How to Simplify Daily Sales Activities

How to Simplify Daily Sales Activities on the iPad with Integrated Sales App Data

Sales Apps Should Talk To Each

There was a time when we were happy to just be able to cut and paste content from one app to another. Now we do this without thinking everyday. But shouldn’t we have progresses well beyond this by now?Especially with Mobile apps, if even just for ease of use. During the early Apple iPad, & iPhone years, we have progressively used cut and paste as the primary way to share content between apps. Fast forward to today and we found ourselves in a mixed world with some applications automatically sharing data between them and others that are just large sales/personal data silos. We still see iPad apps where the only way to move content from one app to the next is by selecting, copying, and pasting. Too many apps have the content locked where you are unable to select to copy! This is really shocking!

Beyond cut, copy and paste, today’s mobile apps should be “system aware”, so they understand what base apps are included on the system, and the type intelligent data transfers should be available on the system.

As an example, iPad devices come standard with calendaring, address book, and maps to name a few, it would seem, being able to easily copy records between these apps (without having to select, copy, and paste) would be useful and help simplify getting things done. It is hard to imagine that some iPad apps designed for the mobile user can’t do this.

“Tom”, a Mobile SFVision user and Sales Account Executive that fully leverages iPad Data Integration

Tom is a sales account executive for an office systems company who spends his day at client locations keeping clients satisfied, and helping them learn about new systems, you know, sales calls. His story applies to any person whose work day requires travel and mobility.

Tom uses a GPS navigation app for his iPad because it tightly integrated with the iPad’s native maps app. He also uses SFVision for Salesforce to manage his accounts and plan his day for many reasons. One reason in particular is the intelligent way SFVision can exchange information between apps.

In the morning, Tom looks at his SFVision for Salesforce opportunity pipeline and calendar, and plans his day for his meetings. As he quickly jumps from the pipeline to the account record, he is able to touch the address on the account page and open it in the Maps app. Here is GPS app can store this destination in the list of destinations for his day. He can repeat this process for each stop so his GPS app can then help him plan his route.

This process is really great for the un scheduled stops. We have all had the need to quickly factor in a new location, think of how simple it can be. Example: you are talking with your client or potential client Jim, he says his boss wants to know if you can swing by today, you open your SFVision app, go to Jim’s record, touch his address, it opens in the maps and now you can accurately determine the travel from your current location to Jim’s office.

Next you touch the SFVision button “Add to Address Book” to automatically put Jim’s number in info in you iPad address book, iCloud copies this to your iPhone, and you are ready to go.

If you had to copy and paste Jim’s address to the GPS or had to hand key in, you would have not been able to make the commitment in the single call. Imagine if your Salesforce app didn’t allow you to even copy the address!

Integrated data definitely leads to productivity and productivity leads to more effective and customer centric sales processes.