Salesforce clouds we live in

Sales Cloud

Streamline sales processes and boost your sales.

Service Cloud

Deliver service and resolve issues faster across every channel.

Marketing Cloud

Personalise journeys across email, mobile, social and paid ads.

Financial Services Cloud

Grow relationships with clients and channel partners.

Nonprofit Cloud

Manage constituent relationships, deliver services and measure impact.

Salesforce Platform

Build bespoke customisations and enterprise apps.

Our Salesforce services

Advisory Services

Strategy & planning for your Salesforce digital transformation.

Salesforce Implementation

Up and running with Salesforce aligning people, process & technology.

Salesforce Re-implementation

Salesforce platform transformation while leverage everything you already have.

Salesforce Custom Development

When out-of-the-box config & customisation is not enough.

Salesforce Support

System admin, data quality, continuous improvement & user support.

Salesforce Integration

Integrate data & orchestrate business processes across systems.

The industries we serve

Nonprofit Organisations

Do your bit towards sustainable development goals.

Wealth Management

Sell and service distribution channels and HNW clients.

Sales Agency

Manage relationships, pricing, orders & delivery all in one place.

Allied Healthcare

Manage and grow your referral base.

Membership Organisations

Sign up, engage & renew members while building community value.

Business Services

Deliver professional & field services across multiple channels.

Featured industry solutions

Payments for Salesforce

Process one-time and recurring payments on Salesforce platform.

Quickstart Solutions

Go live with Salesforce in days, not months.

Nonprofit Solutions

An array of solutions ranging from donation processing to govt reporting.

Associations and Membership Management

Manage memberships, payments & engagement on Salesforce platform.

Allied Health CRM

Manage referrals, GP records & invoices built for practice growth.

Order to Cash with Xero & Salesforce

Sync invoices, credit notes & customers between Xero & Salesforce.

Salesforce Mobile: Your CRM on the Go

Salesforce Mobile brings the power of Salesforce right to your fingertips, allowing users to manage business operations, customer interactions, and team collaboration from anywhere. With the Salesforce mobile app, you can access your CRM data, update opportunities, check dashboards, and respond to leads in real time. It ensures that sales reps, service agents, and field staff stay connected and productive even when they are away from their desks. The app delivers the same trusted experience as desktop Salesforce while taking advantage of mobile features such as push notifications, voice input, and offline access.

Helping Teams Act Faster

Salesforce Mobile does not just display information; it helps teams act faster. A field agent can log a site visit, a sales rep can close an opportunity, or a service manager can track a high-priority case, all in just a few taps. The mobile interface is highly customizable, so admins can design layouts, navigation, and reports that suit their teams’ workflow. With mobile-optimized dashboards and Lightning pages, users get a clear view of key metrics to make faster, smarter decisions.

Strengthening Collaboration Across Teams

The app also strengthens collaboration through tools like Chatter, where team members can share updates, files, and approvals in real time. Managers can instantly review and approve deals, marketing teams can monitor campaign performance, and service teams can track escalations without opening a laptop. With strong security protocols and admin controls, organizations can confidently extend Salesforce access to their mobile workforce while keeping data safe.

The Bottom Line

Salesforce Mobile is more than an app. It is a complete business companion that brings your CRM, data, and workflows wherever your team goes. It helps people stay connected, productive, and informed, turning mobility into measurable business impact.

Get in touch

Please send us a note if you would like to engage us or join our team. We look forward to speaking with you!

Contact Information

Level 12, 64 York Street
Sydney 2000

+61 2 9114 1010

contactus@atlasconsulting.com.au