Salesforce Mobile App Rollout: Communicate the Rollout to Your Company

Admin Intermediate > Salesforce Mobile App Rollout > Communicate the Rollout to Your Company

Craft Your Marketing Message

communication is such an important factor that it can literally make or break your mobile rollout

How do you get users excited?

  • 👎 Update your opportunities on the go
  • 👍 “Close your deals faster” more compelling

Develop a Communication and Marketing Strategy

It’s time to shout it from the rooftops. here are some launch ideas:

  • Send a weekly email drip campaign announcing the launch. Each email can highlight the marketing message for one of your mobile use cases.
  • Hang up posters that advertise the benefits of using the mobile app.
  • Create a topic in Chatter for all your communication updates to drive momentum and buzz.
  • Have a raffle with prizes, such as gift cards, a free day off, or lunch with an executive.
  • Host a launch party with cupcakes or cake.
  • Order swag and branded items to distribute on the day of your go-live.
TimelineCommunication
4 weeks priorEmail from executive sponsor
4 weeks priorChatter group created for mobile support and feedback
3 weeks priorEmail drip campaign #1
3 weeks priorSuper users identified and announced
2 weeks priorEmail drip campaign #2
2 weeks priorRaffle or contest announced
1 week priorEmail drip campaign #3
1 week priorEmail from company president
1 day priorEmail with reminders, instructions, and where to get help
Day of Go LiveChatter post from company CEO and launch party

Create a Training Plan

Training goalWhat is the specific outcome you want to achieve with this training?
TrainerWho will conduct the training?
TraineeWho needs to be trained?
Training methodsWhat will you use to conduct the training? What materials need to be developed?
Training locationWill you train remotely or in-person?
Training metricsHow will you determine if the training was successful?

 the most effective ways to train your mobile users is to provide a short (3-5 minute) video. 

Quiz

  1. Potential ideas for marketing your mobile launch include:
    A. You don’t need to market an internal launch.
    B. A weekly email drip campaign
    C. A launch event
    D. A and B
    E. B and C
  2. Why is it important to create a training plan?
    A. Some users are reluctant(주저하는) to embrace(포옹하다) new technology.
    B. Users need to feel confident getting around in the Salesforce app.
    C. It’s required by your stakeholders.
    D. A and B
    E. B and C
  3. Which of the following formats is generally the most effective for training your mobile users?
    A. User guide
    B. PowerPoint presentation
    C. Short video
    D. Tip sheet

Vocabulary

  • intuitive: 직관적