To elaborate, mobilizing a sales agent means providing the agent with a smartphone or tablet while having that tablet equipped with a full productivity platform. Therefore the tablet replaces the desktop (and desktop based web apps) allowing the agent to become more flexible and free from a fixed physical location to start and complete any type of transaction.
What does it mean to provide a full productivity platform to sales agents? Digital sale tools and a mobile strategy that allows the agent to generate the full content of contracts and agreements on any device and not just manage it like most software out there. The platform must allow clients to commit on the spot so the agent doesn’t require a numerous amount of software programs to get through an entire transaction. It should also allow real-time edits and notifications to all parties. An ultimate goal would also be payment processing on that same platform.
Most agents are already accustomed to managing electronic documents and transactions with mobile devices, however, they are not accustomed to actually generating documents on the go that are non-dependent on desktop computers. A full productivity platform means the agent would actually be efficiently equipped for business at all times, whether the agent is physically present with their client, as well as wherever the agent may be at any given moment. More importantly though, agents should be able to be productive with any digital device that has an internet connection. This goes for both agent and client.
This would eliminate time sensitivity issues allowing agents and clients to be more responsive and flexible so that both parties are not needlessly waiting between intervals of meetings for responses. By mobilizing your sales agents with digital platforms and tablets, you effectively shorten the lead time of a sale.