The 10 Best Apps
for Outside Sales Reps
Here at SalesRabbit, we’ve been working hard to build the best sales tracking app on the market. But there are a lot of other apps for sales reps and managers that will help them improve at their work. Here’s a list of some of our favorite sales performance management software, CRM apps, and other tech that will make your life easier.
We don’t need to tell you that outside sales can be a mentally demanding job. You’re often putting in a lot of time and facing a lot of rejection, which can take a serious toll on your mental state. This makes it difficult to maintain a positive and optimistic approach to your work. But the top salespeople know that maintaining a positive attitude is one of the most important parts of being successful in their jobs.
You’ve probably had some days where you can’t be stopped: you’re closing deals, having great conversations, finding leads, and conquering the world. You’ve probably also had days where you can’t get a single thing to go right. The question is, how can you take bad days where nothing goes right and turn them into days where everything goes right? The trick is to change your mindset and regain a state of calm.
Headspace and Calm are the two major forces in the meditation app space, and they’re both starting to sign deals with major companies like Unilever, Adobe, and LinkedIn, who all recognize that giving their employees and clients the chance to clear their heads is a major help and opportunity-builder.
You should take the same approach to your work. Finding and maintaining a flow-state is guaranteed to increase opportunities, sales, and overall satisfaction with your life. One app and a few minutes out of your day make that all extremely accessible.
When you’re always on the go and spending time in unfamiliar areas, this is a no-brainer. Nobody likes being stuck somewhere new without knowing where quality food, services, and experiences are. Yelp is the easiest way to find great restaurants, reliable mechanics, locksmiths, and everything in between.
If you’re selling B2B, it’s also a great opportunity to learn more about the companies you’re selling to. Your product/service might even directly resolve an issue that their customers are complaining about, and you can help them generate a better reputation in the review community.
Yelp is also a great way to monitor the reputation of your company. Modern buyers are very research-centered, and the way your brand is represented on Yelp can either be a devastating obstacle or the crown jewel of your pitch. Reading customer reviews will help shape your interactions with potential clients. If you’ve received a few similar customer complaints, you’ve got to be prepared to address those concerns and be sure not to create a similar experience when you sell. On the other hand, if you’ve got extremely positive reviews, flaunt them and emphasize them so that customers know they’re in good hands. Being able to sell through the customer’s voice is a powerful tool, and every rep should be well-versed in their company reviews. Customer voices can provide a much more persuasive influence than the voice of the rep alone.
LinkedIn is more than a good way to build a network and find a job. When you’re following the right people, it’s a massive library of information on sales, entrepreneurship, marketing, money management, and more. The best salespeople are constantly learning, and the LinkedIn app makes it easy for you to take great learning everywhere.
It’s also a reliable way to collect valuable information on your prospects. If you want to sell effectively, you have to know your audience. You have to know what they do, what they want, what their buying process is like, etc. A smart LinkedIn connection can provide you with all that information. You can see what they’ve been sharing, what they’re excited about, and who they’re engaging with. It’s a great way to mine for talking points and demonstrate to prospects that you’ve done your homework.
If you haven’t already read Charles Duhigg’s The Power of Habit, you’re missing out. The most powerful, productive lives hinge on the ability to eliminate bad or wasteful habits and replace them with good, consistent ones. Jerry Seinfeld is a great example. His habit of writing a joke each day was the foundation for a career that is almost unparalleled in its industry. If you want to have an equally successful career, you’ve got to start building smart habits.
That’s where Productive comes in. It allows you to schedule and track habit streaks. It also has other tools like reminders and notes to help you hold yourself accountable. The longer the streaks you build, the stronger the habit is. Before long you’re going to have months and years of strong habits propelling you towards the life you’re determined to have.
Productive will give you a 7 day trial and then prompt a subscription, but it’s one of those things that more than pays for itself if you’re using it properly.
At SalesRabbit, we’re committed to the idea that digital marketing is one of the next big things for outside selling. Face-to-face interaction is irreplaceable, that’s for sure. But if you’re not harnessing the power of e-mail marketing, you’re ignoring a very powerful (and mostly free) resource.
This is especially true in today’s economy, where customers usually want to be in complete control of the buying process and research things on their own. The door-to-door approach doesn’t always harmonize with that, but adding a marketing arm to your process can change things. A good e-mail campaign informs clients and makes them much more comfortable when making a purchasing decision. Prospects you thought had gone cold will recontact you, ready to sign.
We recommend MailChimp because it’s easy to get started with and easy to stay low-energy with. It has so many options that help you create campaigns and automate them so that you don’t need to completely adjust your day just to send out some emails. They also have a free version of their product that could very well do all you need. At the very least, it’s a great way to dive in and experiment without having to commit financially.
Okay, so it’s technically not a mobile app, but Zapier made the list because it will make sure all your other apps work in harmony together. As you’ve probably already realized, that means unlimited potential for optimizing your productivity and eliminating all those menial tasks that nobody likes to do, like transferring lead data to another CRM or manually inputting data in a spreadsheet.
Thankfully, Zapier lets you create ‘zaps,’ which are actions that happen automatically in one app when they are triggered by another app. For example, if you create a lead in SalesRabbit, a zap will automatically log that lead in a Google Sheet or create a lead object in Salesforce. The best part? You don’t have to worry about doing any coding.
Zapier integrates with thousands of apps, so it’s a virtual guarantee that you’ll find opportunities to let them automate some of your workflow. That means more time selling, less administrative errors, and greater peace of mind.
We sponsor a lot of industry events because we love to rub shoulders with our clients and feel like we’re in the trenches with them. We also love meeting new people and companies and seeing what everyone is doing in their respective industries. But meeting tons of people and maintaining relationships is much easier said than done, and we keep finding ourselves getting back home with dozens of business cards in our pockets, struggling to remember who gave us each card and what their story was.
Enter CamCard, which is a great app that helps you organize all the business cards that you’ll collect in your interactions with other companies, clients, and potential clients. You can batch scan paper cards and build a digital network of your connections.
Then, the app will notify you when your contacts join a new company, get promoted, or have other big updates. CamCard also allows you to build your own profile and exchange e-cards with people instead of printing out paper cards.
All-in-all, CamCard makes it easier for you to build and maintain networks, which is one of the most important behaviors that a salesperson can develop to be successful.
Charmin Sit or Squat
Sometimes the worst part of being always on the go is struggling to find somewhere to go. But Charmin is always determined to give you the best bathroom experience possible, so they’ve built an app that will show you where the closest available restroom is.
They even have a rating system that discerns between the kind of bathrooms that are clean enough to sit down in and the ones where you’ll have to squat. (Hence the name.) Don’t forget to review the bathroom afterwards and let everyone know if it was a relieving experience or if they’re better off driving that extra mile or two.
What a genius app. We won’t be surprised if there’s a Nobel Peace Prize in Charmin’s future.
One thing we love about the outside sales community is the prevalent drive for learning and self-improvement. In the sales world, knowledge is definitely power, and staying on top of the great research and books coming out is crucial. But man, those costs add up. And sometimes it’s hard to find the time to catch up on your reading.
That’s why we’re loving Libby, which basically turns your local library into an app. Just download the app, put in your library card info, and start finding books. You can borrow ebooks and audiobooks for a few weeks, just like you would a physical copy. You can read Libby books on Kindle, keep track of your reading history, and sync notes and bookmarks across devices. If you don’t have a library card, shame on you. (We’re kidding. Kind of.) They’re really easy to get at your local library, and some libraries will even let you get one online. It’s a free, convenient way to get smarter every day.
Okay, so this one technically isn’t an app either, but it will help you build your own microapps, and that’s usually more helpful than any generic app you find in the App Store.
If you haven’t heard of microapps yet, here’s a crash course: a microapp is an interactive version of a previously static webpage, presentation, or slideshow. In other words, you can take a boring page and make it look, behave, and impress like an app does.
Tiled also has a data reporting platform that gives you visibility into the way that your reps or customers are behaving on the app. Say you put together a microapp that demonstrates some of your most popular features. Thanks to the data reporting, you’ll know how much time and attention a visitor gives to each feature, telling you which features are most attractive to clients, and which ones are less popular.
Information like that gives you marketing and sales insight so you can cater your message to have the largest impact possible on your potential clients and user base. Thanks to Tiled, your customers have a great experience learning about you while you learn about them. It’s win-win.
You didn’t think we’d let you get through this list without a little self-promotion, did you? At least we were classy about it and waited until the end.
But we’re not ashamed to put ourselves on the list because we know what outside sales is like. Most of us here cut our teeth knocking doors or travelling to meet with clients, and we’ve been growing with the industry and culture. We know what the big problem areas are and we know how to navigate them. That’s why we’ve built the product we have.
We’ll give you more contacts, more leads, a higher closing rate, a digital marketing arm, a training platform, a messaging tool, and more. We’ll help you build an incredibly efficient sales operation. Check us out or chat with us, and let’s get started.
Additionally, you can use our SalesRabbit Lite app for free. It’s missing our team management and other advanced features but will give you a good idea of SalesRabbit’s basic capabilities. It might also be just the right fit if you’re canvassing or selling without a sales team.
Bonus – Best CRMs
As a quick bonus round, here’s a list of some of our favorite CRM partners that we’ve integrated with.
Salesforce is the world’s top Customer Relationship Management (CRM) platform. Their cloud-based applications for sales, service, marketing, and more don’t require IT experts to set up or manage — simply log in and start connecting to customers in a whole new way. They’ve also built several supplementary apps that offer all kinds of functionality, so check out their website or their developer page in the App Store.
JobNimbus is a CRM and Project Management software all wrapped into one. It is the easiest way to manage projects, contacts, and tasks. With detailed reporting and employee management tools, JobNimbus really brings a new level of simplicity to your work.
Agemni streamlines your sales and back office functions. They link to multiple external providers so that you only need to enter information once and it automatically gets to the right place. Obviously, that saves you tons of time and ensures your data is consistent across your providers and systems. Connect your leads, sales personnel, technicians and run your business more efficiently than ever before.
improveit 360 is the all-in-one tool for the home industry: Eliminate all your repetitive tasks. Track and manage sales, staff, projects, and customer relationships. Get real-time insights that help you make better decisions to improve your business. Boost your bottom line. It all sounds great to us.
HubSpot offers a full stack of software for marketing, sales, and customer service, with a completely free CRM at its core. It’s hard to say ‘no’ to free, especially when the product is this good. Hubspot has become a strong force in the marketing and sales world, so it’s definitely worth it to at least investigate their free product and see if it lives up to its strong reputation.