It seems like there’s an app for everything these days, and sales operations is no exception. Doing a search through your mobile app store will yield dozens of results, from notes organization to order management. Many times these apps end up becoming more cumbersome than helpful, especially for those who are constantly on the road. Below are the top 5 apps I recommend and personally use as a sales professional that have helped me not only stay organized, but also make it easier to not use my car as my filing cabinet:
CamCard is an app to which I was recently introduced by a co-worker after complaining about the huge stack of business cards sitting on my desk and lack of time to update my contact list. CamCard allows you to take a photo of a business card and instantly upload the contact information to your smartphone. You can also access all your business cards from anywhere, anytime because they are stored in the cloud and synchronized in real time across your devices and the online app. Ever find yourself at a tradeshow and you forgot to bring business cards? No problem! Not only can you save and retrieve business cards, but you can also join the paperless movement and electronically exchange information when meeting new people. Possibly the best part of this app is that it’s free! Learn more about CamCard here.
If you’re anything like me, at the end of a full day your desk and trashcan are full of sticky notes with reminders, to-do lists, and messages. If your car is a traveling office, it can be even worse. Evernote allows you to create a project to-do list, jot down a reminder, or snap a picture of a sketch. As a salesperson constantly on the go, I’m always making notes to follow-up after meetings and other projects. With Evernote, you can organize your notes according to project, account, etc so they’re accessible wherever you go, any time. Have you ever searched your entire car looking for a tiny piece of paper with the phone number of a potential lead? Never again! Evernote also makes it very easy to search for notes, even if they’re handwritten. You can easily share your notes or create a group notebook for co-worker collaboration. The basic plan is free to anyone and there are additional subscription costs for the plus or premium editions. Learn more about Evernote here.
The Dragon Mobile Assistant utilizes Nuance® voice recognition technology to send and receive text messages, post to Facebook and Twitter, email, and much more – all hands-free! With most states banning texting and requiring hands-free devices while driving, it can be difficult to stay on top of your emails, voicemails, and messages while staying safe on the road. Dragon allows you to set reminders, make appointments, and search the internet without looking down at your device. The Attentive Mode allows you to wake-up your “assistant” at any time, even if your phone is locked. The app even automatically detects when you’re in a moving vehicle and will automatically switch to hands-free, eyes-free access. Learn more about the Dragon Mobile Assistant here.
It’s a fact of life in the furniture industry that when working with an architect on a project, you will inevitably run into the issue of a single email taking up most of your inbox space. That’s where Dropbox comes in! Not only does Dropbox free you from the limitations of inbox space, but you can also get access to all your files from anywhere, on any device, and share them with anyone. Even if the person receiving a file you’re sending doesn’t have a Dropbox account, they can still get access to the files through a link. Dropbox is also a great option for backing up important files and collaborating on a presentation with your teammates. When you edit a file in a shared folder, everyone receives an automatic update. Dropbox for individuals is free for the basic option, but you can upgrade to the pro option or options for businesses and teams for an additional charge. Learn more about Dropbox here.
Have you ever been out on a call and learned from a prospective customer that the plans in front of you are the only copies? What do you do then? This is where DocScanner can save the day! With the DocScanner app, you can take a picture of a document and instantly convert it to a PDF. Now you have the perfect document to email to back to your team to help with specify furniture for your customer’s layout. Not only can you email the document as a PDF, but DocScanner can also feed into your Evernote account as well as integrate with Dropbox. Using this app in connection with your Dropbox and Evernote will ensure you have everything you need on the go and that it’s all safely stored for future use. Learn more about DocScanner here.
Have you tried any of these apps? What other resources do you use to stay organized on the go?