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Get Started with Your Salesforce App Rollout

Learning Objectives

After completing this unit, you’ll be able to:

  • Explain why it’s important to develop a mobile rollout strategy.
  • List the elements of a mobile rollout strategy.

Introduction to the Salesforce Mobile App

If you’re reading this, then you’re probably as excited as we are about mobility and its potential to transform the enterprise world. And if your organization is relatively new to mobility, the Salesforce mobile app is the perfect place to begin your path to transformation.

The Salesforce app provides employees with instant access to your company’s CRM data and your customizations. It’s included for free with every Salesforce license. It works out of the box with no setup required, and it runs automatically on popular devices and platforms.

Pretty amazing, right? But hang on! We know it’s tempting to flip the switch and deploy the mobile app to everyone in your organization. However, you need to think more deeply about your rollout strategy before you deploy to your users.

Why You Need a Rollout Strategy

So why should you develop a rollout strategy? Chances are that some of your users have already downloaded and started using the Salesforce app on their own. Sneaky little devils! You could let people discover the app for themselves and use it however they like. But a carefully crafted rollout strategy will drive higher adoption and provide more value to your company and your users.

Here’s another thing to consider. If your employees aren’t currently using mobile business tools, then you’ll need to invest some time in getting them ready for a new way to work. For many companies, the Salesforce app represents a cultural shift and requires champions at all levels of the organization to make it a success.

Crafting and executing a rollout plan is critical if you want to achieve your company’s mobile objectives. Whatever you do, don’t skip this step.

The Elements of a Rollout Strategy

Hopefully you’re sold on the idea that you need a rollout strategy before you deploy the Salesforce mobile app. But, umm... what exactly is a rollout strategy?

Your mobile rollout strategy is a comprehensive plan that includes:

  • Understanding your users’ needs and your business needs
  • Defining your mobile requirements and use cases
  • Identifying success metrics
  • Customizing the Salesforce mobile app so it reflects your use cases
  • Building and testing a prototype
  • Assembling a launch team
  • Creating communication and training plans
  • Developing mobile device and security policies
  • Encouraging adoption
  • Collecting feedback and measuring business impact

Yikes. That’s a lot of strategizing. So maybe now you understand why just flipping a switch and deploying the mobile app to everyone in your company isn’t the best route if you want to achieve a significant, lasting impact. When done the right way, a mobile rollout requires some time and planning, but it’s totally worth the effort.

So grab your magic wand and prepare to make your company’s mobile dreams come true! By the end of this module, you’ll be ready to develop a strategy that will make your mobile rollout a wild success.


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