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3 Do’s and Don’ts When Choosing Field Sales Mobile App

Posted by Indusa Admin on May 9, 2017 1:01 pm

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Field sales reps spend a majority of their time on the road, meeting customers, visiting partners, and doing a large part of their job on the go. So much traveling can have an enormous impact on their performance, requiring you to constantly accommodate their needs. While you already might have a handful of mobile apps in place for your field reps, you could also be in the process of choosing a new, feature-rich app to cater to their growing needs, as well as the needs of your business.

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Either way, once you’re in the enterprise mobility game, you must persistently strive for perfection. Your business (no matter what industry you operate in or what products you deal with) is sure to benefit from a functionality-rich mobile app. However, there are certain do’s and don’ts that need to be kept in mind when choosing your next field sales mobile app. Let’s have a look at them:

The DO’s of Choosing a Field Sales Mobile App

1. Support Real-Time Experiences

When sales reps are out on the road, access to real-time data becomes a necessity. When designing an app for your sales reps, make sure it can offer all the required access to real-time data and actions. Since a large volume of data gets generated every second, make it a point to have alerts and notifications embedded that help reps to read and respond to important events. The app should be able to devise alerts for approaching deadlines, and set reminders for open invoices, so confirm it has the capability to intelligently evaluate data and appropriately send the most recent and up-to-date information.

2. Ensure Responsiveness

In today’s high speed Internet world, an app that doesn’t respond to an input immediately is of no use. When your field sales rep tries to access a past invoice for reference, or tries to get a quote to close a sale, your app should give information back in a couple of seconds, in order to shorten the turn-around-time of a sale. Exceptional user experience is not only about the app’s interactivity and responsiveness but also the timeliness and relevance of the data it reflects. Confirm that the app’s development platform deals with speed, and offers rich user engagement by providing relevant data quickly and seamlessly.

3. Leverage Device Features

Today’s mobile devices possess a host of top-notch features, so it makes total sense for your app to make use of these features. Ensure your app uses all of the latest client device SDKs, so your reps can leverage the features of their devices (GPS to plan their routes and visualize customer locations on a map or device camera to scan a customer invoice or an NFC to process a payment) to the fullest, while using the app.

The DONT’s of Choosing a Field Sales Mobile App

1. Develop for one Device or Platform

In a world full of diverse mobile operating systems and device types, choosing an app for one device and one platform can be a wasted effort. While you might currently be supporting a BYOD policy across your organization, it’s always advisable to select an app that can be deployed anywhere, and on any device. This approach ensures that your app works just fine on a web browser, a mobile phone or any handheld device. Also make sure the environment supports push notifications – if there’s an exciting new sales feature you’ve embedded in your app, there’s no way your sales reps should miss it!

2. Overlook Security

As your field sales reps have access to sensitive customer and business information, it is critical for you to ensure privacy and confidentiality of this information. While you can maintain the required levels of security if you have a BYOD policy in place, if you don’t, make sure you are only allowing a single opening for the app to access business-critical backend services. This way you can minimize vulnerabilities in the corporate firewall, and prevent unwanted exposure to the Internet. Likewise, try to include a fully encrypted on-device storage mechanism to prevent unauthorized data access if the device is lost or stolen. Safeguard all network traffic between the app and the server by encrypting with the necessary user authentication and authorization.

3. Ignore Insights You Can Gain from the App

While a field sales mobile app can help your sales reps do their jobs quickly and more efficiently, there’s a whole lot of insight you can get from the information that the app yields. See what your reps are doing with your app, how they are using it, what device they’re using it on, and what the common usage flows are. Such information can be used to further streamline the application for usability and to boost revenue-generating opportunities.

Taking Your Sales App to the Next Level

Sales reps that spend most of their time on the road need to feel as much as part of the company as their office-based counterparts. One natural way to empower them is through enterprise mobility – equip them with sales mobile apps that are simple to use, offer the information they need in the quickest possible time, and make their jobs easy. By keeping in mind these do’s (support real-time experiences, ensure responsiveness, leverage device features) and don’ts (develop for one platform, overlook security, ignore insights you can gain from the app), you can certify widespread (and contented) adoption and take your apps (and your business) to the next level.

Indusa’s field sales mobile app helps enhance enterprise mobility and productivity of sales representatives during customer visits. Learn more today.

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Manoj Nair
About the Author – Neha Kumar

Neha Kumar is a digital media evangelist and marketing professional. She overlooks Indusa’s content management, social media, online events, email marketing, blogs, digital campaigns, lead generation and inside sales activities on a broader scale.

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Contibuting Author: Malavika Nityanandam