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Combine desktop and mobile devices to use your accounts and contacts more effectively.
Say you’ve got an upcoming meeting with a big customer--Acme Incorporated.
When you get to the office that morning, you look up the Acme account at your desk
and review the account feed for late-breaking updates.
Before heading out for the meeting, you quickly confirm key information about your contact.
On your way there, you get a text message saying a new-hire is joining the meeting.
You quickly search across Salesforce for him, but nothing turns up. So you add the contact
right on your phone. At the meeting, the Acme VP brings up an open
case about backordered parts, and you quickly access details on your phone,
then at-mention a colleague with the VP’s question about product specs.
Out on the road, your colleague sees your post and replies with product specs other
reps can reference in the future. The customer is pretty impressed by your preparation.
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