What are the Best Apps for Salespeople?

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What are the best sales apps for salespeople? All it takes is a quick search of the app store to see there certainly is no shortage of apps to choose from. Sorting the best from the rest, however, can be as difficult as herding ping pong balls.

Best Apps for Sales People from B2B Sales Connections
Since technology can change on a moments notice, what are the best apps for salespeople today probably won’t be the best apps tomorrow, making any list dated by the time I finish typing it. Also, there may be some industry specific apps that may be “must haves” in your field that I am not aware of.

As such, I thought it best to list the types of apps all albania whatsapp number database people need and what criteria to consider when evaluating them. More specifically, here are the 5 apps every sales rep must have to be successful in sales:

Calendar
Expense Tracker
Customer Relationship Manager (CRM)
Video Chat
Cloud File Storage
Best Apps for Salespeople #1 – Calendar
The technology most sales people use every day is an electronic calendar. If you access your calendar using different electronics like your smart phone, your tablet and your laptop, it’s important that your calendar automatically syncs across all your devices just like your email app does. That way no matter how you view it, you know your calendar is always the most update version.

Your calendar app should be able to show a whole week on one view. This allows for better time management planning, including how to minimize travel time and maximize sales time. For more details on how to do this, check out How Sales Reps Should Organize Their Time from the B2B Sales Connections Free Download Centre.


Some calendar apps also allow you to enter reoccurring appointments like weekly sales meetings. Enter the event once and it populates all the applicable dates in the future. This is a huge time saver.

Also, some calendar apps allow you to manage your reminders and reoccurring to-dos on the appropriate day in your calendar, as opposed to a list in a separate app. This way, you can see everything you have to do in addition to everywhere you have to be on a given day. It is very handy to have tasks like “Call Prospect A” or “Pick Up Dry Cleaning” show all on the day you need to complete them. With this feature, you even use your calendar as your Follow Up File, telling you whom to contact on what date. When everything that requires your time is all in one place with such a feature, it makes it easier for you to plan and manage your time.

Lastly, if you have someone like a sales assistant who books business or personal appointments for you, your calendar app should be able to be shared so they can do so from their own devices. When I was going through cancer treatment a few years back, this was a critical feature for me and my family to manage all my medical appointments.

Let Your Prospects Book Their Own Appointments!
Taking this a step further, with the right online scheduler add on, you can even have clients and prospects book appointments right into your calendar at a mutually convenient time without ever having to contact you first. This is a huge time saver and virtually eliminates that dreaded “are you available on such and such day” game of email tag. Granted, online booking apps like simplybook.me are technically separate apps, however, when they interact automatically with your electronic calendar as they should, it’s really all about managing your time.

For all the reasons mentioned above, I use Google Calendar, along with Calendly as my online scheduler. They’re also free!

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Best Apps for Salespeople #2 – Expense Tracker
Every sales rep needs to accurately track and submit their expenses; if not for your company’s accounting department, then for sure for your accountant who does your year end taxes. If you don’t want to pull out a calculator and total all your receipts, there are many apps available to help you do that. A couple to check out are Smart Receipts and Expensify.

The app you choose is largely a matter of personal preference and budget, however, in my opinion, the best ones are those that allow you to take a picture of the receipt with your smart phone and categorize it in the user definable categories that match your physical receipt file folder system. This way, the app totals will balance to your paper receipts to the penny, which is a huge time saver in the long run, especially if you are ever audited.

Be Sure to Keep Your Physical Receipts Too!
The Best Apps for Salespeople - Sales Tips from B2B Sales Connections
If you’re like most business owners, entrepreneurs or salespeople, you probably have a shoebox full of gas, parking and restaurant receipts. Even if you are using an expense tracker app, you still should file the physical receipts, for no other reason in case you are ever audited.

I am by no means an accountant, but here is a filing system that was recommended to me to organize paper receipts for sales representatives. Create a file folder for each of these categories: Automobile (gas, parking, washes, insurance etc.), Charitable Donations, Home Improvements (if you claim part of your home as an expense), Internet Service Charges, Meals, Medical, Office Supplies, Other, Postage, Telephone/Cellular and Utilities.


Put your receipts in the appropriate file at the end of each day. For your mileage log, just enter your car’s odometer reading in your smart phone calendar at the start and end of each work day. Simple, quick, and easy. More importantly, when it comes time to submit your taxes and file your receipts at the end of the year, all the sorting is done!

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Best Apps for Salespeople #3 – Customer Relationship Manager (CRM)
A properly set up CRM program, whether it be cloud based or set up locally in your office, is one of the best things anyone in sales can do to have the biggest impact on their results. The first year I automated my CRM, my sales increased 20%!