Category Archives: Mobile

Are you making this mistake when using your iPad or tablet on sales calls?


A growing number of sales teams have put away brochures or laptops on sales calls in favor of iPads or tablets.  And with good reason. Used properly, mobile devices allow salespeople to be more responsive to customer’s interests, access information in real time, and encourage greater interaction. Unfortunately, there is very little information available to salespeople on how to incorporate their iPad or tablet on a sales call effectively.  Salespeople are often unaware that they are making mistakes that distract or confuse customers, and can even cost them the sale. One of the most common mistakes I see sales people making when using their iPads or tablets has to do with managing the customer’s attention. Many salespeople make excellent points that unfortunately, are falling on deaf ears.  Here’s why: The eyes have it It’s estimated that 80% of people are visual learners.  That means if you put content in front Read More

The 1-2-3 Rule for Mobile Presentations


Mobile presentations

Using  iPads, tablets, or even smartphones to engage customers in conversations and presentations is a smart move today. In addition to giving salespeople the flexibility to be more responsive to customer’s interests and access information in real time, mobile presentations set a less formal tone and create more opportunities for interaction and dialogue. But like any platform, it’s critical that salespeople know when and how to use their mobile devices for each unique customer facing event. Just as projecting your presentation on a giant screen for a single prospect is a poor use of platforms, asking five people to crowd around your iPhone is equally ineffective. As a salesperson, knowing the size and make-up of your audience is just the beginning. Even then, things don’t always go according to plan. You expect to meet with one person and when you arrive, there are three. You were ready for four and Read More

Best Practices for Giving a Presentation on a Tablet or iPad


Woman holding an iPad

Part 2 of my series on best practices for giving a  sales presentation on a tablet or iPad. Delivering your sales presentation on a tablet or iPad can be an engaging way to grab your prospect’s attention and showcase your work or your products in a fresh, and engaging way.  The unique ability of tablets to address common selling situations in the moment makes them especially useful. Get an objection? Show a short video clip of a customer endorsement. Concerns about pricing or availability? Check inventory, price, and discounts in real time. Need to find detailed product specs? Access your data base with a few quick clicks.  Ready to seal the deal? Get a digital signature on the spot.a As user-friendly as tablets are, don’t underestimate the need to prepare and practice. I covered 5 key tips for delivering a presentation on a tablet or iPad in my last post, now here are Read More

5 Must Know Tips for Mobile Presentations


Sales presentation on a tablet or iPad

Mobile presentations on iPads and tablets are rapidly becoming the vehicle of choice for many salespeople.  And why not? They’re light-weight, fast, flexible, and they set a less formal tone for smaller or more casual presentations. Presenting with a tablet or iPad allows you to walk around, switch between apps, and often foster a more interactive sales presentation. But beware, because tablets came on to the scene so quickly, too many salespeople are learning how to present on a mobile device through trial and error — a risky proposition when the stakes are high. Here are 5 must-know tips for delivering a mobile presentation on your iPad or tablet. Use a stand If you’re presenting directly on your tablet (for one or two people max) you need a stand. It’s physically impossible to hold a tablet perfectly still for more than a minute; every time you look up or shift position, Read More

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