Pipeline in your pocket Access your CRM on the go with the Salesforce Mobile iPhone App

Posted by maggie.hunsucker March 24, 2009

picture-2Salesforce and its AppExchange program has yielded popular mashups with Google Adwords, which gives Adwords users the ability to create and track campaigns from within Salesforce, and Facebook, which lets you import Facebook profiles into your contact lists (Faceconnector is an idea we previously covered when it was called Faceforce).

Of course, it didn’t take long for the popular CRM service to find its way to another application network.  Now you can access your Salesforce account directly from your iPhone with Salesforce Mobile.  This app gives Salesforce users the ability to take all of their customer data with them in the field, which is where you want your sales and marketing professionals to be.  Not tethered to a desk.

With Salesforce Mobile, you can view and edit your Accounts, Opportunities, and Leads from your iPhone.  Of course, you can manage sales pipelines, contact information, account activities, etc.   If you have an employee out of the office, he/she can:

  • Respond to leads and customer requests immediately
  • Log sales activities like calls and meetings while out in the field
  • Access up-to-date account records before stepping into a meeting

Salesforce Mobile is a free download, but you will need a Salesforce Mobile license or an Unlimited Edition account to use, assuming you are a member of Salesforce.  You can sign up for a free 30-day trial to demo both the product and the iPhone app.   With mobile access and its own app store full of big name partnerships, Salesforce makes a pretty good pitch to be your CRM software of choice.

The reason AppExchange is such a robust offering is because Salesforce opted to open up their API and let other products and developers work to make their platform better. It has over 400 apps on tap, including mashups with Hoovers and Vertical Response. Developerforce.com provides interested parties with access to the API, guides, tutorials, webinars, and more.

With the explosion of internet-enabled smartphones and mobile applications, it will interesting to see how our business processes evolve over the next few years and what products emerge to meet our needs. Salesforce Mobile works because of its immediate simplicity. It's not reinventing the wheel; it's providing a mobile extension of a widely popular and intuitive platform.

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  1. [...] Access your CRM on the go with the Salesforce Mobile iPhone Apppicture-2 Salesforce and its AppExchange program has yielded popular mashups with Google Adwords, which gives Adwords users the ability to create and track campaigns from within Salesforce, and Facebook, which lets you import Facebook …http://feedgrowth.com/idea-categories/mobile/access-your-crm-on-the-go-with-the-salesforce-mobile-ip... [...] Salesforce Mobile « iApps Everywhere posted on

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