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So you want to start using sales rep app. First of all, congratulations for making the step to improve the performance of your business. Sales software is enormously instrumental in helping companies launch into the 21st century with the right suite of professional tools to help reps get the job done. So now that you’ve decided to take the leap, how do you get started?


Pick the right software!

It may seem basic, but it’s the most important step of getting started for good reason. There are many sales rep software options, and they are each created to fit different needs. To start your search, identify why you want to use sales rep software so you can understand what you are looking for.

○     Do you want to improve the productivity of your team?

○     Do you want to automate work so sales reps can focus more on selling and less on menial tasks?

○     Do you want to make collaboration easier for remote team members or teams that are globally dispersed?

○     Do you want to advanced analytics so you can identify areas that need improvement?

○     Do you need software for a specific task or would you prefer an all-inclusive software that can handle everything?

While many sales rep software will tell you they can do all of these, you need to identify how they will actually get it done. Make sure the software you’re signing up with is not just comprehensive, but easy to use. Test out a free trial of software you are considering using and see how it matches up to what it promises to deliver.


Go big or go home? Not always

Part of considering your needs is taking into account the size of your company and sales team. Softwares that are ideal for small businesses are often not fit for the requirements of bigger companies, just as powerhouse software designed for large corporations will not fit with the tools small businesses need.


Will your software work with you?

Make sure the software you choose integrates easily with the accounting, ERP, and office tools you already use to make the change as seamless as possible. You don’t want to give up on a great new software just because you become frustrated making the switch. Sales software should not be easy to implement, you just need to be prepared and know what you are getting into.


Get ready to launch

Once you’ve picked out a software, you must decide how to implement with your teams. Some companies find it easier to train all the employees at once with the software so they can begin using it at once to be on a level playing field, while other companies find it more effective to sample the software out with a few reps and get feedback so they can perfect the training for the rest of the employees.


An important consideration for how to implement is to think about the pace of your business. If your sales reps will suffer from not all having access to the same software because it’s very fast-paced and necessitates constant collaboration, you should probably launch it with everyone at the same time. However, if you have the turnaround time to give it to just a few people and analyze their impressions before implementing it across all teams, then give this a try if it’s best for you.

Hopefully, these tips can get you on your feet as you prepare to begin using sales software, but as with anything, have a backup plan. As the saying goes, “Hope for the best, but prepare for the worst.” When beginning to use sales rep software or making the switch to a different software, it’s important to have a backup plan in case the software fails to meet your requirements. Sales doesn’t have time to be put on hold, so you have to make sure that your team won’t be held up. What’s your impression of getting started with sales software? Were there any obstacles we didn’t detail that you experienced?

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.