Salesforce1 Mobile Adoption
Salesforce Tech Lounge – Spend an hour with an Expert!
Feb 22nd, 2017
Aiyaz Ahmed & special guest Rachel Beard
Customer Success Team
Salesforce.com
Today’s Awesome Guests
Rachel Beard (Guest speaker)
Sr. Principal Success Specialist, Mobile
Matthew Horton (Q & A)
Success Community Manager
Forward Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make.
All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new
functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is
included in our annual report on Form 10-K for the fiscal year ended January 31, 2009 and our other filings. These documents are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Forward Looking Statements: Link
First, some logistics
Questions, answers, and staying in touch.
• How do you ask a question?
Please ask in the “Success-Getting Started” community using the hashtag
#SFTechLounge
• Will this be recorded?
Yes, it is being recording LIVE right now!
• Where can you get the presentation?
All resources from this series can be found here:
http://bit.ly/SALESFORCE-TECH-LOUNGE-RESOURCE-ARCHIVE
• Where can you go to get more information?
Use the “Success-Getting Started “ community www.salesforce.com/success-gettingstarted
Salesforce1
Mobile Adoption
Tech Lounge Series
#techlounge
Agenda
3 traits of a success mobile app
Recipe for Success
Demos to customize your app
How to Track adoption
3 traits of a success mobile app
Designed for Mobile: Micro-moments
WIIFM – What’s In It For Me?
Business Impact – Ties to KPIs
What’s a Micro-moment?
“… a mobile moment [is]
the point in time and space
when a consumer reaches for her phone to get what she needs immediately , in
context .”
36 36 36
7 7 7 7 7 7 7
Gartner AADI Summit, “Mobile and Social: Major Drivers of Your Web” August 14-15, 2012 Forrester, “Your Customers Will Not Download Your App”, June 2015
People expect short, focused, atomic interactions
7 7 7 7 7
1.2 minutes per session
Demo: An example
Short, Atomic, Real-time, Contextual
Won’t forget what’s been said
Faster time to close
Log an Activity
Tip of the day!
Use Siri for Iphone or
S Voice to Android phones
Use Voice command of your mobile to register
your activities
Recipe for success
Find Your Micro-moments Configure/build
Plan your communications
Collect feedback
Recipe for success – Iterative process
Find Your Micro-moments Configure/build
Plan your communications
Collect feedback
Initial Setup
Finding the app
Make it easier for your users to find app in the app store
Salesforce1 app is available for Apple and
Android devices
Demo: Personalize the app
Brand your app with your corporate themes
Demo: Streamline Navigation
Make it easier for your users to find what they need
DEMO: Quick actions
Increase user productivity by focusing on micro-moments
DEMO: Compact Layouts
Provide quick view of most important information
Notes Editor
Enable notes editor to quickly capture notes on the go
Monitor Adoption
Salesforce1 adoption dashboard
Download from AppExchange
https://sfdc.co/bHs8tE
User feedback
Establish a Feedback mechanism to capture feedback from your users post-launch
• Chatter Group
• Email/Ticketing Queue
• Case/Custom Object in Salesforce
Gain user feedback right from the app
Questions?
Thank Y u
Appendix
Get started with Salesforce1
Follow the journey for accelerated success
Targeted resources to help you get started:
Plan
Develop your mobile strategy and define use cases Execute
Customize and rollout Salesforce1 for your users Discuss
Get advice and answers from Salesforce experts and customers
Recommended Accelerators*
•
Salesforce1 Mobile Starter Kit for Field Sales
•
Salesforce1 Mobile App Design Resources
•
Getting Started with Salesforce1 Mobile App
• For more best practices resources, visit salesforce.com/achievemore
*Offered to Premier customers only – learn more about Success Plans
