Post on 21-Jan-2015
description
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3 Experts Share Tips for Salesforce1 Mobile Apps Thursday, 8/21/2014 Presented by Jennifer Hersom Product Marketing Manager, AppExchange
Our 3 experts:
Gordon Derk President
AccountAbility Solutions, Inc.
Shaun McInerney President and Co-Founder
AscentERP
Wyndham Hudson Product Manager NewVoiceMedia
Speakers:
Today you will learn…
How to grow your business with a Salesforce1 mobile app
How to build and sell a successful app from 3 top partners
Find out how to get started building your Salesforce1 mobile app
Plus! Ask live questions to our partner-experts
Mobile is important.
For your users More users will get online via a mobile device than a PC in 2 years -IDC
Mobile will be the top competitive strategy for 84% of CIOs by 2017
-IBM
Mobile will be the “beating heart” of your strategy -Forrester
90% of enterprise apps will be mobile by 2017 -Gartner
There is a $1 trillion mobile opportunity -Gartner
For your strategy
Users check a mobile device every 6 seconds -Nokia
Build a mobile app, fast with Salesforce1
We give you the tools to seize this opportunity Build a Salesforce1 mobile app
Build an app, fast
Focus on what users
want
Ride the wave to
Dreamforce
We provide the mobile development tools
• Mobile & Desktop Browser, iOS, Android, Blackberry, Windows Phone (coming soon), Good Technology (MDM)
The Salesforce1 Platform = Cloud offerings, AppExchange
+ Salesforce1 Mobile App + APIs
+ Platform Services
bit.ly/S1Apple
bit.ly/S1Play
The Salesforce1 Mobile App Get it today!
Build a mobile app, fast. Build your company faster.
100,000+ companies use Salesforce
Our users are flocking to the Salesforce1 mobile app
Your Salesforce1 mobile app is deeply integrated into the user’s experience
Build once, deploy to iOS, Android (Windows Mobile coming soon)
Use our drag and drop interface or do custom development
Every Salesforce instance is already mobile
Quickly build a mobile app Sell your app to our customers
Any page built in Salesforce is already mobile
/one/one.app
In Salesforce, remove every after the first “/” in the URL Add /one/one.app E.g. https://na10.salesforce.com/afasdlkjflskdfjerj=32 Type: https://na10.salesforce.com/one/one.app
Build an mobile-optimized use cases
Pick one or two mobile-optimized use cases Think “micro-moments” Continue to iterate based on user feedback
Let the power of the Salesforce marketing machine work for you
Salesforce1 partners and apps are everywhere at Dreamforce
MOBILE READY
And now, the experts
Gordon Derk President, AccountAbility Solutions, Inc.
Equipment Tracking Application; linked to User, Contact, Account & Opportunity
Use Case Story • IT Management & Technical Sales • Demonstration & Internal Inventories
• Use Case:
A typical customer has equipment that moves between; employees, prospects and customers. This equipment is assigned to a record and may be reserved and loaned. Grab GPS co-ordinates during action entry.
• Select the Equipment Object and appropriate record.
Elton
• Select the Equipment Object and appropriate record.
• Swipe Left to see related data
• Map of Last Assigned and Loaned location (GPS co-ordinates of device)
• Equipment Loans
• Equipment Reservations
• Equipment Assignments
• Equipment Counts
• Equipment Maintenance
Elton
Elton • With the Equipment record selected • Tap the publisher Icon to show possible actions;
• Assign
• Loan
• Reserve
• Return
Elton • Assign VisualForce page is displayed
• We chose to use a collapsible UI to accommodate the data required and a wizard like look & feel.
Elton • User works through each section (2-4 depending on the Action)
• Selects Type of Object; • User, Contact, Account or Opportunity
• Uses search or recently viewed • Selects record to use for new assignment
Elton • Enters data to finish assignment • Can open/collapse sections as required
• Uses native date pickers
• Click Submit to save
Search ELTON on AppExchange
If you have evaluation, demonstration, samples, loaners, assets or tools then ELTON is for you. It allows you to request, reserve, loan or assign equipment to Users, Contacts, Accounts or Opportunities.
Elton - Salesforce1 mobile app on the AppExchange
Never lose equipment again! Get It Now on the AppExchange > bit.ly/s1elton
.
Shaun McInerney President and Co-Founder, AscentERP
60 second demo of AscentERP by Shaun McInerney, President and Co-Founder, AscentERP
Getting Started Instructions
Any licensed AscentERP user has access to AscentERP through the
Salesforce1. Many of our mobile features start from
a Sales Order, so we sort Sales Orders first.
• After clicking the S/O tab, the filter can set all the open, partial opens or hot sales orders in a descending order of importance.
• We always want to pick the hot overnight orders first.
AscentERP
AscentERP • Warehouse personnel can access
the AscentERP mobile menu from individual sales orders
• The Mobile menu is an order by order solution.
From the desktop we can perform bulk pick, pack and printing of shipping labels.
AscentERP • After clicking the Ascent logo on the specific Sales Order, you are brought to the Mobile menu main page.
• In this case we are picking an order against a Sales Order.
• As you can see our mobile solution will support more than picking.
Salesforce1 Use Case Flow • Now personnel are ready to start picking.
• With iOS devices we attach bluetooth barcode scanners that can easily pair and unpair with iOS.
• With rugged Android barcode devices from Intermec Technologies, we have a one piece solution to manage your warehouse.
Salesforce1 Use Case Flow • Select an Object in Salesforce • Show the Publisher Action menu with your custom Action
• Custom Action with VF Page
• Return Flow • Update to Object or Related List • Update to Chatter Feed
AscentERP is the only 100% Native, Chatter-enabled business system on the market today. Sales Orders, Quotations, Purchase Orders, Bill Of Materials, Production Work Order, Master Planning, Inventory, Wireless BarCode Scanning, BarCode Printing and more.
AscentERP- Salesforce1 mobile app on the AppExchange
ERP, Order Management, Purchasing, Inventory, Warehouse, Manufacturing
Get It Now on the AppExchange > bit.ly/s1ascenterp
.
Wyndham Hudson Product Manager, NewVoiceMedia
ContactWorld Case Story • Integration allowing mobile users to record
notes and call details anywhere
• Target Market: Mobile SF users
• Use Case: As a field sales agent I want to be able to make a call from SF1 so that I get call recordings, call details and notes recorded in SF for the call with minimal effort
Navigate to any object as you normally would in Salesforce.
ContactWorld
Open the publisher actions and select the ‘NVM call’ action
ContactWorld
Choose from any number associated with that object
ContactWorld
Make notes on the call while on the move
ContactWorld
ContactWorld
Browse to the task we create automatically with all call details, notes and the call recording
Benefits Customer • Capture all your call data, any place,
any time
• One single interface to learn
Marketing • SF1 events
• Salesforce sponsored events
ContactWorld makes CTI integration seamless. 99.999% up-time, click-to-dial and call tracking means that never before has keeping in touch with your connections whilst on the move been so easy via Contact Center CTI
ContactWorld- Salesforce1 mobile app on the AppExchange
Powerful CTI Integration for your Contact Center Get It Now on the AppExchange > bit.ly/s1contactworld
.
Q&A
Gordon Derk President
AccountAbility Solutions, Inc.
Shaun McInerney President and Co-Founder
AscentERP
Wyndham Hudson Product Manager NewVoiceMedia
Speakers:
Build a Salesforce1 mobile app Get the Salesforce1 Mobile sash in the AppExchange Get ready for Dreamforce!
What you can do now:
Check out this fast and easy workbook: bit.ly/s1workbook
Register for Dreamforce 2014 Explore the resources at
http://developer.salesforce.com
Get instructions here: http://partners.salesforce.com
Go to collaboration Join the “Salesforce1 Mobile” group www.dreamforce.com
Keep today’s discussion going on the Partner Community Go to http://partners.salesforce.com > Collaboration