8 Tips Salesforce Mobile for your CRM needs and Chatter (next tips)

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5. Train your users As with any new application, it’s important to show users how to use it and how they’ll benefit. Ask users to watch the demos for Salesforce Mobile and Chatter Mobile and attend training before giving them mobile access.



6. Choose the right version (the Sales Cloud’s mobile capabilities) Salesforce offers two mobile versions: Mobile Lite, which is free across all editions, and the full version, which is free for Salesforce CRM Unlimited Edition users (or available via an add-on license for other editions).

• If your users only need basic mobile access to standard tabs such as Contacts, Leads, and Opportunities, try Mobile Lite. It’s free, and you can enable it for your org with one click. 


• If your mobile use cases include use of custom objects, Force.com pages (Visualforce), or thirdparty apps from the AppExchange, you’ll probably want to use the full version of mobile. 


• 
  Different users have different needs. Consider a hybrid approach where mobile users with advanced needs are set up on the full version and those with basic needs receive Mobile Lite. 

7. Work with your IT department – Be sure to work with your IT department to accommodate restrictions or requirements related to mobile devices. For example, if your BlackBerry devices connect through your corporate firewall, there may be security and communications requirements.



8. Take advantage of our resources – Mobile access to Salesforce can become one of your most powerful business tools, but there are a few extra moving parts. Salesforce.com provides a range of free resources to jump-start your mobile deployment, including live Q&A Webinars, how-to videos, implementation guides, and tip sheets. To get started, check out these resources:

• Mobile for the Sales Cloud website 


• Salesforce Mobile demo 


• 
  Chatter Mobile demo 


• Mobile community blog 


• Supported devices list 


• 
  Salesforce Mobile Implementation Guide Of course, feel free to contact your account team for recommendations for your specific needs. 

Mobile access to Salesforce is one of easiest ways to enhance the value of your Salesforce investment. Before you start, have clear goals that define what you want people to be able to do from the field. For the best performance, make sure you have newer mobile devices. To prepare, define clear use cases and train your users. As you roll out mobile features, start with a standard configuration (Mobile Lite) and improve the application based on user feedback as you expand access and capabilities. Consider providing all Employees not just those working outside the office with mobile access to Chatter for enhanced, realtime collaboration and communication. Finally, be sure to take advantage of the resources provided by salesforce.com.