Sales reps are the face of your brand. They may be responsible for going out in the field to meet customers along a pre-optimised beat plan or keep watch on merchandising or acquire feedback from stores, among other equally important tasks. They may play a significant role in getting customers to buy from you. Without sales reps, there would be a vacuum between you and your customers, both in terms of communication and promoting your product.
Naturally, your sales reps must be equipped with the right tools for the job so that they can function effectively. To that end, we have created this list of the best apps for sales reps.
But first, we must understand what it is that makes these apps crucial to the success of your sales efforts. Let’s expand on this in the next section.
Why Does Your Sales Rep Need A Great On-Field App?
- Customer profiling is key
Your sales reps must know whom they are meeting to avoid time wastage and to ensure seamless relationship building. As such, your field sales app should be able to gather customer data on the go, confirm identity, and carry out data hygiene efforts, among other tasks.
- Route optimisation efforts
An unoptimised route is as good as an exercise in inefficiency. Route optimisation by algorithms uncomplicates a lot as you get the shortest route possible and are informed about the economic viability of territories and even travel expenses. The ideal sales app should be able to chalk out the most optimised routes while also tracking the sales rep on the field.
- Customer relationship management
Customers make or break a brand. Every lead, every prospect is an opportunity you don’t want to pass on; zero-drop lead management is critical for this very purpose so that you don’t let your opportunities go to your competition.
- Order taking
The culmination of a successful pitch and relationship building is order taking. Your sales reps must have an easy-to-use and robust application with support for multiple operating systems. AI nudges for order recommendations is also a hugely important feature to have.
- Loyalty management
A field sales app may have loyalty management features built in to ensure that your sales reps are able to promote and push special schemes and rewards to customers.
Best Apps for Sales Reps
1. BeatRoute
BeatRoute has a field sales application with a goal-driven sales approach, that goes beyond just automation by executing your business goals through your sales reps, field sales managers, merchandisers, etc. It provides industry-specific workflows for easy configuration and design, assisting fast adaptation. BeatRoute has a multitude of key performance indicators and behavioural indicators for sales reps. These include range selling, cross selling, interaction forms, etc. and a brand can set up a gamification system complete with leaderboards and benchmarking that rewards ideal behaviour and performance with loyalty points, medals, and recognition.
BeatRoute also provides the provision to train sales reps based on their unique learning needs. This ensures sales reps are always adequately ready and upskilled on the job and are able to overcome any skill-based drawbacks. Furthermore, the innovative CuesBot is able to detect go-to-market roadblocks and nudge managers for resolution. BeatRoute also enables and monitors merchandisers and product promoters and is able to execute on-site auditing of available visual merchandising in a store. All of these make BeatRoute one of the best apps for sales reps.
Features
- Customer Profiling
- GPS Tracking & Beat Planning
- Order Taking App
- Route Optimization Software
- Field Sales CRM
Founded: 2014
Free trial or demo: Free demo
Pros: Goal-Driven Sales Technology, targeted digital training programs, highly scalable, highly modular, no-code platform, smart CuesBot, industry-specific workflow generation, offline functionality
Cons: Not suitable for inside sales, not for ecommerce brands
Suitable for: Primarily FMCG, CPG, building materials, and construction industries
2. LeadSquared
LeadSquared enables auto-check-ins and check-outs and tracks your sales rep independent of their in-app input. Also, when new leads are received, they can be distributed with ease among field agents based on availability, location, etc. and meetings can be set with leads to expedite matters. The app is able to record all calls and messages and eliminates the need for agents to add new leads manually from their interactions. LeadSquared works both in offline and online modes and syncs back when the network resumes.
LeadSquared ensures brands or managers are always in the loop about what meetings their sales reps have been to, the start of their day, completed meetings, and missed meetings.
Additionally, LeadSquared allows easy integration with apps that sales reps and managers might be using already to ensure there is no learning curve involved that can affect sales operations.
Features
- Geo-tracking
- Day planner
- Team planner
- Route planning
- Churn management
- Call recording
- Daily reports
Founded: 2011
Free trial or demo: Free demo
Pros: Multilingual support, offline functionality, easy adoption
Cons: Not for FMCG, CPG industries
Suitable for: Healthcare, education, financial services, automotive, real estate industries, etc.
3. Spotio
Spotio keeps your sales reps disciplined and efficient using elements like routing, notes, sales activities, appointments, etc. They provide automated data entry so that field reps can focus more on actual selling and relationship building. Sales managers and brands have the capability to check visits, texts, emails, etc. on live feed for enhanced management and brands can integrate the tools they already use with Spotio to eliminate the need to learn new software operations. Additionally, sales managers can analyse team performance and make proactive decisions to enhance operations and improve customer experience.
With Spotio, brands benefit from:
- Increased efficiency with a reduction in activities like manual log in
- Automated data capture on CRM
- Email, call, and text templates
Features
- Sales tracking
- Routing
- Multi-channel communication
- Customer mapping
- Lead generation
- Task automation
Founded: 2014
Free trial or demo: Free demo
Pros: Multi-device support, sales automation, activity sequencing
Cons: Not ideal for B2B sales, limited in sales team and territory management, not as customisable as some of its alternatives
Suitable for: Solar, pharma, telecommunications, etc.
4. SalesRabbit
SalesRabbit provides territory mapping for easy assignment to sales reps, tracking progress, customer profiling and more. SalesRabbit helps brands maintain leaderboards that track performance of sales reps and take smart decisions accordingly. There is also a messaging feature in the app which keeps communication prompt and simple and keeps everyone in the loop; this is also great for communicating incentives and sharing training videos. Managers get full disclosure on a sales rep’s day – where they have been, where they are, and where they are going to be.
SalesRabbit provides in-built solutions for sales teams to carry out customer verifications on the go. This doesn’t hinder the sales process and the in-app form builder enables the immediate creation of contractual agreements for quick closes. There is also the provision for eSignatures in the app for fast, on-field deals.
All customer data is available on the same platform, minimising chances of errors and boosting customer experience. This data is available to ensure client verification and on-spot qualification, saving time and effort.
Features
- Sales territory mapping
- Lead generation
- Lead management
- Gamification
Founded: 2013
Free trial or demo: Free demo
Pros: Easy-to-use interface, real-time and easy monitoring of sales rep activities, customer details are readily available to sales reps before they visit a store
Cons: Limited integration capabilities, limited filter and reporting options
Suitable for: Real estate, solar, home security, pest control
5. Zendesk
Zendesk enables users to form data-driven teams, boost team productivity, and have complete visibility of pipelines, ultimately enhancing customer experience. Sales teams can manage pipelines in real time with Zendesk and brands can improve an existing sales process via planning, tracking, and analysing it. It is a single, effective platform that offers lead generation, deal management, and activity tracking features.
Sales managers can also leverage customised notifications or triggers to keep track of sales rep activities. Zendesk also enables sales reps and customers to have meaningful and personalised conversations on the basis of readily available customer information.
Features
- Email integration
- Sales engagement tools
- Calling and texting
- Sales triggers
Founded: 2007
Free trial or demo: Free trial
Pros: Interface is intuitive and easy to navigate, mobile support, easy to set up
Cons: Possible customer support and call quality issues, has a learning curve
Suitable for: Healthcare, financial services, retail, transportation
What It Amounts To…
The ultimate aim of a sales rep app should be to help the sales rep do their job successfully and help the brand further its goals. Such goal driven philosophy and functionality requires the app to be highly scalable for rising demands, highly configurable for specific requirements, highly modular to save on expenses, able to integrate with other software, and helpful for sales reps and managers to complement one another towards greater sales and rapid solutioning.
BeatRoute embodies all of the above so that your sales reps and you as a brand never falter in your sales activities.
Don’t take our word for it – try the BeatRoute free demo and find out for yourself!
