Is Technology Ruining or Driving Your Sales Efforts?

Posted by Dave Kurlan on Mon, Aug 20, 2012 @ 10:08 AM

I don't usually write about technology and I'm not a technology writer, but I can't stand how ineffective and indecisive so many sales executives have become with technology!

There are many applications which can help us find opportunities, connect with people, manage the sales process and pipeline, manage relationships, share information, and keep us organized.

In addition to the applications, technology also comes in the form of smartphones, tablets, laptops, netbooks and desktop computers.

There are plenty of good choices, both with the devices and the applications, so how do you choose?

I've always been an early adapter and I've used much of what is out there, from free to paid, from simple to complicated, from useful to useless, and from integrated to stand-alone.  In the end, the most valuable feature for me, is the ability to sync across every device.   IN MY OPINION, THAT IS THE SINGLE MOST IMPORTANT FEATURE/FUNCTION FOR STAYING ORGANIZED, EFFICIENT AND LEAN, WHILE MAKING THE FEWEST MISTAKES, FROM ANYWHERE AT ANYTIME.

I'll share what I've settled on, based on the app's ability to be accessed from whichever device that I happen to be using: 

Browser - Google Chrome - Every Bookmark and saved AutoFill entry is saved so that you can access quickly all of your mission-critical sites regardless of the computer on which you are using Chrome.

Passwords - LastPass -A Chrome plug-in that remembers and completes your passwords and automatically logs you into your mission-critical sites from all of your devices.

Calendar - Google Calendar - It's on my desktop and laptop, it syncs seamlessly with my Android phone, and there is a terrific, 3rd-party app called Calendars for use on iPhone and iPad.

Tasks and To Do's - Wunderlist - Like Google Calendar, it's a Cloud application, so it appears as a Tab on my Browser, but it also has terrific apps for Android, iPhone and iPad.  I like its ability to simply have lists with tasks in each list.  You also can share your lists.

Email - I still use Outlook for email due to several factors:  1. it's flexibility with folders; 2. the simple ability to use and manage my three email accounts for OMG, Kurlan & Associates, and Baseline Selling without signing in or out, and 3. the Rules Wizard for managing incoming mail and customizing automated replies and actions.  You can configure any device to send and receive email but they only sync with Outlook if you're using Exchange.  If it weren't for my multiple addresses and tremendous reliance on the Rules Wizard, I would use Gmail.

CRM - Landslide is still my favorite, but I'm reviewing some simple, new applications from other companies.  SalesForce.com - I'm sure that you know it, but it's complex, expensive and not very user-friendly.

Contacts - I still maintain my contacts in Outlook and on my Android device, so by default, in Google contacts too.  I use SyncCell to sync those contacts between devices.

Notes - Evernote - There's an app for every device and they sync seamlessly, so what you note on one device shows up on all others.  You can also share your notes.

I have two monitors and they typically look like:

Monitor2

My email is open on the first monitor (not shown); the second monitor has several tabs at the top; one has Google Calendar running, one has Wunderlist running, one has Landslide (shown with dashboard), and one has Hubspot, my blogging and lead generation application running.

As for devices, I use:

Working at Home - Macbook Pro - It's awesome.

Working on the Road - iPad - It's so simple!

Monitoring Work from the Road - Smartphone - Take your pick!


Here is a list of other applications which I think are terrific:

Reachable.com for determining how to connect with people.

LinkedIn for building a network of connections which Reachable.com can analyze.  I don't accept invites from strangers or people whose reason to connect is not compelling to me, so I favor quality over quantity.  You may have a different view of that...

Wistia.com for sharing video.

VisibleGains.com for sharing files and tracking opens.

Are there any other great applications which you use?  Let us know about them!

Topics: sales culture, Dave Kurlan, crm, sales applications

Subscribe via Email

View All 1,800 Articles

About Dave

Best-Selling Author, Keynote Speaker and Sales Thought Leader.  Dave Kurlan's Understanding the Sales Force Blog has earned medals for the Top Sales & Marketing Blog award for eight consecutive years. This article earned a Bronze Medal for Top Sales Blog post in 2016, this one earned a Silver medal for 2017, and this article earned Silver for 2018. Read more about Dave.

Email Dave

View Dave Kurlan's LinkedIn profile View Dave Kurlan's profile

Subscribe 

Receive new articles via email
Subscribe
 to the Blog on your Kindle 

 

 

Most Recent Articles

Awards

Vendor Neutral Certified 100 SalesTech Vendor Objective Management Group

Sales & Marketing Hall of Fame Inductee

MVP2018_badge_winner_SPC

Leaading Sales Consultants 2018

Top Sales Awards 2018 - Individual Blog -  Silver

Top Sales Awards 2018 - Article/Post -  Silver


Top Sales Awards 2018 - Assessment Tool -  Gold

 2016 Top Sales & Marketing Individual Blog - Bronze

Top Sales & Marketing Awards 2015 -  Bronze - Thought Leader

2016 Top Sales & Marketing Podcast - Gold

2016 Top Sales & Marketing Webinar - Gold

Top Sales & Marketing Awards 2015 - Bronze - eBook/White Paper

Top 50 Sales & Marketing Blog 2019

Dave Kurlan Top 50 Sales Influencer 2015

Sales Pro Insider Blog

Top 50 most innovative sales bloggers

Top100Strategic

Top100SalesInfluencersOnTwitter



Hubspot Top 25 Blogs

 

Free Tools

Sales Process Grader

Sales Candidate Assessment Free Trial

Sales Ghost Calculator

Sales Force Grader

Sales Hiring Mistake Calculator

FREE Recruiting Process Grader