How Energia Uses PSI’s Territory Management Software to Manage Residential Energy Field Sales
“PSI is an industry standard for energy. I would absolutely recommend it. It gives field teams structure, gives management visibility, and I honestly don’t know how people operate without it.”
Introduction
Energia uses PSI’s Territory Management solution, to support residential door-to-door sales activity delivered through an external sales agency across Ireland.
For Sarah-Jane Beresford, ROI Sales Channel Lead at Energia Group, PSI provides the structure, visibility and control needed to manage field activity effectively while ensuring valuable customer engagement is captured across campaigns.
Having used PSI earlier in her career, Sarah-Jane already understood the value of a guided, secure field sales platform. Today, she sees PSI as a critical tool for helping Energia and its agency teams work together with clarity, visibility and accountability.
“I already had confidence in PSI, so I was very happy to see Energia using it.”
Structured Field Sales Management and Visibility
PSI helps Energia create more structured field sales campaigns by enabling teams to plan activity, manage territories and monitor coverage across residential areas.
“It gives the field teams structure and gives us the insight we need to plan and target campaigns much more effectively.”
Sarah-Jane also highlighted the importance of controlling how often areas are revisited, helping Energia avoid over-canvassing and improve the customer experience.
“You can lock areas down after campaigns… so we can’t touch it again for two or three months. This way we can be sure that we’re not over-conditioning.”
Capturing More Value from Customer Interactions
Beyond territory management, PSI helps Energia maximise the value of every customer interaction in the field, even when a sale is not completed immediately.
With PSI’s Leads+ license, reps can capture notes against addresses, track previous engagement and schedule callbacks directly within the platform, helping teams manage follow-ups more effectively and reduce missed opportunities.
Sarah-Jane explains, reps being able to access address history and notes, and a calendar of callbacks means they don’t have to rely on memory or notebooks, resulting in less sales being missed.
The Partnership
PSI helps Energia bridge the gap between internal teams and external field sales partners. While agency teams manage routes and activity in the field, Energia maintains visibility of where agents are working, how territories are performing and how customer interactions are being handled.
This gives Energia a stronger operational view without exposing sensitive internal campaign data to external users.
“What works well for us is being able to control access levels. External agents only see what they need to see, while internally we can manage the wider campaign and customer data securely.”
The Impact
With PSI, Energia has a stronger way to manage external field sales activity, improve territory planning, reduce customer overlap and maintain visibility across agency operations.
The ability to track activity in real time gives Energia greater oversight of external agency performance while helping ensure accountability across the field sales operation.
By combining territory management, route planning, field visibility and secure processes, PSI helps Energia create a more structured and scalable residential field sales operation.
For Sarah-Jane and the Energia team, PSI is more than a sales tool. It is a platform that brings structure, confidence and control to field sales execution.
Improved Compliance
Guided sales journeys, validation checks and consent capture can help reduce errors, improve compliance and protect customer data.
“With PSI, a great feature is that reps can only access data to make the sale… when that sale’s sent off, that data is removed.’’
Data Accuracy
For energy providers managing high-volume residential sales, the system controls in PSI Fusion help improve sales quality, reduce failed applications and support more compliant customer acquisition journeys.
Consent Collection
“A great thing about PSI is you can easily capture and store consent during the process.”
Capturing and storing consent within PSI helps Energia respect customer communication preferences while supporting compliance, data accuracy and a better overall customer experience.
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