There are times when we need access to our records in Salesforce but are out of the office and might be in a location where having a laptop open isn’t convenient.
For example, in your car, on an airplane, or at a coffee shop. Salesforce provides its subscribers with a free application that is extremely robust and runs on most common devices such as iPhones, Android phones, and tablets. Not only is it convenient, but it is extremely rich in features. Aside from the common uses of updating records, handling activities, and making calls, it also gives you the ability to run simple reports and dashboards.
Wealth Managers are committed to providing close and intimate contact with their clients and need to respond quickly and efficiently. Salesforce Mobile makes that possible regardless of your location. Best of all, it has the look and feel of your desktop Salesforce Lightning so that training is at a minimum. It will inherit all the customizations that you have done to Salesforce.
Mosaik has significant experience in implementing Salesforce Mobile. Please feel free to reach out to us if you have any questions.