Stacks 2.0 – Making FatStax 10X More Valuable to Sales People

By | Mobile Productivity Tools

Stacks have been the cornerstone of our success here at FatStax (it’s even in our name, Stax = Stacks).

From the beginning, we imagined that sales reps with 1000s of products would inevitably find themselves in conversations with customers where a pre-canned PowerPoint presentation was useless and, they needed to pivot quickly.

Stacks was our answer for reps that needed an “Ace in Hole” when things go sideways and largely it has helped in just those situations.

Without fail, every time we speak with sales people using the platform “Stacks” is mentioned as the number 1 feature that benefits our user base – sales people.

Here’s a few quotes we love about Stacks.

“My aha moment was when I learned how to ‘create a stack’. It’s just super user-friendly and you can just condense all this information into one email, which is what customers are going to want to see.” – Christa S., Account Manager. -5 Yr FatStax Veteran.

“I really like the ability to stack in FatStax because it allows me to pull from products across all our brands and put them into one concise email that I can send to the customer without having to go home and data mine to make sure I got everything.” – Jessica R., Account Manager -6 Yr FatStax Veteran.

Little did we know that “stack” would become a verb!

Why did we reinvent Stacks now?

After 7 years our signature feature was starting to show it’s age a bit.

Mobile interfaces and sales people’s expectations for apps have changed a lot during that time.

Since we first coded Stacks for the iPad’s initial release in 2010, we’ve made some changes but knew we needed to do more.

In the mean time, we’ve released FatStax for iPhone and the web-based sales portal and wanted a way to connect all three user access points to create a tool that spanned all three channels.

Additionally, we heard over and over again that Marketers needed to be able to create Stacks and push them out to their users as a broadcast.

So, for the past 6 months our engineering team has busted their cans to rebuild and reimagine Stacks based on input from hundreds of Sales Reps and Marketers across a wide variety of verticals from healthcare to plumbing.

(Huge MEGA-thanks and hugs to all of you that gave us your time, let us ride shotgun, and or even just sent us an email with your complaints, dreams, and ideas.)

Below you’ll see the new stuff in Stacks 2.0 as requested in our sales users own words…

What’s New in Stacks 2.0

1X – “I want Marketing to create easy to-use-Stacks for me.”

Talk about lazy! Kidding…

Now Marketers and Admins can create a Stack and share it with the entire team. Then sales reps can send it to your customers without having to rebuild it or build anything for that matter.

Get more details on Shared Stacks here.

2X – “I want to use a Playlist during a meeting and then send the playlist as a Stack.”

Now we’re talking even easier, right.

First, Marketers and Admins create a Stack and share it with the entire team.

Then your reps can launch items from the Shared Stack to view them like a…


Then when they’re all done with the “playlist” your reps can send the entire Shared Stack to the customer from their iPad, computer, or iPhone.

Get more details here.

3X – “I need to be able to send Stacks from my iPhone too!”

Now your iPhone works just like your iPad with Stacks.

It even looks and functions, just like your iPad for Stacks.

Except the screen is smaller, but it works just like the iPad.

Get the skinny on Stacks on the iPhone here.

4X – “It would be even more amazing if every Stack I build or send was always available no matter what device I sent it from.  You know like Facebook?”

We thought that would be amazing too.

So, all your Stacks are now synced to all your devices.

Use your iPad or iPhone during the day and see all the Stacks you built online in the Sales Portal inside your account.

Or create Stacks online and, they show up on your mobile devices.

Same Stacks no matter how you access FatStax!

Not really like Facebook, but pretty amazing.

Learn more about Syncing Stacks across devices here.

5X – ” I need to see when a Stack Email gets opened so I can follow-up quickly with a prospect.”

Just like Hubspot.  Just like Yesware. Just like Pardot.

When you send a stack, you’ll see when your contacts open the email.

Then you can follow up fast.

Stay tuned for more details on Stack Tracking…

And Five More . . .

6X – “I don’t like Bundles, why can’t I just send a Saved Stack?”

They’re gone!

Bundles is now “Saved Stacks” and, it’s a LOT easier to use.

So when you find a collection of items that you send frequently, build a Stack and Save it so that you can send it anytime with a couple of taps.


Learn more about Saved Stacks here.

7X – “Why can’t I just send the same Stack again? “

Ok, you just sent a Stack of items to a prospect.

Now you have another prospect with similar needs.

You could build another Stack but why not just send them the same Stack with a couple of taps.


Get the details on Saved Stacks here.

8X – “I often need to send Stacks to Multiple Contacts.”

You can now add as many contacts to Stack as you want.


Learn more about adding multiple contacts to Stacks here.

9X – “Why I can’t I just add more items to my Stack directly?”

Frequent Stack users know that being able to add items while you are in a specific Stack would be a real time-saver.

Now you can!

Actually, we couldn’t decide if this was a “fix” or new Feature.

Either way, Stacks has it’s own search engine built in now.

See how this works on the iPhone here.

10X – “I want more choices so I can specify which items I want to include in a Stack “

A page in FatStax can have multiple items (PDFs, Videos, PPTs) attached to it.

Now you have more flexibility in what you want to include in the Stack and email.

Maybe a product has 10 different resources associated with it.

You can choose what to include providing only the most relevant information for your customers.

Learn more about choosing collateral to send here.


Solved (This was really hard to code…)

New Support Site for FatStax Launched

By | Mobile Productivity Tools

We are proud of our fantastic support. Just ask our customers. It’s not just a responsibility for our Customer Support Team but everyone in the company. We want our customers to be wildly successful.

One of the things we have learned in the past 3.5 years with FatStax® is that great customers have great questions about your service. We have a lot of great customers so to serve them better, we are launching a new Support portal for FatStax.

The intent is to provide the same level of customer service that we were able to when we had just a handful of customers. Now, with thousands of sales people using FatStax in every part of the world, it’s more important than ever (and more of a challenge) to respond quickly and accurately to questions and troubleshoot when necessary.

Where can you find it? Check out the Support link at the top of

Support Page Screenshot


The FatStax for Sales Support Page

This is the page for questions and best practices for working with FatStax on the iPad. So if you are someone that uses FatStax daily in sales or support, this is the best place to be. Check out the page when you have a question or if you want to be able to use it more successfully.

  1. Search to find the articles most relevant to your question
  2. Handy list of Categories
  3. Article links
  4. Recent Updated Articles – an area that contains many of our most frequently requested topics

FatStax Support page image


The CloudStax™ Content Manager

CloudStax is the web-based repository for all the content that syncs to the iPad. Its simple user interface enables account administrators to do everything from manage their users to update their content and publish new information for their FatStax Mobile users.

CloudStax Support Page image


Help Article Format

  1. Numbered steps with screenshots so you can follow along.
  2. Link to next topic or the previous topic.  This is helpful when you are trying to understand more about app features and get more in-depth.
  3. Search field
  4. List of  article links grouped by topic

Support Article image

Helping our Customers help their Customers

Our users are not experts on our apps. We don’t expect them to be. Our goal is to provide a service that enables our customers to be more effective in the field taking care of THEIR customers. Regardless of how simple you think your interface is and how the instructions are, your users have a day job. Sometimes they don’t recall the exact sequence of tabs or buttons to do send multiple items in a stack or

Why did we pick these topics?

We do a ton of training for new users. A quick 20 minutes and you are up and running using the app. By now, we can anticipate some of the questions and have built that in to our training. Those topics are included. Building out and updating the content catalogs are also popular such as How do I Change the Order of Categories in the App?


We would also like to mention that the service we are using is awesome and good deeds (and software) deserve to get noticed. The guys at ScreenSteps built a great, easy-to-use platform that makes it easier to manage support content. They have different plans to fit company needs and their response to our questions (even dumb ones) has been terrific.  Check them out at We get no compensation for the recommendation, by the way, we just like it.

Things always change, so will the Support Site.

Everthing seems to be changing in mobile these days and how companies are using mobile technology –  New operating systems, new app features, new use cases, on and on. Tell us what you want and what you need to help you be more successful by using the comments section at the bottom of each article. And you can always drop us an email at

Enterprise iPad Apps – Note to IT, Keep It Simple for Field Sales

By | Mobile Productivity Tools, Sales Productivity

As we work on developing the next version of FatStax for iPad, one thing has become clear from our user feedback – keep the responsiveness and simplicity of the app. In the initial versions of our iPad sales app, we took advantage of the features of the ipad that have made it so popular – fast, responsive, simple.

We are impatient and we build FatStax for impatient people.

For those decision makers contemplating whether to build enterprise ipad sales apps in-house or buy existing sales apps, consider the field sales end user. The field sales end users are impatient, have high expectations and don’t care about generic “productivity”. They want a tool that helps them sell more.

From our experience, they want sales apps that are: Read More