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Five Tips for Using Your iPad on Sales Calls

May 10, 2012  
These days, B2B sales teams are carrying their product demos, order forms, cool presentations—you name it—with them in handy tablet form. And the tablet of choice is often the iPad.

Dealmaker 365 blogger Donal Daly has been using the iPad on sales calls since the first model was introduced—and over time, he's developed some great operating tips for B2B presenters.

Here are five tips for getting the most out of your iPad during a sales presentation:

Lock the screen orientation. Choose to display your presentation in portrait or landscape mode—and keep it there. "It is distracting if your iPad keeps rotating the screen orientation as you move it around," Daly notes.


Have multiple apps open. If you're going to open a number of apps, have them at the ready. "Press the Home button twice and you can access the apps that are open and easily switch back and forth between them," he says.

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  • by Brian Schmidt Thu May 10, 2012 via web

    Tip number six. Use Dropbox (www.dropbox.com). Have your PDFs, videos and other files ready to go in a single app. It's a brilliantly simple (and free) way to use the iPad without having to jump around between multiple apps, email, etc. After arming our sales team with an iPad, Dropbox and a VGA connector, our PowerPoint presentations are starting to collect dust.

  • by Margot Carmichael Lester Thu May 10, 2012 via web

    I second the emotion about having your assets in the cloud. We use Box (www.box.com).

    Remember when you're getting that VGA cord to take your iPad with you to the store or get customer support on the phone when ordering. Different models can require different adapters. You don't want to find that out the night before the big sales call!

  • by Roland Reinhart Fri May 11, 2012 via web

    Adding onto the comments about using VGA adapters...
    While Keynote works fine for presenting your deck, many other apps (including Safari) wont show up on the attached projector or monitor.

    You'll need to test your apps in advance. These iPad/iPhone/iPod Touch apps work for me:
    - Keynote
    - Photos (if you load a slideshow into device from iPhoto)
    - Videos (if load into device from iTunes)
    - YouTube
    - ProPrompter
    - Adobe Ideas
    - Netflix

    Also be sure the iPad is fully charged before using the VGA adapter because there's no way to charge while it's connected.

    Hope this is helpful.
    -Roland

  • by Mary Ann White Mon Aug 27, 2012 via web

    Another tip: Use Sales Navigator (www.salesnavigatorapp.com) an iPad app which integrates your contacts, calendars, and locations, while showing your day's appointments on a map. Users know the time they'll need to get to their next appointment, and which routes are fastest. If you find yourself with extra time during your day you can view your map to see other contacts who are located nearby.

  • by Kyle Lewis Tue May 28, 2013 via web

    Mobile Briefcase (www.mobilebriefcaseapp.com) is an application for the iPad that allows you to upload a wide variety of files to your iPad and share them across the various users using the app. Files can be be viewed, shared or edited and you can control what users have access to what files. Upload your presentations or demos to display to clients, no internet connection needed. Create different accounts for clients or teams and have full control on the organization of your content.

  • by Kyle Lewis Tue May 28, 2013 via web

    Mobile Briefcase (www.mobilebriefcaseapp.com) is an application for the iPad that allows you to upload a wide variety of files to your iPad and share them across the various users using the app. Files can be be viewed, shared or edited and you can control what users have access to what files. Upload your presentations or demos to display to clients, no internet connection needed. Create different accounts for clients or teams and have full control on the organization of your content.

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