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How You Should Be Using an iPad in a Sales Meeting

using ipad for sales meeting

Consider this a lesson in etiquette for using an iPad for business use in effective sales meetings.

We hear from business professionals often seeking advice on using an iPad in a sales meeting with clients or prospects.

Just recently, we talked with a sales training manager at a large global logistics company who was asking about the proper use of their new iPad sales tool.

Leading a large sales training team, she wanted to know how her reps should best utilize their new iPads for face-to-face sales meetings.

Without a doubt, an iPad for business use has revolutionized how meetings are accomplished. Those in-person conversations are critical for closing opportunities, and using an iPad for business use in an effective sales meeting can increase your odds at closing an important deal.

Using an iPad in a sales meeting incorrectly or forgoing your tech manners can also send an important deal spiraling into trouble.

Bottom line, there are right ways and wrong ways to using an iPad in a sales meeting many reps need to engrave in their minds.

May we present to you our etiquette list (in no particular order of importance) we use when meeting with prospecting companies that we think can be utilized by you using an iPad for effective sales meetings.

Use company branding anywhere you can

Using your company’s logo, product image or slogan as your iPad screen background is something many sales reps don’t think to do. Company branding as your iPad background is a great segue for talking about a new product or service, and can get the conversation geared towards business.

Also, make sure you set up your email signature for messages sent from your iPad. It’s boring and not very professional to open an email and read “Sent from my iPad” at the bottom. We copy our regular email signatures, logos and all, and use them in our iPad signature.

Open all apps you think you will use in the meeting before walking in

Not only is this a time saver, but it will also show those in attendance you are prepared. If you will go over specific files in the meeting, make sure they are open as well. You can jump from one app to another as needed, leaving all of your apps running in the background.

Keep non-business apps out of sight

Your customers won’t care about the games you play, which social networks you have an account with, or that you have a Netflix subscription. Keep all of your business essential apps on your home screen and place your other apps on a separate screen. And keep things tidy with folders for similar apps.

Use separate browsers for business and non-business browsing

Although there are only a few alternatives from Safari for web browsing on the iPad, it’s not a bad idea to use two browser apps when using an iPad in a sales meeting. This way, your non-business related web searches and page views can be kept separate from your business related searches and page views. Your clients won’t care to know what your personal interests are.

To avoid installing a second browser, simply remembering to turn “Private Browsing” on in your iPad Safari settings will work. This will allow you to browse the web without the websites you visit being logged in your web history. An added bonus here is it also prevents websites from recognizing and tracking you based on cookies.

Disable all push notifications

Distractions during a sales meeting can really throw the focus of your conversation off. Especially if it’s a push notification that your mom commented on your Facebook wall. By disabling push notifications on your iPad, you can keep meetings professional and avoid embarrassing unprofessional interruptions.

Mute your iPad (only if you’re not showing videos)

Just as you turn sounds off on your smartphone for a meeting, remember to mute your iPad as well. Some people might have the clicky noise setting turned on when they tap their iPad screen. Some can find that distracting during your sales meeting.

The only instance you shouldn’t mute your iPad is if you plan to play any multimedia files that include sound. Test the sound levels on your iPad before walking into your sales meeting if this is the case.

Make sure your battery is charged

It’s kind of hard to use an electronic device that has no battery power left. Plug your iPad in to charge overnight to make sure it is fully charged for the following day. Using a car charger for added juice driving between sales meetings isn’t a bad idea either.

Don’t check your email, Facebook, LinkedIn, etc.

You attention should be on the client or prospect you are sitting across from, and not checking your email or social media. The only time you should ever be in your mail app during a meeting is if you need to search for an old message pertaining to your conversation. Using distractive apps will show you are uninterested in the meeting.

Keep a microfiber cloth with you to clean your screen

Appearance is everything, and nobody wants to stare at a smudgy iPad screen. Use a microfiber cloth before your sales meeting to clear away greasy smears and make your iPad screen presentable. Smudge on, smudge off.

Don’t let your iPad etiquette grind gears in your sales meeting

These are great tips anyone using an iPad in a sales meeting should follow. By following these do’s and don’ts, you will keep your iPad in pristine business form.

Are there other tips you have to share for using an iPad for effective sales meetings? Share them with us in the comment box below!

About Corey Trojanowski

Corey joined the FatStax team in 2013 as our Marketing Communications Specialist.This self-determined, sarcastic, and highly motivated extrovert comes packed with a fiery competitive edge partnered with a strong mobile-savvy persona.