Salesforce Engage Mobile App

 

CASE STUDY

What is the purpose of the Salesforce Engage mobile app?

The Salesforce Engage mobile app empowers sales representatives to conduct sales activities regardless of their location, whether they're in the office or on the go. With this app, reps can promptly respond to engagement opportunities and add leads to nurturing campaigns directly from their mobile devices.

Salesforce Engage offers sales teams the following benefits:

  • Access to real-time Engage Alerts

  • Ability to add leads to relevant nurture campaigns and monitor engagement closely

  • Call and email features accessible within the app

 

Starting with The Problem

As our tool's functionality expanded, we recognized a pressing need to address the challenge of serving our customer base effectively, particularly as a significant portion of their work involves being on the road, away from their computers. This posed a problem as our existing platform primarily catered to desktop users, leaving our on-the-go customers without adequate support or access to essential features while they were away from their desks.

Who is the user?

The Salesforce Engage app is primarily tailored for the convenience of sales representatives who are often on the move, whether they're out to lunch, tackling tasks first thing in the morning, or engaging in business conversations during evening dinners. However, its flexible design and accessibility make it suitable for usage across various scenarios and environments, ensuring seamless engagement whenever and wherever needed.

 
 

Research Methodology

 

A quote from the research sessions:

“This is great! Having access to this real-time data on the road will be a game changer for me and my colleagues.”

We engaged in several rounds of design feedback sessions with our team. Through these discussions, we carefully examined every aspect of our designs, considering various perspectives and insights to refine and enhance the user experience. Following this internal review process, we conducted validation tests with actual customers, presenting our designs for their input and feedback. This hands-on approach allowed us to gather valuable insights into user preferences, pain points, and expectations, which in turn informed our direction for improving the app. By incorporating user feedback into our design iterations, we ensured that the final product was not only functional and intuitive but also resonated effectively with our target audience.

  1. Moderated research:

    • 20 participants took part in sessions.

    • Task: We presented our concept:

    • Objective: To evaluate if having access to their prospects’ data via a mobile app would be helpful.

    • Results: With some minor tweaks we were heading in the right direction.

 
 
 

New final designs

With the Salesforce Engage mobile app, sales teams can access real-time Engage Alerts, add leads to nurture campaigns, and utilize call and email features, all while on the move. Designed with best practices and intuitive design principles in mind, this app ensures seamless navigation and effortless interaction, maximizing productivity for sales professionals wherever they are.