Over the years, the iPad has become more than just an entertainment device. You will see many people carry their iPad around while they work as it provides a larger display with the same performance as a Mac or iPhone depending on your processor. The iPad can be very handy if you’re a sales rep or retailer.
However, you can get confused by many apps in the App Store as a seller. Do not worry; I’ve put together a list of some of the best iPad apps that reps and merchants might find useful.
1. Salesforce – Editors’ Choice
Salesforce is undoubtedly the first app you should get if you are a salesperson or sales rep. This is one of the best CRM (customer relationship management) tools you can get if you are a Salesforce user. This will help you keep track of your clients’ sales by collaborating with your team.
In addition, you can filter and track data accordingly, which will help you track specific reports efficiently. You can also view these reports offline, which can be very helpful when you’re on the go. Finally, you can organize all the data about your customers.
pros
- Various customization options
- Over 1000 third party integrations available
- Scalable Subscription Model
Minuses
- Expensive
- Higher learning curve
Price: Free
2. Dynamics 365 Sales is the best CRM suite for Office 365 users.
If you’re not using Salesforce but need a similar experience, you can use the Microsoft Dynamics 365 Sales app. This app is a cloud based CRM suite which means you can access its suite of apps anywhere as long as you have internet access. Its user interface is easy to navigate even if you are new to the field.
In addition, it instantly allows you to access all customer information, contact numbers and other important information. You can take notes and, if necessary, link them to the necessary entries. Plus, you can join customer and team meetings with Microsoft Teams because it integrates with all other Microsoft apps.
pros
- Faster data and analytics
- Integration with other Microsoft 365 apps.
- Economic efficiency
Minuses
- Segmented functionality
- Steep learning curve
Price: Free
3. MailChimp is the best email marketing app
If you’re into email marketing, you should give MailChimp a try. It has all the features that an email marketer needs to increase sales. It allows you to instantly create and send emails using various templates. MailChimp offers a variety of ways to create marketing campaigns on the go, and you can track performance quickly.
You can also see unique information about your contacts to help you better understand them. In addition, you can instantly create a landing page and create social ads. You can then create, post, or run ad campaigns on social networks such as Facebook and Instagram. This application also provides you with various marketing offers using artificial intelligence model.
pros
- Lots of email templates
- Supports integration with various social media applications.
- Access to individual customer statistics
- AI Marketing Proposals
Minuses
- Steep learning curve
- Not suitable for all types of business
Price: Free
4. Zoom is the best video conferencing app
Video calls can be an easy way to quickly connect with customers while interacting with them. As a result, you can reduce your customer acquisition costs. Zoom is one of the best video conferencing apps for the iPad.
With Zoom, you can easily make appointments with your clients if they are not comfortable meeting in person or far away. Also, you can easily share your presentations or any videos related to your product. This app makes it easy to attend calls on your iPad.
pros
- Easy to use interface
- Integration with various third-party applications and tools.
- Whiteboard and screen sharing for presentations and demos
Minuses
- Not suitable for all types of business
- Limited meeting hours in the free version
Price: Free (In-app purchases start at $15.99)
5. Expensify is the best presentation app
You can travel a lot as a salesperson and keeping track of all expenses can be a hassle. This is where Expensify comes to the rescue. You can scan your receipts and track other expenses. It can also track your vehicle’s mileage and generate an expense report, which is very important for a sales rep.
Expensify provides an Expensify card that allows you to track your spending instantly when you use the card to buy something. It also supports Apple Wallet so you can push and pay at supported locations. In addition, it has many other features such as per diem, candidate, refund, pre-tax tracking, etc.
pros
- Easy to use interface
- Cost Map
- Scan receipts for easy import
- Mileage Tracking
Minuses
- Does not support all countries
- A bit expensive
Price: Free (In-app purchases start at $4.99)
6. Microsoft Powerpoint is the best app for planning your routes
Microsoft Powerpoint is a great presentation tool for iPad. It has various tools to help you create beautiful presentations on the go. Several templates will help you quickly make presentations that suit your needs.
What’s more, Powerpoint files are compatible with many devices, and if a customer hasn’t installed Powerpoint on their device, there’s a good chance they can still open it. Plus, it integrates well with other Office 365 Suite applications, allowing you to collaborate with your team.
pros
- Lower learning curve
- Various online and offline templates available
- Works offline
Minuses
- Not as good as the desktop version
Price: Free (in-app subscription starts at $6.99).
7. Google Maps is the best route planning app
Some salespeople are always on the go to meet their customers in person and offer them products. However, finding your client’s address can be problematic, especially if you’re in a new city or town. Google maps can be handy in such cases. It has one of the largest databases for navigating different places.
You get real-time traffic, navigation, public transport, and information about nearby attractions, businesses, and more. Also, these maps work offline when you download them before visiting a place, and they can come in handy when there is little or no coverage in the area. As a result, you can plan your routes efficiently.
pros
- Easy to use interface
- Reliable navigation, transit and traffic information
Minuses
- Card design can be simplified
Price: Free
8. Fantastic Calendar – Easy to use calendar app
It is very important to keep track of meetings with clients and reschedule them if necessary. Fantastical simplifies your work by using natural language processing, which allows you to add events in a few words. In addition, it has a beautiful interface that makes it easy to navigate the application. Plus, it shows you the weather forecast to help you plan your day perfectly so you don’t get caught in the wrath of rain or snow.
pros
- Easy to use interface
- natural language processing
- Integration with other calendars and task managers.
Minuses
- Most features require premium
- A bit expensive
Price: Free (in-app subscription starts at $6.99).
9. Apple Notes is the best note-taking app
When working with clients, it’s important to take notes on certain lines, things you want to mention, or cut points while researching them. In such cases, Apple Notes can always come in handy. You can take notes including text, checklists, bullets, images, web links, sketches, and more. Since this is an Apple product, it syncs with iCloud and you can access your notes from any device.
Plus, you can collaborate with your team, allowing them to add notes to the same document. What’s more, it works best with Apple Pencil, which lets you quickly take notes and open the Notes app right from your iPad’s lock screen.
pros
- Easy to use
- Supports various text, thumbnails, images, links and more.
- Allows you to collaborate with others
Minuses
- No ready-made templates
- No markdown support
Price: Free
10. DocuSign is the best document signing app
You may need to digitally sign many of your documents as a seller if we live in the digital age. DocuSign is an easy way to send and sign documents. You can create a digital version of your signature and use it to quickly sign documents. In addition, you can upload these documents via email or cloud services such as Google Drive, Dropbox, etc.
It supports formats such as PDF, Word, Excel, images or any other text files. In addition, DocuSign is compiled with the eSign Law. As for clients, you can use this app to remind them to sign their documents as it also allows you to sign documents remotely. Once they sign it, you will receive a real-time notification of the same.
pros
- Easy to use
- Integration with apps like Slack, Salesforce, Zoom and more.
- Allows you to collaborate with others
Minuses
- Expensive
Price: Free (in-app subscription starts at $14.99).
Final thoughts…
You can use these apps as a sales rep or seller to increase your sales. All of the apps mentioned have a unique feature and can help you keep track of your customers on the iPad. Some applications are also available on different platforms, which can be very useful for you. Finally, let us know which apps you have chosen from my list and if you have any suggestions, you can let us know.