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Your sales team is a very unique group among the office because you’re constantly on the go. Whether you’re travelling near or far it’s always convenient and efficient to make sure all of your sales information is handy right where you need it and when you need it.


There are quite a few Sales Ordering Apps available out there for your convenience, but we’re going to narrow it down for you and tell you what features are ‘must haves’ for your new sales order app, and what ones you can live without. Mobilizing the sale order process will make your life easier and the customer’s lives easier, more flexible, and more intuitive.


First and foremost, you should ensure the simplicity of your Sales Order app. Make sure it’s easy to use on both ends. The fundamental goals that the app is implemented to resolve is eliminating duplicated processes, and greatly reduce the use of paper. To resolve these issues while in the same time automating and making the sales process easier. While, there’s many features a sales app should include it’s most important to make sure your app is still one that’s streamlined and the usability is of number one importance.


Features your Sales Order App should definitely include:


Quick Ordering

Sales agents can easily and quickly login from whatever location and obtain immediate access to all of the records regarding any customer in the database. This enables them to quickly place new orders or check customer’s history. The quick order function also enables you to order lists based on filtered product sets. You can also quickly set up accounts for new prospects. This will speed up and streamline your ordering processes significantly.


On-Screen Signatures

Ensure the sale, and allow your customers to sign for their orders right away. During the time of the checkout you can officially confirm the order by letting the customer sign for the order by drawing their signature right there on your screen. The app can process this signature and automatically upload it to the order details page.


Internal and External Facing

Make sure your app includes an interface for internal use only. This makes it a lot simpler to send internal messages to all your assets from within. Information like pricing announcements, and sales manager-to-team announcements i.e. tips, training information etc. can all be sent out via the app.

External Facing would be anything that your company wants to be pushed out to the customers. Any updates in the product, a new product presentation, leave-behinds, anything of this sort that you want the customer to see can be easily deployed to your customer base so that everyone can remain on the same page.


Daily Huddle

This is a great feature that will help keep even the most heavily distributed workforces feeling connected and on the same page. This gives everyone no matter what continent you’re on, what task you’re working on the same basic info of what you should know before starting your day. This is an excellent opportunity to recognize who's performing really well, introduce new team incentives and initiatives, share recent customer feedback, or just to send out some words of inspiration. Leave everyone feeling more connected to the bigger picture and with a more directed sense that they know what needs to be done.


Now when your team is in the market for a new Sales Order App will you know what to look for? What other features do you think are ‘must haves’ for sales reps? What about for sales managers?


About The Author

Stacey Woods
Stacey Woods
Stacey Woods is the Senior Business Development Manager at Pepperi. She has extensive experience in B2B sales and understands the many benefits that can be gained by automating and syncing the different sales channels in a company.