supercharge salesforce1 mobile adoption webcast

Download Supercharge Salesforce1 Mobile Adoption Webcast

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Post on 07-Aug-2015

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  1. 1. Supercharge Salesforce1 Mobile Adoption Eric Bensley Salesforce1 Product Marketing [email protected] @ericbensley Mike Gerholdt Admin Evangelist [email protected] @mikegerholdt Matthew Miller Salesforce Admin, SolarCity [email protected]
  2. 2. Todays Speakers Eric Bensley Mike Gerholdt Matthew Miller Salesforce Admin, SolarCity [email protected] Admin Evangelist [email protected] @mikegerholdt Salesforce1 Product Marketing [email protected] @ericbensley
  3. 3. Head to the Success Community for Q&A http://sfdc.co/AdminWebcasts Dont wait until the end to ask your questions! We will answer questions throughout the webinar. Ask your questions in the Admin Webcasts Group. Stick around for live Q&A at the end Speakers will tackle more questions at the end, time- allowing.
  4. 4. Go Social! #AwesomeAdmin ButtonClick Admins Salesforce Admins The video will be posted to YouTube. This webinar is being recorded! Q&A: http://sfdc.co/AdminWebcasts
  5. 5. Tell us your favorite tip for driving Salesforce1 Mobile Adoption in your company! We will choose our favorite and winner will get a Salesforce SaaSy! Post your idea in Admin Webcast Group with #mobiletip: http://sfdc.co/AdminWebcasts Winner announced at end of webinar. And a Giveaway! Q&A: http://sfdc.co/AdminWebcasts
  6. 6. Agenda Salesforce1 Mobile App Overview & Landscape How to Supercharge Mobile Adoption Salesforce Adoption Manager Free Tools for Tracking App Adoption Best Practices for Training and Engaging Mobile Users SolarCity Mobile Adoption Success Story Q&A Q&A: http://sfdc.co/AdminWebcasts
  7. 7. Salesforce1 Mobile App Brings Your Apps Forward Brings Your Customizations Forward Works Seamlessly Across Your Mobile Devices Q&A: http://sfdc.co/AdminWebcasts
  8. 8. Custom Apps 4M+ companies using the Salesforce1 Mobile app 100K ISV Apps + 300+ Salesforce1 Mobile Landscape Q&A: http://sfdc.co/AdminWebcasts
  9. 9. Salesforce1 Mobile Survey Results Faster Response Times Employee Productivity Faster Collaboration Faster Time to Find Information 24% 25% 27% 29%
  10. 10. Salesforce Adoption Manager Q&A: http://sfdc.co/AdminWebcasts
  11. 11. Salesforce Adoption Manager 100% opt-in by org admin for orgs in US, UK, AU Program recommends features based on usage Drives adoption and keeps users engaged Users can opt-out any time Smart email journeys to help your users get the most out of the Salesforce1 Mobile App Q&A: http://sfdc.co/AdminWebcasts
  12. 12. Adoption Manager has 3 distinct email journeys Week 1 with Salesforce1: Onboard new mobile users Download: Get existing users to download the app Bring users back: Remind users about the app
  13. 13. Invite to download the Salesforce1 Mobile App First journey: Download the app Download the app from your phone directly from the email. or text a link to your phone from the email on your desktop. Who gets this email: Users who do not have the Salesforce1 Mobile App.
  14. 14. 5 tips the first week after users download the app Second journey: Week 1 with the Salesforce Mobile App Who gets these 5 emails: Users who downloaded the Salesforce1 Mobile App within the last 60 days. Day 1: Access Records Day 2: Take Action Day 3: Collaborate Day 4: Review Dashboards Day 5: Access Files
  15. 15. Users reminded if they dont use the app for 30 days Third journey: Bring users back Who gets this email: Users who stop using the Salesforce1 Mobile App for 30 days. *Each user can only receive this email once.
  16. 16. Turn it on today! Enable Salesforce Adoption Manager in set up. Available in US, UK, AU. Q&A: http://sfdc.co/AdminWebcasts
  17. 17. Tips for Driving Adoption Q&A: http://sfdc.co/AdminWebcasts
  18. 18. Use Chatter Groups for Help, Training & Sharing Success Share tips, tricks, success stories and top use cases in Chatter Group. Chatter Groups are also a great place for Q&A, training videos, resources. Q&A: http://sfdc.co/AdminWebcasts
  19. 19. Gather User Feedback & Ideas Q&A: http://sfdc.co/AdminWebcasts
  20. 20. Adoption is Top-Down. Get Execs on Board! Q&A: http://sfdc.co/AdminWebcasts
  21. 21. Create On-Demand Training Videos Simulate the mobile experience using tools like one.app or Chrome Extensions. Easily record how-to videos using video programs like Camtasia or Ezvid. Q&A: http://sfdc.co/AdminWebcasts
  22. 22. Share Use Cases for Different Roles Q&A: http://sfdc.co/AdminWebcasts
  23. 23. Best Resources for User Training and Engagement Salesforce1 Mobile Overview http://www.salesforce.com/mobile/overview/ Salesforce1 Mobile Resources http://www.salesforce.com/salesforce1/resour ces.jsp Salesforce1 Rollout Guide http://www.salesforce.com/salesforce1/rollout guide/ Salesforce1 Success Community http://sfdc.co/SuccessSF1 Salesforce1 Emulator https://login.salesforce.com/one/one.app Q&A: http://sfdc.co/AdminWebcasts
  24. 24. Tips for Tracking Adoption Q&A: http://sfdc.co/AdminWebcasts
  25. 25. Tracking Mobile App Adoption Track Salesforce1 Logins using the Salesforce1 Adoption Dashboard and Reports AppExchange Package Track specific Actions using Custom Fields and Default Values on Custom Actions Q&A: http://sfdc.co/AdminWebcasts
  26. 26. Tracking Mobile App Adoption Create a checkbox that is automatically populated to track creation of records through Salesforce1 CustomActions Create a timestamp field to track when records are modified through Salesforce1 CustomActions
  27. 27. SolarCity Success Story Q&A: http://sfdc.co/AdminWebcasts
  28. 28. Matthew Miller Salesforce Admin SolarCity Q&A: http://sfdc.co/AdminWebcasts
  29. 29. SolarCity drives Salesforce1 usage with Adoption Manager Americas #1 solar provider Field Agents create leads and log cases from anywhere Adoption Manager drives Salesforce1 usage easily Salesforce1 Adoption Dashboard gives visibility and insights into usage patterns Q&A: http://sfdc.co/AdminWebcasts
  30. 30. Q&A Eric Bensley Mike Gerholdt Matthew Miller Salesforce Admin, SolarCity [email protected] Admin Evangelist [email protected] @mikegerholdt Salesforce1 Product Marketing [email protected] @ericbensley Q&A: http://sfdc.co/AdminWebcasts