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Your outside sales team needs a new platform. What should you look for?

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If you are an outside sales professional, you know how challenging it can be to manage your leads, prospects, and customers across different territories, channels, and devices. You need a platform that can help you streamline your sales process, improve your productivity, and boost your performance. But what should you look for when choosing a new platform for your outside sales team? Here are some key features and benefits to consider.

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1 Mobility and flexibility

One of the most important aspects of a platform for outside sales is its mobility and flexibility. You need a platform that can work on any device, whether it's a laptop, tablet, or smartphone, and that can sync your data and activities across all your tools and platforms. You also need a platform that can adapt to your changing needs and preferences, allowing you to customize your workflows, dashboards, and reports. A mobile and flexible platform can help you access and update your information anytime, anywhere, and stay connected with your team and your customers.

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Femi Adediji

SUPPLY CHAIN | RTM | STRATEGIC PLANNING | PROJECT MANAGEMENT
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Communications and collaboration; Choose a platform that includes built-in communication tools such as messaging, video conferencing, and document sharing, facilitating seamless collaboration among team members and with clients

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2 Automation and integration

Another essential feature of a platform for outside sales is its automation and integration capabilities. You need a platform that can automate your repetitive and tedious tasks, such as data entry, follow-ups, reminders, and scheduling. You also need a platform that can integrate with your existing systems and tools, such as your CRM, email, calendar, social media, and marketing platforms. An automated and integrated platform can help you save time, reduce errors, and optimize your sales cycle.

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3 Intelligence and analytics

A third key feature of a platform for outside sales is its intelligence and analytics functionality. You need a platform that can provide you with insights and recommendations based on your data and behavior. You also need a platform that can track and measure your performance and results, such as your pipeline, conversions, revenue, and commissions. An intelligent and analytical platform can help you make smarter decisions, identify opportunities and risks, and improve your sales outcomes.

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4 Engagement and collaboration

A fourth crucial feature of a platform for outside sales is its engagement and collaboration potential. You need a platform that can help you communicate and interact with your prospects and customers effectively and efficiently. You also need a platform that can help you collaborate and share best practices with your team and your managers. An engaging and collaborative platform can help you build trust, rapport, and loyalty with your contacts, and learn from your peers and mentors.

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5 Security and reliability

A fifth important feature of a platform for outside sales is its security and reliability. You need a platform that can protect your data and your privacy, and that can comply with the relevant regulations and standards. You also need a platform that can deliver consistent and high-quality service, and that can handle any issues or problems quickly and professionally. A secure and reliable platform can help you avoid risks, maintain compliance, and ensure customer satisfaction.

Choosing a new platform for your outside sales team is not an easy task. You need to consider your goals, needs, and preferences, as well as the features and benefits of each option. By looking for a platform that offers mobility, flexibility, automation, integration, intelligence, analytics, engagement, collaboration, security, and reliability, you can find the best solution for your outside sales success.

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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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Dan Steindler

Founder & Owner at CCR Search | Hunting Top Talent & Simplifying Recruitment | 6sense, Genesys, Yext, CareerBuilder Alum
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I prioritize tools that streamline my daily tasks. Access to robust data and accurate contact details is essential. However, some platforms offer built-in dialers, enabling direct calls from my laptop. Additionally, solutions with Chrome and Outlook plugins eliminate the need for redundant efforts. These added features are pivotal for expanding and streamlining my outreach efforts effectively.

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Lora Danielson

Spiritual Creative Entrepreneur and Published Writer
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Look for a platform that wants to see your success! One that gives you the most of what you need in one place and the support and training for you or your employees to use it effectively, with help in areas that are new and training for the people that are new or have not used the particular platform before. No matter who you choose, success will only come if the tools are being used effectively

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Your outside sales team needs a new platform. What should you look for?

1

2

3

4

5

6

1 Mobility and flexibility

2 Automation and integration

3 Intelligence and analytics

4 Engagement and collaboration

5 Security and reliability

6 Here’s what else to consider

Outside Sales

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Your outside sales team needs a new platform. What should you look for?

1

2

3

4

5

6

1 Mobility and flexibility

2 Automation and integration

3 Intelligence and analytics

4 Engagement and collaboration

5 Security and reliability

6 Here’s what else to consider

Outside Sales

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