Mobile capability is big business, but not just for customers or external stakeholders; for employees. Businesses are doing more to empower their on-the-go professionals with mobile equipment for the field. There’s a growing need for more reliable ways to run business processes, collect information, and stay connected to everyone else from the field. If you’re using paper forms process for any of this, here are 5 common requirements early adopters are asking from their enterprise mobility vendors.
Offline capability makes it possible to take Forms anywhere from the information super-highway to the road less traveled. For the mobile sales professional, inspector, or technician it’s one simple, uninterrupted, process that collects information and sets tasks. Keep using Forms even when there's no connection. The offline application saves everything and synchronizes tasks to the rest of the workflow process when you connect again. If your process includes people on the move, consider making your process offline compatible.
Device agnostic solutions enable users to use the devices they’re most comfortable with. Dimensions and requirements vary from desktop, to tablet, to smartphone. A form that looks one way on a desktop may look different on a phone. Scrolling, squinting, zooming in-and-out and tapping the wrong button – it’s all too much. The solution is to set up your forms to recognize the devices which access them. This can be done with a plugin. Forms will automatically convert and display in the appropriate dimensions for whichever device your professionals choose.
Custom functionality and plugins ensures your mobile solution fits your process and not vice versa. Professionals can capture GPS locations, coordinates, IP addresses, and time and date stamps down to the second in their forms. These plugins are quick and simple; it takes just a couple of minutes to add and save plugins for any form. It’s easy for people in the field to capture photos and videos and add them to forms on the spot. Even actual signatures can be captured on the screen and saved in the form. No need to wait, and email (or fax) documents, and then print them, and then scan them, and then send them back days later. Get signatures, now by simply signing with a fingertip.
Task and process management functionality let you create a task in Salesforce, set a reminder, launch automatic customer follow-up, alert customer service, and schedule just about any task. Automatically. One tap. No waiting to get back to the office. WorldAPP CEO, Cal Brown, explains, "The device in the field becomes a tool to complete a task". Mobile forms help field pros to be faster, more accurate, more agile, and more productive. It does even more than that. It boosts morale. Professionals feel empowered and supported by choosing their own devices. Mobile professionals require power at their fingertips to complete work in the field and without delay.
Real-time synchronization and data integration let you view, edit and manage data as soon as it's saved. Results reflect updated information about as quickly as you can refresh the page. Mobile professionals are kept in the loop with automatic emails, tasks, and custom reports they can access fast. The data collected in a form is instant so it delivers information a business can act upon fast. But speed isn't just about results; it's about changes. Business processes and best practices are being ever-improved, so forms behind-the-scenes need to be fast and flexible. When procedures change, edits to forms can be made and immediately reflected in the field.