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How can you use mobile apps to track your sales pipeline?

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As an outside sales professional, you know how important it is to manage your sales pipeline effectively. A sales pipeline is the process of moving prospects from initial contact to final purchase, and it helps you forecast your revenue, prioritize your actions, and optimize your sales strategy. But how can you track your sales pipeline when you are on the go, meeting clients, and closing deals? The answer is mobile apps.

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Sudeep Vishwas

Founder @ ShotPe? | Serial Entrepreneur | Early Stage Investor

1 Why use mobile apps?

Mobile apps are software applications that run on your smartphone or tablet, and they can help you track your sales pipeline in several ways. First, they can sync with your CRM (customer relationship management) system, which is the tool that stores and organizes your customer data, interactions, and opportunities. Second, they can give you access to real-time information, such as your pipeline stage, deal value, probability, and next steps. Third, they can enable you to update your pipeline on the spot, by adding notes, tasks, reminders, and follow-ups. And fourth, they can provide you with insights and analytics, such as your conversion rate, win rate, and sales cycle length.

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Sudeep Vishwas

Founder @ ShotPe? | Serial Entrepreneur | Early Stage Investor
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You've highlighted some of the valuable ways mobile apps can enhance sales pipeline management. By syncing with CRM systems, providing real-time information, enabling on-the-spot updates, and offering insights and analytics, these apps make it easier for sales professionals to stay organized and make informed decisions, ultimately improving their sales effectiveness and efficiency. Mobile apps have indeed become integral tools for modern sales teams.

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2 How to choose mobile apps?

When selecting a mobile app for tracking your sales pipeline, you should take into account compatibility, functionality, usability, and cost. The app should be compatible with your CRM system, device, and operating system, as well as integrate with other apps such as email or calendar. It should offer features and functions to manage your sales pipeline effectively, including viewing, editing, creating, and deleting records. Additionally, the app should be user-friendly with a clear interface and fast performance. Lastly, it should fit your budget and offer a good value for money. Consider free trials or discounts when comparing different apps.

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Sudeep Vishwas

Founder @ ShotPe? | Serial Entrepreneur | Early Stage Investor
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Selecting the right mobile app for sales pipeline tracking is crucial, and your criteria are on point. Compatibility with your CRM system, device, and operating system is a key consideration, as is the ability to integrate with other essential apps. Functionality, including record management capabilities, is vital. Usability, with a clear interface and smooth performance, is essential for a positive user experience. Lastly, cost and value for money should align with your budget. Exploring options through free trials and discounts is a smart approach when evaluating different apps. This ensures that the chosen app meets your specific needs and offers a cost-effective solution.

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3 How to use mobile apps?

Once you have chosen the best mobile apps for tracking your sales pipeline, you should use them regularly and effectively. Syncing your data with your CRM system and other apps will ensure you have the most accurate and updated information at your fingertips. Whenever you have a new interaction or activity with a prospect, update your pipeline accordingly. Monitoring your performance with the reports and dashboards provided by the apps, or creating custom ones, will help you measure key metrics such as leads, opportunities, and closed deals. Leveraging the insights and recommendations offered by the apps will enable you to improve your sales skills, optimize your sales process, and increase your sales results.

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Sudeep Vishwas

Founder @ ShotPe? | Serial Entrepreneur | Early Stage Investor
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Using your chosen mobile apps for sales pipeline tracking effectively is crucial for improving your sales performance. Regularly syncing data with your CRM system and other apps ensures you have up-to-date information. Updating your pipeline promptly after each interaction with a prospect maintains accuracy. Monitoring performance through reports and dashboards, and creating custom ones when needed, helps measure vital metrics and track progress. Additionally, leveraging the insights and recommendations provided by the apps can contribute to skill improvement, process optimization, and increased sales results. These apps can be powerful allies in managing your sales pipeline and achieving success.

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4 What are the benefits of mobile apps?

Using mobile apps to track your sales pipeline can bring you many benefits, such as increased productivity, enhanced efficiency, improved communication, and higher satisfaction. You can save time and effort by accessing and updating your pipeline anytime, anywhere. Automating tasks like sending emails, scheduling appointments, or creating invoices is also possible with the apps' features or integrations. Moreover, having all the information and tools that you need in one place without switching between different apps or platforms can improve your workflow and decision-making. Communication with prospects, customers, and colleagues can be improved by using the apps' communication features or integrations. Furthermore, you can share your pipeline data and insights with your team or manager to get feedback and support. Finally, tracking your sales pipeline with mobile apps can help you achieve your goals, celebrate your wins, learn from your losses, as well as provide prospects and customers with a faster, smoother, and more personalized sales experience.

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5 What are the challenges of mobile apps?

Using mobile apps to track your sales pipeline can also pose some challenges. Security risks, such as hacking, theft, or data loss, can be exposed if the necessary precautions are not taken. You should protect your data and your device by using strong passwords, encryption, backups, antivirus, and firewall software. Technical issues, such as glitches, crashes, or compatibility problems, can affect your pipeline data and your app performance. Troubleshooting should be done by following the app's instructions or contacting the app's support team. Human errors, such as entering wrong or incomplete data, forgetting or skipping tasks, or misinterpreting insights can affect your pipeline accuracy and effectiveness. Avoiding these errors is possible by checking and verifying your data, following and completing your tasks, and understanding and applying your insights. To ensure its functionality and security, you should update the app regularly.

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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How can you use mobile apps to track your sales pipeline?

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2

3

4

5

6

1 Why use mobile apps?

2 How to choose mobile apps?

3 How to use mobile apps?

4 What are the benefits of mobile apps?

5 What are the challenges of mobile apps?

6 Here’s what else to consider

Outside Sales

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How can you use mobile apps to track your sales pipeline?

1

2

3

4

5

6

1 Why use mobile apps?

2 How to choose mobile apps?

3 How to use mobile apps?

4 What are the benefits of mobile apps?

5 What are the challenges of mobile apps?

6 Here’s what else to consider

Outside Sales

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