
You may recall back in March we wrote a post on the rapidly dwindling need for desktop machines. That trend has continued, except now it's changing directions yet again. Not only are laptops and netbooks increasing sales, but now tablets are all the rage just 6 months later.
Apple has once again defined a new segment with their iPad, in an arena where tablet PC's had historically failed miserably. With a large, beautiful touch screen, fast processor, and light weight, it was a huge home run.
Recognizing a big market opportunity, competitors are lining up and salivating over what could be huge sales. A quick search on Engadget's website shows a fairly large list of upcoming tablet devices. Companies like Samsung, Toshiba, Archos, Texas Instruments, Dell, Acer and HP are building their own tablets to compete and hopefully take some market share from Apple.
Will they succeed? Tough question – but given the publics' acceptance of Android based devices I suspect we will see several tablets from Apple competitors doing well.
So why do we care about this at Model Metrics? Because we develop applications that grant mobile access to cloud-based data. And our 2GO platform runs on all of these devices whether they're IOS-based or Android. Stay tuned, this is an exciting place to be.

Got an interest in cloud computing? Wondering what all the hype is about? Listen in to CloudCast, a weekly podcast running anywhere from a half hour to 45 minutes. We meander a bit from enterprise applications to consumer applications, but if you’ve ever wanted to get the inside story on what’s hot, find it here in iTunes.
EDIT: The standard RSS link is here – http://www.modelmetrics.com/cloudcast.xml
I recently had a conversation with the VP of Sales at a large manufacturing company. For the purposes of this discussion, I will call him John. John and his sales organization have never had a centralized, collaborative CRM system before and they are about to begin a salesforce.com implementation. Among the goals of the project is the need to consolidate the many point solutions they have used for managing their customers over the company’s 40-year history. They recognize the need to establish consistent processes for the sales team and want to leverage workflow capabilities to improve communication. After a series of fruitful meetings, John mentioned that he is working with IT to purchase mobile devices for the sales team because he has received a lot of demand from the team, and wants them to be as productive as possible with the new CRM tool.
The scenario described above is very common. The benefits of leveraging mobile technology for a sales rep include increased productivity, more timely information, access to real-time data at the point of contact, and access to information without the overhead of lugging a clunky laptop. All of this is theoretically sound, but don’t let your mobile strategy define itself without thoughtful consideration of questions that are sure to be raised as part of your implementation. Addressing these issues proactively will allow you to separate fact from fiction and apply a mobile strategy that fits your organization and your users so that you can realize success.
Who are your users?
The diversity of the user base is a great place to start in defining a strategy. It is common to have a mix of technologist and technophobes within the same sales team. The technologists tend to demand all of the latest and greatest tools and technology as a means of making themselves more productive. Without it, they claim that their efforts are diluted and they are bogged down with administrative overhead required to access information or log calls. On the other hand, the technophobes will resist any sort of change, especially when it comes to technology, by claiming that the time spent to manage all of these new tools and gadgets will negatively impact the time they spend in front of the customer.
When it comes to mobile, you are wise to know your audience. If your team is not accustom to using mobile technology for email and basic calendar management, you may want to take steps to introduce the device before you make it a critical component of your CRM strategy. Users who have leveraged these tools in their personal lives or at a past job will be much more comfortable in adopting this technology as part of their work.
When it comes to people, it is also important to note that strong demand for a Blackberry, iPhone or other device from users who do not currently have these products, may be a red flag. The grass may seem greener on the other side of the fence for those who have bought into the idea that these tools will make them more effective. I recently worked with a sales group that insisted that they needed offline capabilities because they weren’t always “connected.” Once we provided the offline functionality, they demanded mobile devices because they found it cumbersome to “lug around heavy laptops.” Once they received the mobile device, they complained about the small screen and the difficulty of entering data with a small keyboard. This is exactly the type of situation we want to control by proactively managing a mobile strategy.
How mature are your processes?
As the saying goes “Process before technology.” Change management is a key component to any CRM implementation. The introduction to new systems represents a disruption, and optimizing or changing processes will require that users have a clear understanding of their role and expectations. The process of change must be managed deliberately to ensure that users are not left behind as they adjust to their new way of working.
If process change is part of your implementation, it is common (and a good idea) for the mobile implementation is postponed to a second phase. It is important that users are familiar with the goals they are trying to achieve before they take on learning how to manage multiple entry points.
What do users need to do to get their job done?
It may seem obvious, but it is critical to give objective consideration to what your users need to accomplish using their mobile device. A clear definition of use cases serves as the basis for streamlining key processes and maximizing efficiency for end users. When defining mobile needs, many companies make the mistake of setting an expectation that anything that can be done with a laptop should be possible with a handheld, and this is simply not realistic. Use case definition should help to separate fact from fiction when it comes to defining what functionality needs to be available.
The reality of a handheld is that the physical size, speed and ergonomics are significant challenges for some users. These factors make processes that require consuming or reading data better candidates than those that require entering data. This is especially true of complex data entry processes where there are many fields or pages to navigate. This is not to say that call logging or data entry are not candidates, but scrutiny should be applied to processes that required extensive typing or scrolling as users will become easily frustrated.
A failure to keep it simple when it comes to mobile will also likely equate to poor or incomplete data. Typing on a small keyboard can be time consuming. Moreover, navigating multiple screens can make a simple task daunting. The resulting behavior for end-users is to cut corners, enter the minimum amount of data required, or neglect to enter anything at all.
What device suits your needs?
Mobile devices are not all created equal and there is no one answer to which is the best. The strategy established must be consistent with the goals of the organization and the tools must be right for the job. A thorough analysis of the right device should include alignment with the mobile use cases, feature functionality of the device, device-specific feature support offered by your CRM software, customization capabilities, and the service network.
How will security be maintained?
Finally, the need to secure your data and protect the intellectual property of the organization must be considered. Users may demand access to ALL data through their mobile device, but the strategy must consider the risk of a lost or stolen device. For ease of use, most systems do not require that users enter a password each time they are accessing their CRM application on the mobile device. For this reason, it is important that data is evaluated by sensitivity so judgments can be made about what will and what will not be accessible. Furthermore, a password policy on the device itself should be mandatory if there is risk of a breach.
This is not an exhaustive list of mobile strategy components, but does represent some key points of consideration. The cost of implementing a mobile solution is not insignificant, so these basic questions will help to proactively plan rather than having to backtrack and repeat.
I have an iPhone and for the most part I love it. I like the interface, the seamless access to music and all the apps on the AppStore. I don’t like the shortcomings, such as the lack of cut and paste, no video capture, lack of landscape keyboard, etc… Many of these will be addressed soon with the 3.0 OS, which is already in public beta. We have created six apps for the AppStore ourselves and we know and love Objective C. But what about Android? I’ve heard a lot about it, especially when the G1 launched, but I’ve never personally used it or seen it in action beyond some POC work by some of the developers on my team.
That is about to change. Google did a very smart thing, which at first I thought was very generous, then I realized was a brilliant move to buy mindshare. They gave all 4,000 of us a free Android phone just for coming to their conference. But we weren’t 4,000 random people. We are thought leaders and developers from all walks of life that know enough or care enough about Google to spend a couple of days learning more about it. Even with this “Google Centric” crowd I saw a lot of iPhones and Blackberries and very few G1’s. But now all of us have a free Android phone, and not only that but it is unlocked and we have a SIM card for 30 days of voice and data access.
I’d say the odds of all of us trying out some development on this platform just increased dramatically. I’m curious to see what comes out of this or what types of skunkwork apps my team can put together now that we have a spare phone we can actually try things out on.
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We just found out Calendar2GO Lite was approved by Apple. This is a free little application that allows you to easily see your Salesforce calendar on your iPhone and shows all the events for the current week, broken out into days and is very similar to the home screen in Salesforce. You can drill into an event to see the detail, whether it is recurring, it’s description, etc…
There is a full version that should be approved soon that adds several nice features such as a daily view, weekly view, linkable phone numbers, email addresses.
Check it out and let us know what you think. I’m curious how many other organizations use Salesforce as their company calendar. Also, any interest in seeing this on a Blackberry?
In case you haven’t heard we announced CardLasso back in November of last year. We have had a lot of interest and received some great feedback since it was shown in the Dreamforce keynote by Adam Gross, namely:
I’m glad to say that we have now implemented each of the above suggestions and they are either live in Lasso, or are currently in beta.
Card Entry via Web Cam
If you don’t have an iPhone you can enter cards directly from your laptop or PC with an attached USB Web Cam. This option allows for high-volume card entry and doesn’t require a proprietary scanner (such as CardScan).
Other Mobile Phones
We also have a new mobile offering that will allow you to enter cards from ANY mobile phone (including Blackberries which you have all asked about). This approach will work with any phone that allows you to take a picture and send an email.
Native Blackberry Client
We are also developing a native Blackberry client to have even tighter integration with this platform, so if you are excited about the new Blackberry Storm you got for Christmas, stay tuned.
Lasso Offline for Tradeshows
If you are in marketing and go to tradeshows, you know the pain of entering hundreds or thousands of business cards. We utilized our 2Go mobile platform and built a special offline version of Lasso that allows you to rapidly capture pictures of cards using a web cam in an offline mode and then they can be uploaded for transcription once you have Internet connectivity.
We are very excited about Lasso and it is a great showcase of what can be done with force.com Sites.
If you are interested head over to http://www.lasso2go.com to sign up for a $1.99 trial to give this a spin.

Note – Screen shots for Blackberry and iPhone below.
Dreamforce ’08 has come and gone. We had a couple of nice mentions — Lasso2Go of course but we also had the DFMobile application. Hit http://dfmobile.force.com from your mobile device if you’d like to see it. It works on a Blackberry, a WAP/ simple XHTML compatible device or an iPhone.
The use case: you’re a Dreamforce 08 attendee and you want to find out about the event from your phone. And if you’ve already registered on the Dreamforce portal, you can access the schedule you built there on your mobile device. You can search partners and sessions, find out more information about the Foo Fighters and local watering holes, and a whole lot more.*
The basic system is pretty straightforward. Some details:
There were a few other features that didn’t quite make it to production. For example, we created a way to highlight the particular room a session was in on the iPhone client. And to be clear, this is used a single image that the iPhone highlighted based on coordinates in the object. The only reason it didn’t make it to production was the timing of go-live.
For the iPhone developers out there, this is using the CiUI library from CNET. Over all, CiUI was pretty serviceable. The only thing that came up occassionally was an odd timing issue related to how fast CiUI could respond to user input. Sometimes, during testing, the javascript that replaces the body of a page would get out of synch with the results coming back from SFDC. The page would then display without the decorative wrapper containing the header, footer and CSS. Note: this apears to have only been an issue in artificial rapid fite tesing, not in production, and wasn’t an issue related to Force.com response times.
The biggest lesson learned? Getting the permissions aligned between the custom object, customer portal and Force.com sites takes a minute to get used to. If something isn’t checked, your application will appear unresponsive. If your app appears unresponsive, chances are good that it’s related to permissions.
A pretty exciting project all in all.
Blackberry Screenshots
Blackberry Main Screen (WAP/Simple XHTML)

Blackberry Session Search Form

Blackberry Session Search Results

iPhone Splash Screen
iPhone Main Menu
iPhone, post login, My Sessions > Tuesday view
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* OK, well, not a whole lot more, but some more. Check it out on the