Sales Cloud Mobile Adoption | Demonstrating Success on Mobile Devices

Driving Sales Cloud Adoption on Mobile Devices

Question

Universal Containers (UC) deployed Sales Cloud three months ago to the North American sales teams. One of the reasons UC selected Sales Cloud is its mobile support which provides flexibility for account executives.

How should the consultant assure UC's management that Sales Cloud is being successfully adopted on mobile devices?

Answers

Explanations

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A. B. C. D.

D

To assure UC's management that Sales Cloud is being successfully adopted on mobile devices, the consultant should choose option A: Create a custom report type to show the use of mobile devices by users in the last three months.

Here's a detailed explanation for this choice:

Salesforce's Sales Cloud provides mobile support, allowing account executives to access and manage their sales activities on the go. To determine the successful adoption of Sales Cloud on mobile devices, it is crucial to measure and analyze the usage patterns of mobile devices by users within UC.

Option A suggests creating a custom report type specifically designed to capture and present information related to the use of mobile devices by users. By generating this report, the consultant can provide concrete data and insights to assure UC's management about the successful adoption of Sales Cloud on mobile devices. Here's how this approach addresses the requirements:

  1. Custom Report Type: Creating a custom report type enables the consultant to define and include relevant fields and data related to mobile device usage. This custom report type can be tailored to capture specific metrics or information such as login activity, frequency of mobile app usage, features utilized on mobile, or any other relevant data points.

  2. Timeframe: The consultant should set the report's timeframe to the last three months, as mentioned in the question. This duration allows for an adequate assessment of adoption trends and user behavior over a reasonable period.

  3. Mobile Device Usage: The custom report should focus on capturing information specifically related to mobile device usage. It can include data such as the number of logins from mobile devices, the percentage of activities performed on mobile versus desktop, or any other relevant metrics that indicate the extent of mobile adoption.

By analyzing the custom report, the consultant can provide meaningful insights to UC's management regarding the adoption of Sales Cloud on mobile devices. The report may reveal trends, patterns, or even anomalies that showcase the successful adoption, increased usage, or engagement with Sales Cloud's mobile features.

In summary, by choosing option A and creating a custom report type to showcase the use of mobile devices by users in the last three months, the consultant can provide tangible evidence to assure UC's management that Sales Cloud is being successfully adopted on mobile devices.