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10 Great Software Tools for Sales Reps

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Have you, as a Sales Rep, ever wondered where you can get a comprehensive package a typical sales rep needs every day without spending hours on online research? I have prepared it for you. Please feel …

Have you, as a Sales Rep, ever wondered where you can get a comprehensive package a typical sales rep needs every day without spending hours on online research? I have prepared it for you. Please feel free to leave me a comment if you miss something in my presentation. Enjoy!

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  • 1. 10 great software tools sales reps should use to make their work more efficient December, 2013
  • 2. • Why? Docusign is a program that allows you to sign documents digitally. Instead of dealing with paper contracts, you can use Docusign to have clients sign digitally. You can email them a copy of the contract or sales order immediately so you don’t have to worry about making copies and faxing. I would recommend using Docusign for creating sales contracts, order slips, or anything else that requires clients to sign something. 1. Docusign
  • 3. • How? 1. Docusign
  • 4. • How? 1. Docusign
  • 5. • Why? You can do almost anything with WebEx that you can do in person, minus the travel time. Use WebEx specialized products to: - Present dynamic online events and webinars; - Deliver online training and eLearning experiences; - Provide outstanding remote technical support; - Build stronger relationships with in-person telepresence experiences delivered over the cloud; - Share knowledge, experience and ideas across your organization; 2. Webex
  • 6. • How? 1. Go to meetings.webex.com. 2. Sign in using the email address and password you gave when you opened your WebEx Meetings account. 3. Click the Meet Now button. 4. Invite colleagues—click the ―+‖ sign after entering each email address. 5. Click the Start button to begin your meeting! 2. Webex
  • 7. • Why? - Catalog that sells for you; Order faster than you can ever imagine; Increase your order size by upselling and cross-selling; Get a 360 degree view of your customer interaction; Manage your sales team; 3. Superep
  • 8. • How? Download the app to your tablet or your smartphone using iOS app Store or Google Play Store. *Include Video* 3. Superep
  • 9. • Why? Communication skills are essential in sales because sales people must ensure that customers understand the products and services offered. Effective communication skills successfully connect people and processes and are useful for not just the sales professionals but business professionals overall. It is important to note that when offering training to any employee you want them to gain knowledge not just in their field, but also for them to have the opportunity to work on their overall interpersonal and communication skills as well. 4. Frequent training
  • 10. • How? Creating an account on some online training sites like www.blackboard.com or http://www.richardson.com will help you develope your skills. *insert video* 4. Frequent training
  • 11. • Why? The Crushpath pitch platform gives professionals a fun, simple and more authentic way to pitch and promote their business services, products and programs, manage relationships and achieve more immediate results, like hitting goals and making money. 5. Crushpath
  • 12. • How? Once a Pitch Site is created, that user can then promote and share the site on Facebook, Twitter, and LinkedIn. The other way is, of course, email. When you send a Pitch Site promotion email on Crushpath, it embeds a full-size thumbnail of the Pitch Site and the client gets a visual of what you are offering, compelling the client to click through. 5. Crushpath
  • 13. • Why? The Evernote family of products help you remember and act upon ideas, projects, and experiences across all the computers, phones, and tablets you use. 6. Evernote
  • 14. • How? Create an account through their website: www.evernote.com and then download their desktop client (http://evernote.com/evernote/) and/or their iOs / Android / Windows Phone / Blackberry App. 6. Evernote
  • 15. • Why? Rapportive shows you everything about your contacts right inside your inbox. You can immediately see what people look like, where they're based, and what they do. You can establish rapport by mentioning shared interests. You can grow your network by connecting on LinkedIn, Twitter, Facebook and more. And you can record thoughts for later by leaving notes. 7. Rapportive
  • 16. • How? For now it’s only available for Gmail. You have to install the extension through http://rapportive.com/install. 7. Rapportive
  • 17. • Why? Rapportive shows you everything about your contacts right inside your inbox. You can immediately see what people look like, where they're based, and what they do. You can establish rapport by mentioning shared interests. You can grow your network by connecting on LinkedIn, Twitter, Facebook and more. And you can record thoughts for later by leaving notes. 7. Rapportive
  • 18. • How? For now it’s only available for Gmail. You have to install the extension through http://rapportive.com/install. 7. Rapportive
  • 19. • Why? MailChimp is a web-based email marketing service. It helps you design email newsletters, share them on social networks, integrate with services you already use, and track your results. Why should you use MailChimp? • • • • • • Approved bulk mailer; Greater deliverability; Adherence to privacy laws; Professional styling; Compatible with various email readers and devices; Know if people are reading your emails; 8. MailChimp
  • 20. • How? User the signup form at: http://mailchimp.com/signup 8. MailChimp
  • 21. • Why? Streak lets you keep track of all your deals right from your inbox. It lets you group emails from the same customer together into one view and push that customer through your pipeline. There’s even a spreadsheet view right inside Gmail to let you edit your deals fast and create easy reports. Did you know the best time to send an email to a warm lead is Monday at 9:30am? Streak lets you write an email now and have it delivered whenever you want. 9. Streak
  • 22. • How? For now it’s only available for Gmail. You have to install the extension through http://www.streak.com/. 9. Streak
  • 23. • Why? “The best reps are not just present in social media, they position themselves as credible and influential sources in customer networks.” -Sales Executive Council ”The B2B social buyer relies on social media and online communities during the purchase process.” -ITSMA “Effective use of sales intelligence increases revenue productivity per sales rep by 17%.”* – CSO Insights 10. Social Selling
  • 24. • How? Developing a Reputation: Building a strong online reputation that showcases your experience and increases your credibility Gathering Intelligence: Researching social information to prepare for sales conversations Building your Network: Developing relationships with people who can share information and provide referrals Offering Insights: Providing meaningful insights that earn opportunities to engage with and influence contacts Using Social Selling Solutions: Taking advantage of innovative selling solutions such as LinkedIn Sales Navigator 10. Social Selling
  • 25. 10 great software tools sales reps should use to make their work more efficient December, 2013

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