5 tips for a tablet-driven sales meeting

Is your iPad sales tool helping, or hurting, productivity in your sales meetings?

Forrester Research projects spotlight for sales - in ipad-v2that by 2017, total worldwide tablet sales will reach 381 million units, with 18% of these tablets purchased directly by enterprises.

That’s a huge number of tablet users leveraging the tool to meet and exceed their business goals. We put together our top five tips and tricks to ensure you’re using your tablet to its fullest potential.

1. Always represent your company’s brand 
In today’s competitive sales climate, it’s imperative to highlight your company’s brand wherever you go. This is especially true with your sales app, which is in front of your customers regularly. Your sales app should have a cohesive look and feel (your company’s logo, colors, and messaging) to help customers better associate and recall your brand, set yourself apart from the competition, and increase their comfort level doing business with you.

2. Be prepared before walking in the door
Open and load all the apps you need, BEFORE you walk into the client’s door. On the same note, ‘kill’ your games, email, music, and other apps that you don’t need during the sales presentation. Even better, move all nonbusiness apps to another screen. Unnecessary apps only distract your client.

3. Your tablet is guiding the meeting, not leading it!
Remember, your iPad is a sales tool, but YOU are the sales master! Don’t let technology take over your meeting – your knowledge of the customer and your product should always take center stage. Use the tool to prepare a customized presentation (based on your customer knowledge) and guide your client through closing the sale.

4. Disable all push notifications
Before walking into your meeting, picture that familiar movie theater clip about silencing your cell phone. No client should see you have another client meeting in an hour, or that you have to pick up little Jimmy from soccer at 4:00 p.m. Don’t interrupt your client’s buying experience! If you’re unsure how to disable push notifications, ask us at support@activemerchandiser.com

5. Charge your battery
How can you give an effective sales presentation from your tablet, if it won’t turn on? Charge your tablet each and every night. You should also have a car charger, for when you’re on the road all day.

Take advantage of sales apps in your meetings by following these great tips (collected from reps using our Spotlight iPad application). How do you take advantage of your iPad in sales meetings? Share your tips in the comment box below!

  • Brianne Houck

    Great article, guys! We’ll definitely be sharing this with our iPad users at Brandwise!

  • Thanks Brianne – so sorry that we missed your comment!