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Is it really a surprise that fast paced business is moving all mobile?

By Scott Hall posted 08-13-2018 11:52

Everything is going mobile or is there already. You order your food from mobile, you handle payments through mobile, you use Facebook on mobile, you book flights on mobile. The list is endless. And things are about to get even more mobile. There’s new generation hitting college who are born with touch screen. They use laptop for 0% of their tasks.

Considering this, is it really a surprise that fast paced business is moving all mobile?

I am on the move most of time. Meeting customers, partners, prospects or traveling between these meetings.

We want to use every aspect of what today's smart phones have to offer. To revision completely the usual form-based user interface that CRM systems have taught us reps to use.

In my daily work it means that wherever I am - at the customer, car, plane, friends hous, trade show floor, gym, restaurant, skiing - I can do all of this:

Scan business cards and update my contact library
Make and log calls
Sync meetings and meeting notes
Check my to-do list and mark them done.
Everything is synced to Salesforce in real-time and while offline like on a plane, we queue the updates and sync them when back online.

You can do the same. Everything you do online off-work is going mobile, so why shouldn't updating your sales activities go as well. In the end of the day, you will make your manager happy (too) with better sales data to work with. And you have more time to engage with your clients.

Are you going mobile?  Have you missed the Mobile Salesforce Revolution?
1 comment



05-24-2020 02:02

Thank you for your post.   I have a couple points for consideration.  I love the agility of mobile for many things, but not all.   I don't think that everything is going mobile, as in a small tablet or mobile phone, if that is our definition.  Laptops are still very relevant.

1) We had a huge push at my company to move to an app for sales and marketing content on mobile. We spent $hundreds-of-thousands. It was a complete failure, we worked hard to evangelize,  It was attractive, reps downloaded the application, and after about a year had to pull the plug, this was just 12 months ago.  We had less than 8% of reps use it even once a week.  

Sales people didn't want to read reports, download brochures, create presentations, answer email, complete a proposal,  or fill out CRM on their mobile or tablet..  The form factor was wrong with no keyboard, storage, or ability to present in most conference rooms.  It was much more UX friendly to turn their mobile into a wifi hotspot and connect their bigger laptop screen with keyboard with a keyboard to the content.  Being on the phone, and looking things up is messy. 

After we pulled the plug, no one complained, and went back to regular portals.   They only business mobile app we found was used was video conference calls and gamification for training assessments.

2) I teach sales in college, along with looking for my next sales enablement role (COVID hit hard).   My students often use mobile for video conferencing or content reading, however, typing a paper, proofing it, and collaboration, is much more easy on a keyboard with full and easy document management from a laptop or desktop.   I don't know about everyone else, but mobile auto correct is a huge time waster when I'm on my mobile, and trying to make a meaningful discussion.   I am much more productive and clear to others, typing quickly than in tapping each letter.   

I love mobility for content consumption, however in content creation the laptop is not yet replaced for me.

Typing now from a laptop while watching TV...….