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Safe Harbor Statement. Safe harbor" statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements including but not limited to statements concerning the potential market for our existing service offerings and future offerings. All of
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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 FeedbackLet 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:
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