Sales reps spend less than 39% of their time on sales-related activities. That’s because administrative tasks like planning routes and taking notes can consume a large chunk of a sales rep’s day. But mobile sales tools can automate time-consuming tasks and help reps work more efficiently.
Most sales reps already use a mobile phone or tablet to keep in touch with their manager and prospects, so they can easily install and use mobile sales apps. These apps also give sales managers real-time visibility into daily sales activities and improve communication across the entire sales team.
In this guide, we’ll explain what mobile sales tools are, how field sales reps and managers use them, and showcase the 10 best mobile sales apps available.
What Are Mobile Sales Tools?
A mobile sales tool is an application sales teams use to facilitate or speed up the sales process conveniently from a mobile phone or tablet anytime, anywhere. For example, sales teams can close deals, finalize contracts, and sync notes to a CRM, all from their mobile devices.
Sales teams can also use mobile sales tools to interact with clients, access office apps, record information, and perform other essential tasks.
How do reps and managers use mobile sales tools?
Anyone in the sales department — sales reps, account executives, customer success managers, and sales managers — can use mobile sales tools. But it’s the reps and managers who benefit most.
Sales representatives
With mobile sales apps, reps can:
Find qualified prospects
Reps can use a mobile sales tool to quickly find businesses in any location and get basic contact info from Google Business Profiles to make initial contact.
Map faster sales routes
Sales reps can boost productivity by reducing the time spent planning routes and traveling to prospects. Mobile sales tools can map the fastest routes to single destinations and calculate the most efficient route for multiple stops.
Engage leads across multiple channels
Mobile sales tools allow sales reps to communicate through multiple channels efficiently. They can call, text, email, engage on social media, or arrange in-person meetings from one central mobile sales app.
Set and manage appointments from the field
While traveling, field sales reps can check progress and plan their next steps. Integrations with office apps like Google and Microsoft let reps see all calendar entries from their mobile app.
Update CRM data while on-the-go
With a mobile sales tool, sales reps can update contact details in the CRM and access customer notes instantly while on the road.
Improve team communications
Mobile sales apps are ideal for contacting colleagues, transferring accounts and projects between team members, and exchanging information across sales teams.
Sales managers
Mobile sales tools enable sales managers to:
Assign sales territories
Using mobile sales tools, managers can divide and assign territories by geography, number of prospects, or ZIP Code.
Track rep activities
Sales managers get real-time visibility of reps in the field. They can track where reps have been, what they’ve done, and where they plan to go. It’s an excellent way to monitor performance and determine whether reps need to improve their planning or organization.
Compare sales performance
Mobile sales tools allow sales managers to compare sales by rep and territory, or by specific periods, like quarter-over-quarter or year-over-year.
10 best mobile sales tools
Below you’ll find the 10 best mobile sales tools on the market. Some are all-in-one sales tools, and others fulfill specific use cases like prospecting or expense tracking.
SPOTIO
Best for: Field sales engagement.
The SPOTIO mobile sales app helps your reps stay productive and organized in the field and gives you real-time visibility and data to improve performance.
Key use cases:
- Sales prospecting: Ensures reps have the prospect information they need for a productive day in the field, including location and contact info.
- Sales canvassing: Allows reps to capture the data your business needs and assign prospect stages to fit your sales process.
- Task automation: Lets reps automatically log every prospect interaction in real time, take notes easily with talk-to-text, and sync changes to your CRM.
- Territory management: Enables managers to cut territories by geography and create a color-coded territory map.
- Sales routing: Reduces the time your field sales reps spend planning routes and optimizes travel time so they can close more deals.
- Customer mapping: Helps reps stay organized with colored pins on the map to distinguish pipeline stages (leads, opportunities, and customers) or other custom filters.
- Sales sequencing: Creates field reps’ activities for each lead or customer, so they know exactly who, when, and how to engage.
- Rep tracking: Gives managers real-time visibility of sales reps’ performance to ensure they’re maximizing their time in the field.
- Activity management: Allows managers to automatically track sales activity across channels to monitor field sales reps’ performance and replicate success.
- Multi-channel sales engagement: Allows sales reps to keep prospects engaged by following up on their preferred channels and automatically logs every visit, call, text, and email in real-time for greater efficiency in the field.
- Sales tracking and reporting: Helps sales managers track and report critical sales activities, pipeline metrics, and revenue data at the rep, team, and organization levels to forecast accurately and hit sales goals.
- CRM integrations: Automatically captures field sales data and syncs with your existing CRM, such as Salesforce, HubSpot, or Pipedrive.
Salesforce Sales Cloud
Best for: Lead management.
The Salesforce Sales Cloud Mobile CRM app lets field reps sell everywhere. It helps sales teams manage leads, find new customers, and close deals faster.
Key use cases:
- Sales engagement: Allows sales reps to engage leads and customers more effectively based on real-time data insights.
- Task automation: Enables reps to automate manual tasks and data entry, so they can focus on selling.
- Territory management: Helps sales managers assess territory coverage and make adjustments to meet business goals.
- Territory design: Allows managers to increase planning cycles by automatically creating optimized territories.
- Rapid deployment: Helps reps hit the ground running by seamlessly rolling out territory alignments via a preferred channel.
- SPOTIO integration: Allows field reps to automatically pass critical information back into Salesforce.
HubSpot Sales Hub
Best for: Field sales CRM
The HubSpot Mobile CRM app forms part of Sales Hub and lets you access your CRM whenever you need it. All mobile activity automatically syncs with your HubSpot account, so your team always knows what’s happening and what to do next.
Key use cases:
- Sales prospecting: Provides access to customer contact records wherever you are.
- Task automation: Creates tasks, reminders, and deals, and updates customer details.
- Sales enablement: Finds your warmest leads with a detailed activity feed.
- Activity management: Displays your most important tasks and schedule.
- Call management: Links your phone’s receiving line with your CRM via the Caller ID screen.
Zendesk Sell
Best for: Field task management
The Zendesk Sell mobile app lets you keep in touch with prospects and customers wherever you are. The sales CRM allows you to maximize productivity, maintain sales pipeline visibility, and grow revenue.
Key use cases:
- Sales engagement: Allows reps to build prospect lists and create email sequences to automate follow-ups.
- Task automation: Enables reps to automatically log, record, and reference every lead and contact call or text.
- Power dialer: Saves reps time and automates prospecting with a custom call list.
- Activity management: Allows managers to automatically track sales activity and outcomes across calls, emails, and visits.
- Lead management: Enables field sales reps to set up and manage appointments and tasks for leads, contacts, and deals directly from their phone.
LinkedIn Sales Navigator
Best for: Sales prospecting
The LinkedIn Sales Navigator mobile app lets field sales reps stay on top of their pipeline and keep prospecting on the go.
Key use cases:
- Prospect communication: Shares your location with prospects through the “Send Your Location” feature.
- Pipeline management: Creates daily lead and account recommendations based on your preferences.
- Networking: Saves leads and tags them with relevant (private) info like decision-maker or influencer.
- Video messaging: Includes personalized video messages to cut through the inbox noise and engage your leads.
- CRM integrations: Provides easy access to all relevant account information and insights.
Spekit
Best for: Sales enablement
Spekit sales enablement software allows you to link your sales collateral to any application via the Chrome extension. Field sales reps can access the correct messaging and material when interacting with customers and prospects.
Key use cases:
- Access knowledge anywhere: Links your playbooks, sales processes, and knowledge to any tool in Chrome so that reps can learn on the go.
- Embed your sales training: Spekit “help” icons reinforce sales training and sales processes inside any tool.
- Push announcements: Keeps sales teams updated with in-app alerts in any tool when sales processes change or tools update without disrupting their workflow.
Zoom
Best for: Virtual sales calls
Zoom enables remote and hybrid sales teams to run virtual sales calls with prospective and current clients from their mobile devices. The video conferencing and messaging software makes starting, joining, collaborating, and scheduling meetings easy.
Key use cases:
- Recording and transcription: Enables reps to record calls and auto-generate searchable transcripts.
- Presentation: Allows sales reps to present HD video and audio without uploading the content.
- Annotation: Allows reps and prospects to co-annotate and share ideas.
- Virtual background: Enables sales reps to customize their background image.
- Safe driving mode: Keeps reps safe when communicating on the road.
Dropbox Sign (Formerly HelloSign)
Best for: Remote contract signing.
Dropbox Sign enables you to remotely collect signatures of up to 20 people per document. Sales reps can import PDF documents and share them for signing right from their mobile devices.
Key use cases:
- Simplified contract process: Allows reps to send contracts to new prospects in minutes.
- Automated workflows: Enables reps to automatically populate proposals and contracts with prospect data from the CRM.
- Signature handling: Allows sales teams to set a prioritized contract signing order.
- Contract management: Enables sales reps to send agreements and set automated reminders to prompt prospects to sign.
- Contract storage: Lets you automatically save contracts in your preferred storage tool.
Expensify
Best for: Expense management
Expensify automates every step of the expense reporting process from receipt scanning to reimbursement. Field sales reps can take a photo of their receipt using SmartScan, and Expensify takes care of the rest.
Key use cases:
- SmartScan: Allows reps to automatically capture all the receipt details in an expense report.
- Travel management: Keeps your sales team safe with medical advisories, emergency transportation, and additional travel risk services.
- Integrations: Connect yours with your travel, ERP, accounting, and finance software.
ZoomInfo
Best for: Sales intelligence
The ZoomInfo mobile app lets reps access relevant information, communicate with prospects, and close more deals on the go. This B2B mobile sales tool provides accurate and actionable contact data and intelligence.
Key use cases:
- Data enrichment: Provides reps with precise information about prospects based on ideal customer profiles (ICPs).
- Buyer intent: Allows reps to identify and track prospects researching their solutions.
- Conversation intelligence: Allows managers to analyze customer calls, meetings, and emails to improve performance.
- Multi-channel sales engagement: Lets sales teams analyze interactions across multiple channels, including sales calls and email and phone outreach.
- Integrations: Connects to sales CRMs like Salesforce and HubSpot.
Enable your mobile sales team
Mobile sales tools allow your field sales reps to find qualified prospects, map faster sales routes, engage leads across multiple channels, manage appointments, update CRM data automatically, and improve team collaboration.
Back in the office, sales managers can use real-time updates to track reps’ activities, monitor sales performance, and reassign sales territories as required.
Request a free demo today to see SPOTIO’s mobile sales app in action.
