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Apegroup - Mobile use of Sales Cloud


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Daniel Eliasson, Apegroup: Professional, attractive, innovative, satisfactory. These are the soft values that complete the benefits of using Sales Cloud for mobile selling.

From Cloudforce Nordic, October 2012.

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Apegroup - Mobile use of Sales Cloud

  1. 1. Monday, October 22, 12
  2. 2. The importance of User Experience Internal applications inspired by consumer apps Simpler and more dedicated UI Multiscreen capabilities Important for future recruitmentMonday, October 22, 12
  3. 3. The importance of good API:s Shorter time to develop frontend applications Easy to meet business requirementsMonday, October 22, 12
  4. 4. A sales assistant with two purposes! Where? Salesplanner When?Monday, October 22, 12
  5. 5. Find Mode The find mode consists of three main functions to find clients: draw, radar and text search. It also contains filtering, which is helpful to narrow down the results.Monday, October 22, 12
  6. 6. Draw The draw function allows the user to extract information about a specific area in an intuitive way.Monday, October 22, 12
  7. 7. Filtering By using filtering the user can easily get relevant results.Monday, October 22, 12
  8. 8. Accounts To access a client card simply press an annotation on the map. That transfers you to a new view which displays the Salesforce Touch UI with all the information you are used to.Monday, October 22, 12
  9. 9. Plan Mode This mode introduces a new panel in the app that allows the user to manage their meetings and travels.Monday, October 22, 12
  10. 10. Select a client When in Plan Mode a user can select an annotation by tapping it. This brings it into the time panel in the top. Notice that when an annotation is selected two new buttons are revealed, sync and accounts, in the top right corner.Monday, October 22, 12
  11. 11. Directions When the user selects a second annotation a route is drawn on the map. A second meeting is created in the time panel that also makes room for travel time.Monday, October 22, 12
  12. 12. Edit By tapping the event in the time panel the user can edit the meetings manually and change time, place and the booking status. It’s also possible to drag the meeting into new positions.Monday, October 22, 12
  13. 13. Business Case Hard values Soft values Better overview Where are my customers? Professional Meet the right customers Keeps delays and double bookings to a minimum. New employee overview Optimize planning Attractive Spend less time traveling & get more meetings Brand building, both externally and internally. Automated Innovative Estimates travel time and clarifies gaps in the schedule. Facilitates the recruitment process. Mobile Satisfactory Easy access everywhere. A simpler and more satisfying way of managing time.Monday, October 22, 12
  14. 14. Quality or Quantity! Salesplanner not only helps increasing the number of meetings, it also helps in finding the right clients to meet.Monday, October 22, 12
  15. 15. Thanks! Daniel Eliasson, Business Director 076-040 50 12 daniel.eliasson@apegroup.comMonday, October 22, 12