Run your business from your phone. We hear this saying all the time. I prefer the ol’ desktop or laptop, but if you’re attending Dreamforce, you might have no other option.
Staying connected with your customers and managing your normal everyday business activities can be tough when you’re on the go. Having the right AppExchange apps installed to enhance your Salesforce1 mobile experience is essential so you don’t miss a beat while you’re wandering around Moscone, attending sessions, or taking a few back at the annual brew off. (Maybe it’s time to turn off your phone at that point.)
View the slideshow below for my list of seven must-have AppExchange apps to stay connected at Dreamforce.
Cirrus Insight for Mobile: Cirrus Insight for Mobile allows you to save emails and log calls directly to Salesforce. This one is a must since most people will be living in their inboxes during the week, and the 950+ reviews speak for themselves.
MobilePlus – Add Calendar & Reports to your Mobile App (Free): If you need to quickly access your reports, this free app will do the trick. Select the columns you would like to see, and they will appear in a mobile report, without giving you all the excess info. You can also easily create tasks and events from your calendar.
ScanBizCards Enterprise – Business Card Scanner App: Before those business cards end up lost or in the trash, get them in Salesforce! With this app, you can easily scan and instantly turn a business card into a new lead or contact in Salesforce.
Email to Case Premium with Email Distribution: The Email Distribution add-on for Email to Case Premium allows you to “close the loop” without logging into Salesforce. Seamlessly respond to customers from a mobile device while capturing the response in Salesforce and never exposing your personal email address.
Change Case Ownership Plus (Free): If you prefer to not field cases yourself and want to hand off a case to one of your colleagues, you can easily change ownership from your mobile device in a flash with this free app.
Change Lead Record Owner in S1 (Free): This is a useful app for sales reps who want to make sure lead records are assigned to the correct owners as soon as they are created. You can change the owners of lead records from the Salesforce1 app using a custom action.
Let’s Talk About the Weather (Free): Whether you’re making sales calls on the go or out meeting one of your customers, this app provides a great ice-breaker to start your conversation.
Do you have any AppExchange recommendations for Dreamforce? Let us know in the comments below. Don’t forget to say hi to the Internet Creations team and see our CEO Chad Meyer present at the Payments Summit at Dreamforce!
Do you have any AppExchange recommendations for Dreamforce? Let us know in the comments below. Don’t forget to say hi to the Internet Creations team and see our CEO Chad Meyer present at the Payments Summit at Dreamforce!