Whether you are a one-person operation or have hired a team, consider the use of software to bolster sales efforts. Spending time on the road often results in lost receipts, misplaced contacts, and missing meeting notes. Consequently, a lack of organization diverts time away from vital sales functions such as prospecting and closing deals. For improved productivity and increased efficiency, compile a suite of mobile applications that capture all the necessary data needed to keep the sales process flowing smoothly. The following apps can be accessed via smartphone, easily meshing with the processes you’ve created back at the office.
Before you can set an appointment, you need to make a connection and store the contact info. LinkedIn, with 467 million users, offers a mobile app that houses the necessary contact info and more. A prospects LinkedIn profile typically contains work history and a personal bio, so you can get a refresher course on your prospect before you enter the meeting. Establishing common ground helps break the ice and build rapport before you launch your sales pitch.
If you make a lot of person-to-person presentations, Google Slides enables you to create and upload slide shows on your phone, storing them on Google Drive for when the opportunity arises. The app allows you to customize a slide deck with photos and use preexisting templates or design your own. Google Slides works hand-in-hand with Microsoft PowerPoint, giving you the ability to easily interchange file formats by converting slides as desired.
Once youre in a sales meeting, you’ll need a way to capture notes for takeaways and follow-ups. Evernote lets your mobile device store most anything, from handwritten notes to web links and images. You save once and the note becomes permanently available on all your devices. The app also makes it simple to share stored notes with other users and vice versa. The program eliminates the hassle of sifting through emails and files in search of relevant material.
You need to get paid and Square helps assure the process flows smoothly, granting access to deposits in one to two business days. The program aids retailers in accepting credit card payments by offering card readers that attach to mobile devices. Along with payment processing, Square generates digital receipts, invoices, and sales reports, creating a powerful array of sales tracking tools in one package.
If scheduling difficulties or travel delays prevent you from attending a sales meeting in person, utilize GoToMeeting to share presentations. Participants scattered among a number of locations join a predetermined conference line, using web cams and computer audio to conduct a virtual meeting. GoToMeeting helps gather all decision-makers in one place, assuring your pitch will be seen and heard from any corner of the globe. Sales teams need a competitive edge wherever they may ply their trade. Whether prospects come to you or you hit the road frequently, pack all the tools of that trade in your hip pocket and witness the benefit to your revenue goals.