5 Really Cool Mobile Sales Solutions for Sales Teams

In our increasingly mobile world, mobile applications have become an integral part of people’s lives—both personally and professionally. In fact, people are so tied to their phones and tablets that they literally get into walking accidents while using them (including one man’s memorable encounter with a bear).

When used safely, mobile sales solutions make sense for salespeople who are often away from their desk but still need the tools to manage information and maintain customer relationships.

Those that use mobile sales tools have a clear advantage over those that don’t:

High-performing sales teams are 3.5x more likely than underperformers to rate their mobile sales capabilities as outstanding or very good.
State of Sales Report, Salesforce

The good news: These days, salespeople have their pick of mobile apps to help them work from the field. These apps perform many useful functions, such as navigation, travel management, expense tracking, invoicing and long-distance collaboration.

Here are five mobile sales solutions we think are especially cool because of their multi-functionality. What’s more, when used in combination, they support the full range of field sales activities:

Geolocation

Documents and Presentation

Order-Taking and Invoicing

Expense and Travel Management

Collaboration and Networking

Geolocation

Geolocation uses GPS functionality to track and analyze customer locations. Sales reps can use it to optimize navigation to and from customer locations. What’s especially cool is that, because geolocation apps let sales reps visualize their sales territory, they can see whether they have a lot of customers in a particular area. This helps reps easily see where their markets are concentrated.

What’s more, some apps even offer functionality that helps reps acquire new leads in hot territories.

For example, savvy businesses can use geospatial data to tailor content and offers based on location-specific customer behavior (e.g., check-ins or location-based social media posts).


Here are a couple examples:

Base offers a fully integrated mobile mapping system with their CRM platform. Sales reps can use it to visualize contacts, leads and deals, and get one-touch driving directions. Base’s maps can be filtered by customer type, tags, distance, city and more.

Devices(s): iOS, Android, Windows

Badger Maps offers geolocation of current and future leads along with mobile CRM synchronization. Sales reps can locate leads on a map, then filter and color-code them based on a number of different attributes. They can also employ route planning and search for new local leads.

Devices(s): Any iOS device

Documents and Presentations

Apps that allow you to access and share documents and presentations via mobile devices are extremely useful to sales reps in the field. They cut down on equipment needed to present sales pitches (like bulky laptops).

What’s especially cool is that many of these apps offer ways for reps to track who is viewing sales materials and for how long they visited. This is a great way for reps to gauge engagement and guess how ready a customer is to purchase.

With this information, reps can focus their efforts and attention on those most likely to buy.


Here are a couple examples:

Zoho CRM provides multichannel support for sales teams on-the-go, including the ability to access and work on files from a mobile device. Not only can team members see who has accessed and changed documents, but the platform also provides useful tools like a document scanner and the new Zoho Writer app, which lets team members work on documents offline, when there’s no internet connection or limited connectivity.

Devices(s): iOS, Android, Windows

Evernote is a project management tool designed to allow teams to work together on project collaboration, scheduling and task management, all of which play an important role for sales teams collaborating remotely (and via mobile) on documents and presentations. Users can create project task lists and assign them to team members so that they can collaborate and give status updates when required.

Devices(s): iOS, Android, Windows

Order Taking and Invoicing

The faster a sales rep can process a customer’s order, the better. Also, the less paperwork the process involves, the less headache for sales reps. Thankfully, there are apps that make it easy for sales reps to send orders and invoices to customers.

What’s especially cool is that these apps can also help customers make on-the-spot purchases. Many offer reps the ability to showcase products in full color display, making it an attractive way to show customers their options.

Some also can capture customer signatures directly from the mobile device.


Here are a couple examples:

Sage Live is an accounting platform with mobile accessibility that can prove highly useful to sales teams. The app can be used to create and send invoices, accept payments, pay bills and record receipts and sales. Other members of the team can access these records in order to keep track of the sales pipeline.

Devices(s): iOS, Windows, web browser (OS-agnostic)

Handshake offers a mobile order-writing app for iPads and iPhones. Sales reps can showcase products with HD images and multiple view options, keep updated on the latest inventory and product information and even scan product bar codes.

Devices(s): Any iOS device

Expense and Travel Management

Salespeople who spend a lot of time in the field need to track travel expenses such as food and mileage. Those who travel frequently may need to make travel arrangements and manage itineraries from the road. Fortunately, there are mobile apps for all of that!

What’s especially cool is that these apps utilize the mobile device’s other functionality (e.g., cameras or GPS) to make expense tracking even easier for on-the-go reps.

For example, reps can simply take pictures of receipts and upload them to their expense reports, and can automatically track trip mileage.


Here are a couple examples:

Concur offers a number of mobile solutions. The travel tool covers booking and managing itineraries. Expense capabilities include capturing receipts and submitting expense reports. Concur also offers invoicing, making it a comprehensive mobile solution.

Devices(s): iOS, Android, Windows

 

Certify is an expense management solution used to book travel, analyze spending and track, approve and reimburse expenses. Certify Mobile will allow a traveling sales team to capture receipts using the camera on their phone, with an offline-syncing mode that enables them to log expenses even when they are in areas with no or limited internet connectivity.

Devices(s): iOS, Windows, web browser (OS-agnostic)

Collaboration and Networking

Apps that provide a platform for collaboration keep sales reps connected to other team members and informed, despite being in the field.

What’s especially cool is that, according to Salesforce, 60 percent of sales professionals say that collaborative selling has increased productivity by more than 25 percent.

In other words, successful teams create a collaborative culture in which sales reps share information and learn from one another. These mobile apps make collaboration possible from virtually anywhere.


Here are a couple examples:

With Salesforce‘s Chatter app, on-the-go sales reps can stay plugged into what’s happening at the office. They can post status updates, or use the photo upload feature to share images. They can also get real-time updates from their coworkers, such as new lead information or updated content.

Devices(s): iOS, Android, Windows

Slack is a cloud-based platform designed specifically for purposes of collaboration and to facilitate team communication. Users can create a variety of public, private and direct chat channels through which they can share files. Those files, as well as the chat logs, are archived and searchable so that nothing important gets lost over time.

Devices(s): iOS, Android, Windows

Next Steps

These are just a few of the many mobile sales solutions available. For help choosing the best tools, here are some steps you can take to narrow down your options and get more information

  • Email me at andrewfriedenthal@softwareadvice.com for more information. I’m happy to help you figure out what your own sales automation needs might be and to connect you to one of our expert software advisors for a free, no-obligation consultation!

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