What Salesforce Mobile does well
- Quick account record access
- Activity logging
- Contact updates
- Map view of accounts
What's limited on mobile
- Complex account plans don't render well
- Relationship maps need bigger screens
- Heavy form input is awkward
Native mobile-friendly account planning
- Prolifiq CRUSH renders natively in Salesforce Mobile
- Quick plan access
- Stakeholder updates
- Whitespace review
Frequently asked questions
Can I run account planning from Salesforce Mobile?
Yes for quick review and updates. Heavy plan creation is better on desktop. CRUSH renders natively in Salesforce Mobile.
CTA
Want account planning that works on mobile? See how CRUSH renders inside Salesforce Mobile. [Book a Demo]
