Extending your team's productivity tools to the mobile space can be a game-changer in many ways. Your mobile workforce enjoys greater efficiency and convenience, while your back office team sees timely and accurate data capture. Win-win! How can you tell, though? Measuring enterprise mobility ROI needs careful thought and management.
Defining return on investment (ROI)
The first step is always to define the question. According to Merriam-Webster, ROI = (Net Profit / Cost of Investment) x 100. That's a great, basic definition. The next step is to figure out how to apply that definition to your specific enterprise mobile apps so you can determine your enterprise mobility ROI.
Basically, you're measuring ROI for a tool. It's not a straightforward calculation like cost of goods sold for merchandise, after all. It can be done, though. Let's take a look at a few approaches that can give you insight into the value of your mobility investment.
If you carry inventory, you need efficient, effective inventory management software. Since it's such a critical part of your infrastructure, it's important to select the right tool for your needs. Should you choose a commercial off-the-shelf (COTS) package, or do you need custom inventory management software?
The basics are in place: you've set up your Salesforce org, and you've customized it enough to let your sales team work pretty efficiently. Now your users are asking for more. They want more automation to streamline their work, more customization to tailor their experience to their needs, more built-in business logic to improve the quality of report data. How much of this can you realistically do in-house? Is it time to outsource Salesforce work for your organization?
For any organization led by a board of directors, communication is vital. Board members need a great deal of well-organized information in order to perform their duties. Staff members have traditionally prepared board books and meeting documents, assembling and organizing possibly hundreds of documents for each meeting. While it's possible to cobble together a solution using existing software like project management systems and online document sharing tools, these DIY systems don't offer the efficiency or features of a dedicated board of directors portal. These portals provide several features to help boards work efficiently and effectively.
How organized is your purchasing system? If you're not already using purchase orders, it may be time to start. If you are using them, take a moment to evaluate how well your off-the-shelf software fits your current needs. It may be time for a custom purchase order system.
Why should I use purchase orders?
A formal purchase order process has a lot of benefits for both buyers and sellers. Here are a few:
Now that you've implemented Salesforce and your team is reaping its benefits, it's time to step up your game. You're already rocking the CRM, streamlining the sales process, and using rich reports as feedback to keep on fine-tuning your sales machine. What's next? Your business processes. Here are some ways you can use Salesforce automation to improve business processes.
So you want to build a mobile app. Should you choose native or hybrid mobile application development? Each choice has advantages depending on your projected use and time to market.
What is a hybrid mobile application?
Mobile apps generally fall into two categories, native and cross-platform or "hybrid". A native mobile application is just what it sounds like: it uses the SDK (Software Development Kit) and hardware features specific to a particular mobile operating system. Hybrid mobile applications also fall into two general categories, hybrid HTML5 apps and native cross-platform apps.
Salesforce User Adoption, Part II: Improving Salesforce User Adoption
Creating a great Salesforce app for your team is only part of the solution; the other part is getting your team to use the app. The best tool in the world is useless if it's not used! You've seen plenty of tips about signs your team has bought into using Salesforce. Your next step is improving Salesforce user adoption, and communication, training, and continuous refinement are the keys.
In a fast-paced, connected world, how can companies keep their clients engaged and satisfied? Even if your business model is selling fungible, disposable widgets, customers look for two-way conversations about their experiences. This is even more true for companies that provide professional services. Clients need to know you'll provide support when needed, yet live support can cause its own problems when resources are stretched thin. Creating a client portal creates a win-win situation for you and your clients.
People resist change, even when it's good. This is especially true when working routines and tools change. Field staffers are no exception; they're constantly on the go, so they need for their productivity tools to be seamless and easy. This is where well-designed mobile workforce apps can really help.