Mobile Sales Application | Ai2

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Mobile Sales Apps

In this mobile world, mobile applications have become an integral part of our lives. Society has now entered a time where sales automation is the only way for businesses with field services to survive and grow. Salespeople are often away from their desk, but still need to efficiently manage information and maintain customer relationships.

Utilizing a field sales app streamlines and automates the sales process, translating to increased productivity and growth and success for your company.

Those that use customer mobile ordering applications have a clear advantage over those that don’t:

High-performing sales teams are 3.5x more likely than underperformers to rate their mobile sales capabilities as outstanding or very good.
State of Sales Report, Salesforce

The familiarity of utilizing apps in the mobile world translates to B2B eCommerce success. Both customers and employees that rely on mobility to connect to every part of their lives are also expecting a mobile sales tool that will help the succeed and grow their business. These applications, if built properly, require little training and make it much easier to deliver a best in class customer experience.

Many organizations are deploying these applications via a sales rep app to drive customer engagement in new ways.  For instance, when Sysco’s Asian Foods division deployed Ai2’s OrderShark in 2018 it was part of the internal sales campaign called “Make the Switch”.  The Make the Switch campaign details how Sysco would like their sales reps to engage with customers now that a mobile sales app is in available for their retailers.

Sales reps need to engage in new ways that introduce retailers to deals, promotions and other opportunities to maximize profits and grow their retail business, and Ai2’s mobile saoffers just that.

How Does it Work?

A field sales app designed for B2B eCommerce has a few basic requirements that dictates how they work and drive success.  Some of the demand on these apps include fast off-line order entry,  AR management, sales content support, proprietary items, customer specific pricing, tradeshow support and collaboration through hybrid mobile CRM.


An app helps with all of these functions and are especially useful because of their cross-functionality.  That means that the same application can support customers and sales reps in the order entry experience.  A great mobile sales tool moves data from any ERP to all the major mobile operating systems and can keep all the data on the device in a near real time state without the need to constantly sign in or customize APIs for each different system.

Order Management and Invoicing

Efficiency is key in the sales process. The faster a sales rep can process a customer’s order, the better. The less paperwork the process involves, the less headache for sales reps. Our mobile sales solutions make it easy for sales reps to send orders to any back-office system and invoices to customers, even when they are off-line.

Because the data is stored locally on the mobile device, a large volume of data is called up quickly.  In a B2B sales process, waiting for data to load will degrade the customer experience and the sales rep’s ability to maximize their short amount of time with each retailer.

A personalized sales rep app like OrderShark can also help B2b eCommerce customers make impulse purchases.  This tool supports the sales process by giving reps the ability to showcase products, making it an attractive way to show customers their options. With ProSel, a rep can even capture customer’s signatures directly from the mobile device to formalize the sales conversation.


It’s important that apps provide a platform for collaboration to connect sales reps to other team members. Despite being in the field

for nearly their entire working day, a hybrid CRM baked into the order management system helps the entire organization understand where they are succeeding a

nd where attention needs to be paid to move the needle. According to Salesforce, 60 percent of sales professionals say that collaborative selling has increased productivity by more than 25 percent.

Successful teams create a collaborative culture in which sales reps share information and learn from one another. Our software makes collaborations possible from virtually anywhere.

Documents and Presentations

A mobile app is extremely useful to sales reps in the field. They cut down on equipment needed to present sales material (like bulky laptops) by allowing your team to access and share documents and presentations on mobile devices.  Ai2 is the first to bring sales AI to the distribution business for the most effective and uniform sales conversation, updating a previously technologically stalled industry.

Ai2’s mobile sales solutions offers ways for reps to track who is viewing sales materials, where and for how long. This helps reps to gauge engagement and guess how ready a customer is to purchase. With this information, reps can focus their efforts and attention on those most likely to buy.

 Contact Us

Want to learn more about our mobile application solutions? Request a demo today!


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