1.
4646
Sales
Productivity
Tips
Sales
Productivity
Tips

2.
sales force productivity.
At Maestro, we're pretty big fans
of anything that can help increase
sales force productivity.

3.
us be more productive.
apps that help
Many of us have our own tips,
tricks, gadgets and apps that help
us be more productive.

4.
increase their sales productivity.
mobile apps help
So we asked a few of our friends
to share what mobile apps help
increase their sales productivity.

5.
Here’s what they had to sayHere’s what they had to say

6.
- Allyson Kazmucha
imore.com
“Scanner Pro is one of the best document scanning apps
available in the App Store. It works amazingly well with
Readdle's other file management products, as well, inclu-
ding PDF Expert and Documents 5. Simply snap a photo of
a signed document with your iPhone and send it away.”
11

7.
- Ashwin Satyanarayana
Founder, Fetchprofits
“For project management, I use Asana's mobile app to keep
track of my work - divided into projects and/or clients. My
team gets instant updates and all communication related to
a task or a project stays where it should. No emails.”
22

8.
- Andy Golden
Enhancing the SF.com UI with Skuid
“I would encourage you to look into Skuid. It is a UI overlay
on your Sales Force experience and allows you to drag and
drop components to rebuild/redesign the look and feel.
Personally, this allows me to be a more productive worker
bee. AppExchange or online, look it up.”
33

9.
- Jeff Eskow
Linkpoint360
“The Linkpoint Connect tool offers more functionality and
more connectivity than Salesforce’s native email integrator
...and it’s VERY inexpensive.”
44

10.
- Nate Norman
VP of Products, Maestro
“Hello allows you to scan a business card and then record
notes about the contact, connect with them socially and
even track the name of the event you where you met.”55

11.
- Dan Tyre
Director, Hubspot
“I would recommend two apps: 1) HubSpot for the iPhone
and 2) Signals for iPhone.”66

12.
- Caleb Diffel
Pepsi Beverages Company
“I’ve been getting a lot of mileage out of AnyList lately. I
can share shopping lists with my wife and we can always
stay in sync on what groceries & stuff we need. It’s saved
time because if she needs me to stop at the store on the
way home from work, she can just add an item to the list
and I get a notification that it was added. Pretty nifty.”
77

13.
- Carlos Caldren-Phangrath
Owner, Computer Central Inc.
“Set reminders on your phone calendar with vibrate
notifications. I find it beneficial to have reminders even
though I already know my appointment time.”
88

14.
- Corneliu Chitanu
iOS Developer, Visum
“I used an app for the Pomodoro timing technique to keep
me focused for 25 minutes (later more minutes), then get a
5 minute break. Later I got used to the technique and didn’t
need the app anymore. I guess it helped create a habit.”
99

15.
- David Taylor
Techno Buffalo
“Kickstarter. I love seeing what new projects are coming out.”
1010

16.
- Derek Walter
tab.times.com
“Quip seeks to rethink office productivity by de-emphasizing
the need for attachments and file formats and more on
collaboration and a flexible writing space.”1111

17.
- Eileen Brown
zdnet.com
“My Expenses allows you to manage your expenses when
out and about. You can create expense items for multiple
accounts and categorize each transaction. Recurring items
such as fixed costs can easily be created.”
1212

18.
-Glip Inc.
“Meeting on-the-go, team chat, and task management are
necessary and natural for mobile. It’s why Glip mobile is a
high priority.”1313

19.
- Gmanist
“1password keeps track of all passwords safely.”
1414

20.
- Amy O’Donnell
Art Director, Maestro
“I use Evernote and Wunderlist quite frequently. Clear app
is nice, as well. I also use Harvest app at work.”1515

21.
- Hampus Jakobsson
“I can of course recommend Brisk which helps you to work
with Salesforce tasks like a ‘modern’ task list.”
1616

22.
- Harvard Business Review
“Doodle is the scheduling solution that can free you
from the tedious email threads that clutter up your inbox
with eight different people conferring on their respective
availability. Identify a few potential windows for the call or
meeting you’re trying to schedule, and ask everyone who
needs to be there to identify all the times that could work
for them (not just their preferred windows).”
1717

23.
- Anthony Pica
Director of Marketing, Internet Creations
“Have a look at Todoist. It’s an amazing task management
app with a super-clean UI. Also do a quick search for ‘GTD’ or
‘Getting Things Done’ for productivity philosophy. You’re using
Chatter in Salesforce and the Salesforce1 mobile app, right?”
1818

24.
- Jeff Vance
Journalist for Wired, Forbes, Network World, CIO, Datamation, Startup50.com
“Boxer is an app that makes mobile email more... well,
mobile. You can use it to aggregate multiple email
accounts, centralize archiving, and more closely tie email
to other productivity tools.”1919

25.
- Jaskaran Singh
Salesforce Administrator, Data Management CRM Professional
“Action Plans creates reusable task templates for
accounts, opportunities, contacts, or leads, which is very
useful for productivity’s sake. It can be a very beneficial
app to an organization.”
2020

26.
- Jeffery L. Wilson
PC Mag
“The eFax iPad app makes it simple to send and receive
faxes from your tablet, losing very little in the transition
from desktop to mobile.”
2121

27.
- John Corpuz
Tom’s Guide
“CloudMagic features a unified email inbox (for up to five
accounts). A powerful ‘contextual cards’ feature that lets
you send the contents of your mail to a variety of popular
tools such as Salesforce, OneNote and ZenDesk makes it a
mobile worker’s best friend.”
2222

28.
- John Ubell
Big Iris Productions
“I check Google Adsence several times a day. Facebook
pages manager helps me keep track of Big Iris Productions
stats. Many of these apps have widgets that I use on my
home screen.”
2323

29.
- Justin Garey
Senior Consultant, ServiceMax at Cloud Sherpas
“I use Zapier to help connect apps like Google Drive,
Producteev and Salesforce. As far as Salesforce apps, we
use Action Plans (appexchange) to create repeatable task
lists to assist with onboarding tasks.”
2424

30.
- Kasia Mikoluk
Udemy
“Clear+. There are to-do apps, and then there is ‘Clear+’.
Beloved of productivity geeks and lifehackers, Clear+ has
quickly climbed the charts to become arguably the best to-
do list app on the market. Its best feature is the stunning,
gesture-friendly UI. You can create, edit, delete and move
tasks with a single flick of a finger.”
2525

31.
- Kevin Purcell
“Note anytime, Office 365, and Evernote. Note anytime
because of the simplicity and cloud sync across platforms.
I also own an iPad. It’s the only note-taking app I’ve found
with good linking that does this. Office because I use it
on my Mac and PC. Evernote is everywhere and syncs
with everything. I think my fridge and electric razor have
Evernote apps.”
2626

32.
- Jeff Lionz
Consultant, LionzForce Consulting
“Apsona is an absolute must if you need a native tool that
will allow you update, change, or modify any object in
Salesforce.com in a grid format.”
2727

33.
- Huffington Post
“Formerly known as ‘Read It Later’, the free app ‘Pocket’
can be used to save articles, videos and web pages that you
don’t have time to read but want to return to later.”2828

34.
- Lori Gill
idownloadblog.com
“Thanks to the clever ducks at IFTTT, we can code
statements that let us get text messages when new
articles post to iDB, send photos to our camera roll when
we get them in SMS and more.”
2929

35.
- Lucas Lazar
ecoIT Apps
“Google Drive. I have all my documents stored there. I
should also add Google Hangouts to the list, it helps me
stay in touch with my colleagues so I find it productive.”
3030

36.
- Marianne Magno
fitnessmagazine.com
“Those with an eye for details will love setting up tasks on
Wunderlist. Not only can you make tasks with reminders,
you can also make subtasks to make sure you don’t miss any
steps. Plus, the ability to share to-do lists with others makes
group work a breeze. Lists sync across multiple devices, like
your iPhone, Android, iPad, and on your web browser.”
3131

37.
- Marques Brownlee
MKBHD
“Mighty Text allows me to sync and send texts from my
computer.”3232

38.
- Mike Phiz
CEO, Phiz Technologies
“We use Salesforce.com for CRM, Office 365 E3 for office
productivity, OneDrive for cloud storage (part of Office
365), Phone.com for cloud PBX and telephonic conferencing,
FreshDesk for Customer Support, Netsuite PSA for
accounting and resource management, DocuSign for contract
signing, Lync for IM and GoToMeeting for conferencing.”
3333

39.
- Jason Miller
Synegen
“I’m a strong advocate of Cirrus Insight. Their app for
connecting Gmail, Google Drive, etc. with Salesforce.com
is incredibly intuitive and made syncing the CRM and email
‘worlds’ I live in a breeze!”
3434

40.
- Pocketnow
“Pushbullet allows you to push files between your computer
and phone quickly.”
3535

41.
- Lindsay Tjepkema
Head of Content, Emarsys
“I love the HubSpot app. It lets me track our inbound
marketing efforts even when I’m not at my computer.”3636

42.
- Quarry
“Some Q-Mates are glued to their smartphones. Being
connected helps us go above and beyond for our clients.
Also, we have our BlackBerry devices synced with our email
and calendar. That and BBM would be the most popular uses.”
3737

43.
- Ryan Bushey
Business Insider
“The biggest obstacles for projects getting completed can
be people refusing to read email, which is why Mailtracker
comes in handy. This helpful iOS app syncs with the
iPhone’s mailbox and can send you a detailed notification
of when the other person reads a message, where they read
it from, etc. Now you’ll know if someone is telling you the
truth when it comes to a memo.”
3838

44.
- Sarah Chang
Marketing, Sales, and Operations, 42 Technologies Inc.
“I used Refresh all the time. It’s the best app if you’re
constantly meeting a lot of people because it really easily
updates you on what they’ve been up to by pulling in recent
feeds from Facebook, LinkedIn, Twitter, etc.”
3939

45.
- Soldier Knows best
“I use Google Maps as a replacement to Apple maps. It’s
more fluid and has better search results.”
4040

46.
- Steven Kluver
“IFTTT. I like looking at others’ recipes. Seeing what is
possible, and maybe things I had not thought of yet.”
4141

47.
- Thomas Knoll
“My favorite is WorkingOn because the whole focus is one
what I am doing rather than what I need to do. So at the
end of the day I have a big list of what I’ve accomplished
rather than a longer todo list with no memory of what I’ve
accomplished. And since the whole team uses it, we all get
to see how things are moving along.”
4242

48.
- Tim Epilinus
“Google Keep. I like it because it has fantastic synchronization
between phones with phones and phones with PC. And it has
the perfect design.”4343

49.
- Craig Reiger
GM FitMetabolism Inc.
“The Penultimate handwriting app that syncs with Evernote.
It allows for key objectives, meeting notes and action steps
to be recorded, stored and shared easily. It is a significant
upgrade over my old black books.”
4444

50.
- Chirag Mehta
CEO, Satrang Technologies Private Limited
“I recommend Metadata Search which helps you to
quick search Salesforce Metadata Components: reports,
dashboards, custom settings, configuration (apps, roles,
profiles, permission sets, templates, groups, queues, sites,
record types, assignment rules, buttons and links, and
resources) and customization (classes, triggers, pages &
components).”
4545

51.
4646
- Mohammadreza Samadi
Research Assistant at Social Optimization Laboratory, University at Buffalo
“Interestingly, the Weather Channel app is the most
dynamic app which allows me to feel productive every day!”

52.
increase sales productivity?
What’s your favorite mobile app
to increase sales productivity?
Tweet us at @TeamMaestroTweet us at @TeamMaestro

53.
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54.
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your sales team learn, practice and perform.
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55.
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