阿里云上的Salesforce 移动应用

一、把握每一个优势

随时随地协作无界

无论身处何地，协作和群组功能让您可随时访问信息流、群组、联系人和文件，与客户或同事进行合作。

销售数据触手可及

通过仪表板、报告和实时视图加速决策制定，帮助您获取销售、服务、营销和业务的绩效信息。

日常规划尽在掌握

今日视图功能提供了所有会议、账户详情和任务的综合视图，让您随时了解全部安排。

智能搜索快速定位

智能搜索功能让您在几秒钟内找到需要的数据，并可根据列表和最近访问记录进行搜索，或执行全局查询。

交易流程快速推进

利用销售生产力应用程序，您可以快速了解自己所处流程的当前位置和每个阶段的重要信息，并置顶最紧急的信息。

二、随时随地行动自如

即使在外出途中，阿里云上的Salesforce移动应用也能助您一臂之力，促进销售，协调团队，确保所有CRM数据保持最新状态。

即时访问任何记录

使用联系人、账户和商机功能，确保您的组织信息始终保持最新状态。

待办事项高效管理

任务组织功能为您提供了完美的视角，让您能在一个地方创建、排序、审阅并勾选任务。

案件管理随时掌控

随时使用案件管理功能，快速轻松地升级案件，向客户提供准确的答复。

潜在客户精准跟踪

利用潜在客户跟踪功能，高效处理新潜在客户，查看所有现有潜在客户，并实现即时转化。

Office文档移动编辑

通过Office整合功能，您可以直接在Salesforce移动应用中处理文档、电子表格和演示文稿。

三、与全球版的差异说明

• AI: 不支持Einstein AI。

• 推送通知：不支持通知中心。

• 离线：不支持离线功能。

• 自定义品牌：不支持对Salesforce手机应用进行自定义品牌。

四、移动平台要求

1. Grab every advantage.

Collaborate instantly

Collaboration and Groups let you access feeds, groups, people, and files to collaborate with customers or colleagues anywhere.

Pull up sales figures with a tap

Dashboards and Reports speed decision-making with real-time views for sales, service, marketing, and business performance.

Organize your day

Smart Search finds the data you need in seconds. Search by list and recently accessed records, or perform global queries.

Find everything faster

Smart Search finds the data you need in seconds. Search by list and recently accessed records, or perform global queries.

Close deals faster

With Sales Productivity apps, you can quickly see where you are in the process and what’s important at each stage, with only the most urgent information at the top.

2. Take action from anywhere

Even on the go, Salesforce on Alibaba Cloud Mobile App can help you promote sales, coordinate your team, and ensure that all CRM data remains up to date.

Instantly access any record

Use Contacts, Accounts, and Opportunities to stay organized and up to date.

Fly through your to-do list

Task Organization gives you a perfect view. Create, sort, review, and check off your tasks in one location.

Organize your cases

Use Case Management from anywhere. Quickly and easily escalate cases to deliver accurate answers back to the customer.

Take control of your leads

Use Lead Tracking to take new leads, see all your existing leads, and convert them on the fly.

Edit Office docs

With Office Integration, you can work on documents, spreadsheets, and presentations right from the Salesforce on Alibaba Cloud Mobile App.

3. Known differences with global version

• AI: Einstein AI is not supported.

• Push notification: Notification Center is not supported.

• offline: Offline is not supported.

• Custom branding: Custom brand the Salesforce Mobile App is not supported.

4. Mobile Platform Requirements