The document discusses various offline functionalities and tools available for sales teams within the Salesforce ecosystem, emphasizing the need for efficient mobile solutions such as lead generation, route planning, and document management. Key features highlighted include offline access to crucial data, multimedia attachments, digital signatures, and integration with other platforms like Google Apps and Dropbox to streamline productivity. The document also describes the costs of various apps available on AppExchange, aimed at enhancing sales efficiency and management.

1. OFFLINE SALES

2. There are two ways the app can work in offline mode. The first
option is to get yourself offline functionality delivered by
Salesforce within its native mobile solution. However, what you
really get, is the ability to access only recently viewed data with
limited editing options.
What your business really needs is an offline-ready solution
from a processes point of view. Your sales team is on the road
performing various different tasks – from converting a lead into
an account and opportunity, to creating a quote with respect to
an actual corporate product catalog and its pricing policy.
Offline Sales apps on AppExchange | $33 user/month on
average
OFFLINE SALES

3. MAPS AND ROUTE PLANNING & OPTIMIZATION

4. How to improve the efficiency of your mobile workers?
Give them something that can take care of their daily customer
visits and related activities for them. Even better, when it
operates with Salesforce data and is included within one app
alongside other sales app features. A Route Planner organizes
data with clarity in a few minutes, so that salesmen can spend
more time with customers. Whether it is your potential or
existing customer/partner, you need a feature that lets you add
scheduled activities on the map and get an estimated arrival
time for each appointment.
Mission “salesmen efficiency” will be truly accomplished, once
you see that route planning is a must. A feature that will
calculate the distance and driving time between each visit, so
you can see if there is a smarter way to arrange visits and
eliminate waiting periods. A smart Route Planner is one that
considers traffic information while planning, as well.
Maps and Route Planning & Optimization apps on
AppExchange | $35 user/month on average
MAPS AND ROUTE PLANNING & OPTIMIZATION

5. OFFLINE LEAD GENERATION & SCORING

6. Automated processes are among key ingredients that simplify
lives of sales agents. Once you realize, there are dozens of
abilities to nurture leads properly – even offline, you will no
longer second guess the way you handle relationships with
prospects.
For instance, you can qualify/disqualify leads or convert it to a
closed deal. You might want to custom your own conversion
types/statuses. It’s all up to you!
Lead Generation & Scoring apps on AppExchange | $29
user/month on average
OFFLINE LEAD GENERATION & SCORING

7. ADVANCED MOBILE AUDIT & ANALYTICS

8. One of the biggest advantages of a mobile app is that it can
track by whom, what, when and also where an operation has
taken place. Usage monitoring and statistics can reveal possible
threads – and yes that can be scary.
However, it is essential to learn how to face inefficiencies and
any misusage of Salesforce data on the go. Proper usage of
auditing can help you answer the question: is the system (in our
case, Salesforce on the go) bringing in value? Are the users
working with the systems or working around it?
Advanced Mobile Audit & Analytics apps on AppExchange | $60
user/month on average
ADVANCED MOBILE AUDIT & ANALYTICS

9. HIGH-LEVEL CODELESS CUSTOMIZATIONS

10. Only a limited number of customizations (with the Salesforce
native app) that are not primarily built for customer-branding
purposes are available. That poses a problem – your mobile app
will never have the exact look & feel you want.
Making a change within your mobile tool for Salesforce
shouldn’t be a question of the developer’s time. You as a user
need advanced customization capabilities built directly within
the app, so that you can make as many changes as you’d like
once and deploy them to all types of mobile devices seamlessly.
Customizations – with no limits - include designing own
dashboards from the app, color coding, the choice your own
objects to view, and many more.
Customizing/Designing apps on AppExchange | $13 user/month
on average
HIGH-LEVEL CODELESS CUSTOMIZATIONS

11. DOCUMENT GENERATION, MANAGEMENT & OFFLINE REPORTS

12. If you want to become an excellent sales star, you must master
your first-impression presentation skills. To sell your products in
the now, you need to show a 360° view of products in stock with
all the related documentation that explains all the ins and outs
to your customer within a phone/tablet. Offline reports,
invoices, product sheets and contracts – attach any kind of
online document to a particular customer’s profile. Even better –
you can include those documents in conversations with your
teammates.
Document generation & management is a massive
enhancement, while working with your Salesforce data. Firstly,
have all the sheets with you whenever needed. Secondly, attach
documents (be it PDF format, MS Office file, video, and html
attachment) whenever you need them to be.
Document Generation & Management apps on AppExchange |
$15 user/month on average
DOCUMENT GENERATION, MANAGEMENT & OFFLINE REPORTS

13. MULTIMEDIA ATTACHMENTS

14. Got a built-in camera in your phone? Well, I guess we all do. Put
it to good use within your sales operations in the field. We live in
an era of keeping everything visual. Keep up with the times and
make your customer, product, account or whichever Salesforce
data stand out. The right solution for your mobile sales should
not be just another pile of text. Don’t be afraid to enrich your
data with visuals, take pictures of repairs, products or anything,
really.
Multimedia Attachment apps on AppExchange | $0 user/month
– included in Salesforce
MULTIMEDIA ATTACHMENTS

15. SIGNATURES

16. Picture this: You receive a package, and the delivery guy asks
you to sign for the delivery at the door. Not an unusual
situation. Now imagine you can do the same thing with your
mobile solution for Salesforce (yes, the same one you use for
mobile audit, lead generation, route planning, and more), and
have your customers sign orders or your employees verify
inspections with a simple squiggle of a finger. It is that simple.
Digital Signature apps on AppExchange | $23 user/month on
average
SIGNATURES

17. QR CODE SCANNING

18. Time efficiency. That is the first thing that comes to mind, when
you refer to QR code scanning. No more manual typing of links,
countless attempts searching online for the right website, social
media account, and more. This is the fastest way to go, when
meeting new prospects.
For instance, you can scan attendee badges at the conference
seamlessly, while creating new contacts effortlessly. Any vCard
and meCard can be turned into a new lead, account or contact
instantly, and copied from your email. With a use of CamCard,
you can capture standard business cards that contain only text –
the app will “read” the information on the card and transcript it
into Salesforce.
QR Code Scanning apps on AppExchange | Usually free
QR CODE SCANNING

19. BARCODE SCANNING

20. You don’t need to carry the supportive material to help your
sale or to locate it manually in a large database of online
documents. Barcode scanning is a handy feature that results in
having the right information about the product available in a
blink of an eye.
Barcode Scanning apps on AppExchange | $3 user/month on
average
BARCODE SCANNING

21. CALL, SKYPE & FACETIME INTEGRATION

22. It’s pretty crucial to manage your overall sales workflow properly.
Track and manage phone calls and place & log in your phone
calls. The best part is, you can call a contact right then & there
from the app (provided you have the phone number) and save
it afterwards and you won’t lose track. If you prefer – you can
use Skype or Facetime to make calls). Once you finish the call,
you will see new activity in your app that has already mapped
the call to the person you were talking to.
Call, Skype & Facetime Integration apps on AppExchange | $5
user/month on average
CALL, SKYPE & FACETIME INTEGRATION

23. EMAIL INTEGRATION

24. Generally, managing one tool is easier than two or more apps of
a different kind. Not only that, have you realized that the
majority of your customer conversations happen via email?
When Exchange or Gmail with all its perks joins forces with a
mobile sales app, it can lead to improved sales tracking and
easier management within one place.
Make sure, you never miss important email activity. And no –
you do not need to check your emails in detail constantly. Once
you get a tool with an Outlook/Gmail integrated inside, it will do
all the work for you, a.k.a. all the processes that are automated.
Email Integration apps on AppExchange | $19 user/month on
average
EMAIL INTEGRATION

25. GOOGLE APPS INTEGRATION

26. Gmail emails, Google Drive documents, and more. Google Apps
for Work blended into mobile sales apps is a sure fire way to
streamline your productivity while working in one ecosystem .
Many trustworthy business contacts are made from your
personal life. Adding a new contact into your mobile tool for
Salesforce with a few clicks, uploading documents to your
Google Drive directly from your Salesforce accounts and vice
versa.
Google Apps Integration apps on AppExchange | $15
user/month on average
GOOGLE APPS INTEGRATION

27. DROPBOX INTEGRATION

28. With Dropbox support in your mobile app for Salesforce, you
can share files with others effortlessly. Sharing is caring as they
say, and so moving multiple data files between Dropbox and
Salesforce, allows for instant sharing with your sales and other
teams within the company. Access your existing Dropbox files
from a phone and tablet, whether you use it to store docs,
photos, videos and other files. You can associate them with your
Salesforce records and access them offline directly in the app.
Dropbox Integration apps on AppExchange | Usually free
DROPBOX INTEGRATION

29. SHAREPOINT INTEGRATION

30. Make use of SharePoint in a whole new way. Didn’t you ever
wish for an easy access to offline SharePoint documents through
the mobile app and modify them as well as upload new ones?
The pro of SharePoint in one app altogether with customer data
is not just the ease of access.
SharePoint’s second (and equally important) advantage is that
you can also set up filters to define which documents will be
stored offline (for example only those from the last month) or
become downloadable on demand.
SharePoint Integration apps on AppExchange | $0 user/month –
included in Salesforce
SHAREPOINT INTEGRATION