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BlackBerry: the Salesforce CRM Mobile Essentials

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BlackBerry: the Salesforce CRM Mobile Essentials

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    1. BlackBerry: the Salesforce CRM Mobile Essentials Justin Dupuis, Bombardier Aerospace -Business Aircraft Brian Fisher – Papa Murphy’s Take ‘n Bake Pizza Don Edwards - Honeywell Moderated by: Ethan Alexander – Salesforce CRM Mobile

    4. All About Bombardier Business Aircraft

    5. Our Objectives

    6. How We Went About Achieving the Objectives Created scaled Mobile Configurations for older and newer BlackBerry Devices

    7. How We Went About Achieving the Objectives Created scaled Mobile Configurations for older and newer Blackberry Devices

    8. How We Went About Achieving the Objectives Excluded unnecessary fields and grouped fields under collapsible headings to ensure clean interface

    9. How We Went About Achieving the Objectives Created mobile views similar to reports already in use by users to allow quick sorting of information

    10. How We Went About Achieving the Objectives Pushed Salesforce CRM Mobile transparently to Sales organization through BES. Users only needed to log in

    11. The Results of the Efforts Adoption increased by 20% 25% of mobile users primarily interface with Salesforce CRM through the mobile application 75% of mobile users use the application frequently Our Sales organization can now access customer information instantly from anywhere in the world

    12. My Top Recommendations to You Talk to users about their needs Push the application through BES Exclude fields and create views to ensure a clean interface and easy-to-navigate information Scale mobile configuration to device performance. Users want as much data as possible, but without lag Test profiles for performance before deploying

    16. The Applications in Mobile Use

    17. The Applications in Mobile Use Contacts Field Employees can create new contact records for new Store employees Track certification dates and store roles, associated to Gold awards Review Activity history associated with this contact

    18. The Applications in Mobile Use Tasks and Events Prompt DFOs to capture details of correspondence with Store owners Create task reminders while still onsite at a store Easily schedule follow-up meetings or store visits while face-to-face with an owner

    19. The Applications in Mobile Use Quality-Service-Cleanliness Review (QSC) 400+ Custom fields roll up to Summary formula fields Compares Total Possible Score vs. Actual Score Includes Priority and Action Plan for improvement

    20. Custom Applications in Mobile Use Stores Custom object with store details including location and contact info Related data to each specific store viewable and accessible in the field

    21. Custom Applications in Mobile Use Customer Satisfaction Index (CSI) Monthly one-way push to Salesforce of Customer Survey information Store Owner Details ownership information for stores with multiple owners

    22. Salesforce CRM Applications

    23. Mobile Results Ability to access and update information as needed Salesforce data in the field just like BlackBerry gave us email Increase On-site, personal service to stores / owners Fast response to store requests and objectives captured and documented in Salesforce Customer voice is very valuable part of PMI team Management’s visibility to key indicators of Store health and performance The BlackBerry devices are just solid for our field needs

    26. BW Technologies by Honeywell

    27. BW Technologies by Honeywell

    29. Why BlackBerry with Mobile Apps?

    30. Typical Environment – Field Needs

    31. How We Went About Achieving the Objectives Sales Managers can view their Month-To-Date, Quarter-To-Date and Year-To-Date sales on their BlackBerry via a Custom Object which is updated continuously Mobile Views show their specific pipeline Opportunities and percentage to target A second custom object will show Daily Sales including all Sales Order details

    32. Custom Object: MTD, QTD & YTD Sales

    33. Our Wow’s Reps travel less and less with laptops thanks to Salesforce CRM Mobile on the BlackBerry Current sales data is always at the ready on the devices Field Quote Field Quote

    34. Session Feedback Let us know how we’re doing and enter to win an iPod nano! Please score the session from 5 to 1 (5=excellent,1=needs improvement) in the following categories: Overall rating of the session Quality of content Strength of presentation delivery Relevance of the session to your organization

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