How Tablets Support Social CRM - dummies

How Tablets Support Social CRM

By Kyle Lacy, Stephanie Diamond, Jon Ferrara

Tablets are the new tool to have for a salesperson, especially a salesperson dedicated to Social CRM. Although there were skeptics who thought the iPad wouldn’t be popular, it has sold more units in a two-year period than any other tech device. In fact, tablets as a category are doing quite well.

Staples predicts that by 2015 there will be 82.1 million tablet users in the United States. Tablets are lightweight, have multiple apps, and can do lots of things your laptop can do. The only drawback that people perceive is its lack of a keyboard and mouse.

For some salespeople, tablets have become invaluable because they are easy to carry, less expensive than a computer, and can keep documents up to date while you’re on the go. They let salespeople more easily interface with a company’s social CRM system when they’re out in the field.

Some benefits include

  • Save money and time. Apps work from the cloud and can always provide you with the latest information. Tablets are less expensive than laptops.

  • Show that you’re using the latest tech tools. Working with a tablet at a customer location differentiates the salesperson and can leave the impression that his company is tech savvy.

  • Close more sales with visuals. An tablet display can be very inviting and help your customer remember your content.

Several companies have picked up on the fact that presenting a sales pitch on a tablet can be very appealing. The images look great, and the ability to link to online content on the fly gives a presentation more depth. Here’s some interesting technology that’s available to create presentations on tablets:

  • Brainshark: This is a cloud-based application that lets you show your own sales presentation (which may be in PowerPoint or another native format) on your tablet.

  • Mediafly: This company offers a variety of tools that allow the enterprise to create sales presentations for a variety of devices including tablets.

  • PresentiaFX: This app has a dedicated tablet presenter and is very easy to set up and use.

  • StoryDesk: This proprietary technology lets you build your own sales presentation and display it using the best visual components (iPad only).

    The StoryDesk web page.