From Strategy to Reality

Mihir Panchal – Practice Lead – Mobile – Salesforce Services

Grant Pattison – Director – Sales Technology – CGU Insurance

Richard Enojas – Sr. Program Architect – Salesforce Services - ANZ

Mobile challenges in the business environment

Mobile Workforce

Consistent Brand Experience

Managing access

MDM strategy and security

Data visibility and protection

Mobile Customer

Experts from the Word’s Most Innovative Company to Support Your Cloud Transformation

Cloud Advisory Services Cloud Transformation Services

Envision Mobile-First Solutions

Complex Implementation

Services

Program Architects

Customer SuccessExecutives

Experience Design

Mobile Practice Innovative solutions to create captivating & scalable mobile customer experiences

• Mobile experts focused building applications on the Salesforce1 platform.

• Dedicated to helping customers build competitive advantage through mobile solutions

• Driving innovation and defining enterprise mobile development best practices.

• Closely aligned with the Salesforce1 Product teams

Types of Apps that can be built on the platform

Field service Ordering Clienteling Retail Execution

Field Sales Sales Tools Customer Specific Use Cases

Mobile Surveys

Wide array for almost every need

$

Salesforce1 Platform

Salesforce1 Platform

Salesforce1 Application Salesforce1 SDK Apps

Sales

Salesforce1 API’s, UI Components and Mobile Platform Services

Cloud Database & Multi-tenant Infrastructure

Force.com

app

platform

infrastructure

Heroku Exact Target, Data.com + Others

Service Marketing Custom Apps Partner Apps Custom Apps Partner Apps

When to start thinking of a Custom Mobile App

• Define a custom user experience optimized for a given business process with the customers own Branding for the user interface for customer-facing exposure.

• Distribute apps through the Apple App Store or Google Play.

• Use the Mobile device’s H/W like GPS, Accelerometer, Camera to create a more intuitive / immersive experience for the business process.

• Configure and control complex offline behavior.

• Use functionality like push notifications

• Specific Security Requirements (Good Container / Encryption Requirements)

Technology Options on Salesforce Platform.

Quick Actions - Forms

- Simple Entry

Responsive, fully Branded Visual Force

Pages

Hybrid Applications with Responsive Design, Native UI

using the Mobile SDK

Fully Native iOS, Android Applications using the Mobile SDK

When to use what: SF1 vs. Mobile SDK

- Simpler Customizations - Complex Business Process Flow

- Quick Forms - Needs Offline – Large data

- Quick Actions- Customer Facing – Very

Responsive

- Online Only - Need to distribute via App Stores

- Visual Force Pages / Responsive Design will suffice

- Access to Device Hardware

Digital Sales Aid Platform

• Salesforce Services Digital Sales Aid is a Platform that enables organizations efficiently deliver compelling sales presentations while on the go.

• The Solution can be further scaled & enhanced to:– Add offline CRM capabilities – Custom business processes – Change the interface based on business

requirements.

CGU – Customer Story

New Business Strategy – Goal 2016

Mobilised Workforce

Disrupting the Sales Process

Source: CEB Marketing Council

Typical Customer Mobile Journey

Aware

Shoppin

g

Purchasing

Initial

Use

Transacting

Servicin

g

Retainin

g

uSurvey

Application eForms

CGU Touch

Mo

bili

ty

Transaction System Integration

STEP 1LEAD

GENERATION

STEP 2QUICK QUOTE

STEP 3QUOTE &

BIND

STEP 4FULL

LIFECYCLE

Keeping the Funnel Flowing

Be Part of the Evolution…

in/grantpattison

@grant_pattison