Five Apps Your Sales & Marketing Team Needs

Five Apps Your Sales & Marketing Team Needs

man using smart phone

As a sales or marketing professional, you’re always on the go. Whether it’s attending a tradeshow or a sales meeting, you don't always have access to important documents, contacts, and information.

However, with today’s abundance of sophisticated apps, business doesn’t have to stop just because you’re stuck in an airport with an eight-hour delay. Below are five useful business apps that make sales and marketing tasks simple while on the go.

1. Scan Biz Cards: Do you have a stack of business cards sitting on your desk at work? With Scan Biz Cards, you don’t have to worry about losing an important contact or forgetting to follow-up. The app uses Optical Character Recognition, enabling you to add a business card to your address book, export into a spreadsheet, or import directly into a CRM application. Easily find a contact in your digital rolodex, using the app’s scrollable list with a thumbnail of the photo, contact name, company name, and date photo was taken. Even more, connect with your contacts via LinkedIn by simply scanning and adding a card into your address book, which will send a LinkedIn invite in under just two minutes.

2. Tripit: Let’s face it: travelling can be a pain, especially when you have multiple stops and layovers. Organize all of your travel plans including hotel, airline, car rental, and restaurant confirmation emails in one place. Just forward all your travel confirmation emails and details to plan@tripit.com and the app will automatically create a detailed daily itinerary for your trip.

3. Quick Sale: Simplify your sales paperwork with Quick Sale Lite. Create, manage, and email invoices, track inventory, balances, payments, and reports. The best part: you can send invoices and documents to clients in professional, printable PDF format. The Pro version has the ability to easily create quotes, estimates, work orders, capture signatures, import/export inventory, and much more.

4. Campaign Calendar: While constantly on the go, it’s easy to forget what marketing campaigns are running and which ones are in the queue. Campaign Calendar, by Bracket Labs, is the go-to tool for communicating all your latest marketing activities including email campaigns, webinars, events and more. The color-coded, filterable, drag-and-drop calendar tool makes organizing your marketing activities simple and easy.

5. DocuSign: Trusted by over 48 million people and enterprises, DocuSign makes managing, sending and signing documents easy and secure. To send a document all a user has to do is grab a document from their hard drive – the app accepts Word, Excel, PDF, and other file formats – type the names and email addresses for their signers and add drag and drop “Sign Here” tabs directly onto the document in places where you need them to sign. Once signed, senders and signers have anytime, anywhere access to documents via online. Moreover, the app securely saves any data related to the documents.

man using smart phone

As a sales or marketing professional, you’re always on the go. Whether it’s attending a tradeshow or a sales meeting, you don’t always have access to important documents, contacts, and information.

However, with today’s abundance of sophisticated apps, business doesn’t have to stop just because you’re stuck in an airport with an eight-hour delay. Below are five useful business apps that make sales and marketing tasks simple while on the go.

  1. Scan Biz Cards: Do you have a stack of business cards sitting on your desk at work? With Scan Biz Cards, you don’t have to worry about losing an important contact or forgetting to follow-up. The app uses Optical Character Recognition, enabling you to add a business card to your address book, export into a spreadsheet, or import directly into a CRM application. Easily find a contact in your digital rolodex, using the app’s scrollable list with a thumbnail of the photo, contact name, company name, and date photo was taken. Even more, connect with your contacts via LinkedIn by simply scanning and adding a card into your address book, which will send a LinkedIn invite in under just two minutes.

  2. Tripit: Let’s face it: travelling can be a pain, especially when you have multiple stops and layovers. Organize all of your travel plans including hotel, airline, car rental, and restaurant confirmation emails in one place. Just forward all your travel confirmation emails and details to plan@tripit.com and the app will automatically create a detailed daily itinerary for your trip.

  3. Quick Sale: Simplify your sales paperwork with Quick Sale Lite. Create, manage, and email invoices, track inventory, balances, payments, and reports. The best part: you can send invoices and documents to clients in professional, printable PDF format. The Pro version has the ability to easily create quotes, estimates, work orders, capture signatures, import/export inventory, and much more.

  4. Campaign Calendar: While constantly on the go, it’s easy to forget what marketing campaigns are running and which ones are in the queue. Campaign Calendar, by Bracket Labs, is the go-to tool for communicating all your latest marketing activities including email campaigns, webinars, events and more. The color-coded, filterable, drag-and-drop calendar tool makes organizing your marketing activities simple and easy.

  5. DocuSign: Trusted by over 48 million people and enterprises, DocuSign makes managing, sending and signing documents easy and secure. To send a document all a user has to do is grab a document from their hard drive – the app accepts Word, Excel, PDF, and other file formats – type the names and email addresses for their signers and add drag and drop “Sign Here” tabs directly onto the document in places where you need them to sign. Once signed, senders and signers have anytime, anywhere access to documents via online. Moreover, the app securely saves any data related to the documents.

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