Introduction to Salesforce Anywhere
Working together with the team virtually can be challenging & time consuming if you have to manage your data and process across different applications and devices. Getting a deal done or resolving a support case often requires a team working together in cohesion with clear communication. In most cases, the team members toggle between different applications, manage different document versions, compare notes with the team for latest updates, keep tab of conversations happening over calls, text, and email.
When the team members are not located in the same place, considerations like getting all these updates to each other quickly, alerting them to anything requiring immediate attention, and bridging the gap of data between mobile and laptop become critical for success.
These situations are more prevalent now during the pandemic time, with most of the organizations operating through work from home, and virtual desks for Sales & Service.
This is where Salesforce Anywhere comes to rescue.
With Salesforce Anywhere, the same tasks we discussed above become seamless, efficient & fast! We can work from anywhere and everywhere, with more effective collaborations, all in one place – digitally.
Salesforce Anywhere brings the best of mobile experience and Salesforce lightning experience together in a very powerful way. It gives users a seamless experience of real-time actionable notifications, in-context collaboration, chat features, suggested actions, and full Salesforce search, enabling them to work together as a team.
Power of Salesforce Anywhere:
Real-time Alerts and Subscriptions
In our busy multi-tasking life, we all would love being alerted real-time on the work our team does. With Salesforce Anywhere, we can receive real-time alerts from any device, and the alerts can be tailored to our preference, so we see only what we want to see, and what needs attention. This way, we can filter out all irrelevant updates, and keep it only for relevant ones.
As a Sales Manager, you can choose to receive alerts on all your Sales Rep’s Opportunity. All you need to do is to subscribe to opportunity alerts and voila, you will get notified every time a sales rep’s opportunity is updated. If as a Manager you are alerted that your new Sales Representative’s opportunity which of high value, is in verge of losing, you can choose to set up a meeting to understand the situation and mentor your representative, as soon as the alert pops-up on your phone.
As a Service Manager, if you want to monitor high priority cases of your team, you can subscribe to the Case Alerts to get an alert immediately on updates of the relevant cases, so you can collaborate and guide the team as needed for faster resolution.
Powerful ways to get teams in Sync using Subscriptions:
- Your time is valuable, so focus it on critical tasks – Customize your subscription preferences so you only see the content that is relevant to you and your team.
- Share key information with right people at right time – You can choose to share your alert with the appropriate person in your team using Salesforce Anywhere. Alerts can be shared with a person or a team or a manager so that all the relevant people are on the same page.
- Not just generic alerts on objects like Opportunities or Cases, Salesforce Anywhere allows us to choose the fields and changes we want to be notified on as well. For instance, we can choose to be notified of changes over 25% discount on a field or when a Status on records is updated to ‘Closed – Lost’.
- We can subscribe to different types of alerts – records, related records, reports and dashboards. We can subscribe to alerts when something changes or even when something does not change over a period of time.
- Do your work priorities change? Do not worry, you can edit your existing subscriptions and make changes so it stays relevant.
In-context Collaboration
When we have multiple team members working together, we may want to be quickly get to context without having to go and search through tons of chat messages or e-mails, to understand what edits were made recently to which document version is latest to what are the reviews/feedbacks on document edits.
With collaboration in-context, it keeps the team on the same page and in the same system.
With Salesforce Anywhere, we can plan easily with documents and spreadsheets embedded right within Salesforce, without toggling between systems. How cool is it when we already have a template that works!
Real-time Chat
We all use different chat systems at work, to collaborate with our team and to exchange quick messages. Salesforce Anywhere brings us the capability of having these chat conversations right within Salesforce. Whether we are working as Service Rep closing a case or a Sales Rep closing a deal, we have the ability of keeping our data secure & do not have to share important screenshots or details externally.
Chats can be 1:1 or with teams/groups and we can share specific field, record, files like spreadsheet or document through Salesforce Anywhere. We can easily access our chat feed and see all our chats in once place or chat on a specific record.
We can also specify our preferences for which chats we wants the alerts on and which ones we do not want.
We can send important records and files over chat, @mention people in our org for attention, and add emojis for some fun as well. Since this functionality is governed by permissions in Salesforce, only people with access can see the corresponding records and fields.
The best thing about Salesforce Anywhere is that it gives us the same experience, whether we are on a desktop or mobile device. If we are collaborating with a team member on mobile, we can continue that same conversation on the Lightning console when using our desktop. We do not lose any time or information, whether it is on mobile or desktop. We get to enjoy the seamless, uninterrupted conversations with our team.
AI Suggested Actions
If you are a Sales Manager who is overseeing multiple Opportunities in your region, or a Service Manager who is overseeing all open cases for high value customers, you are responsible for a lot of communications and documents. Your to-do list can be overwhelming, and it can be so easy to get lost on items.
Suggested actions allow us to take action right from an alert or a chat and is powered by Artificial Intelligence. We also get suggested actions tailored to our behavior. For instance, if you are a Sales Manager and you see an alert on an Opportunity which is in the verge of losing, Salesforce Anywhere will provide you suggested actions based on your previous activity with Salesforce and what actions you typically take. These actions might include logging notes, or logging a call, or contacting the Customer, depending on what actions you have taken previously in similar situations.
Search
Search results only include records that a user has access to, based on their permissions. To help users find their Salesforce data quickly, the Salesforce Anywhere mobile app (beta) organizes search results by recently accessed and by object type.
Summary
In nutshell, with Salesforce Anywhere, you can start your day with a real-time alert about what is going on with your Accounts/Opportunities/Cases. You can chat with your team from inside the alert, share any document or records if need be, take action, search for what you are looking for, and maintain the same experience from desktop to mobile device.
