Use Real-time Data to Earn Sales in the Field

By | Mobile Productivity Tools

Use Real-time Data to Earn Sales in the Field

Summary: The era of data analytics is here and the number of platforms promising to help harness data for business wins is growing by the day. Follow this guide for data-driven in-field sales success.

It’s a simple equation. Ensuring your sales team has the right product information at the right time will turn a prospect into a win.

Say goodbye to the excuses of forgotten tablets, no data connection, and disorganized sales app interfaces with mobile sales enablement tools. Customers will realize working with a salesperson is infinitely better than just “Googling it.”

Customers are looking for personalized recommendations and solutions. Salespeople and marketers can leverage up-to-date information on products, competition, and consumer data to connect with customers’ shifting needs and exceed their expectations with personalized insight.

A listening ear and personal touch of a salesperson who can use real-time product data to answer questions, showcase up-to-date product information, give video examples, share PDFs or statistics, and give detailed quotes will close more sales than ever before.

Keep your team modern, mobile, and connected to real-time collateral all in one place

For a salesperson in front of a customer, toggling between different apps and juggling between a tablet and phone can feel just as frustrating as sorting through a briefcase stuffed with papers.

Then what happens when a salesperson brings the collateral for the company’s top three products, but realizes the customer is most interested another product line? With access to an organized platform with details about every product, the salesperson can use any mobile device, bring up in-depth product details and pricing, show videos or PDFs of the product in use, and make the sale.

Real-time access to data is key. To guarantee sales in the field, salespeople need to show the most current product specs and be ready to answer complex questions about availability, pricing, and product longevity. Up-to-date marketing materials can be easily accessed by the sales team using sales enablement tools that integrate with CRMs.

The best choice for a portal will give your team:

  • Offline access to all current marketing, pricing, and sales info
  • Up-to-date product database  
  • Consistent access to data inside and outside the office
  • Background sync for sales materials

Arming your sales team the updated information they need, right when they need it (when they are in the field, with prospects) is fundamental to empowering them to close more sales, quicker.

Efficiency and organization for confident, successful sales

Utilizing a mobile sales tool is a no-brainer for keeping pace with changes to product lines’ marketing collateral. There is a new way to know before you go. With product information and collected customer data in-hand inside a mobile app, salespeople will arrive ready to answer any question and easily able to bring up spec sheets, videos examples, and statistics to close a sale.

Show customers the exact specs that will change their minds and dive into the real details of how a product works. No need to worry about an out-of-the-blue product question when you can open an app and have the data nicely organized and ready to show off.

Select tools that ensure you generate revenue and improve your sales goals by:

  • Keeping profitable products at the top of sales lists
  • Reducing print spending
  • Making pricing easier to find
  • Giving access to cross-reference data in front of customers
  • Integrating and storing slide shows, PDFs, Word documents, videos, and more

The efficiency gains created by having all relevant information organized and accessible in a mobile sales app, no matter where they are, will reduce sales’ cost and increase their closing rates.

Real-time data means real-time success

Many companies are looking for a tool that sales reps can use while on the road and from their phones.

When Reliance Worldwide Corp adopted a sales enablement solution, they found that the mobile app streamlined interactions and provided the access to information between marketing and sales that the company needed for years.

“Not only did the results exceed expectations, but the sales team actually loves and uses the tool, [which] has increased efficiency, sales, and business.” – Chris Carrier, RWC

Having real-time data at their fingertips eliminates costly back-and-forth between sales and marketing departments and gives field salespeople the updated information they need to succeed.

Take on the competition in real-time

Imagine a salesperson in front of a new client showing off an all-star product. What happens if a customer brings up the product they use most frequently with the “don’t fix what isn’t broken” saying? With access to searchable, customized database of the competitors products, the salesperson will be able to easily bring up a side-by-side comparison screen designed for the customers’ eyes.

Images, videos, and deep product information for the company’s product next to all of the same up-to-date data for the competition is a major asset for any salesperson face-to-face with a customer. Salespeople will be able to showcase their own industry knowledge establishing better trust with the client and driving home the sale.

Competitive comparisons change often and having the updated information gives salespeople power to combat any objection in the field.

Make information easily available to everyone

To shorten the sales cycle there must be quick relay of information between marketing and sales and the client. Efficiency of communication is difficult when the sales team spends most of its time away from the office engaging with customers and the marketing team is in the office where all of the hard work sits behind a firewall.

The mobile app solutions should cater to the specific needs of each industry by making sure:

  • The marketing team easily distributes materials to the sales team
  • The sales team has easy access to marketing materials
  • Product lines are organized and searchable
  • Competitive intel is always updated
  • Real-time deep data sets are designed to be customer facing

When your interface works on tablets, laptops, desktops, and cell phones, communicating with clients is made simple and effective. With deep customized, searchable, data on your products and as well as up to date info on every competitor, sales and marketing teams confidence will grow, companies will see results from better communication inside and outside the office and sales in the field will be through the roof.

Find out how Reliance Worldwide Corp increased sales revenue and improved marketing-sales team alignment by significant margins with FatStax.

How technology can prompt cross-selling

By | Mobile Productivity Tools

How technology can prompt cross-selling

  • How to leverage technology for more effective cross-selling in the field
  • How to effectively cross-sell in the field using technology
  • How to cross-sell in the field more effectively

Summary: Everyday companies are finding innovative ways to leverage technology for more effective cross-selling in the field. What methods have been proven successful?

Image from Pixbay


Your products and services are constantly evolving to keep up with customer demands. And as your product catalog improves, your sales team must learn and retain new information — which is easier said than done.

Still, aligning internal communication and strengthening your salespeople’s product knowledge is imperative to give your clients a customized, enhanced experience with your brand.

The need is obvious. Meeting it is anything but. For this conundrum, technology can come to the rescue. Let’s focus on how technology can be leveraged for cross-selling opportunities, specifically.  

Arm Your Customer Success Team with Better Insights

From a customer success standpoint, cross-selling requires strong communication from reps in the field. It’s important for all members of the team to know what’s happening so the continued communication is flawless and cross-selling opportunities can be taken advantage of in a timely manner.

By launching a mobile application, you can sync field notes with a marketing automation tool to capture sales activity and discover cross-selling opportunities:

  • Analyze trends in product activity
  • Log product quotes sent through integrations like Salesforce
  • Capture product viewing data activity

By monitoring these insights, not only can your customer service team track global actions, they can use data for customized cross-selling. In fact, according to Accenture, when customer success teams offer relevant recommendations or remember business conversations, they’re 75% more likely to cross-sell or upsell a company and 73% of sales teams acknowledge that cross-departmental collaboration is absolutely critical to their overall sales process.

Equip Frontline Employees with Relevant Information

Well-versed salespeople not only sign more customers, but they close higher value deals with more products associated with them.

In order to create a frontline of prepared and able salespeople, you need to eliminate the “sales default effect,” or the habit of only selling a small segment of products due to a limited product repertoire. In order to break the “sales default effect,” a sales team must have easy access to the latest pieces of marketing collateral.

The solution seems simple.

But, studies show that about 70% of content created by the marketing team goes unused by salespeople.

Not only does this render the material a waste of money and time, it means your sales team may be misinformed, and not able to sell to the best of their ability.  Also, this means your marketing ROI is reduced. With improved tools and content, your sales team can pitch stronger, more robust product bundles.

Increase Customization Through Mobile Apps

You can spend countless hours preparing for a meeting, but even the most prepared teams can fall victim to the twists and turns a sales call can take. Having technology on your side can help your sales team pivot and become instantly informed on topics that may arise unexpectedly.

Find a solution that allows your team to create interactive landing pages that promote related or recommended content based on a customer’s current buying habits. Not only does this type of intelligence make it easier for your team to access important marketing materials, it allows them to customize products to a client’s purchasing behavior in real-time.

According to Salesforce, high-performing sales teams are 2.8 times more likely to say their sales organizations have become hyper-focused on personalizing customer interactions over the past 12–18 months than underperforming teams.

Using technology to predict buying behavior is one way to personalize the sales experience and stay ahead of the competition.

Move Away from Websites

It’s time to say goodbye to websites for field sales. We’ve written several blogs on this topic; the disadvantages of websites as a sales tool are plentiful.

  • Issues arise with unreliable internet
  • Slow loading pages are a bad user experience
  • Websites make it difficult to send multiple files by email
  • Websites are not designed to be a sales-specific tool
  • Website analytics are not sales-specific

Mobilizing large product datasets from internal systems into an easy to use app will help your team access crucial information whether they are online or offline. Sales enablement tools also make it easy to track and report activities in the field, when cross-sells are most likely to occur.

Websites don’t share the same capabilities.

With stronger sales enablement tools, companies can now combine internal and external data, communication and strategy for more effective cross-selling techniques.

Learn how our client, Reliance Worldwide Corp, is using FatStax to increase cross-sell and up-sell potential.