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Adopting the right technology is critical to staying ahead in today’s fast-paced sales environment. Tools like the SalesPresenter can help simplify the sales process, improve efficiency and enhance customer interactions. However, it’s crucial to train your sales team properly to ensure they can use the app effectively and get the most out of its features.
In this article, we’ll explore how to train your team to maximise the benefits of SalesPresenter.
Understanding the SalesPresenter App
The SalesPresenter App offers a wide range of features designed to simplify your sales process, making it easier for your sales team to work efficiently.
The app frees up valuable time by allowing sales reps to focus on more important tasks rather than spending weeks processing orders after a tradeshow. Its user-friendly, multilingual interface makes it easy for reps to present products professionally without the hassle of using calculators or paper catalogues. Plus, with up-to-date figures, sales reps can confidently promise order fulfilment.
The app works offline, so sales teams can take orders on the go, whether at tradeshows or out on the road and upload them as soon as there’s Wi-Fi. The optional styling module allows for beautifully presented products, while the catalogue management feature makes creating engaging and targeted catalogues simple, improving the sales experience.
Also, learn about the features of the CloudCart app.
Tailoring training to your team needs
When it comes to sales team training, there are better approaches than a one-size-fits-all approach. Assessing your team’s current tech skills and experience with similar tools is essential before diving into the training. Start by understanding how comfortable each team member is with using technology. Some may be quick to pick up new apps, while others may need more time.
Customise sessions to match their comfort levels to make the training as effective as possible. For those with more experience, focus on advanced features of the SalesPresenter App, like catalogue management or customer account insights. For those less familiar with technology, start with the basics – like navigating the app and placing orders.
Consider breaking the training into smaller, focused sessions. This allows your team to learn at their own pace and practice using the app in real-world scenarios.
Step by step onboarding
Best practices for daily usage
- Prepare ahead
Encourage your sales reps to review customer accounts and product catalogues before each meeting. This helps them come prepared with tailored product suggestions and a clear understanding of the client’s previous purchases, making the conversation more relevant and productive. - Use real-time stock updates
During meetings, sales reps use the app’s real-time stock feature to give customers up-to-date information on availability. This builds trust and ensures customers know exactly what they can expect when placing an order. - Present products professionally
The app’s visual catalogues are a powerful tool for showcasing products. Advise your team to use these features to create a polished, professional presentation, whether in-person or online. - Place orders on the spot
Train your sales team to place orders immediately during client meetings. This prevents delays and ensures all order details are captured accurately while the conversation is fresh. Orders can be uploaded as soon as there’s WI-Fi, even if they are working offline. - Review and follow up
After meetings, reps should review the details of their orders and send confirmation emails directly to the customer. Following up quickly shows professionalism and helps maintain momentum toward closing the deal.
You must train your sales team effectively to get the most out of the SalesPresenter App. Start by assessing their current tech skills, customising training sessions to their needs, and following a straightforward step-by-step onboarding process. Encourage best practices like preparing ahead, using real-time stock updates and placing orders during meetings to integrate the app into daily workflows smoothly.
Get in contact today with Blue Alligator to learn how our ‘SalesPresenter’ can make a difference to your sales operations. Schedule a free demo today!
