supercharge salesforce1 mobile adoption webcast
TRANSCRIPT
Supercharge Salesforce1 Mobile Adoption
Eric BensleySalesforce1 Product [email protected]@ericbensley
Mike GerholdtAdmin [email protected]@mikegerholdt
Matthew MillerSalesforce Admin, [email protected]
Today’s Speakers
Eric Bensley Mike Gerholdt Matthew Miller
Salesforce Admin, [email protected]
Admin [email protected]@mikegerholdt
Salesforce1 Product [email protected]@ericbensley
Head to the Success Community for Q&A…
http://sfdc.co/AdminWebcasts
• Don’t 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.
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
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
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
Salesforce1 Mobile App
Brings Your Apps Forward
Brings Your Customizations Forward
Works Seamlessly Across Your Mobile Devices
Q&A: http://sfdc.co/AdminWebcasts
Custom Apps4M+companies using the Salesforce1 Mobile app
100KISV Apps
+300+
Salesforce1 Mobile Landscape
Q&A: http://sfdc.co/AdminWebcasts
Salesforce1 Mobile Survey Results
Faster Response
Times
Employee Productivity
Faster Collaboration
Faster Time to
Find Informatio
n
24% 25% 27% 29%
Salesforce Adoption Manager
Q&A: http://sfdc.co/AdminWebcasts
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
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
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.
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
Users reminded if they don’t 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.
Turn it on today! Enable Salesforce Adoption Manager in set up. Available in US, UK, AU.
Q&A: http://sfdc.co/AdminWebcasts
Tips for Driving Adoption
Q&A: http://sfdc.co/AdminWebcasts
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
Gather User Feedback & Ideas
Q&A: http://sfdc.co/AdminWebcasts
Adoption is Top-Down. Get Execs on Board!
Q&A: http://sfdc.co/AdminWebcasts
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
Share Use Cases for Different Roles
Q&A: http://sfdc.co/AdminWebcasts
Best Resources for User Training and Engagement
Salesforce1 Mobile Overview• http://www.salesforce.com/mobile/
overview/
Salesforce1 Mobile Resources• http://www.salesforce.com/salesforce1/
resources.jsp
Salesforce1 Rollout Guide• http://www.salesforce.com/salesforce1/
rolloutguide/
Salesforce1 Success Community
• http://sfdc.co/SuccessSF1
Salesforce1 Emulator• https://login.salesforce.com/one/
one.app
Q&A: http://sfdc.co/AdminWebcasts
Tips for Tracking Adoption
Q&A: http://sfdc.co/AdminWebcasts
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
Tracking Mobile App Adoption
• Create a checkbox that is automatically populated to track creation of records through Salesforce1 Custom Actions
• Create a timestamp field to track when records are modified through Salesforce1 Custom Actions
SolarCity Success Story
Q&A: http://sfdc.co/AdminWebcasts
Matthew MillerSalesforce Admin
SolarCity
Q&A: http://sfdc.co/AdminWebcasts
SolarCity drives Salesforce1 usage with Adoption Manager
America’s #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
Q&A
Eric Bensley Mike Gerholdt Matthew Miller
Salesforce Admin, [email protected]
Admin [email protected]@mikegerholdt
Salesforce1 Product [email protected]@ericbensley
Q&A: http://sfdc.co/AdminWebcasts
