Sales Leaders Guide To Mobile Device Strategy (3 Easy Steps)

photo of sales reps using smartphones
photo of Veloxy's CEO Samir Majumdar

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Sales Leaders Guide To Mobile Device Strategy (3 Easy Steps)

photo of sales reps using smartphones

According to the latest research, there were 8.6 billion active mobile device subscriptions in 2021. This number will only have grown since mobile devices are integrated into every part of our society. This includes business sectors such as sales teams with employees using mobile devices on a daily basis to achieve goals and reach key revenue targets.

This is why it is important to make sure that you are selecting the right mobile device strategy for your sales team. When selecting your mobile device strategy, you need to consider:

  • Who owns the device?
  • Who is responsible for it?
  • Who covers the cost?

Selecting the right mobile device strategy will help ensure that your business remains secure while also maximizing your chances of hitting your sales targets.

Table of Contents:

Don’t forget to read our hottest Q4 blog post: Sales Leaders Under Pressure to Deliver During Economic Uncertainty 

Top Concerns Your Mobile Device Strategy Must Address

There are numerous elements that should be addressed with your mobile device strategy. Doing so will help ensure that you gain the right benefits for your sales team.

photo of sales leader managing his team's devices

Comprehensive Security Standards

The right mobile device management strategy should include a comprehensive and inclusive security solution. The aim here should be to ensure that all technology endpoints are protected from cyber threats such as hacks. Any data stored on mobile devices should also remain encrypted and be secure against attacks like this. This can include using software that ensures only approved individuals can access company resources using a mobile device on the business network.

You may also want to consider ensuring that any apps downloaded to the phone pass the phone’s security guidelines as well as the sales team’s CRM security guidelines. This will ensure that your business is protected from issues with software that is considered to be unsafe. Veloxy is supported on iPhone and Android. It also exceeds the security requirements of both devices. As such, you can use this software with your sales team and gain complete peace of mind that your business is protected.

Maximize Business Processes

New endpoints are part of the IT business model. When formulating the right mobile device strategy, managers must ensure that new endpoints are incorporated the right way. Doing so will help to maximize business processes and ensure that there is a comprehensive solution in place.

The right mobile device management strategy will address how to allow employees to tackle a number of tasks including data analysis and ensure that all processes are smoother and more efficient. It will also ensure that sales team members can easily access and explore the right insights that they can use to enhance all operations.

Ensure A User-Centric Strategy

Any corporate mobile device strategy should be user-centric. The right strategy will empower users to achieve their goals in the best and most efficient way possible. One of the ways that you can do this is by ensuring that you are utilizing a cloud-based platform. A cloud-based strategy will ensure that all employees have a secure and seamless experience across any number of devices that they might be using. This allows them to reach higher levels of productivity and ensures that they aren’t wasting valuable time.

Best Mobile Device Strategies

There are various popular mobile device strategies that you consider for your sales team.


Bring your own device (BYOD) is one of the most popular options. It’s believed 90% of organizations utilize this strategy. As the name suggests, users bring their own devices and cover the majority of the costs. However, there can be issues with security and compatibility here.


The corporate owned business-only (COBO) strategy is the opposite of BYOD. A key benefit is that it does provide complete security and ensures operational efficiency as all the devices are selected, approved, and controlled by the business. However, it does lack levels of innovation and can result in low levels of employee satisfaction.


Company-owned personally enabled or COPE strategy provides a compromise between the previous two options discussed. Employees are provided with a mobile device paid for by the company. However, it can be used for personal reasons including calls, taxes, and emails. You will be able to choose how much freedom employees have including the apps they can download. You will also have complete control over all corporate data.


There is also the choose your own device strategy. CYOD provides employees with a selection of devices that have been approved by the company. Specific models may also be available for key employees. This hybrid approach can be the best option as it keeps team members happy, helps reduce costs, and ensures high levels of security are in place.

3 Steps To Improve Your Mobile Device Strategy

You can use these steps to boost your mobile device strategy and ensure that it does deliver the right results.

Step 1: Assess Device Mobilization

First, you need to make sure that you are being careful when choosing and determining who needs to utilize mobile devices in your business model. These choices should be based on ensuring a high level of operational function while protecting customers from any threats. You should also have a clear list of permitted mobile devices to ensure it is easier to maintain control.

Step 2: Ensure Your Mobile Device Strategy Aligns With Your Sales Management Strategy

Your mobile device management strategy should be effectively aligned with the operational requirements as well as the constraints of your sales management strategy. These two must be integrated and you need to ensure that they don’t conflict with one another.

Step 3: Adhere To The Right Security Requirements

It’s important to ensure that your corporate mobile device strategy does adhere to the right security requirements. One of the ways to do this would be with a lock and wipe process. This will ensure that your IT department can easily wipe any documents from a device in emergency situations if they contain sensitive data.

Final thoughts on Mobile Device Strategies

There are various key points that you should consider when selecting the right mobile device strategy for your sales team. As the IoT continues to advance and evolve, sales leaders will need to take more time to ensure they are focusing on the right trends and up to date with the latest technology. At Veloxy we provide a seamless solution that can easily be incorporated into a mobile device strategy that will empower your team and help them achieve all their objectives using the latest software at their fingertips.

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Samir Majumdar

Samir Majumdar

Samir is the CEO and Co-founder of Veloxy. After spending 20+ years creating corporate systems, boosting revenue, and eliminating inefficiencies, Samir started Veloxy to help sales professionals shorten sales cycles, accelerate pipelines, and close more deals.

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