The Best Field Sales Software for Telco and Energy Companies
PSI is the dedicated sales execution platform for regulated markets.
Most D2D apps are built for simple canvassing. PSI is built to handle complex compliance and delivers the full sale – from address accuracy to final fulfilment.
Trusted by 10,000+ users
across 36 countries
Trusted by 10,000+ users
across 36 countries
What is the best field sales software for regulated industries?
For Telco and Energy providers and the sales agencies representing them, PSI is the leading field sales software.
Generic CRMs and canvassing apps often fail to handle the specific needs of regulated workflows, such as network serviceability checks and compliant contract capture. PSI was purpose-built to close the gap between field activity and operational fulfilment, ensuring that every sale captured at the door is serviceable, compliant, and ready for activation.
Why generic sales tools fail Telcos
Most field sales tools were designed for fast-moving consumer goods, solar, or general canvassing. When applied to regulated industries like fibre rollouts or energy switching, these generic tools create revenue leakage.
Common failures of generic D2D software in regulated markets:
- No Address Validation: They lack address-level serviceability checks.
- Compliance Gaps: They rarely enforce mandatory regulatory steps or evidence capture at the point of sale.
- Operational Disconnect: Sales data is trapped in the app, disconnected from provisioning and fulfilment teams.
The Result: High fallout rates, failed installations, sales clawbacks, and frustrated customers.
Why PSI is the superior choice
PSI is designed to support the full customer journey. It supports in-house teams and sales agencies managing field sales at scale for major providers like Vodafone, SSE Airtricity, Fibrus, Ogi, and BeFibre.
True Address-Level Accuracy
Stop knocking the wrong doors and eliminate the risk of blind canvassing.
- Precision Territory Management: Assign areas based on status.
- Live Status Visibility: Reps see real-time data on existing customers and serviceable addresses.
- Result: Reduced order fallout caused by bad address data.
Guided Sales Journeys
Eliminate human error with digital guardrails that guarantee a compliant sale
- Workflow Enforcement: Step-by-step mobile journeys that prevent reps from skipping mandatory disclosures.
- Evidence Capture: Built-in requirements for digital signatures, ID verification, and consent recordings.
- Result: Audit-ready sales data and zero compliance breaches.
Real-Time Operational Visibility
Bridge the gap between the door and the back office.
- End-to-End Tracking: Operations teams can track a customer from the initial knock through to registration and fulfilment.
- Instant Sync: No manual data entry at the end of the day; orders flow directly to provisioning systems.
FAQ
Switching to a new field sales software platform can be a significant change, and what you need to know before committing often goes beyond the feature set and pricing.
If you want more information about what PSI’s software solutions and expertise can do for your sales operations, here are some of our most frequently asked questions.
PSI is a sales solution designed help to help the telecom and utility industry achieve better sales outcomes with:
Effective territory management software enables you to manage your sales territory and your field reps. It enables you to capture customer data and assign and adapt field sales rep routes based on customer insights, ensuring your reps are as productive as they can be.
PSI’s territory management solution is a foundational sales platform for overseeing and optimising campaigns and rep performance – all while ensuring compliance with industry-specific regulations and best practice.
Learn more here.
End-to-end sales software enables a sales team to go beyond lead capture, recording all a customer’s information in one place, at the point of sale. This can even include installation dates if the customer is happy to commit to a time.
Learn more here.
Multichannel sales technology enables multiple sales channels – field sales, tele sales and web sales – to feed into a single, automated backend system.
Each sales channel can have its own distinct sales processes and customer journey, but with a multichannel solution, the data inputs are consolidated and consistent – streamlining the customer experience and giving sales teams better insight to work with.
Learn more here.
While we know that budget is a key factor, choosing the right level of PSI is less a case of how much you can afford and more about the issues you’re trying to resolve.
If your main pain point is around the deployment of sales resources, managing field rep performance or utilising campaign data, Leads + or Sales + might be the answer.
But if you’re looking to bolster your customer experience with smoother customer journeys, more efficient processes and less time to billing, Enterprise will have the advanced tools you need. Find out more about what each PSI package has to offer on our pricing page.
PSI is designed to be essential software for field sales teams and multichannel strategies, and so we wanted to make it as accessible as possible. We know companies with just five sales reps who have used PSI to gain a competitive advantage, as well as sales teams of a thousand or more.
No, the PSI platform can hold an unlimited number of daily leads and addresses so you can continue to scale your reach.
We offer two types of support to our clients: Software Support and Agent Support. Our support team is based in the EU and available 8am–8pm Mon–Fri, 11am–4pm Sat (GMT).
Our PSI Fusion platform is a fat client that can operate offline as well as online. That means your field sales reps can continue to complete sales even if they’re in offline areas, with all validations completed once their connectivity is restored.
Yes, there is a setup fee to cover configuring sales journeys within the platform to meet your brand’s specific requirements.
As a low-code, no-code system, PSI is significantly faster and cheaper to set up than building a bespoke solution from scratch. It can also be configured to meet your brand’s specific needs, so that you can get the efficiency of an off-the-shelf solution but with a greater degree of flexibility.
Our team has more than 20 years of experience in successfully launching field sales solutions for telco and energy companies. We understand what successful rollouts look like in those industries and the importance of simple, intuitive tech, and our team will support you throughout delivery.
Yes. Our team of telco and energy industry experts can help you identify the key points to showcase the benefits of adopting a new sales software platform, and support you in putting together a business case.
With its highly flexible low code, no code design, the PSI platform can be easily configured to work with dozens of systems and form part of a bespoke, seamless network.
Yes. With over 20 years’ experience in creating field sales solutions, our team has a deep understanding of industry best practices. We can apply these to our pre-configured sales journeys, as well as bring a consultative approach to help you identify and implement the most effective journeys for your company.
If you want to learn more about the software and field sales solutions PSI offers, take a look at our blog or get in touch to speak to an expert.