Salesforce

Apptivo

Teamgate

Zoho CRM

Nowadays, there is a technological solution to every problem. Technology is helping us to accomplish tasks more efficiently. 
Whether the task is basic or advanced, there is exists an app for that.

Sales representatives are the road warriors and are busy the whole day. As technology is making our life easier day by day then why would it not benefit the salesperson? 

There are many [remarkable internet apps](https://zappedia.com/free-internet-app-access/) that we use in our daily lives for different purposes.

Thus there are apps for salesperson too. 

Salespeople have a bit strong nerve. It is quite crucial for them to remain extraordinarily organized. They need to follow up the meetings promptly.

Well if you are a salesperson, then be happy. 

Now you need not juggle with your critical information anymore. You can easily keep your [sales data clean](https://www.piesync.com/blog/3-tips-to-keep-your-sales-data-squeaky-clean/).

This article explains some essential apps that can help you organizing and completing your sales tasks quite efficiently and productively.

## [1. Zoho CRM](https://www.piesync.com/zoho-crm/?utm_source=guestblog&utm_medium=blog&utm_campaign=zohocrm&utm_content=related)

![zoho crm mobile](//images.ctfassets.net/f2ysq090txql/6pD3zcMljOO6qaASiwSece/7316b0ea88056c6a5a5910116a9d46fa/zoho_crm_mobile.png)

[Zoho's CRM](https://www.zoho.com/crm/) makes sure your sales team stays focused on their targets. With the Zoho CRM app, you can quickly turn your phone into a personal sales assistant. 

### Benefits:

Some of the benefits you will get by using this app are:

- With this app, you can gain the real-time insight of sales at your fingertips.
- You can quickly view the customer engagement and the team performance from the dashboard.
- Feeds help you and your team to remain informed and collaborate with each other.
- You can find the prospect nearby. 
- You can manage the time efficiently by locating the nearby and then scheduling the meetings according to them.
- You can keep a record of your meetings. In this way, your colleagues will remain informed about the happenings of the meetings.
- You can quickly create tasks, events, and reminders.
- If you think that you will have to be online while workings, then you are wrong. When you reconnect, your all data will be automatically synced across the entire platform.

### Features:
__a)	Navigation Between Modules:__
Like many other salespeople, you might also think that there are too many clicks to enter into any information related to the customer record in such apps.
Well, your all woes will be ended now. There are the quick action and related lists in Zoho app by which you can easily navigate between modules.

__b)	Importing File Formats:__
In Zoho CRM apps, there is an essential option by which you can easily import plenty of file formats.

__c)	Built-in Reports:__
With built-in reports in this app, doing reports can be a breeze. 

Other Features:

__It’s some other impressive features include__

- Process management
- Pipeline management
- Customization
- Sales automation
- Artificial intelligence
- Security
- Marketing Automation
- Analytics

## [2. Apptivo](https://www.piesync.com/apptivo/?utm_source=guestblog&utm_medium=blog&utm_campaign=apptivo&utm_content=related)

![apptivo mobile](//images.ctfassets.net/f2ysq090txql/1RKYOZPT1uyWGIwKoYKC2/526528fdb244bff3d9806be5ca8462ee/apptivo_mobile.png)

[Apptivo](https://www.apptivo.com/) is a free online all in-one cloud business app. CRM, Project Management, Invoicing and more.

Some awesome features of the apptivo app are:

__a)	Enable the Social Enterprise:__
The social aspects of business management software are of great importance. By this excellent feature, all members of the team remain informed about the activities that are going on in your business
- Apptivo News feed helps you convert your business into a social enterprise.
- This newsfeed is on the homepage. It shows you all that is being done in your business.
- This app provides you information about all the activities happened. 
- It resembles our daily business log a lot. 
- In this app, you will also get the updates from which you have access to.
- For example, if your business has set the option enabled for the contract access control, then you will surely get notifications about it.
- An employee can also opt out if he/she does not want to receive the notifications.

__b)	Complete View of Everything:__
- With this excellent app, you can enjoy the perks of creating contracts; invoices, order and thus everything of this sort quite quickly from the app.
- You can have a 360 view of these things too.
- You can also delete the record, and the modifications will be shown immediately in the app.

__c)	Email Integration:__
Apptivo's email integration provides the ease of seamlessly integrating with Google, yahoo, and emails.
After sending an email from the apptivo app, it will automatically get synced to the Google sent folder. While the email deletion will not be reflected in both the Google and the apptivo.

__d)	Sales Commission Reports:__
 Sales commission payment is referred to as the way of compensating salespeople. 
With this impressive app, you can extract the sales commission report for the following purpose quite easily. 
- For a period
- For a customer
- For a sales representative

__These reports are extracted with the following attributes:__
- Invoice number
- Customer
- Product 
- Quantity
- Unit price
- Amount
- Commission

<RelatedPost slug="6-sales-actions-you-should-be-automating" />

## [3. Salesforce](https://www.piesync.com/salesforce/?utm_source=guestblog&utm_medium=blog&utm_campaign=salesforce&utm_content=related)

![salesforce mobile](//images.ctfassets.net/f2ysq090txql/64DFW1FCLYO0A8YqmKMKyQ/28454c2c398733749ba813b2ca367c66/salesforce_mobile.png)

[Salesforce](https://www.salesforce.com/) is considered as one of the most favorite tools for completing the task of call reports. 
With this app, you can efficiently run your territory from your phone.

You can also view the following things from this app:
- Meetings
- Tasks
- Account detail

### Benefits: 

- Build your business on a single, secure, and scalable platform that's easy to customize and upgrade without anything breaking.
- Create the experience employees need to sell faster and get more done with Salesforce Lightning platform.
- Close deals, service customers, track marketing, and even collaborate and share files on any device — all from a single, integrated mobile app.
- Share and grow with the 2.3M+ Trailblazers in Salesforce community.

### Features:

It’s some key features include:

- You can easily access your CRM records. 
- Moreover, you can update the CRM records associated with the meetings also.
- You can view the case histories.
- You can edit case details.
- This app allows you to log the calls from any mobile.
- It you to run your business from your home. You can quickly zoom in on an opportunity and solve complex problems just by a single tap.


## [4. Teamgate ](https://www.piesync.com/teamgate/?utm_source=guestblog&utm_medium=blog&utm_campaign=teamgate&utm_content=related)

![teamgate mobile](//images.ctfassets.net/f2ysq090txql/5JfySJHUQwkkCKoQCAQmUc/5522fe2305a0b7cfbeee097aa6fa9f48/teamgate_mobile.png)

[Teamgate](https://www.teamgate.com/) is a web-based full process Sales CRM solution designed to strengthen and simplify your entire sales process. This app allows you to stay connected with your deal opportunities.

### Benefits:

- This app allows you to make calls.
- Find the contact detail and quickly get in touch with a call or email straight away from the app.
- The dashboard allows you to have an overview of your team's work, deals, and forecast.
- You can quickly check your contacts and your to-do list on any time anywhere. 

### Features:

Its main features include:
- Arrangement of meetings
- Taking notes
- Task list

## [5. Act! Essential](https://www.piesync.com/actpremium/?utm_source=guestblog&utm_medium=blog&utm_campaign=act&utm_content=related)

![Act-Essentials-on-mobile-phone](//images.ctfassets.net/f2ysq090txql/4AY2tUK6i4m4QU0ysmkomU/397be9d09abd7157fb878ffd648d2ed6/Act-Essentials-on-mobile-phone.png)

[Act!](https://www.act.com/) Essential's purpose is to provide you organized access to your customer details and robust email marketing

To know more about email marketing read [here](https://neilpatel.com/blog/beginners-guide-email-marketing/).

### Benefits: 

- Keep track of all of yout team’s interactions, while still maintaining personal to-do lists and agenda items.
- Manage user roles on email campaign sends.
- Customize the personal Act! Essentials view by updating contact profile images – without changing it for everyone else on your team.
- Make changes to contact notes and history that will automatically update across team accounts.
- Share visibility into grouping and targeting of contacts.

### Features:

Its main features include:

- Schedule and update activities easily.
- Call contacts from within the app.
- Create, update and delete contacts.
- Record the opportunities.
- Monitor your sales pipeline.
- Tracking of the email campaigns.
- Monitoring the cal lists.
- Associating the history to contact.


## Final Words

These apps can be quite useful for the sale representative if used wisely. Mobile-enabled sales team will make your work faster. Moreover, such apps provide ease to access the real-time data quite easily.


Sales representatives are the road warriors and are busy the whole day. Luckily, technology is making their life easier day by day. This article explains some essential apps that can help them to organize and complete tasks quite efficiently and productively from their phones. 

Sales

5 Apps Sales Representatives Should Have Installed on Their Phone

![apptivo contact](https://blogassets.piesync.com/wp-content/uploads/2017/09/launch-apptivo.png)

## About [Apptivo](http://www.apptivo.com/)

Apptivo's online CRM system is a powerful tool to manage your sales, marketing, and much more.  CRM sits at the core of Apptivo's integrated suite of business apps, providing a complete suite to tools to gain a 360° view of your customer.  Their CRM includes lead management, an opportunity pipeline with intuitive dashboards, and flexible workflow tools including marketing automation.  Everything is completely accessible from your Android or iOS device and integrated with Office365 & G Suite.

Now you can sync Apptivo with these apps:

<Widget type="piesync-widget" left="apptivo" />

## About PieSync

PieSync is a 2-Way Contact Sync tool that integrates more than 80 cloud apps. Which means that if you update your contact data in one app, you will have it in the other one in real time. It works in one or two directions (whichever you prefer) between your favorite apps. 

Let's say your Accountancy Team uses Quickbooks and your Customer Service Team is working with Apptivo. Since these apps are not in sync, it's hard to keep everything up-to-date. As a consequence, each team has isolated data. 

That's where PieSync Steps in! 

With PieSync, you can have Apptivo, Google Contacts and many other cloud apps in perfect sync all the time. 

You can also pick how you want to sync by deciding which fields to merge, which categories in each app should be in sync and much more.

![apptivo](https://blogassets.piesync.com/wp-content/uploads/2017/09/apptivo-test-5.gif)

## 3 Minute Setup

Select the apps you want to connect, set up the connection, then hit “Start syncing”.

## Customize

You can change the sync direction, create filters to manage subsets of your contacts, sync deletions or unsubscribes, and select one of your apps to be the central database. You can also pause the sync at any time.

## That’s It

Set it and forget it. You can check your dashboard to see how many contacts PieSync has added or updated for you.

## How is PieSync different than Zapier?

Zapier is great for one-way data pushes.  If you’re using webforms on your website and you want to push that data to your CRM, Zapier is what you need. 
  
It is a trigger based app and will only operate when a trigger is pulled, pushing all the data to another database. But in this process, Zapier won’t check if an update is necessary and it won’t sync data. 

If you try to set up a “sync” with Zapier, you’re taking a very high risk of your data being over-written. Their app isn’t built for syncing data, it’s built for, well, zapping data. So it is good for one-time data pushes. 

PieSync checks to see if an update is needed and then it syncs the new data. You can also choose which app is your “source of truth” so you won’t accidentally sync the incorrect information. PieSync is great for when you want to continuously sync correct, up to date, error free information across your cloud apps.

* * *
### You might want to take a look at: [PieSync Vs. Zapier](http://www.piesync.com/piesync-vs-zapier/?utm_source=launch&utm_medium=blog&utm_campaign=apptivo&utm_content=zapiervspiesync)
* * *

Need help to configure your connection? You can always visit our [Support Center](http://help.piesync.com/connector-apps/apptivo) to get extra information about this connection. 
  
So what are you waiting for? [Start your 14-day trial today!](http://www.piesync.com/apptivo/?utm_source=launch&utm_medium=blog&utm_campaign=apptivo&utm_content=cta2-try)  

<Badge img="https://www.g2crowd.com/products/piesync/widgets/stars?color=blue" href="https://www.g2crowd.com/products/piesync/reviews" />


Announcing 2-way contact sync with Apptivo

Apptivo is a free online all in-one cloud business app. CRM, Project Management, Invoicing and more. It offers ultimate flexibility, where you can select which apps fit your business needs most. With mobile accessibility, this is the ideal app for on the go teams.


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