Top 7 Apps all Successful Sales Representatives Need  

top mobile apps for sales reps

Everyone has their favorite apps from getting driving directions to how to find a good restaurant. Research from smart insights finds apps account for 89% of mobile media time, with the other 11% spent on websites. Consumers might prefer to do research elsewhere, but they want to consume media through an app.

We know the most successful sales representatives are organized. They are road warriors and extremely busy. Since 91% of mobile device users turn to their phones we wanted to know what type of apps the most successful sales representatives use to complete their daily undertakings.

Here are our top app picks for sales force productivity:

Home Office

For more and more sales reps the car is your home office. When a representative has a few appointments spread throughout their territory they may need to send in contracts and other paperwork from the road. Here are our picks for the best apps for scanning, faxing and digital signature:

For signing documents we like SignNow.  SignNow offers the security, customization and integration features needed for enterprise-wide e-signature uses.  SignNow allows users to upload any document and mark who needs to sign and where using a simple drag and drop interface.  Signers then receive an email link and can sign from their computer or cell phone. The software is also integrable with many of the business applications sales representatives use including:  Salesforce, NetSuite, Egnyte, Office 365, Microsoft Dynamics, Microsoft SharePoint, Box, G Suite and Google Drive.

For faxing and scanning documents, PC Magazine tested mobile apps and came up with a list of their favorites.  From that list we like Genius Scan. They have an excellent review from PC magazine and we agree. For sales representatives, this application allows users to both scan and fax documents. Other tools that are handy for sales representatives: it can capture receipts, upload multi page documents, allows users to email documents and saves to cloud.

Genius Scan Plus is a solid, basic mobile scanning app and inexpensive enough to be a handy asset installed on your smartphone. It’s a good value for the money. Genius Scan is available in both a free version and a Plus version ($7.99).

 Organization

One of the most important qualities of successful sales representatives is their ability to stay organized. From prioritizing projects and scheduling sales calls to capturing all your ideas, we found the best app to get this done is 24me.  This app has an automatic task handler that can do almost everything you’d want an assistant to do, like manage your calendar and create to-do lists. You can receive notices for your upcoming sales calls, reminders to send thank you notes. It even tracks what time you should leave for appointments based on current traffic.

Sales Territory Planning

There is a reason Badger Maps is the number 1 sales route planner in the app store.  Badger Maps allow field sales people to manage their territories, analyze customer data and  build routes. This lets reps focus on the right customers and become more efficient. Some key features it has are route optimization, live traffic and calendar integration. Our favorite is the find new leads feature. You can do a keyword search to see if there are any physicians in the area you do not know. Any leads you find can be added to your list of prospects.

Contact List

Sales representatives have hundreds of contacts and collect sales cards from every appointment. The best app for managing your contacts and business cards is CamCard. CamCard digitizes cards with a simple photo and automatically saves the information to your phone’s contacts. Some key features: you can use CamCard with your Salesforce account, it recognizes 17 languages and works offline. The app also allows you to make a connection with your contact on LinkedIn with just one tap on the LinkedIn button.

Call Reports

Call reports are one of the necessary evils of a sales representative’s job. Our favorite tool for completing this task is Saleforce. Salesforce allows reps to run their territory from their phone. The Salesforce apps lets users view meetings, tasks and account details. The app also allows you to document and see where are you in the process of a sales call and highlight the most important information. Some of the key features of Salesforce are:

  • Dial into meetings with one tap
  • Quickly access and update your CRM records associated with meetings
  • Get the information you need exactly when you need it
  • View case histories and edit case details
  • Log calls from any mobile device

Mileage/Travel

Sales representatives need to track mileage for reimbursement from the company or for a tax write off, so they need an easy and accurate way to track miles. Our pick for mileage tracking is MileIQ, Mileage Log by Mobile Data Labs Inc. This app makes it easy to accurately and track and capture a mileage log. With this app you can classify all your drives and mark them as business or personal and categorize them by appointments if you wish. Your complete drive history is stored securely in the cloud making it easy to provide detailed mileage logs for your company expense reports.

Presentations

There are many occasions when sales representatives must put together a beautifully crafted presentation. Most everyone knows PowerPoint and Keynote slides. Those do work when you just need to put together a simple presentation. However, there are times you need to wow your audience, like when you are trying to bring on a new account, or impress the Sales Director. That is when you need something with more design options.  Our choice is  Slidebean. Slidebean is a free web-based presentation tool that lets users create powerful presentations with just a few clicks. Slidebean offers what is  called pitch deck templates, making it easy to pitch a product. The web version of the service is free, but users who wish to export their presentations to PDF will need a $4.99 monthly subscription.

We hope you find this list a helpful addition to your sales career, for other helpful tips, or to find openings in your field, check out MedCareerNews.com

Lisa Manley has been a recruiter for leading biotechnology, pharmaceutical and medical device companies.

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