mobile sales productivity guide - workspot€¦ · this guide will walk through how a sales person...
TRANSCRIPT
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: [email protected]
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