If you’re in sales, you know the job doesn’t stop when you leave your desk. Maybe you’re hustling between client meetings, stuck in airports, or just need to check your pipeline before bed. If that sounds familiar, this guide is for you: a practical walkthrough for getting the most out of the Aviso mobile app—without the fluff.
This isn’t about impressing your manager with buzzwords. It’s about reliably tracking deals, updating forecasts, and keeping your sanity when you’re nowhere near your laptop.
1. Getting Started: What Aviso’s Mobile App Actually Does (and Doesn’t)
Before you install anything, let’s be honest about what the Aviso app can and can’t do.
What it’s good for: - Checking your pipeline, forecast, and deal status on the go. - Updating deal stages, adding notes, and making quick edits. - Getting reminders and alerts so nothing falls through the cracks. - Pinging your team with quick updates or questions.
What you shouldn’t expect: - Deep analytics or report building (that’s desktop territory). - Heavy-duty CRM customizations. - Magic insights that’ll close deals for you.
If you’re looking for a companion that keeps you on top of things between meetings, Aviso’s mobile app is worth your time. If you want to rebuild your CRM from scratch, keep dreaming.
2. Step 1: Install and Set Up the App
Download the App
- iOS: Search “Aviso Sales” in the App Store.
- Android: Find “Aviso Sales” on Google Play.
- The publisher should be “Aviso Inc.” Don’t settle for knockoffs.
Log In
- Use the credentials your company gave you. If you don’t have them, bug your admin.
- Some setups use Single Sign-On (SSO). If you hit a SSO wall, make sure your phone is enrolled in your company’s security setup.
Pro Tip:
If you’re stuck at login, try resetting your password on desktop first. The mobile app doesn’t always handle password resets smoothly.
3. Step 2: Basic Configuration—Don’t Overthink It
Right after login, you’ll get nudged to tweak some settings. Here’s what actually matters:
- Notifications: Enable them, but only for key alerts (deal changes, reminders). Turn off marketing fluff.
- Sync Calendar: If Aviso asks for calendar access, say yes. It’ll help match meetings to deals.
- Contacts Permissions: Give access if you want to log calls from your phone. If not, skip it.
Skip setting up every bell and whistle right away. Focus on the basics—you can always fine-tune later.
4. Step 3: Navigating the App—What’s Worth Your Time
The Aviso mobile app isn’t winning any design awards, but it’s straightforward. Here’s the lay of the land:
Home / Dashboard
- Quick look at your pipeline, current numbers, and action items.
- Don’t expect deep dives—think headlines, not the morning paper.
Deals / Opportunities
- Tap into any deal to see recent activity, next steps, owner, and value.
- You can update stages, add notes, or set reminders with a couple taps.
Forecasts
- See your numbers vs. targets.
- You can adjust your forecast if your company allows it (sometimes they lock this down).
Notifications
- Reminders for follow-ups, deal changes, or if someone tags you.
- If you’re getting bombarded, trim your notification settings.
Team Collaboration
- You can @mention teammates in notes or ask for help.
- Don’t expect full Slack-style chat, but it works for nudges and quick context.
5. Step 4: Updating Deals and Pipeline—The Right Way to Use Mobile
The real value of Aviso on your phone is keeping your pipeline up-to-date while you’re out and about.
Here’s how to make it painless:
- After a Call or Meeting: Jump into the app, find the deal, and add a note or update the stage. Don’t wait until “after dinner”—you’ll forget.
- Change Forecasts (if allowed): If a deal is slipping or you just got verbal approval, update your numbers on the spot.
- Use Voice-to-Text: If you’re between meetings, use your phone’s voice input to add quick notes. It’s faster than typing.
- Set Reminders: If you promise a client a follow-up, set a reminder right from the deal. Future-you will thank you.
What Not to Do: - Don’t try to run your entire pipeline review from your phone. Use it for updates, not strategy. - Don’t obsess over every field—just the essentials (stage, value, close date, notes).
6. Step 5: Making Notifications Work for You (Not Against You)
Notifications are a double-edged sword. Used right, they keep you on track. Used wrong, they turn your phone into a nagging parrot.
How to set up notifications that don’t drive you nuts: - Enable for: Deal updates, reminders, @mentions from your team. - Mute or disable: Marketing promos, “tips and tricks,” generic activity feeds. - Daily summary: Some versions let you get a daily digest—worth considering if you hate constant pings.
Pro Tip:
If you’re bombarded with alerts, go into settings and pare it down. No one needs a buzz every time someone else updates a field.
7. Step 6: Collaborate—But Don’t Expect Miracles
The collaboration features are handy, but not as slick as a dedicated chat app.
- Use @mentions to loop people in for deal advice or approvals.
- Attach notes or files if you need to share context.
- Don’t expect to run full deal strategy sessions—keep it quick and focused.
8. Step 7: Handling Issues—What to Do When Things Go Wrong
Even the best apps glitch, and mobile apps are no exception. Here’s what to do when Aviso misbehaves:
- App Freezes or Crashes: Force quit and restart. If it keeps happening, check for updates.
- Data Not Syncing: Switch from Wi-Fi to cellular (or vice versa). Sometimes network hiccups cause sync issues.
- Login Problems: Try logging in on desktop. If both fail, it’s probably a server issue.
- Missing Data: Sometimes fields or deals vanish. Refresh, then check on desktop. If it’s still gone, contact your admin.
Pro Tip:
Don’t waste time troubleshooting for hours. If a restart or update doesn’t fix it, flag your admin and move on.
9. What to Ignore: Features You Probably Don’t Need
Some features look cool but rarely add value on mobile:
- Advanced Analytics: These are clunky on small screens. Check dashboards on your laptop instead.
- Heavy Customization: Don’t bother tweaking every setting. Focus on what helps you work faster.
- Expense Logging: If Aviso tries to handle expenses, stick to your dedicated app. Don’t mix tools.
10. Quick FAQ
Q: Can I use Aviso offline?
A: Sort of. You can view some cached info, but most actions need a connection.
Q: Is there an Apple Watch app?
A: Not really. Don’t bother—just use your phone.
Q: Can I customize my dashboard?
A: On mobile, only a little. If custom views are critical, use desktop.
Keep It Simple, Iterate, and Don’t Overthink It
The best way to get value from Aviso’s mobile app is to use it for what it’s good at: quick updates, reminders, and staying in the loop. Start with the basics, ignore what you don’t need, and tweak as you go. Don’t chase every new feature—just focus on keeping your deals moving, wherever you are.
You’ll spend less time wrestling with your CRM and more time actually selling. And isn’t that the point?