Event Tech Strategy, Insights & Trends.

10 Mobile Apps That Every Sales Professional Needs

No longer are the days when sales people or account managers can use the excuse, I will be traveling or in meetings and will get back to you when I return to the office in a few days or a few hours. Not having the tools to be able to respond quickly, stay in touch or continue working while traveling, in meetings or out of the office may cost you opportunity!   Not only that, but sales people need to pick up efficiencies wherever they can if they want to be attentive and win deals.

So, here’s the good news; there are now hundreds of mobile apps designed for sales people to help increase their efficiency and make them more effective….especially while on the road.  The hard part is choosing the right app that will really help!  So let’s make this easy – Here’s a list of the MUST HAVEs for sales executives (in no particular order):


evernoteEvernote: Inducted into the Apple “App Hall of Fame,”  this is hands down the best note-taking app on the market;  It allows you to take notes, capture photos, create to-do- lists, record voice reminders and sync everything across all of your devices.  Everything is completely searchable and it’s easy to share notes with others.  It’s hard to resist the premium package which allows you to take notebooks offline, grant permission to others to edit your files and and add more security features.  A great tool for increased productivity!

Quickoffice: Struggling with managing document changes and edits while on the road?  Well, this is the app for you!  You can view, create and edit Microsoft files and annotate PDF files.  It connects to cloud storage apps for quick access, allowing you to edit files from any device.  If you store your files in your Google Drive account, you can access them offline!  This is an excellent app for those who do a lot of work on mobile devices.

Pulse: Sales people need to stay informed about their market, their buyers and their competitors but digesting all this information (especially over a mobile device) can be overwhelming.  Pulse (now known as Linkedin Pulse) is a great tool for displaying news from multiple RSS feeds in a single page using a tile-based interface….a great way to read pertinent articles and information that interest you without all the junk.

dropboxDropbox: Need an easy way to access hundreds of files and documents while traveling?  Dropbox is calling your name!  This is the easiest way to get secure online backup for your entire team while allowing for collaboration and quick file transfers.  Dropbox automatically syncs files between your computer, phone and tablet. When you save a document or photo to the Dropbox folder on your mobile device, it immediately downloads to the Dropbox directory on your PC. Configure the app to sync photos to the cloud as soon as you take them. You can also create and manage shared folders with the app. You can’t afford to be without a tool like this!


Uberconference:  Need to do a conference call on the fly?  Uberconference HD makes it super easy to schedule and join conference and video calls from any device at any time.  Great features include text chat, a view of attendee social profiles, no PINS required, unlimited free calling and recording with up to 100 attendees, document sharing, custom hold music, and custom phone numbers available in 40 countries. Uberconference will even call you when it’s time for your call to keep you on schedule!

Cardmunch: an easy way to turn business cards into contacts!  Take a picture with the app and a business card is converted to a contact automatically.  The greatest part – it will also show you LinkedIn profile information and connections you have in common with the contact.  It is the best way to organize your contacts and keep track of people you meet.

Docusign: The most efficient and secure way to sign documents!  Access your DocuSign account directly from your mobile device. Sign documents, send documents out for signature, gather signatures in-person, monitor document status, access completed documents and much more. Whether you are in the office, at home, or on-the-go – DocuSign works from anywhere from any device!

Uber: We’ve all been there – traveling in an unfamiliar city and needing to get to a meeting, hotel or airport – It can be frustrating and stressful.  Uber is the quickest and most efficient way to get from place to place and light years better than finding a taxi.  With the ability to request a ride with a single tap of the app, you won’t be disappointed by this experience – drivers are reliable, quick and the experience is hassle free with clear pricing and no fumbling for credit cards to pay the driver!  While it may be a little more expensive than the average taxi ride, it is certainly more convenient and less time consuming.  Don’t be without it on your next trip!

salesSales Goals on Fire: This may be the best $10 you ever spent on a sales app….SGOF is one of the quickest, simplest way to set and track sales goals and sales progress.  Knowing exactly what you need to accomplish each day or week and how meetings and activities are translated to dollars is a just one aspect of this app.  You can personalize sales activity and set daily, weekly, monthly, quarterly and annual goals and you also have the ability to view sales tips and motivational quotes.  A great tool to keep your sales progress on track!

Linkedin: While this one is probably obvious, LinkedIn is one of the best ways to network and make new connections in your field. Connecting with a new contact is as easy in the app as it is on LinkedIn’s website. The app features a powerful search function to help you find the exact person you’re looking for by name, location or professional details. Plus, the widespread use of LinkedIn ensures most professionals you meet will already have profiles.  It is a great way to stay in touch with industry news and contacts while traveling.

There is obviously no shortage of apps available for increasing productivity and sales success, but these are the ones we think every sales person should have!  Other great apps that received our RUNNERS UP award:  Hotel Tonight, Nozbe, Screenchomp, Sales Navigator and GotoMeeting.

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