Best iPad apps for sales reps & salespeople in 2023

The iPad has evolved into something more than just a gadget for leisure. Since an iPad offers a larger display with the same performance as a Mac or iPhone, depending on your processor, you would see a lot of people carrying one while they were at work. If you work as a sales professional or salesperson, an iPad can be quite useful.

As a salesperson, you could be confused by the sheer number of apps on the App Store. Don’t worry; I’ve put together a list of some of the top iPad apps that sales reps and salespeople can use.

1. Salesforce – Editor’s Choice

The first software you should download if you work in sales is unquestionably Salesforce. If you utilise Salesforce, it’s one of the best CRM (Customer Relationship Management) products you can acquire. In addition to working with your team, it enables you to keep track of your clients’ sales.

Additionally, you can filter and track data appropriately, which might make it easier for you to locate particular reports. These reports can also be viewed offline, which is quite useful while you’re on the go. Finally, you may logically arrange all of your customer’s data.

Pros

  • Various customization options
  • 1000+ third-party integrations available
  • Scalable subscription model

Cons

  • Expensive
  • Higher learning curve

Price: Free

2. Dynamics 365 Sales – Best CRM suite for Office 365 users

Dynamics 365 Sales iPad app screenshot

Use Microsoft’s Dynamics 365 Sales app if you don’t use Salesforce but want features similar to those offered by Salesforce. This programme is a cloud CRM suite, so as long as you have access to the internet, you can use its collection of applications from any location. Even if you’re a novice in this subject, its user interface is simple to use.

Additionally, it gives you immediate access to all of the customer’s information, contact details, and other pertinent data. If necessary, you can make notes and match them up with the appropriate records. Additionally, because Microsoft Teams connects with all other Microsoft programmes, you may attend customer and team meetings using it.

Pros

  • Faster data and analytics
  • Integration with other Microsoft 365 apps
  • Cost efficient

Cons

  • Segmented functionality
  • Steep learning curve

Price: Free

3. MailChimp – Best app for email marketing

Mailchimp Email Marketing iPad app screenshot

You should give MailChimp a try if you work in email marketing. It contains every feature an email marketer requires to increase revenue. You can use a variety of templates to swiftly generate and send emails. With MailChimp, you can develop marketing campaigns on the road in a variety of methods and immediately monitor their effectiveness.

Additionally, you can view certain insights about your contacts that will aid in your understanding of them. Additionally, you can quickly design social advertising and develop landing pages. After that, you can create, share, or run advertising campaigns on social media sites like Facebook and Instagram. Using an AI model, this app also offers you other marketing recommendations.

Pros

  • Many email templates
  • Supports integration with various social media apps
  • Access to individual customer stats
  • AI-based marketing suggestions

Cons

  • Steep learning curve
  • Not ideal for all business types

Price: Free

4. Zoom – Best video conferencing app

Zoom iPad app screenshot

When communicating with customers, video calls can be a simple and effective approach to engage with them right away. As a result, you can lower your customer acquisition costs. One of the top iPad video conferencing apps is Zoom.

If your clients are reluctant to meet in person or are located far away, you can organise up meetings with them without any difficulty using Zoom. Additionally, sharing presentations or other videos relating to your product is simple. Using your iPad to answer calls is simple with this software.

Pros

  • Easy-to-use interface
  • Integrations with various third-party apps and tools.
  • Whiteboard and screen share for presentations and demos

Cons

  • Not ideal for all business types
  • Limited number of meeting hours in the free version

Price: Free (In-app purchases start at $15.99)

5. Expensify – Best app to create presentations

Expensify iPad app screenshot

As a salesperson, you could travel frequently, and keeping track of all expenses might be difficult. In this situation, Expensify is useful. You can track additional spending and scan your receipts. Additionally, it can create an expense report and track the miles of your car, both of which are necessary for a sales representative.

When you use the Expensify Card to make a purchase, Expensify quickly allows you to track your costs. You can tap and pay at locations that accept it because it also supports Apple Wallet. It also includes other more functions, like support for per diem, candidate reimbursement, tracking of advance taxes, etc.

Pros

  • Easy-to-use interface
  • Expensify Card
  • Scanning receipts to import them easily
  • Mileage tracking

Cons

  • Doesn’t support all countries
  • Slightly expensive

Price: Free (In-app purchases start at $4.99)

6. Microsoft Powerpoint – Best app for planning your routes

Microsoft PowerPoint iPad app screenshot

On an iPad, Microsoft Powerpoint is a fantastic app for doing presentations. It features a number of tools that you may use to make stunning presentations while you’re on the go. You may rapidly create the right presentations for your needs using a variety of templates.

Additionally, Powerpoint files are compatible with a wide range of gadgets, so even if the client doesn’t have Powerpoint installed on their device, there’s a good possibility they can still open it. In addition, it works nicely with the other programmes in the Office 365 Suite, enabling team collaboration.

Pros

  • Lower learning curve
  • Various online and offline templates are available
  • Works offline

Cons

  • Not as good as the desktop version

Price: Free (In-app subscription starts at $6.99)

7. Google Maps – Best app for planning your routes

Google Maps iPad app screenshot

Some salespeople travel constantly in order to meet with customers and make product pitches to them. Finding your customer’s address, though, can be difficult, particularly if you’re in a new city or town. In these situations, Google Maps can be useful. For getting around, it features one of the biggest databases.

You can access real-time traffic, navigation, transit, and data about nearby companies, attractions, and other things. Additionally, these Maps are useful when there is little to no coverage because they work offline when downloaded ahead of time. You can effectively plan your routes as a consequence.

Pros

  • Easy-to-use interface
  • Reliable navigation, transit, and traffic information

Cons

  • Maps design can be simplified

Price: Free

8. Fantastical Calendar – Easy-to-use calendar app

Fantastical Calendar iPad app screenshot

It’s crucial to remember to schedule any necessary reschedulings for your customer appointments. Fantastical makes your job simple by utilising NLP, which enables you to add events in only a few words. Additionally, it has a lovely UI that makes it simple to navigate the app. Additionally, it provides you with a weather forecast so you can carefully plan your days and avoid being hit by rain or snow.

Pros

  • Easy-to-use interface
  • Natural language processing
  • Integration with other calendars and task managers.

Cons

  • Most features require premium
  • Slightly expensive

Price: Free (In-app subscription starts at $6.99)

9. Apple Notes – Best app for jotting down anything

Notes iPad app screenshot

When dealing with clients, it’s important to take notes of any cues, points you wish to make, or anything you learn about them. Apple Notes can be useful in these situations at any time. You can jot down text, checklists, bullet points, photos, online links, doodles, and other types of information. It syncs with iCloud and is an Apple product, so you can access your Notes from any device.

Additionally, you can work together with your team to create a document that lets them make remarks. Additionally, it functions best with Apple Pencil, which enables you to rapidly write notes and launch the Notes app from your iPad’s lock screen.

Pros

  • Easy to use
  • Supports different text, sketching, images, links, and more
  • Allows collaboration with others

Cons

  • No predesigned templates
  • No support for Markdown

Price: Free

10. DocuSign – Best document signing app

DocuSign iPad app screenshot

If we live in a digital age, you could need to have many of your documents signed digitally as a salesperson. Sending and signing papers is simple with DocuSign. You may rapidly sign documents by creating a digital representation of your signature. Additionally, you can email or upload those papers to cloud services like Dropbox, Google Drive, etc.

It supports text-based file types like PDF, Word, Excel, pictures, and others. DocuSign also complies with the eSign Act. Given that it supports remote signing, you can use this app to remind your clients to sign their documents. You will get a real-time notification as soon as they sign it.

Pros

  • Easy to use
  • Integration with apps like Slack, Salesforce, Zoom, and more
  • Allows collaboration with others

Cons

  • Expensive

Price: Free (In-app subscription starts at $14.99)

Closing Thoughts…

These apps might help you increase sales as a salesperson or sales representative. On an iPad, each of the aforementioned apps has a distinct feature that might assist you in keeping track of your customers. Additionally, some apps are accessible across several platforms, which can be quite beneficial to you. Finally, let us know which apps you chose from my list and if you have any recommendations.

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