We attended a sales conference for one of our SalesKit customers, a global investment bank and securities firm. We listened and observed how SalesKit has transformed their salespeople into Modern Salespeople, making them leaner and more efficient in the quest to address their customers’ needs.
The typical salesperson travels with a lot of baggage. She may have a trunkful of papers, brochures, and pamphlets in her car, oftentimes ordered into thick folders by the customer.  She will have large notepads with scrawled notes, as well as a large bulky laptop. Her days consist of scribbling on paper, then deciphering those scribbles into a CRM system in the evening.
Contrast this approach to the tools of the Modern Salesperson. The Modern Salesperson travels with all of her information at her fingertips, preloaded onto her iPad for easy access online or offline. She is able to quickly pivot the conversation based on her customers’ needs and bring up relevant supporting material immediately. Her notes flow seamlessly into her CRM, minimizing the duplicate work she has to do at the end of the day.
What tools does the Modern Salesperson utilize?
- Her iPad and iPad cover
- A couple of adapters to ensure her iPad can plug into any TV or projector: VGA adapter, HDMI adapter
- A couple of cables, just in case the customer isn’t prepared: VGA cable, HDMI cable
- A Bluetooth keyboard for bulk data entry
And what’s on her iPad?
Her company’s SalesKit app, that gives her access to company documents at her fingertips- A note-taking app (Evernote, Springpad, Penultimate, Noteshelf, and so on)
- Research apps, CRM apps, and anything else she uses in her daily workflow
With this minimal array of equipment, she is fast, productive, and able to answer her customers’ questions, whatever they might be. Â It pays to understand the tools of the Modern Salesperson in such a technology-driven age. Â What useful organization tools are your sales reps utilizing in the field?
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