The right mobile sales tool makes up the difference between falling short and hitting your number. From meeting a number and smashing it. But figuring out the best platforms, apps, or software for your use case is a tall order. We'll strive to help you figure it all out in this guide.
Whether you’re in outside sales or inside sales, prospecting for new leads or managing existing customers, manage sales operations or manage pipeline and revenue operations, this guide has it covered in detail.
Here’s a deep dive into the best mobile sales tools broken down by category.
Efficiency is everything in outside sales. By their very nature, field sales reps are constantly on the move. They need a mobile-optimized sales tool that maximizes their time without complicating their processes. If not, reps will revert to manual tracking that might not be optimized, but helps them work faster.
That is exactly what RepMove was built for. RepMove makes sure outside sales reps have every tool they need to succeed. Everything in the app is mobile-first and designed to be easily accessible. This gives it utility for more than outside reps, with mobile account management, team communication, and more built-in. It's the best overall mobile sales tool on the market.
But, at its core, RepMove is made for field sales and offers the best mobile outside sales tool available. RepMove is designed for field sales reps first and foremost. These reps require a seamless mobile experience. One that is the opposite of intrusive.
RepMove accomplishes this need in spades with a friendly mobile user experience. It combines route planning and optimization, CRM functions, and real-time activity tracking into a single app. Reps can plan their day, track their progress, and make sure they are maximizing the number of customers they're visiting. It's also cost effective, starting at $19.99 per month on individual plans or $49.99 per user per month for teams.
Here's a detailed look at RepMove's key solutions for outside sales.
Every outside sales rep needs to manage their time effectively. They're largely on their own and have to manage themselves. They have to get themselves from one meeting to another as efficiently as possible. This starts with using a tool that's more than a basic map app. It requires a tool that reps can use to plan routes the night before. A tool that lets them make detailed plans in case schedules need adjustments so they don't miss a beat.
This gives reps the ability to visualize every customer on their map, so no matter where they are on a route, they can add new visits to their day. If a customer cancels a meeting, it's easy to pull up the map and find other opportunities.
Notebooks are outdated. Note apps don't get the job done either. Outside sales reps need a mobile sales tool that will automatically track and organize their notes. Every note, purchase order, and expense report is saved in real-time and connected to your customer accounts and contacts. Notes are always accessible and organized, so it's easy to recall important details.
RepMove is a complete CRM that's accessible on your mobile device. It gives reps the ability to update records on the go and access customer records anywhere. RepMove's mobile app also connects directly to the web-based desktop app. This gives leaders the ability to access and view all tracked records, from daily routes and customer visits to notes, in real-time.
Closing deals requires staying on top of and creating opportunities. RepMove’s task management system lets reps set reminders for important tasks and follow-ups. Organized reps will never miss a critical deadline or forget to follow up again. Whether you’re following up on interest in an order or reminding yourself to schedule a meeting, RepMove keeps you organized and focused on the next step.
Organizing territories keeps sales teams efficient and the entire business growing. But without the right tool, the complexities of territory management can easily create inefficiencies that drain sales potential. RepMove allows leaders to easily define and manage territories, whether by physical locations or by customized categories and tags. This ensures that your team is covering all its areas efficiently without overlap or conflict.
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HubSpot stands for its mobile account management features. Its mobile app offers a pleasing interface so you can stay on top of customer relationships, track interactions, and manage sales pipelines—all from your mobile device.
One of its major strengths is its robust contact management features. These features allow account managers to easily access customer profiles, log communications, and track deals. You can view interaction histories, set reminders for follow-ups, and manage tasks.
Additionally, HubSpot's CRM integrates with marketing, sales, and customer service tools, making it a comprehensive solution for multiple uses. Its mobile capabilities help account managers stay connected with their teams. Account teams can log meetings. They can update sales pipelines. They can use most of the main tools from the web version of the CRM with ease from anywhere. Overall, HubSpot is an ideal tool for inside sales reps focused on managing customer relationships.
Prospecting can be one of the most time-consuming and crucial aspects of sales. Leads Sniper simplifies and accelerates prospecting with tools to capture new leads by scraping popular sites automatically instead of manually.
Leads Sniper offers some of the most advanced search capabilities of any prospecting tool. Sales reps can scrape Google Maps, Google Search, and Yellow Pages to identify high-quality prospects based on industry, location, company size, and other customizable criteria. This targeted approach provides focus so reps put their energy into leads that are more likely to convert, rather than wasting time with cold contacts that don’t fit their ideal customer profile.
Leads Sniper also integrates with major CRM platforms. These integrations make capturing lead data and syncing it with your CRM in real-time easy. This tool will help you prospect, follow up with targeted contacts showing intent, and ultimately close more deals and grow sales.
The Salesforce mobile app takes the features that desktop users love about sales operations and makes them available on the go. This means sales ops can manage data, optimize workflows, and get real-time insights anywhere.
Salesforce really stands out for sales operations with its instant access to dashboards, reports, and metrics. You can monitor sales performance and manage processes easily with its mobile interface. Sales ops can also ensure that sales pipelines are running smoothly. Salesforce gives operations leaders complete visibility into the data they need so they can remove bottlenecks and optimize performance anywhere.
Salesforce's broad integration with other sales and business tools is among the best available. The numerous seamless integrations offered by Salesforce means sales operations can manage data, update records, and facilitate communication. Sales operations can review analytics, facilitate approvals, or implement strategies from anywhere.
Pipedrive built one of the most popular sales pipeline management tools on the market. Its simple and intuitive interface is focused on helping sales reps move deals through sales processes quickly. Its mobile app takes this capability to your phone. Pipedrive has made it easy to visualize pipeline, track opportunities, and stay on top of follow-ups anywhere.
It streamlines pipeline management through a simple and easy to digest design. It helps reps visualize and track opportunities by deal status and take action to keep leads moving forward through the funnel.
Zoho offers a deep set of features for lead management and makes it all available in its mobile app. This CRM makes capturing leads and tracking their progress throughout the sales funnel a relatively simple task from your mobile device.
Its mobile app provides sales reps with a versatile lead management system that's affordable, easy to manage, and simple for reps to use on the move. Its helps you capture, nurture, and score leads so you can stay on top of priority opportunities anywhere.
For inside sales teams focused on outbound outreach, and optimizing who they're reaching, ZoomInfo Engage is a top platform. It supercharges prospecting capabilities with a deep set of targeting criteria, from firmographics to intent data, with efficient communication and engagement features also built in. This makes it an ideal tool for inside sales professionals who need to move quickly and keep conversations flowing.
ZoomInfo Engage’s mobile app also provides sales reps with access to its massive database of contacts and companies. It's among the best tools for finding contacts at scale at nearly any company. Reps can quickly identify high-quality leads and start outreach from their mobile device.
One of its great features is its integrated email and phone outreach capabilities that lets sales reps send emails, make calls, and track follow-ups directly from the app. Outreach gets optimized so every worth pursuing is available when working remotely or outside the office.
Another advantage ZoomInfo Engage holds above the competition is its built-in analytics into outreach performance. This includes email open rates, call tracking, and engagement metrics that make creating insights from data and then using it to fine-tune messaging simpler than other tools.
Its seamless integration with CRM systems like Salesforce and HubSpot keep all your lead and account information data updated automatically. This maintains sales team alignment and organization across departments. ZoomInfo Engage is a powerful tool for inside sales reps who need to increase their numbers, all from the convenience of their mobile device.
You'll likely ask colleagues and peers for referrals before looking at new tools. You'll also likely turn to review sites. These sites provide detailed insights and aggregate feedback from real users. They make it easy for you to compare features, pricing, and feedback to find the solution that fits your needs best. The following are some of the top review sites for sales tools.
G2 is one of the most popular review platforms for business software, with a variety of categories for sales tools. It provides user-generated reviews and ratings on thousands of products across these categories. G2 monitizes its platform by charging brands a subscription fee and for premium placements in each category.
Capterra is another comprehensive software review platform that covers various industries, including a range of sales categories for in-market buyers to explore. It provides reviews from verified users so you can compare different mobile sales tools easily and trust that the reviews are genuine. Where it varies from G2 is in a couple places. Capterra shares reviews with Software Advice and GetApp. It also monetizes categories with a pay-per-click model.
TrustRadius offers in-depth user reviews for sales tools, with a focus on detailed feedback and insights from verified professionals.
GetApp is another trusted platform for software reviews, specifically focused on business software and tools for sales teams. It offers comparisons and detailed feature analysis.
Software Advice is part of the Gartner network and specializes in providing expert advice, along with user reviews, to help businesses select the best software for their needs.
These review sites will make it easier for you to identify the top sales tools in any category you need. When searching for a mobile sales tool, whether it be outside sales or operations, they're a great place to begin.
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