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46 Sales Productivity Tips from Sales Professionals

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46 Sales Productivity Tips from Sales Professionals

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At Maestro, we're pretty big fans of anything that can help increase sales force productivity. Many of us have our own tips, tricks, gadgets and apps that help us be more productive. We asked a few of our friends to share what mobile apps help increase their sales productivity. Why not give a couple of them a try?

At Maestro, we're pretty big fans of anything that can help increase sales force productivity. Many of us have our own tips, tricks, gadgets and apps that help us be more productive. We asked a few of our friends to share what mobile apps help increase their sales productivity. Why not give a couple of them a try?


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46 Sales Productivity Tips from Sales Professionals

  1. 1. 4646 Sales Productivity Tips Sales Productivity Tips
  2. 2. sales force productivity. At Maestro, we're pretty big fans of anything that can help increase sales force productivity.
  3. 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. 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. 5. Here’s what they had to sayHere’s what they had to say
  6. 6. - Allyson Kazmucha “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. 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. 8. - Andy Golden Enhancing the 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. 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. 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. 11. - Dan Tyre Director, Hubspot “I would recommend two apps: 1) HubSpot for the iPhone and 2) Signals for iPhone.”66
  12. 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. 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. 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. 15. - David Taylor Techno Buffalo “Kickstarter. I love seeing what new projects are coming out.” 1010
  16. 16. - Derek Walter “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. 17. - Eileen Brown “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. 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. 19. - Gmanist “1password keeps track of all passwords safely.” 1414
  20. 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. 21. - Hampus Jakobsson “I can of course recommend Brisk which helps you to work with Salesforce tasks like a ‘modern’ task list.” 1616
  22. 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. 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. 24. - Jeff Vance Journalist for Wired, Forbes, Network World, CIO, Datamation, “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. 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. 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. 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. 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. 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. 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. 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. 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 in a grid format.” 2727
  33. 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. 34. - Lori Gill “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. 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. 36. - Marianne Magno “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. 37. - Marques Brownlee MKBHD “Mighty Text allows me to sync and send texts from my computer.”3232
  38. 38. - Mike Phiz CEO, Phiz Technologies “We use for CRM, Office 365 E3 for office productivity, OneDrive for cloud storage (part of Office 365), 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. 39. - Jason Miller Synegen “I’m a strong advocate of Cirrus Insight. Their app for connecting Gmail, Google Drive, etc. with is incredibly intuitive and made syncing the CRM and email ‘worlds’ I live in a breeze!” 3434
  40. 40. - Pocketnow “Pushbullet allows you to push files between your computer and phone quickly.” 3535
  41. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 52. increase sales productivity? What’s your favorite mobile app to increase sales productivity? Tweet us at @TeamMaestroTweet us at @TeamMaestro
  53. 53. Here’s OursHere’s Ours
  54. 54. Mobile Training & Enablement software, built to help your sales team learn, practice and perform. Learn more
  55. 55. Find us online at