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What are the most user-friendly sales tools for outside sales teams?

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If you are in charge of an outside sales team, you know how challenging it can be to manage their activities, track their performance, and provide them with the right tools to close more deals. Outside sales reps need to be able to access and update customer information, schedule appointments, send proposals, and follow up with prospects on the go. That's why you need to equip them with the most user-friendly sales tools that can help them work smarter and faster, without compromising on quality or customer satisfaction. In this article, we will explore some of the key features and benefits of the most user-friendly sales tools for outside sales teams.

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Andy Xiao

Growth Partnerships @ Google | TEDx Speaker | Ex-DoorDash | Founder @ AE Academy & Mind Diary
Liudmyla Kravchenko

?? Sales & Business Development at @TheWays
George Diantey

IT/IM Officer at Ministry of Communications and Digitalisation

1 Mobile-friendly CRM

A mobile-friendly customer relationship management (CRM) system is essential for outside sales reps, as it allows them to access and update customer data, view their pipeline, and sync their activities with the rest of the team. A mobile-friendly CRM should have a simple and intuitive interface, a fast and reliable performance, and a seamless integration with other apps and platforms. A mobile-friendly CRM should also enable outside sales reps to capture leads, scan business cards, log calls and emails, and create tasks and reminders on their smartphones or tablets.

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Andy Xiao

Growth Partnerships @ Google | TEDx Speaker | Ex-DoorDash | Founder @ AE Academy & Mind Diary
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In my experience as an outside sales professional, one of the most user-friendly tools has been a mobile-friendly CRM (Customer Relationship Management) system. Being constantly on the move, having access to crucial customer data and sales information right from my smartphone or tablet has been invaluable. It allows me to manage leads, update contact details, and track interactions seamlessly, even while I'm out in the field. The convenience of real-time updates and intuitive interfaces ensures that I can stay organized and productive, no matter where I am. Personally, I've found platforms like Salesforce Mobile and HubSpot CRM Mobile to be particularly effective in enhancing efficiency and driving sales performance in outside sales teams.

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George Diantey

IT/IM Officer at Ministry of Communications and Digitalisation
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Top user-friendly sales tools for outside sales teams include Salesforce, HubSpot Sales Hub, and Zoho CRM. These platforms offer intuitive interfaces, mobile accessibility, and features like lead tracking, contact management, and pipeline visualization, enhancing productivity and collaboration for on-the-go sales professionals.

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Ahmad Husain M

LuLu Retail Holdings PLC - Wholesale & Distribution
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Choosing user-friendly sales tools for outside sales teams is essential to ensure smooth operations and maximum productivity while on the go. Here are some options that are known for their ease of use: 1. Salesforce Mobile 2. HubSpot Sales Hub 3. Pipedrive 4. Zoho CRM 5. Microsoft Dynamics 365 Sales 6. Freshsales 7. Cloze When choosing sales tools for outside sales teams, consider factors such as ease of use, mobile accessibility, and integration capabilities to ensure a seamless experience for your reps.

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Glory Ekaette

Strategic Office Administrative/Customer Service Assistant.
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User friendly sales tools for outside sales teams should be intuitive, mobile friendly, and equipped with features that streamline the sales process while providing valuable insights and support. Some of this tools include: HubSpot sales Hub, Salesforce Mobile app,Zoho CRM,Freshsales, Pipedrive,Zendesk Sell. These are the ones i know for now, and i believe there are more. Remember , the user should be familiar with these tools because they are easier to use, accessible from any where, and equipped with features that support the unique needs of field sales reps. Its also essential to choose a tool that aligns with your teams workflow and provide the functionality needed to drive sales success.

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Sachin G.

Strategic Alliances & Partnerships | Digital ODR | SaaS Sales | B2B Corporate Partnerships | LegalTech | Dispute Resolution | Negotiation | Business Development | GTM Strategy | Corporate Sales
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?? **Power Up Sales On-The-Go with Mobile CRM!** ?? Elevate your outside sales game with a sleek mobile-friendly CRM! Access, update, and sync customer data effortlessly. ?? View your pipeline, capture leads, and scan business cards all from your smartphone or tablet. ?? Fast, reliable, and seamlessly integrated with other apps! ?? Log calls, emails, and set reminders with ease. Maximize productivity with a simple, intuitive interface for sales success anytime, anywhere! ?? #SalesOnTheGo #MobileCRM ??

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2 Route planning software

Another user-friendly sales tool for outside sales teams is route planning software, which helps them optimize their travel time and expenses, and reach more customers in less time. Route planning software can help outside sales reps plan their daily, weekly, or monthly routes, based on their appointments, priorities, and preferences. Route planning software can also help them avoid traffic, find the best parking spots, and navigate unfamiliar areas. Route planning software can also track their mileage, expenses, and time spent on the road, and generate reports and insights for their managers.

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Sachin G.

Strategic Alliances & Partnerships | Digital ODR | SaaS Sales | B2B Corporate Partnerships | LegalTech | Dispute Resolution | Negotiation | Business Development | GTM Strategy | Corporate Sales
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?? **Navigate with Ease! Boost Sales on the Go!** ?? Revolutionize your outside sales team's efficiency with user-friendly route planning software! ??? Optimize travel time, cut expenses, and connect with more customers faster! ??? Plan daily, weekly, or monthly routes based on appointments, priorities, and preferences. ?? Avoid traffic, find prime parking spots, and conquer unfamiliar areas effortlessly. ?? Track mileage, expenses, and road time with insightful reports for managers. ?? Elevate your sales game with streamlined navigation and maximize results! ?? #SalesSuccess #RoutePlanningMagic

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3 Proposal software

Proposal software is a user-friendly sales tool that helps outside sales reps create and send professional and personalized proposals to their prospects, without spending hours on formatting, editing, or designing. Proposal software can help outside sales reps use templates, drag-and-drop elements, and custom branding to create attractive and compelling proposals that showcase their value proposition, solution, and pricing. Proposal software can also help them track and manage their proposals, by sending notifications, reminders, and follow-ups, and by providing analytics and feedback on their proposal performance.

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4 E-signature software

E-signature software is a user-friendly sales tool that helps outside sales reps close more deals faster, by enabling them to get their contracts and agreements signed electronically, without printing, scanning, or mailing. E-signature software can help outside sales reps send and request signatures from their prospects, customers, or partners, using any device and any platform. E-signature software can also help them secure and verify their signatures, by using encryption, authentication, and audit trails. E-signature software can also help them store and organize their signed documents, and integrate them with their CRM and other systems.

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5 Video conferencing software

Video conferencing software is a user-friendly sales tool that helps outside sales reps connect and communicate with their prospects, customers, or colleagues, using high-quality audio and video, without traveling or meeting in person. Video conferencing software can help outside sales reps conduct online meetings, presentations, demos, or trainings, using features like screen sharing, chat, polls, and recording. Video conferencing software can also help them enhance their engagement and rapport, by using features like filters, backgrounds, and emojis. Video conferencing software can also help them save time and money, by reducing their travel costs and improving their productivity.

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6 Sales coaching software

Sales coaching software is a user-friendly sales tool that helps outside sales reps improve their skills, performance, and results, by providing them with personalized and data-driven feedback, guidance, and training. Sales coaching software can help outside sales reps learn from their own and others' experiences, by recording and analyzing their calls, emails, and proposals, and by highlighting their strengths and weaknesses. Sales coaching software can also help them access and complete relevant and engaging courses, quizzes, and challenges, and by rewarding them with badges, points, and certificates. Sales coaching software can also help them collaborate and learn from their peers and managers, by using features like chat, forums, and leaderboards.

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7 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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Liudmyla Kravchenko

?? Sales & Business Development at @TheWays
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My go-to is AI-driven lead-scoring tools. Also, consider virtual networking platforms for remote demos, and AR/VR for immersive product showcases. These boost outside sales efficiency and engagement, crafting unforgettable client interactions.

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What are the most user-friendly sales tools for outside sales teams?

1

2

3

4

5

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7

1 Mobile-friendly CRM

2 Route planning software

3 Proposal software

4 E-signature software

5 Video conferencing software

6 Sales coaching software

7 Here’s what else to consider

Sales Management

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What are the most user-friendly sales tools for outside sales teams?

1

2

3

4

5

6

7

1 Mobile-friendly CRM

2 Route planning software

3 Proposal software

4 E-signature software

5 Video conferencing software

6 Sales coaching software

7 Here’s what else to consider

Sales Management

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