mobile sales productivity guide - workspot€¦ · this guide will walk through how a sales person...

Mobile Sales Productivity Guide

BYOD Success Kit

Introduction

This guide will walk through how a sales person can be productive with corporate apps with an iPhone or an iPad.

Highlights of Guide:

•  Mobile Productivity Stats

•  Sales Life in a Day - Presentations, corporate apps, files, and videos

•  How to sign up for a 60-day pilot to enable mobile productivity for sales

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Productivity is a Key Benefit

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“Insights on the Current State of BYOD” Intel’s IT Manager Survey

Bring-Your-Own-Device is not a trend, it’s here to stay

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BYOD  gives  employees  a  flexible  work/life  balance,  increasing  produc>vity  and  innova>on!  

Mobile Productivity – sales Real use cases on how an iPhone or iPad can improve productivity for Sales

Challenges For Mobile Sales Person

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At  Customer  Site   Produc0vity  Goals  

Maximize  0me  and  tools  on-­‐

site  

Present  with  just  with  your  device!  

Timely    email  

follow-­‐up  

Sales  Order  Workflows  

Incoming  Sales  

Opportunity  Requests  

Enter  order  and  send  marke0ng  content  on  demand  

Being  on  the  Road  

Timely Email Follow-Up

•  Access emails and attachments that are behind the firewall (network file shares)

•  Download and save

documents for offline viewing on the device (iPhone or iPad)

•  No need to travel with a

laptop!

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Access to SharePoint

•  Download internal sales agreements from SharePoint for offline usage on the devices

•  Access to Intranet

files, forms, workflows

Document Viewer

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Access to Network File Share

•  Prospect needs marketing content and spec sheets

•  Access to corporate file shares

•  Easy to download

files from network file shares and forward in email!

Download documents for off-line viewing

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Example of Workspot Application in Action

One touch to access

SharePoint*

* Single Sign On for all Apps (no need to enter

passwords)

Maximize Your Time on the Road

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Image of Workspot App, the icons are the corporate apps you are used to having on your laptop.

BYOD Success Kit

Client Presentation with an iPhone

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•  Review PowerPoint deck on your phone.

•  Present just with your iPhone or iPad

Project your presentation by connecting

to Airplay or VGA Connector

BYOD Success Kit

Client Presentation with your iPad

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Instructions on how to present using your mobile device: 1. Download Presentation

into Workspot on your iPad or iPhone

2. MAC VGA Dongle (If you are running a iPhone 5S, iPad Mini, or the newest iPad, please have the Lighting-to-VGA adapter.)

Example of Lighting-to-VGA adapter

BYOD Success Kit

Presenting Videos at a Meeting

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Show prospects videos for: •  Product Demos •  Customer

Testimonials

Available either as offline videos or streaming videos from behind the firewall

Get Started with a Pilot

How to get Workspot for you and your Sales Team

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IT: Workspot 60 Day Pilot

Express  Setup  Demo  Video:  hOp://www.youtube.com/watch?v=HGyZIzEuf7Y&feature=share&list=PL8atTMxq43sHCcQ0fJjaj3k7iusD9-­‐RO9&hd=1  

60 Minutes with IT and Workspot Pre-Pilot Checklist

1.  Select three apps to pilot 2.  Public URL of your VPN 3.  List of Sales people who will

test Workspot App

Let us help you be mobile productive with your iPhone or your iPad.

Contact Us: Sales@workspot.com

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