The modern business landscape has become increasingly dependent on mobile technologies. But, considering the fact that we are in a digital age, this is rather unsurprising. Sales being an important function of every business is also looking to go mobile. Field teams are being armed with a mobile sales tool to help them sell better on the go.

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Essential Features of a Mobile Sale Tool

A mobile sales tool in the most basic sense is a mobile application specifically developed to facilitate the sales process. It enables sales professionals to manage deals from their tablet or smartphones whenever and wherever they need to.

Now, there are a plethora of mobile apps that serve this purpose for sales professionals. However, not every app out there is well equipped and integrated with the optimal features that can sufficiently cater to the various needs of a sales team. With this in mind, below are 7 of the essential features your mobile sales tool should have

1. Usability

It is important for a mobile sales app to be user-friendly, scalable and versatile to accelerate its adoption by users. The easier it is to use the application, the more helpful it will be for the sales agents. The application should be interactive and intuitive.

A mobile sales app that is not interactive may greatly affect the sales pitch of your agent. This will, in turn, affect performance and productivity. You should also ensure that your mobile sales tool is cross-platform, in other words, it should be compatible with a range of mobile devices and operating systems to ensure that it will work smoothly on any device it is installed on.

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2. Security

It goes without saying that any mobile sales app you use should be well-secured and safeguarded to protect against data breaches which could lead to the loss of valuable and sensitive information, especially information containing the personal data of customers. To guarantee the security of your data, check to ensure that the application has a proper security feature in place including encryption, recovery tools, protected access, automatic software updates and so on.

3. Customization and personalization

A mobile sales app should be designed in such a way that its users would be able to easily personalize and customize the features of the app to suit their personal preferences and individual sale processes. To illustrate, your sales app should have a structure that offers you a personalized catalog where you can add any products you want. It should also allow you to personalize certain functions of the tool like your login credentials, profile image, language settings and other bits of additional information.

4. Geolocation

A good mobile sales app should have a geolocation feature. This will help your agents to easily navigate to their next meeting location. Also, this will allow the app to understand the distance that the agent travels through the day. It can help them sign in to the meeting from the location and fence wrong entries.

Additionally, a geolocation report can help you get a 360 view into your agents’ day. You can know the number of meetings they complete and if they have actually done what they claim to.

5. Intuitive dashboard

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Every sales app should have an easily navigable layout with an intuitive dashboard from where salespersons can efficiently manage their sales operations. The statistics and analytics dashboard will show the sales performance per salesperson and for the business as a whole within any given period of time. The dashboard also facilitates the analysis and display of such data in a strategic manner to help in the proper management of performance data in the decision-making process.

6. Integration

It is very important for your mobile app to integrate to your other sales tools as well. It should be in constant sync with your main CRM so that all the data is readily available.

You may also be using other tools for your email and SMS needs. Hence, it is important that these apps get synced with your mobile sales tool as well. Not only does this promise you a seamless experience, but you can also increase the productivity of your field agents.

7. Online and offline synchronization

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Lastly, you should be able to use your mobile sales app with or without an internet connection. There may be times when your sales app is in an area with poor internet connectivity. In such cases, they may end up losing leads or lose track of your progress. In some cases, it can even prevent you from closing sales.

Thus, having an application that will not be affected by service problems and is capable of working offline just as well as it can when online, is of the essence.


Mobile sales applications have been designed to simplify sales and marketing operations for a more effective collection and analysis of information as well as better task management. These apps are fast becoming indispensable and soon enough, every sales agent, marketer, and promoter will have no choice but to utilize them in their marketing plans.

The aforementioned features are the most essential ones that a good sales tool should have. Not only does this empower your field sales team, but it also increases their accountability.

If you are looking for a mobile sales app that meets these requirements and more, look no further than LeadSquared. This is the ideal mobile app for sales and it can be quite useful to marketing and executive teams as well. The LeadSquared mobile app is supported on both Android and iOS platforms. Download this intuitive mobile sales tool today to take your business to another level.

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