The sales process involves a wide range of activities such as prospect management, payment processing and sales reporting. When not handled properly, this process can end up being very time-consuming and frustrating. Fortunately, there are some tools available which can streamline the sales process, thus enhancing your chances of making more profits. Alternatively, you could consider outsourcing your sales.
Here are some of the must-have apps for any sales team. Some of these apps are free to download, while others require a monthly fee:
This is a powerful customer relationship management (CRM) tool that allows you to keep track of your entire sales process. Pipeliner comes with great features for team collaboration, sales automation and sales reporting. The great thing about this app is that it allows you to either work from your mobile device or your laptop/desktop computer. In addition, Pipeliner can be easily incorporated with your email system.
Infusionsoft is a solution which can be used for sales as well as marketing. It comes with great ecommerce, in-depth automation and prospect management capabilities. Some of its notable features include behavior-based lead scoring and a user-friendly drag-and-drop interface for automating tasks.
3. Cashier Live
Payment processing is a very crucial part of the sales process. Cashier Live is a great point-of-sale app which easily integrates with most major payment gateways. It comes with features that allow inventory management, card processing, multilevel reports, barcode scanning and integration with accounting tools like Quickbooks. The fees charged for payment processing vary based on the amount being transacted.
Streak is a CRM tool that allows you to track all your sales activities without having to switch windows. It comes with great customer management features such as spreadsheet layouts, an email organization interface, pre-scheduled email deliveries and phone call scheduling. In addition, streak can be easily integrated with most email services
Expense tracking is vital for the success of any business. Expensify will make it very easy for your sales team to submit receipts and expense reports. All you need to do is take a photo of the receipt and save it for reporting later or send it immediately to the accountant. This avoids wasting a lot of time in analyzing and documenting expenses. In addition, there is no need to be worried over lost receipts.
6. Google Drive
Google Drive is a cloud-storage app that allows you to store up to 15GB of data. You can upload all kinds of data including video files, audio files and documents. This information can then be accessed from any location where there is an internet connection. Data stored on Google Drive can be easily synched with other Google-compatible services.
Which other apps have you used in your sales process? Please share with us in the comments section below.