(2) Have before and after photos, or photos detailing unusual services on your phone – This is a technique I learned from Davey Tree Expert Company. When the Davey arborist recommended a drastic root pruning technique for an ailing tree we own, he was able to show photos of this procedure on his iPhone.  It was an unusual procedure that was hard to grasp without seeing it.  The photos convinced us — immediately, on the spot.

(3) Track packages – A variety of apps now make it possible to conveniently track packages being delivered.  So if your customer wants to know where that shipment is and you’re out of the office, it is now an easy matter to check on it from your phone.

(4) Create, view and edit Microsoft Word, Excel and PowerPoint documents on handheld devices – Apps such as Docs to Go and Zoho Mobile make this possible.  This way, your field people can deliver or change documents (such as proposals and contracts) or the fly.  Or they can check stock lists or other data maintained in spreadsheets.  More about document apps here.

(5) Fill in forms, sign and return documents from your mobile device – No more printing and faxing documents! Use a convenient iPhone app to fill in forms, add a digital signature and send them to the other party, without needing to print them out and fax them back.  Zosh is one; RightSignature is another variation.

(6) Put QR Codes on items to give your customers more information — QR codes are 2-dimensional codes that you can create and print on documents such as marketing materials and even business cards.  Then using a QR scanner app on a handheld phone, the customer can get more information directly on their handheld device (perhaps taking them directly to a Web page).  You might use QR codes to provide more product details or even coupons and discounts. More information on using QR codes.

(7) Load catalogs or images of  product models on your smart phone – Why carry catalogs if good resolution images and other information can be available on your smart phone instead?  You can even email selected information to the customer to print out locally on their printer, on the spot.

(8) Track inventory with Blackberry or other smart phone devices — Using a combination of an inventory software application, and a barcode scanner app or add-on for your mobile device, you can scan and/or check inventory on site or while mobile.  NEOReader is a universal scanner app which claims to be able to scan and read all kinds of barcodes.  There’s also a barcode scanner for Android by XZing.

(9) Deliver sales brochures and customer information – Email marketing materials to print off right at  customer’s place of business or home

(10) Give presentations on an iPad - If you have a sales presentation and you’re with one or two people, there’s no need to lug around a laptop and projector.  Just get a stand for your iPad and present your materials off of that.  For larger audiences you may need that projector, but the iPad is quite nice for small groups and lends an informal intimacy that aids the sales process.