Today most small and large businesses use a sales app or a CRM to forecast sales, gauge teams’ performance, and manage the sales funnel. CRM and sales app use has been on the rise of late. 

At least 91% of small businesses with more than 11 employees are now using sales applications to enable collaboration and streamline the sales funnel.

It has become vital for businesses to create and customize their sales applications to match their needs. Designing the right sales app is essential to any business that intends to grow sales. 

Every day new, affordable, and reliable solutions enter the field. It means even companies with fixed budgets can now design or develop a custom sales app. Most sale app solutions tend to focus on communication, automation, flexibility, and user-friendliness.

It is hard to know the best sales apps that improve efficiency and platforms that give  you detailed sales analytics in real time. 

The objective behind having a sales app is to offer sales and marketing teams an informed and streamlined sales path. When having a sales app for your business, these are some features you should be looking for.

1. Mobile access

Mobile access is becoming paramount for any app today since sales are increasingly mobile. As a business, your sales and marketing team will be working remotely and need to access the sales app on the go. Therefore, you should have a sales app that is as mobile as your sales team to maximize functionality and productivity.

The sales app you develop should also have offline capabilities so that sales reps can serve customers without relying heavily on the internet. The app should be able to synchronize the changes once the user connects to the internet.

2. Ease of use

When choosing a sales app for your company, usability and versatility should come to mind. The sales app should be simple to use, scalable, and versatile. This makes it easy to adopt by your teams, so your business gets the most out of it.

Additionally, the sales app should be more interactive and offer optimal performance. It should provide a high amount of data and convey the brand image to all users. The app should be compatible with most operating systems, have a multi-language feature, and be a cross-platform.

3. Automation

Automation plays a critical role in sales success. Ideally, companies that employ sales automation tend to perform better than those that don’t use it. With sales automation, your business can see a sales increase of up to 34%.

A sales app should automate email follow-up. This way, sales reps can keep leads on the conversation trail and convert them. Your sales reps can also encourage leads to take action by sending them customized and purpose-driven content in emails.

Customized content generates high engagement. If your sales app enables your team to respond to customers fast, you increase your sales. Studies show that most users looking for solutions will always go with a company that responds first.

4. User intuitive interface

All sales apps will always have a learning curve. However, it should be easy to adopt and start using the app. It should be easy for salespersons to start using the app as soon as you launch it. 

An intuitive user interface will make it easy for your team to understand using the app and save you time on training. Your sales reps can get back to work fast when you have a sales app that is easy to adopt.

Ideally, before committing to a sales app, it is vital to try them first. This way, you get a glimpse of how the app functions and what it takes to navigate the different features.

5. Reporting features

Sales reports are useful to any sales leader. You can use daily sales reports to forecast sales and decide on stock acquisition. Reports are useful in gauging company and individual sales rep performance so you can tell if the set metrics are being met.

Sales reports make it easy for sales leaders to identify all the bottlenecks in the sales process and make all necessary adjustments. You should be able to find out everything you want to know with all the data passing through the sales app daily.

6. Security

When choosing a sales app for your business, you should consider the security features. The sales app should safeguard customer and business data. 

To guarantee the security of confidential data, a sales app should have a list of security features like encryption, protected access, a recovery system, data fee protection, remote supervision, and many other features.

Final Thoughts 

A reliable sales app is useful in sales process management. You should look out for the most vital features when choosing a sales app for your business. 

Find out if the sales app is easy to use, secure, and enables automation. With these features, you can be confident the sales app will streamline service delivery in your business.