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  • Writer's pictureCRM Science

CRM Science featured in the Salesforce Blog about Salesforce1

How to Use Mobile to Extend CRM Across Your Business

See the full Salesforce Blog post here



Much of the CRM Science team was atDreamforce 2013 last fall and witnessed theannouncement of the Salesforce1 Mobile App. “It was clear that it was going to be an important part of our business going forward,” says CRM Science consultant and Salesforce MVP Thomas Taylor, “both as a learning tool for us and as a new functionality for our customers.”

Managing Processes

“We practice what we preach,” says Taylor. “We want to implement Salesforce for our clients, so we use it internally first to manage our own business processes.” One example of this is a custom action CRM Science built in the Salesforce1 Mobile App where their employees can log billable tasks while on-the-go. Taylor says the ease of the tool has improved time logging compliance from consultants, and as result, has lead to more accurate and effective billing.

Serving Customers

When it comes to introducing their clients to the Salesforce1 Mobile App, Taylor says “people are very excited,” especially because small and medium businesses are more likely to be a “bring your own device” culture. “When we can offer them a way to run CRM effectively off of their mobile device, that’s a great benefit,” says Taylor. “We quickly had clients who were talking to us about projects already in the works that lent themselves very well to mobile,” he adds.

Looking Ahead

According to Taylor, CRM Science tends to have longer relationships with their customers where they work on multiple projects on their behalf over time. With this in mind, the CRM Science team has already begun to implement best practices around the custom development they do for clients on the Salesforce1 Platform. When the customer decides to make their applications mobile, it is now faster and requires less development for the CRM Science team to convert over the desktop code for use on the Salesforce1 Mobile App.

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