Making the case for mobile for mobile sales collateral


A conceptual illustration of an iPhone with several apps on the screen
Mobile devices

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The growing presence of virtual offices, the rapid expansion of wireless networks and the cloud have transformed today’s workforce. Knowledge workers are more dispersed, global and mobile than we dared imagine just a few years ago.

Simultaneously, air travel and ground transportation have become more of a challenge with rising fuel costs, carry-on fees and aggressive security measures. These trends have caused business travelers to think twice about boarding airlines with laptops, but they continue to take their mobile devices.

What’s more, businesses have curtailed travel, but they haven’t stopped expanding their global workforces or extending their outreach. In fact, companies are becoming more dispersed all the time. They no longer want to rent office space or support massive IT infrastructures. They are moving to the cloud, telling workers to buy their own tools and asking them to work from regional offices or home.

In a growing number of instances, mobile devices offer applications that rival traditional computer programs, and the list grows longer every day. These mobile applications are either inexpensive or free, and more of them are becoming compatible programs we use on our laptops and PCs. Furthermore, a growing variety of peripheral devices extend their ease of use and capabilities. Lastly, artificial intelligence has made its way into our lives, and that will transform the way we work again.

Consequently, mobile devices are quickly becoming the most indispensible tools of our time. An entire generation has grown up reading and using electronic documents on handheld devices, and publication means something different today than it did ten years ago. Now, you can control a PC, project an image on a large-screen television or run a PowerPoint presentation from a mobile device, and that is only the tip of the iceberg.

Every day brings more innovation, and it’s difficult to keep pace with these miniature revolutions. Moreover, the latest rage today may induce yawns tomorrow. Nevertheless, we must get in front of mobile technology and set the pace for using it in our own solutions.

In my practice, I’m proposing a solution that includes two major components: a sales portal and a series of sales documents designed for display on mobile devices. The sales portal will provide role-based access to document libraries and interactive features for training and motivation.

My current plan is to develop a series of well-defined sales documents in several phases, starting with the sales portal and one class of documents. Eventually, I may request the replication all existing sales documents for mobile devices.

Ultimately, my goal is to get enough documentation approved to drive a strategy based on reusable content modules. If I’m successful, I’ll save time by repurposing information for a limitless number of project needs. In addition, I’ll have the tools to equip sales personnel with information they can feel confident in presenting to an endless number of clients. Finally, they will avoid legal hassles by presenting a unified message that is flexible enough to adapt as needed on paper, PCs or mobile devices.