Cloud CRM company
.com continues innovating around its Salesforce1 Platform. After bringing its platform, which offers a host of APIs and mobile user interface tools, to the retail and healthcare industries in recent weeks, the company is now adding mobile features to the mix.
Salesforce1 Mobile Reports & Dashboards now make it possible for Salesforce1 Mobile App users to access, analyze and act on business data on the fly. Hype aside, the new reporting tools give users more ways to run their business from a smartphone, essentially offering instant data that sets the stage for smart business moves. FFF Enterprises, Iron Mountain and Talent Plus are among the early adopters.
"Having instant visibility into business data is no longer a luxury," said Keith Bigelow, Senior Vice President and General Manager of big data and analytics at Salesforce.com. "With Salesforce1, customers can act on business information in real-time."
Productivity has always been a key message behind the Salesforce1 Mobile App, but the new reporting capabilities could make stakeholders even more productive. By integrating reporting tools into the mobile app, users have more data available at their fingertips so they can make quicker decisions.
Salesforce offered two prime examples: a sales executive deciding which deal to help close at the end of a quarter or a customer service leader analyzing which critical issues are impacting top customers.
“For mobile business applications to advance, vendors must rethink the human interface and make usability a priority, particularly when it comes to reporting and visualizing data," said Rebecca Wetteman, Vice President of research at Nucleus Research. "By focusing on the next action that a business user can take to meet business objectives, Salesforce1 Mobile Reports & Dashboards will deliver critical analytics solutions that enables users to stay productive and keep their business moving wherever they are."
The Three As
Salesforce points to three “As” with its new mobile tools: access, analyze and act -- and offers scenarios for each one. An automotive executive, for example, can access a dashboard of expected revenues across dealerships, drill into the data to figure out why some are performing better than others, then draw up a special lease offer for dealerships to give prospective buyers incentives. The intended result: revenue goals are met in underperforming areas.
On the analyze front a regional sales manager could use the app’s custom reporting tools to monitor all of the deals for the quarter grouped by account rep and monthly quota. On the flip side, an account rep in the field could compare his pipeline with peers in real-time. Finally, in terms of action, an admin can embed a chart displaying top upsell opportunities directly inside of an account record. That puts all of the contextual data sales reps need into a single view.
“We need visibility into our changing business," said David Pier, Director of sales applications, Iron Mountain. "With Salesforce1 we can customize reports for our business, getting the answers we need to push sales, service and marketing to go faster."
Salesforce1 Mobile App is now available for download at Apple App Store and Google Play. Salesforce1 Mobile Reports & Dashboards will be included with all user licenses of Salesforce CRM and the Salesforce1 Platform.