collected by and hosted on G2.com.

Cumbersome, not always intuitive for the back-end user. Creates lots of extra work for staff. Review collected by and hosted on G2.com.

The implementation of specific sales cycles and strategies is what I like best. Review collected by and hosted on G2.com.

I dislike the ability to integrate more options into the platform. Review collected by and hosted on G2.com.

Onboarding has to be the worst experience I have ever had. I honestly don't know why companies even consider Salesforce. I'm guessing because of intergrations. I signed up also for their Quip project management tool so we can collaborate on projects with salesforce. I was told that if I wanted to sync their project tool quip and get API access which should be free I would have to upgrade licenses $1200 each to have quip and salesorce sync. How stupid is that? They charge customers $1200 per license just for API access. Review collected by and hosted on G2.com.

Everything about this platform is crap and features are weak. Not syncing their project management platform quip to salesforce is retarded and shows how behind they are. They get customers stuck in contacts knowing thats the only way to lock them up. Review collected by and hosted on G2.com.

I personally like how salesforce has the reports tab where all of my database in compiled into certain categories making it easier to stay organized and access things quicker. The dashboard tab so I am able to keep track of my activity for the week everything is broken down and easy to read and understand .

Salesforce is easy to understand when first starting my job I was worried because I had never used it before but it is super user friendly. Review collected by and hosted on G2.com.

I wish that while I was working on a task say phone blocking that I could pick up where I left off on my reports so I do not have to keep doing the same steps over and over again. I think having some sort of history or pick up where you left off kind of thing might make things easier without having to backtrack multiple times Review collected by and hosted on G2.com.

There's really not much I enjoy about Salesforce except that it does the job of project managing. Review collected by and hosted on G2.com.

So user-unfriendly. Very confusing to look at; it looks like a reddit forum. Doesn't give you notifications when you're assigned a project unless you're assigned a task. Chatter is hard to follow/look at. You can't change text colours, only bold/italicize. Lagging between getting emails/notifications is annoying. If you make a mistake and make a task, you can sometimes delete and sometimes you can't: why? If you cant, you have to ask your head person to delete; its a whole thing; very annoying. Aesthetically overall very unpleasing. Review collected by and hosted on G2.com.

This is a platform that integrates each part of the company, Sales, Marketing, Service, Commerce, analysis, communications, productivity has guides of beginnings, and its interface is enough pleasant to the user what allows in an organized way to integrate each area of the personnel, its configuration is quite easy to handle. Review collected by and hosted on G2.com.

For people who do not have basic knowledge about the Salesforce platform is quite complicated to use he integrate all their systems, so you must have a prior preparation and according to the needs you want to meet Review collected by and hosted on G2.com.