Kathy is an outside sales rep who spends most of her week on the road renting equipment on jobsites and at construction offices.

“I go to businesses, different sites, and expos to try to get customers on board and renting with us,” she said.

Meeting with dozens of customers and prospects daily requires her to be highly organized. And although she had a system, she wasn’t as organized as she wanted to be.

“I would carry around probably 15 different notebooks,” she said.
Using notebooks didn’t help her be as proactive as she wanted. Each evening, she would review her notes and would sometimes identify missed opportunities.

“I would hit customers, and then I'll look back, and there were three businesses I was just by that I missed,” she said.

Planning and administrative work could also stretch her evenings longer than they should have been. Kathy would keep working until “six, seven, eight at night, just planning my next day, writing all my notes.”

Jay Jude, RP Rents Vice President of Sales, has seen it all across nearly three decades in the rental industry. He’s used everything from Microsoft Excel to traditional customer relationship management tools. He found none of them worked well for the rental world.

“The only word I can say about Salesforce is cumbersome. Very, very difficult to use,” he said.

And a cumbersome tool in the field can quickly hinder a rep who’s bouncing between visits.

“As a sales rep, their number one quality is being in front of people,” he said.

Any tool that gets in the way of face-to-face meetings will not be adopted by many reps.

A cumbersome tool can also block the most critical aspects of outside sales.

 “The key to sales is follow-up. You need to push it forward and get your next meeting or next task set,” he said.
Other tools simply could not easily enable setting follow-up meetings or tasks in the field.

Needing a tool that was both easy to use and built for outside sales reps focused on putting units on rent, RP Rents turned to RepMove. Almost immediately, RepMove allowed Kathy to replace the stacks of notebooks in her backseat with a single app.

It starts by helping her prepare before every visit.

“Before I go in, I'll check the activity, see previous notes that I've made, things that we talked about on the previous step, who my contact is,” she said. “I can put anything in the app — customer’s family, vacations, if they went anywhere, notes I need just to build that personal bond.”

As she proceeds through her day and things change, RepMove lets Kathy readjust her routes and plans. “It makes it very, very easy to adjust my day and then see what I have to do for the next day. It's a very easy tool.”
It goes beyond simple readjustment, too. She uses it as a proactive planning tool.

“It's great because it plans out what I need to do for the day, who I need to talk to,” she said.

It assists in more than relationship-building with current customers. RepMove also helps Kathy prospect more effectively. “When I hit all of the businesses in an area, if I get done early, I will search to see if there's other businesses in the area that I can hit,” she said.

“It's a great way to add more businesses to your book without even trying,” she added.

RepMove helps Kathy get the next follow-up on the books to keep relationships and deals moving forward. In only a few minutes after a sales call, she’s done most of the prep work leading up to the next follow-up. “I go to my activity, talk-to-text my notes. Then I immediately do my follow-up,” she said.

She also appreciates that RepMove prompts a follow-up when she’s tracking an activity. “I'll make my activity and then it says, ‘do you want to create a follow up?’ so I don't have to make a separate note. It just copies it right to a task.”

Simplicity for busy reps on the move is paramount, Jay says. RepMove’s mobile app has that in spades. “It can all be done from your phone,” he said.
RepMove’s simplicity helps everyone on the team, even reps who are completely new to the industry. Jay has a rep who is “a 55-year-old retired policeman,” he said.

“He had never been on any type of CRM in his life. Notepads everywhere in his truck. I was riding with him the other day, and he goes, ‘this is my notepad. I can get rid of these.’ And then he was talking, and he goes, ‘look, I can just hit the AI button and fix what I said because I jumble up what I say. I hit the AI button, and it fixes it.’ So it's very cool to see him being successful with it.”

Perhaps most importantly, it enables reps to follow a repeatable framework for success.

“I always tell the reps that when you go on a call, you should have an intent for the call, you should have an outcome for the call, and you should have a follow-up. Getting that all in one place is very important,” he said.

Kathy has noticed dramatic improvements across the board. It’s had a major impact on her most important numbers as her sales year-over-year are up 285%.

RepMove has helped add visits to her days in the field. When she finishes early in an area, she looks at her RepMove map to see other customers or prospects in the area. “I tried to shoot for 10 to 15 customers and I add about 10 more now,” she said.

It has also helped get her evenings back. Instead of adding notes from the day and planning her next day each evening, she’s saving 3+ hours because “with RepMove, everything's already in there.”

“It's the best organization tool I've ever worked with. I would highly recommend it,” she says.