What are the best ways to track outside sales data on the go?

The key to success in today's sales landscape is agility and responsiveness. Mobile CRMs empower Sales and BDM rockstars to do just that. Accessing valuable data, personalizing outreach, and maximizing efficiency, all in a single spot. As a busy BDM, having a mobile CRM is essential. It helps me stay connected with prospects or clients, manage my pipeline, and close deals on the go. No more scrambling for info or missing opportunities.

The best ways to track outside sales data on the go include using mobile CRM apps like Salesforce or HubSpot, integrating expense tracking tools such as Expensify, and leveraging navigation apps like Google Maps for efficient route planning.

In my experience, a mobile CRM app is not always something your company has available due to budget constraints. If you find yourself in this position, I would recommend creating a google form, which is a free tool. When working at a start up, I often used one to track all information gathered during my market visits. The information I submitted via the form was automatically collected in a spread sheet. Post visit, I referenced this sheet to make follow ups and log important information accordingly.

O CRM é uma ferramenta de suma importancia quando utilizada em conjunto com profissionalismo, sem perder o foco no cliente. Aliado a um trabalho de qualidade da informa??o, dentro da empresa, criando padr?es básicos para todos falarem a mesma língua focando em dados descartando opini?es pessoais.

Instant access is key. Pin your CRM app to your home screen and iPhone users should craft a Voice Memo shortcut or use Siri dictation – voice-to-text is our secret weapon now! Dictate notes, reminders, updates – boom, straight into your CRM. Remember, speed wins deals. These hacks boost your productivity and CRM game, helping you crush quotas like never before. Also, it does NOT need perfect English; good enough is good enough. It is not a novel just so long as someone can look at it quickly and understand the key points - You are a salesperson, not an author.

Learning to use shortcuts on your iPhone can save you a lot of time. The voice-to-text feature is excellent and you should make use of it. If you struggle with grammar, apps such as Grammarly can assist you. Nowadays, most CRM systems and video conferencing tools like ZOOM can capture calls and videos and generate a summary. While these summaries may not be perfect, they enable you to focus on selling rather than taking notes.

I personally do a lot short videos about the benefits + live demo about our solutions. I call them ”virtual sales man” e.g. I can multiply my presence and clients may check the videos at suitable time. Works fine with my ”rally English” ??

One of the most effective ways to track external sales data on the go is by leveraging voice and video technology. Mobile applications equipped with voice-to-text features allow sales representatives to quickly input data during client interactions, such as updating sales figures, noting customer preferences, and scheduling follow-ups, simply by speaking into their devices. Additionally, video conferencing tools facilitate real-time communication between team members, enabling seamless collaboration and immediate updates on sales progress. Integrating these technologies into a cohesive system provides a dynamic platform for tracking sales data efficiently while on the move.

I regularly use recording functionality during conference calls and remote meetings with customers/prospects. This helps in revisiting the discussion, understand a query better and helps me to focus on the discussion rather than taking notes. In my personal experience, Voice assistants is really helpful when you are on the road or multitasking and need to take note without getting distracted.

Use leadbeam.ai. It’s the best for this hands down. It uses voice, image and text ai and automatically pushes everything to your CRM. Then it personalizes a follow up so nothing falls through the cracks. If you are on the go and use a CRM, it’s a must have.

It's important to understand what factors contribute to closing deals in your industry. While some people keep track of their calls or emails, I've found that meetings and demos are usually the most effective ways to secure sales. It's essential to know your numbers and consistently monitor your progress. Additionally, aim to set higher standards for yourself than your boss's KPIs, which are often the bare minimum and won't necessarily result in outperforming your sales team.

Maximizing tool usage in the field is crucial. From free options like OpenAI(ChatGPT), Seeking Alpha, and Google Alerts to paid tools like ZoomInfo and LinkedIn Sales Navigator, every resource counts. Integrating these with our mobile CRM/Forecasting tools ensures accuracy and success. Proactively pushing updates keeps the team informed, moving away from reactive research. Setting up tools to track accounts and contacts keeps everyone current. Share your strategies for field differentiation and on-the-go data management.

It can be really helpful to track the number of activities you perform using a mobile CRM tool. This allows you to see how your performance correlates with your sales numbers. By doing so, you can identify where your time is best utilized, which can help you grow business with your current customers and win over new prospects.

One of the most effective ways to track external sales data on the go is by adopting a comprehensive reporting dashboard. These dashboards, often accessible through mobile applications or web platforms, provide real-time updates on sales metrics such as revenue, customer acquisition, and product performance. With customizable features and interactive visualizations, they offer insights at a glance, allowing sales teams to make informed decisions on the fly. Additionally, integration with CRM systems and data analytics tools ensures seamless data synchronization and deeper analysis, empowering businesses to adapt quickly to changing market dynamics and optimize their sales strategies on the move.

Los paneles personalizados dan información muy valiosa para las ventas, el saber como personalizarlos o generarlos directamente de la base de datos del CRM es importante, ya que te muestran información de gran valor y genera toma de desiciones ágiles, por ejemplo en renovaciones de contratos, ventas cruzadas, incremento de servicios,etc.

Utilizing a forecasting tool is crucial for predicting sales trends and making informed business decisions. By analyzing historical data and market trends, these tools provide valuable insights that help optimize inventory management, resource allocation, and revenue projections.

One of the best ways to track external sales data on the go is by utilizing a forecasting tool integrated with a mobile application or accessible via a web interface. These tools leverage historical sales data, market trends, and other relevant factors to provide real-time insights and predictions. With features like customizable dashboards and alerts, users can monitor sales performance, identify emerging patterns, and make informed decisions promptly, regardless of their location. This ensures agility and responsiveness in adapting sales strategies to dynamic market conditions.

Las herramientas pronóstico de los CRM son muy útiles ya que nos permite tener un panorama realista de la situación actual del equipo comercial y sus resultados, en el podemos medir y darnos cuenta por ejemplo: que tenemos que subir el número de oportunidades, incrementar los cierres, aumentar la velocidad de los procesos de cierre, generar mayor número de visitas, etc.

I'm a firm believer in taking continuous feedback from customers or prospects, however not a firm believer in a standalone tool. Sometimes feedback during the discussion helps better than using a survey tool. Always make a habit to have a feedback loop so that you can understand the actual need of a customer and accordingly help with the right solution and approach. Tool or no tool, feedback is always needed to make informed decision, evaluate customer need, build relation and measure satisfaction.

One of the most effective ways to improve your sales skills and expertise is by gathering feedback directly from your customers and prospects. You can start by asking them what kind of support they need to solve their problems more effectively, actively listen to their responses, and then come up with a plan to provide the necessary assistance. This approach can help you build stronger relationships with your customers and enhance your offerings to better meet their needs and GROW SALES.

I’m not a believer in standalone tools unless they are connected to my system of truth/CRM as my goal is a 360 degree view of my customers. That means feedback, proactive Customer Success outreach, the list goes on to capture that data. The better you know your numbers and the data that drove those numbers, the better you serve your customers resulting in unbreakable bonds if done right.

Tableau Pulse will be a game changer. Specific KPI metrics defined by business users that pump specific real time trending data directly to a business leaders mobile device.

When adopting mobile CRM for on-the-go sales management, consider data security, the necessity of user training for full tech adoption, and the tools' customization and scalability to fit business needs. Cost implications and the ability to integrate with existing systems, like Salesforce.com, are essential, ensuring offline functionality for areas with limited internet access. Additionally, leveraging these technologies can significantly enhance customer interactions by enabling personalized service and improving the overall customer experience.

social app is the best way to communicate with people and share the experience. These apps are free to communicate with video, text and audio, image. These apps have greater technology to communicate with peer to peer sharing the information without any limitation.

Provide your sales team with the necessary training to efficiently use tracking tools and systems. A well-trained team will maximize the use of these tools.