I’ve not taken a laptop to a sales meeting in over 2 years. Nope, these days the iPad seems to have everything I need. The key selling point is convenience - it’s easy to carry, has a long battery life, and is instant to launch. It also has a great selection of apps for note taking and presentations.
Unlike some of our much much larger enterprise customers, I take a guerrilla approach to using the iPad for sales meetings. I’m still experimenting, but so far I get great value from these apps:
I absolutely love the built in iPad notes app for taking notes during sales meetings. It’s simple, fast, and just works. It also keeps in sync with the OSX desktop version if your on Mountain Lion.
There are literally hundreds of notes apps out there, many with handwriting recognition, freehand sketches etc. Personally I find this to be all too much crud. I just want to take notes. If I really want to sketch an idea, I’ll flick into Paper app.
If I want to present video, images or PDF’s, I tend to use DropBox to flick through resources. This works well for me, except when I don’t have WiFi. Then I tend to copy important PDF’s to iBooks.
Prezi is a presentation tool in the same vain as Microsoft PowerPoint and Apple Keynote. However, Prezzi takes a different angle and allows you to build presentations online, and in quite a unique way. Check out the web site for examples.
It’s even more handy if you have a projector in the room. And you can download presentations to work without WiFi which is handy.
I was chatting to our chairman, and we discussed the idea that the smartphone and iPad could be not just great for showing content and taking notes, but also for collecting content. For example:
I think this would work great for my business, what about yours?
There is a lot happening in the sales-enablement space. This is something that we’re focusing on heavily.
The general idea is that your company uses an app that is designed specifically to support your sales team during meetings. For example:
I’ll be talking more about this, since we’ve developed a number of these and they’re well suited to larger sales teams.