The 4 Most Useful Base Features for Outside Sales Reps

When you work in outside sales, you’re constantly on the go. Your schedule is jam-packed with meetings, visits, calls, and correspondence. Anywhere from two to two dozen clients could demand your attention in the morning, then your afternoon might involve a networking event or a trade show or a trip out of town. It’s a field for high achievers and it’s fast moving. To be one of the best, you need to have a set of tools that can keep pace with your demanding profession.

If you’re in inside sales, check out this post we did about the 5 most useful Base features for inside sales reps. Today, we’re focusing on the outside rep.

Base was designed with the responsibilities of on-the-go reps in mind. Here are four of our features that outside sales reps can count on.

1. Full Native Apps

Outside sales work will mostly happen away from your desk, so you need your CRM and sales productivity tools to be available wherever you go. Not just available, but equally as powerful and functional on a mobile device as it is on your desktop.

Base has the most comprehensive mobile suite you could ask for. With full native apps designed for iOS, Android, and Windows phone operating systems, you can get all of Base’s features on the platform of your choice. Native apps also make it easier to collaborate across different hardware; no more worrying about keeping the entire team on a single OS. And with automatic syncing across all the team’s apps, everyone will be up to date at all times.

Base Mobile

2. Mobile Reporting

Access to information is crucial for any sales rep, whether they specialize inside or outside. For outside reps who are often on the road, the trick is being able to pull up the same reports and analytics as their counterparts in the office. Just because you’re away from the office doesn’t mean you stop striving for your sales goals. Keep yourself on target wherever you’re working.

As part of Base’s efforts to give sales teams the best mobile experience possible, we’ve made it a breeze to get your important reports at any time. Whatever mobile device and platform you’re using, you can pull up all the insights you’d expect in your CRM, from funnels to forecasts. And just as with our other data, reports will reflect updates across your whole team, wherever they are. Managers for outside sales teams may find this especially helpful, since they’ll be able to visualize the new figures immediately as your crew in the field closes deals.

Android Reporting

3. Offline Access

One of the perils of mobile working is that, inevitably, you might lose your Internet connection. Whether you’re in an airplane about to take off or your subway dips underground or the client’s network crashes, there’s always some risk that you’ll become disconnected.

With some mobile CRM systems, losing connection means losing productivity. Thanks to offline access from Base, you can keep working even if the Internet fails. Slow signals won’t slow down your work any more. You can still use Base’s features offline, and the app will automatically sync as soon as you get back online.

Base is all about making it easy for you to work on the go. Even a little thing like offline access, that you might think you could do without, can make a big difference in your work when you suddenly need it. Offline access is one of the features we’ve added to guarantee that outside sales reps can be on the ball, even when outside infrastructure isn’t.

4. Geolocation

Efficiency is the name of the game. When your to-do list is chock-full of meetings and you need to plan out your day, you don’t want to waste time driving across town five times because you didn’t plan a smarter route.

Base’s Geolocation  adds a new level to how you can work with your sales productivity tools on the road. This tool maps out your leads, contacts and deals. Not only does this add a visual component to your understanding of your rolodex, but it can help you plan your day more efficiently. Get driving directions to any client with a single touch on the platform.

It also opens up new ways to be spontaneous in building client relationships. If you’re on the road and have a few hours to spare, you can check with contacts work nearby and suggest an impromptu coffee date to check in. Geolocation is just one way that Base makes it easy for outside sales reps to go above and beyond the call of duty.

Base Geolocation

If you haven’t already, you can try Base for free. Let us know what you think of our favorite features for outside sales reps.


Related Articles

Subscribe to the Sell Blog

Be the first to hear about product updates, as well as sales, productivity and CRM strategies.