Unsere Vertriebssoftware wird ständig weiterentwickelt: Produktübersicht von PSI für 2023

Unsere Vertriebssoftware wird ständig weiterentwickelt: Produktübersicht von PSI für 2023

Die Anforderungen von Vertriebsteams verändern sich ständig und auch die Vertriebssoftware muss mit diesen Entwicklungen Schritt halten. Im Laufe des Jahres 2023 haben wir viel in die Entwicklung des PSI-Systems investiert, um den Bedürfnissen regulierter Branchen wie Telekommunikation und Energieversorgung noch besser gerecht zu werden.

Von der Einführung neuer Produkte und der Gewährleistung der Sicherheit von Außendienstmitarbeitenden bis hin zur Verbesserung der Konnektivität des PSI-Systems, der Customer Journey und der Benutzeroberfläche – hier finden Sie eine Zusammenfassung unserer wichtigsten Produktaktualisierungen der letzten zwölf Monate.


apple-cider-vinegar

Frank Egan

CTO

“In 2023 we were thrilled to unveil our latest User Interface/User Experience for our Fusion Core and Fusion Pulse applications. This cutting-edge design introduces a sleek and intuitive interface, ensuring a seamless experience for multichannel customer journeys across the platform. We complimented this with improved analytics and dashboards, numerous new features in our Campaigns and Routes module, and much more.

We also introduced the Outcomes API. With it our customers can leverage actionable sales outcome data by integrating PSI into their systems for business intelligence and sales processing. With a user-friendly interface and robust functionality, the Outcomes API transforms the way our customers utilise information, empowering teams to make informed decisions.

In 2024 we’ll be adding to our Campaigns and Routes module and working on a range of dynamic business APIs to complement the existing Outcomes API, opening up the possibilities for data integration, business intelligence, and sales processing.

But that’s not all! Our commitment to seamless user experiences extends to more out-of-the-box integrations that effortlessly connect your workflows. Analytics takes centre stage with enhanced features, providing you with deeper insights into your operations. And we’ll be introducing a brand-new feature: Appointments! No more scheduling headaches as we streamline the appointment and callback processes, ensuring a hassle-free and organised workflow.
This is just the beginning – stay tuned for much more innovation, enhancements, and surprises throughout the year!”


Unsere Vertriebssoftware entwickelt sich ständig weiter...

Vordefinierte Customer Journeys für Telekommunikationsunternehmen

Zu unseren größten Neuerungen in diesem Jahr gehört die Einführung der von PSI vordefinierten Customer Journeys, mit denen unsere Kund:innen unsere Software schneller einsatzbereit machen und ihren Vertriebsteams zur Verfügung stellen können.

Wir haben alle Erfahrungen aus den ISP-Integrationen und Customer Journeys, die wir in den letzten zehn Jahren umgesetzt haben, gesammelt und die häufigsten Herausforderungen in der Branche identifiziert. Auf der Grundlage dieser Erkenntnisse haben wir anschließend eine marktreife Vertriebslösung entwickelt.

So können Telekommunikationsunternehmen die PSI-Lösung jetzt noch schneller einführen und ein speziell auf ihre Bedürfnisse zugeschnittenes Vertriebssystem implementieren, ohne Zeit und Ressourcen in eine komplett maßgeschneiderte Lösung zu investieren. Nach der Implementierung können wir die Plattform mit benutzerdefinierten Integrationen ausbauen. Mit einer vorgefertigten Lösung können Sie jedoch sofort mit dem Vertrieb loslegen und müssen das System nicht erst von Grund auf neu konfigurieren.

Ein besseres Toolkit für die Sicherheit von Außendienstmitarbeitenden

Für Telekommunikations- und Energieversorgungsunternehmen, die Vertriebsmitarbeitende im Außendienst einsetzen, hat Sicherheit oberste Priorität. In diesem Jahr haben wir unser neues Produkt Fusion Guardian auf den Markt gebracht. Damit stehen den Vertriebsteams mehr Werkzeuge zur Verfügung, mit denen sie ihre Außendienstmitarbeitenden auf ihren Routen im Auge behalten und ihre Sicherheit gewährleisten können.

Von GPS-Warnmeldungen in Echtzeit für alle Außendienstmitarbeitenden bis hin zu Funktionen wie einem unauffälligen Notfallknopf und anpassbaren Reaktionsmöglichkeiten: Mit Fusion Guardian profitieren Ihre Außendienstmitarbeitenden von besserer Unterstützung im Falle von Problemen und Ihre Vertriebsteams behalten auch aus der Ferne die Kontrolle.

Einfache und intuitive Benutzeroberfläche

In der Regel konzentriert sich PSI auf das Backend unseres Systems, denn dort befinden sich die einzigartigen Funktionen. In diesem Jahr haben wir jedoch nicht nur das Backend, sondern auch das Frontend von PSI ausgebaut, damit Ihre Vertriebsmitarbeitenden und Backoffice-Teams auch in Zukunft problemlos auf diese wichtigen Funktionen zugreifen können.

Das PSI-System verfügt jetzt also über eine aktualisierte und moderne Benutzeroberfläche. Dabei konzentrierten wir uns insbesondere auf eine einfachere Handhabung des Systems und eine intuitivere User Journey. Das Ergebnis: Unsere Kund:innen verbringen weniger Zeit in Gesprächen mit unseren Schulungs- und Support-Teams und können die Funktionen für den Verkauf besser nutzen.

API für nahtlose Integrationen

Unabhängig davon, ob Sie Ihr CRM oder Power BI einbinden müssen – wir wissen, wie wichtig es ist, dass Ihre Vertriebssoftware mit dem Rest Ihres Tech-Stacks verbunden ist. Aus diesem Grund haben wir in diesem Jahr eine neue Outcomes API entwickelt und die Integration mit PSI noch schneller und nahtloser gestaltet.

Mit unserer neuen Outcomes API können Telekommunikations- und Energieversorgungsunternehmen Daten aus dem PSI-System extrahieren und sie direkt in ihre Berichtssuite und CRM-Software einspeisen. Sie können unabhängig von Ihren Tools auf unsere API und die zugehörige Dokumentation zugreifen und so Ihr ideales Netzwerk von Integrationen aufbauen.

Für diese Art von Konnektivität waren bislang bei jeder Implementierung eigene Integrationen erforderlich. Mit unserer API können Sie nun Daten in kürzester Zeit integrieren. Wir können natürlich trotzdem mit Ihnen gemeinsam eine benutzerdefinierte Integration entwickeln, aber diese Option ist nicht mehr standardmäßig vorgesehen.

Zusätzliche Tools für die Bearbeitung von ausgehenden Leads

Im Vertrieb von Telekommunikations- und Versorgungsunternehmen spielt die Pflege von Vertrauen und Kundenbeziehungen eine entscheidende Rolle. Der Aufgabenbereich Ihres Vertriebsteams geht daher weit über die Erfassung von Leads hinaus. Ihre Mitarbeitenden müssen auch in der Lage sein, diese Leads sofort zu bearbeiten. Deshalb haben wir in diesem Jahr eine neue Funktion für ausgehende Leads im Vertrieb entwickelt.

Auf diese Weise profitieren Sie von einem schnelleren Multichannel-Vertrieb und mehr Möglichkeiten zur Verwaltung von Leads. Leads aus allen Kanälen können durch neue Workflows geleitet werden und von dort aus in ein Kanban-Board eingespeist werden. Anschließend kann ein Mitglied Ihres Telefon-Vertriebsteams einen Rückruftermin vereinbaren oder die Leads in einen Verkauf oder Nichtverkauf konvertieren.

Kurz gesagt: Mit der Funktion können Sie Ihre Erfolgschancen maximieren, Leads erfassen und verwalten und Ihr Geschäft ausbauen. Zudem erhalten Sie eine auf Ihre Branche zugeschnittene Multichannel Customer Journey, die Sie in kürzester Zeit bei Ihren Vertriebsteams einführen können.

Wenn auch Sie Ihre Vertriebskampagnen effizienter gestalten möchten, kontaktieren Sie uns. Wir erklären Ihnen gerne, wie PSI Ihnen weiterhelfen kann. Alternativ können Sie auch unseren Leitfaden zu den Vertriebslösungen von PSI durchlesen.


Our sales software continues to evolve: PSI’s 2023 product wrap up

PSI's 2023 Product Wrap Up

The needs of sales teams are never static, and the sales software they use has to keep up. Throughout 2023 we’ve been investing heavily in developing the PSI system to deliver more of what regulated industries like telco and energy need.

From launching new products and ensuring field rep safety, to enhancing the PSI system’s connectivity, customer journeys and UX, here’s a wrap up of our biggest product updates from the past twelve months.


apple-cider-vinegar

Frank Egan

CTO

“In 2023 we were thrilled to unveil our latest User Interface/User Experience for our Fusion Core and Fusion Pulse applications. This cutting-edge design introduces a sleek and intuitive interface, ensuring a seamless experience for multichannel customer journeys across the platform. We complimented this with improved analytics and dashboards, numerous new features in our Campaigns and Routes module, and much more.

We also introduced the Outcomes API. With it our customers can leverage actionable sales outcome data by integrating PSI into their systems for business intelligence and sales processing. With a user-friendly interface and robust functionality, the Outcomes API transforms the way our customers utilise information, empowering teams to make informed decisions.

In 2024 we’ll be adding to our Campaigns and Routes module and working on a range of dynamic business APIs to complement the existing Outcomes API, opening up the possibilities for data integration, business intelligence, and sales processing.

But that’s not all! Our commitment to seamless user experiences extends to more out-of-the-box integrations that effortlessly connect your workflows. Analytics takes centre stage with enhanced features, providing you with deeper insights into your operations. And we’ll be introducing a brand-new feature: Appointments! No more scheduling headaches as we streamline the appointment and callback processes, ensuring a hassle-free and organised workflow.
This is just the beginning – stay tuned for much more innovation, enhancements, and surprises throughout the year!”


Our sales software continues to evolve...

Pre-designed customer journeys for telcos

One of our most important updates this year has been the launch of PSI’s pre-designed customer journeys – giving our clients a quicker way to get our software ready to launch and into the hands of their sales teams.

We’ve essentially taken all of our learnings from the ISP integrations and customer journeys we have delivered over the last 10 years and identified what comes up time and again in the industry. We then built a market-ready sales solution with those lessons as a backbone.

It means that telcos can now get up and running with PSI quicker than ever, and deploy a telco-specific sales system without investing time and resources in a fully custom build. After implementation, we can continue to evolve the platform with custom integrations, but having a pre-designed solution allows you to get a head start on selling rather than configuring everything from scratch.

A stronger toolkit for rep safety

For telcos and energy companies putting sales reps out into the field, safety has to be one of their highest priorities. This year we launched our new Fusion Guardian product to give sales teams more tools to observe their field reps on their routes and manage their safety.

From real-time GPS alerts for every rep in the field to features like a discreet panic button and tailored response frameworks, Fusion Guardian puts more power in the hands of your field sales reps should they find themselves in trouble, and it also helps your sales teams stay in control from a distance.

Easier and more intuitive UX

At PSI we’re typically focused on the backend of our system, since that’s where its unique capabilities lie. This year though, as well as the backend, we spent time refining PSI’s frontend to ensure your sales reps and back office teams can continue accessing those key features as effortlessly as possible.

All of that means that the PSI system now has a refreshed and modern UX. Our focus has been on making the system easier to use and the user journeys more intuitive – as a result, our clients are spending less time speaking with our training and support teams and more time using those features to sell.

APIs for seamless integrations

Whether you need to hook up your CRM or Power BI, we know how important it is for your sales software to speak with the rest of your tech stack. Because of that, we developed a new outcomes API this year to make integrating with PSI quicker and more seamless than ever before.

With our new outcomes API, telcos and energy companies can extract data from the PSI system and feed it directly into their reporting suites and CRM software. Whatever tools you use, you can access our API and its documentation, so that you can build the unique network of integrations you need.

In the past that kind of connectivity would have needed custom integrations for every implementation. But our API now puts the power back into your hands to integrate data at speed. We can still work with you on a custom integration if that’s what you need, but it’s no longer the default option.

More tools for working outbound sales leads

When so much of telco and utility sales is about nurturing trust and customer relationships, your sales team needs to be able to do more than just capture leads. They also need to be able to effortlessly work those leads as they arrive – which is why we developed a new outbound sales feature this year.

The idea behind this is to give you a shortcut to multichannel sales, and more power to nurture leads. Leads from any channel can get funnelled through new workflows – and from there they can be fed into a Kanban board for someone in your outbound telesales team to arrange a call-back appointment or convert them to a sale or a no-sale.

In a nutshell, it allows you to maximise your chance of success, capture and manage leads, and win more business. All of this with a multichannel customer journey that’s pre-designed for your industry and quick to roll out to your sales teams.

If you’re ready to take your sales campaigns to the next level, speak to us to find out more about how PSI can help, or read our guide to PSI’s sales solutions.


Tür-zu-Tür-Vertrieb: Was ist das Erfolgsrezept irischer Versorgungsunternehmen?

Im Energieversorgungsbereich hängt Erfolg oder Misserfolg des Haustürgeschäfts davon ab, in welchem Land man als Vertreter:in aktiv ist. Im Vereinigten Königreich zum Beispiel zögern Versorgungsunternehmen davor, allzu viele Ressourcen in den Tür-zu-Tür-Verkauf zu investieren, da immer die Gefahr besteht, dass durch diese Praxis ihr Markenruf geschädigt wird. In Dänemark gilt diese Art des Direktvertriebs sogar als ein Eingriff in die Privatsphäre und ist daher gesetzlich verboten.

In Irland hingegen ist das Haustürgeschäft eine beliebte und erfolgreiche Verkaufsmethode von Energieversorgungsunternehmen. Große Anbieter wie Vodafone und SSE Airtricity investieren beträchtliche Summen in ihr Haustürgeschäft und erzielen auch tatsächlich eine hohe Rendite. Diese Art des Vertriebs ist zum Eckpfeiler ihres Geschäfts geworden.

Doch wieso sind irische Unternehmen im Gegensatz zu ihren ausländischen Pendants so erfolgreich beim Verkauf an der Haustür? Irische Versorgungsunternehmen wissen, wieso das Haustürgeschäft in anderen Ländern so verpönt ist, und haben sich daher bewusst dazu entschlossen, es besser zu machen. Unter anderem nutzen sie daher Vertriebssoftware für regulierte Branchen, mit der sie sowohl ihre Kundschaft als auch ihre Marke schützen.

Irische Versorgungsunternehmen setzen Schutzmaßnahmen um, um Fehler und Fehlverkäufe zu vermeiden

Bevor ein Unternehmen Vertreter:innen losschickt, um sein Angebot von Tür zu Tür zu bewerben, muss es zunächst einige Kontrollmaßnahmen für ein effektives Gebietsmanagement umsetzen. Ohne diese Maßnahmen steigt das Risiko, dass jemand im Außendienst versucht, Kund:innen zu täuschen oder Verkäufe zu registrieren, die gar nicht stattgefunden haben. Wenn das nämlich passiert, leidet darunter nicht nur der Ruf der Marke, sondern das Unternehmen muss unter Umständen Strafgelder in Millionenhöhe zahlen. Im schlimmsten Fall wird der Gesetzgeber einschreiten und das Haustürgeschäft vollständig verbieten.

Ob einer dieser Fälle eintritt, hängt natürlich maßgeblich von den Aktivitäten der Vertreter:innen ab (auf das Vertretermanagement werden wir gleich noch genauer eingehen). Doch um proaktiv unnötige Risiken zu vermeiden, können Unternehmen sich eines wichtigen Hilfsmittels bedienen: der richtigen Vertriebssoftware.

Irische Energieversorgungsunternehmen zum Beispiel nutzen die Formulare von PSI, um zu verhindern, dass ihre Vertreter:innen die falschen Produkte verkaufen. In diesen Formularen werden Produkte aus einer vorbereiteten Produktliste aufgeführt und anhand der Kundenantworten auf vorherige Fragen gefiltert. Da Kund:innen dann nicht mehr dem Kauf eines Produkts zustimmen können, für das sie sich gar nicht qualifizieren, kann die Anzahl an Kaufrücktritten reduziert werden. Dies ist eine effektive Schutzmaßnahme gegen beabsichtigte und versehentliche Fehlverkäufe.

Wir arbeiten immer eng mit unseren Kund:innen zusammen, damit die Skripts in ihren Formularen Vertreter:innen genau aufzeigen, was diese mit Kund:innen besprechen sollen. Dadurch sinkt das Risiko, dass Vertreter:innen aufgrund mangelnder Informationen falsche Versprechungen machen. Die Logik des Systems und die daraus resultierenden Einzelschritte sind so gestaltet, dass Vertreter:innen immer den korrekten Interaktionsablauf mit dem:der jeweiligen Kund:in durchlaufen und somit niemals die falschen Fragen stellen.

 

Irische Energieversorgungsunternehmen nutzen Vertriebssoftware für das Vertretermanagement

Wie bereits erwähnt sind die Aktivitäten von Vertreter:innen im Außendienst ein wichtiger Faktor für ein erfolgreiches Haustürgeschäft. Da Ihre Mitarbeiter:innen jedoch alleine unterwegs sind, haben Sie die knifflige Aufgabe, ihre Aktivitäten zu lenken, ohne direkte Kontrolle über ihr Verhalten zu haben.

In Irland stellten diese Bedingungen früher ein Problem dar, sofern Vertreter:innen rein auf Provision arbeiteten. Es kam dann nämlich sehr häufig vor, dass Vertreter:innen ihren Kund:innen absichtlich falsche Versprechungen machten oder dass sie zusätzliche Formulare ausfüllten, um ihre Quoten zu verbessern. Wenn diese Vertreter:innen nur mit Klemmbrett und Papierformularen ausgestattet sind, ist ein effektives Gebietsmanagement schier unmöglich. Mit der richtigen Vertriebssoftware allerdings holen Sie sich die Kontrolle zurück.

Mit PSI sorgen Sie dafür, dass alle Außendienstaktivitäten geokodiert und mit entsprechenden Zeitangaben versehen sind. Auf diese Weise können Sie dann problemlos unehrliches Verhalten aufspüren, beispielsweise falls ein Vertreter abends um 22:30 Uhr einen Verkauf registriert oder sich während der Registrierung weit weg vom Zuhause des:der jeweiligen Kund:in befindet.

Durch die GPS-Lokalisierung können sich Energieversorgungsunternehmen im Ernstfall auch besser gegen Kundenbeschwerden schützen. Das PSI-System erstellt nämlich eine eindeutige Beweiskette, damit Unternehmen genau nachvollziehen können, wie jede einzelne Verkaufsinteraktion zustande gekommen ist. Falls ein Unternehmen sich dann gegen eine Beschwerde wehren muss, stehen diese Informationen innerhalb von Minuten (statt Wochen) bereit.

PSI unterstützt Unternehmen außerdem dabei, dass ihre Vertreter:innen ein effektives Training für den Außendienst erhalten. Irische Energieversorgungsunternehmen können Schulungsmaterialien direkt auf die Geräte ihrer Vertreter:innen hochladen, damit diese immer und überall Zugriff auf die nötigen Arbeitsinformationen haben. Daneben werden auch Daten zur Vertreterperformance erhoben, sodass Teamleitende mit PSI ganz leicht bestimmen können, in welchen Bereichen sich einzelne Mitarbeiter:innen noch verbessern müssen.

 

Irische Energieversorgungsunternehmen wissen, dass ein perfektes Onboarding zu einem erhöhten Kundenvertrauen führt

Für ein erfolgreiches Haustürgeschäft ist es unerlässlich, Kund:innen vor Fehlverkäufen zu schützen. Aber das ist nicht der einzige wichtige Aspekt, der im Rahmen von Kundeninteraktionen zu beachten ist. Um Ihre Marke zu schützen, müssen Sie auch Vertrauen zu Ihrer Kundschaft aufbauen. Dazu gehört ebenso ein effizientes, zuverlässiges Kundenerlebnis wie ein effektives Vertretermanagement.

Ist der Verwaltungsprozess papierbasiert, besteht ein größeres Risiko, dass Fehler geschehen, die Ihrem Markenruf schaden – selbst wenn Ihr:e Vertreter:in an der Tür alles richtig gemacht hat. In Irland merkten Unternehmensverantwortliche früh, dass Papierformulare in dem Zeitfenster zwischen dem Verkaufsabschluss an der Haustür und der Rückkehr ins Büro leicht beschädigt werden oder verloren gehen können. Auch lagen Formulare, ehe sie das Backoffice erreichten, mitunter tagelang im Eingangsfach, bevor sie manuell bearbeitet wurden.

Wenn Kund:innen zu lange warten müssen, um den Status ihrer Bestellung zu erfahren – oder schlimmer noch, wenn ihre Bestellung nicht im System gefunden wird –, dann werden sie natürlich schnell eine schlechte Meinung über Ihr Unternehmen entwickeln.

Irische Versorgungsunternehmen wollten dieses Risiko nicht mehr eingehen und entledigten sich kurzerhand des zugrunde liegenden Problems: Nachdem ein Verkauf in PSI registriert wurde, wird dieser sofort vom Vertretergerät entfernt und zur Verarbeitung weitergeleitet. Dieser Prozess ist vollständig automatisiert, sodass die üblichen Verzögerungen, wie man sie von der manuellen Verarbeitung kennt, eliminiert werden. Vertriebsteams bietet PSI darüber hinaus eine einfache Möglichkeit, zusätzliche Dokumente hochzuladen (zum Beispiel die Zustimmung des:der Vermieter:in), wodurch wiederum das Risiko von Kaufrücktritten reduziert wird.

Die PSI-Plattform wird kontinuierlich weiterentwickelt, damit irische Versorgungsunternehmen künftig noch mehr Tools zur Verfügung stehen, um eine Vertrauensbasis mit ihren Kund:innen zu etablieren. Während der Pandemie führten wir zum Beispiel Remote-Unterschriften als neue Option auf der Plattform ein, damit Vertreter:innen Verträge und andere Dokumente an Kundengeräte senden und Kund:innen die Dokumente aus sicherer Distanz prüfen und unterzeichnen konnten. Auch Kund:innen, die ihre Bankinformationen nicht an der Tür mitteilen möchten, profitieren von dieser Option: Sie haben nun eine alternative Möglichkeit für die Angabe dieser sensiblen Daten.

Da die Sicherheit von Kundendaten heute von größter Wichtigkeit ist, erleichtert PSI Nutzer:innen zudem die Compliance mit Bestimmungen wie der DSGVO. Bankinformationen von Kund:innen werden aus dem System entfernt, nachdem ein Verkauf genehmigt wurde, und alle sensiblen Kundendaten werden nach drei Jahren standardmäßig automatisch gelöscht. Bei Bedarf kann das System auch so konfiguriert werden, dass die Daten schon nach kürzerer Zeit gelöscht werden. Mithilfe von PSI können Sie auch effektiv mit Agenturen für Außendienstservices zusammenarbeiten: Agenturmitarbeitende sehen ausschließlich die Unternehmens- und Kundendaten, die sie tatsächlich zur Durchführung ihrer Aufgaben benötigen.

Wenn auch Sie Ihre Vertriebskampagnen effizienter gestalten möchten, kontaktieren Sie uns. Wir erklären Ihnen gerne, wie PSI Ihnen weiterhelfen kann. Alternativ können Sie auch unseren Leitfaden zu den Vertriebslösungen von PSI durchlesen.


Door-to-door sales: why Ireland’s utility companies have the edge in the field

If you look at door-to-door selling in the utilities market, you’ll see a wide variation in success around the world. In the UK, for example, utilities companies are hesitant to put too much into field sales for fear of damaging their brand reputation. In Denmark, doorstep selling is seen as a privacy intrusion and prohibited by law.

But in Ireland, door-to-door is a thriving sales channel for telco and utilities companies. Major players like Vodafone and SSE Airtricity invest considerably in their field sales, and see such a clear return on that investment that door-to-door campaigns are a core pillar of their operations.

The reason why things are different in Ireland isn’t the Irish people are simply more receptive to door-to-door sales reps. It’s that the utilities companies here have seen the issues that have made doorstep selling so contentious in other countries and committed to doing it right – including using sales software designed for regulated industries to ensure their customers and their brand are always protected.

 

Ireland has protection against mistakes and mis-selling

When you’re embarking on a door-to-door campaign, it’s essential to have controls in place for effective territory management. Without those controls, it’s too easy for bad actors in the field to mislead customers or report sales that never happened – not only will your brand reputation take a hit if that happens, but you could also risk fines in the millions, and legislators might even step in to ban door-to-door selling altogether.

While sales rep behaviour plays a huge role in that – and we’ll talk about rep management shortly – there are features your sales software should have to ensure door-to-door selling doesn’t get your brand into trouble.

For example, Ireland’s energy companies are using PSI’s journeys to prevent the wrong products being sold to customers. The products in the journeys are drawn from a set product list and filtered by answers to previous questions, meaning fewer broken sales as customers can’t agree to a product they later find out they’re not eligible for. It’s a guard against both intentional and accidental mis-selling.

We always work with our clients’ assurance teams to make sure the scripting in their journeys is exactly what reps need to be saying to customers, which reduces the risk of reps misrepresenting a product because they don’t have the answers they need. The logic and journey of the system is designed to always take reps on the correct path with a customer, so that they never see questions that shouldn’t come up.

 

Ireland’s energy companies use sales software to manage rep behaviour

As we’ve said, sales rep behaviour is critical to making door-to-door field sales work. When you send reps out to knock on doors, you’re faced with the challenge of managing them while having no direct control over what they’re doing on their routes.

In Ireland that used to be a real problem in the days of commission-only sales reps, when reps were notorious for either misleading customers or filling out forms themselves in order to record sales. When those sales reps are only armed with a clipboard and paper, effective territory management is almost impossible – but with the right sales software, it’s a different story.

At PSI, we learned to make sure everything a rep does while they’re out on their route is geocoded and time-stamped. That means you can immediately see if a rep is logging a new sale at 10:30pm or far from a customer’s address, and the data keeps them honest.

That GPS location data also gives Ireland’s energy companies more assurance in case they do find themselves facing a customer complaint. The PSI system gives companies a clear trail of evidence so that they can know exactly what happened with any given sale, and the information can be retrieved in minutes rather than weeks should a brand need to protect itself.

At PSI, we also made it easier to ensure that reps have received the right field sales training. Ireland’s energy companies can upload training materials directly to a rep’s device so that they always have access to what they need, while the ability to capture and report on rep performance data gives a clear indication of where each member of the team needs to focus their training.

 

Ireland’s energy companies know that perfect onboarding builds customer trust

While ensuring customers are protected from mis-selling is a key part of making your door-to-door sales a success, it’s not the only aspect. Protecting your brand in the field is also a case of building trust with consumers, which includes delivering an efficient, reliable customer experience as much as it does managing rep behaviour.

When the process relies on paper, for example, it’s easy for mistakes to harm your brand reputation even if your sales rep did everything right on the doorstep. Ireland learned early how paper forms could get lost or damaged in the time between completing a sale and returning it to the back office team. And when it did reach the back office, it might have been sitting there for a week waiting for manual processing.

If customers are left waiting too long to hear back about the status of their order – or worse, if their details are lost altogether – it’s easy for them to form the perception that your company isn’t looking out for them.

Ireland’s energy companies eliminated that risk by doing away with the core problem. Once a sale is captured in PSI, it immediately comes off a rep’s device and is sent to be processed. Everything is automated, removing the delay that always comes with manually handling data. It’s also simple for sales teams to upload additional documentation like landlord’s consent, reducing the chance of broken sales.

We’re also continually evolving the PSI platform to give Ireland’s energy companies more tools for building trust with customers. During Covid we integrated remote signatures, allowing reps to send contracts and documentation to a customer’s own device, where they can review and sign at a safe distance. This functionality also gives customers another way to enter their bank details if they don’t want to hand them over at the door.

And in an age where the security of customer data is paramount, PSI makes it easy to comply with regulations like GDPR. Customer bank details are purged as soon as a sale is approved and the system automatically clears all sensitive customer data after three years as standard, and can be configured to purge more regularly if needed. PSI is also designed to take field sales agency partnerships into account, by making sure that agencies can’t see any company and customer data beyond what they need to fulfil their role.

If you’re ready to take your sales campaigns to the next level, speak to us to find out more about how PSI can help, or read our guide to PSI’s sales solutions.


5 industry trends affecting telcos and their sales outcomes

When the telco industry is constantly evolving, so too is the way that telco sales teams approach launching campaigns, engaging new customers and maximising their resources.

Whether it’s finding new ways to strengthen a sales team or thinking tactically about how to enter new territories, the telcos that find the most success will be the ones that are agile enough to roll with the changing landscape.

 

There’s a talent shortage causing brain drain

One of the biggest factors in how telco sales teams are changing is the problem of talent shortage.

Recruitment has taken a big hit as a result of the pandemic and the following economic uncertainty, with fewer people willing to risk their job security by seeking new opportunities. Fewer candidates on the job market makes the talent you do have that much more valuable – and when someone does leave, telcos are having to find new ways to soften the blow of brain drain.

If bolstering your sales resources has become harder recently, you’ll have to focus on capitalising on the channels that are available to you. Sometimes that means being more open to building remote or hybrid sales teams, so that you can access the best talent wherever you’re located.

But it can also mean rethinking what you look for in new hires. Some telcos are taking in younger candidates, who might not have the usual level of experience or proven knowledge but have the right attitude to build competency for the long term. With the right training and systems in place, the right team can be in place too.

 

Sustainability issues are at the frontier of connectivity

The last few years have seen some major leaps forward in what ISPs can offer customers, such as 5G and gigabit broadband. And with those advances comes a push to extend connectivity into the hardest to reach rural areas.

A lot of the fibre in rural areas is still being run on poles rather than in the ground. That leaves networks highly susceptible to storms and damage, an issue that might only become more pressing as the climate crisis and more unpredictable weather takes effect. As a result operators and legislators are putting significant investment into digging and laying new, more resilient cables in the ground.

As those networks expand into more and more territories, they won’t just bring more reliable connectivity for consumers – they will also create more opportunities for ISPs to sell and expand. But taking advantage of that will require more than sending out reps to talk about download speeds.

Building trust in your brand will be crucial in winning those customers. If their area has been underserved by slow or patchy broadband in the past, they might not take to a new provider as quickly as expected. Before they consider signing a contract, they first need to believe the promises being made to them.

 

There’s a gap between FTTP rollout and uptake in UK and Germany

Germany is aiming to bring FTTP (Fibre to the Premises) to half their population by 2025. And on first glance, the nation seems to be doing well. After all, Germany has the highest growth rate in Europe. However, they’re also starting from the smallest initial base.

70% of the FTTP rollout is being championed by alt-net providers, but their efforts are limited due to a lack of open access. They’re also facing a consumer base that is confused as to what benefits Fibre can offer over Germany’s robust and historically successful copper infrastructure.

Meanwhile, in the UK, 42% of the population have access to full fibre but only 25% have taken it up. Here the gap has some stark causes, such as lack of education around Fibre. In 2022, when internet service provider Zen surveyed the same population, they found that 32% of UK adults couldn’t define what full fibre broadband is.

In order to meet gigabit targets, telcos need to meet the education gap, and customers will only believe what telcos say if they can prove they are trustworthy.

 

The customer journey now starts earlier 

 When trust plays such a major role in telco sales, it changes the way providers think about presales. The customer journey starts long before you approach them about signing a contract. That’s true for any telco, but especially for challenger ISPs who need to build up brand and product awareness in an area before they send their sales reps in.  

For the results to be meaningful, this needs to be treated as part of a sales campaign. It’s often not, because it’s not directly linked to completing deals with new customers. Agents could go out and thoroughly canvas an area, but they’re only given a clipboard to record basic details – and at the end of the day, none of that information is fed into a sales system database. 

If that information is lost between campaigns, your sales team will be going in blind when they set out to sign people up in that area. They won’t know who’s interested in a new service or provider and who isn’t. With that comes a risk of overlooking potential customers who would have been easier to win, or overworking people who aren’t looking to change their current deal. 

 

One touch switch and other incoming regulation

The Telecommunications (Security) Act and the European Electronic Communications Code (EECC) dominate the regulatory landscape for telcos and their sales teams, but the Gigabit Infrastructure Act is in debate in Europe and Ofcom’s incoming One Touch Switch is on the horizon in the UK. The latter will make it easier for consumers to change their broadband supplier, but it will also require telecom sales teams to match their broadband service to other providers’ deals – their speed, pricing and contract length

Telcos that embrace this and go further, building on the ethos behind One Touch Switch and other customer choice-centred regulation will become the telcos that customers trust. And since that’s a key ingredient in overcoming many of the telecom industry’s current challenges, from FTTP rollout to funding new rural infrastructure, it’s going to be a determinant of which brands come out on top.

To learn more, check out our thoughts on how telcos can launch tactical, effective field sales campaigns.

 


Tactics, insight and impact for energy companies: how to launch effective sales campaigns in the field 

The last few years haven’t been easy on the energy sector. As energy bills increase, many consumers find it hard to trust large energy companies who seem to profit from putting up their prices. Meanwhile, the rise in wholesale supply costs has left several of the UK’s newer, smaller providers stretched to or even beyond capacity. 

Against that backdrop, field sales campaigns need to work harder than ever. Consumers need more than lower prices – they need to know they can trust a potential new provider, and understand what sets them apart from everyone else on the market. 

First, ask what your potential customers are thinking  

Before you start sending sales agents out to people’s doors, there are some fundamental questions you need to answer. What problem are you trying to solve, and for whom? How can you help your potential customers to understand the value of your service? And what resources do your reps need in order to get that message across?

When it comes to energy, the problem is fairly straightforward – your customers need reliable, affordable electricity. The questions they have are less likely to be about what they’re buying and more about your company in particular. 

Consumers often see switching energy providers as a hassle, so they need to know why you are different from their incumbent. That’s not just a question of cost – it’s also about trust.

People have seen their bills shoot up in recent years – some are even choosing between heating their home and buying food – and they need to know what makes one energy company different from another. Imagine what questions they will have, and work out how to arm your reps to put any concerns to rest. 

Take a tactical approach to your sales territory 

To roll out an effective sales campaign, you need to be tactical about where you’re sending your field sales reps and what outcomes you need them to achieve.

The difficulty for energy companies is that the market is very mature. When everybody already has a supplier and there are no new products or innovations to sway them, a tactical approach often means testing the waters on whether it’s a good time to sell, focusing on building trust or acquiring certain groups of customers. 

Bringing that laser focus requires effective territory management. That means more than gathering addresses and assigning them to sales rep routes. It’s about getting the most out of your campaign tools to optimise the routes in an area, deploy reps efficiently and get reports on results as they happen.

PSI’s Territory Management solution can help here. It allows you to approach an area tactically by creating unique routes for each agent and ensuring no routes are overworked. 

Outcomes are reported in real time, giving you the insight you need to react quickly to what’s going on in your sales territory. And there’s no limit to the amount of data you can upload and manage at one time, so you won’t be held back even when handling multiple campaigns. 

Keep one eye on the bigger picture 

With any sales campaign, there are two key areas to focus on – getting the most productivity out of your sales team, and delivering the best possible customer experience. And if you’re striking out into new areas, you need to ask whether the tools you’re using are still capable of doing that as your customer base grows.

A common problem for growing suppliers is that when they get near or reach enterprise size, they find they’ve outgrown the systems they were using before. The tech isn’t able to keep up with where the company is going, and some customers inevitably fall through the cracks. 

Field sales might be your focus at your current stage, and you have a solution in place to cover that. But if that solution can’t also handle multichannel sales when you need it, it’s going to fall short. But if your partner is as used to working with big players as they are with new entrants, they will be able to follow you on the scaling journey. 

Even if reaching that size isn’t on the horizon right now, you need to be acting bigger than you might be right now. Your ambition will always be to build a larger customer base, and mergers, acquisitions and amalgamations are a fact of life for the sector. Companies that aren’t thinking of that long term vision can quickly get caught out. 

The PSI platform can be that reliable partner, whether you’re at the field sales stage or growing towards multi-channel. Our intuitive software puts everything you need to quickly create and launch campaigns at your fingertips. Real time reporting lets you monitor your lead capture and market penetration as it happens, and the data insights from that help shape the targets and direction of your next campaign. 

There is a long game you can play here. If you start out with sales and territory management tools that can easily scale as you do, you can continue to roll out each sales campaign as effectively as the last. To learn more, check out our thoughts on boosting your customer experience with territory management or take a look at our Territory Management solution.


Tactics, insight and impact for Telcos: how to launch effective sales campaigns in the field 

The telco industry is one that doesn’t stand still. As the infrastructure evolves and networks grow more capable every day, ISPs are constantly developing more products and rolling out to new sales territories.

The difficulty for their field sales teams is that so much change can be dizzying for consumers. When a sales rep turns up at the door, customers often don’t know what they already have or what else is on offer, and getting their interest can be the first and biggest hurdle.

An effective campaign has to go further than price and download speeds. It needs to help guide customers through the options available, and use the data at hand to make a tactical impact fast. 

First, ask what your potential customers are thinking  

Before you start sending sales agents out to people’s doors, there are some fundamental questions you need to answer. What problem are you trying to solve, and for whom? How can you help your potential customers to understand the value of your service? And what resources do your reps need in order to get that message across?

For ISPs, it’s easy for that value to get lost beneath industry jargon<link to Gigabit broadband blog>. You can’t take for granted that the people you’re selling to will know the difference between fibre-to-the-cabinet and fibre-to-the-premises, for example, or that they see a need for full-fibre in their daily lives. 

Put yourself in your customers’ shoes – imagine what questions they will have and what education they’ll need from your reps. From there you can work out how best to arm your reps to explain the options clearly and accurately.

Take a tactical approach to your sales territory 

To roll out an effective sales campaign, you need to be tactical about where you’re sending your field sales reps and what outcomes you need them to achieve.

In the telco space, that tactical approach is a daily fact of life. The nature of constantly evolving technology and capabilities makes for a dynamic market. When new properties are ready for service, telcos need to react fast to what’s available, getting pre-marketing and sales teams in the area first to get ahead of the game.

But to get there first, your data has to be up to date. You need a system that takes in the latest address data so that you can create a tactical campaign off the back of it. 

Bringing that laser focus requires effective territory management. That means more than gathering addresses and assigning them to sales rep routes. It’s about getting the most out of your campaign tools to optimise the routes in an area, deploy reps efficiently and get reports on results as they happen.

PSI’s Territory Management solution can help here. It allows you to approach an area tactically by creating unique routes for each agent and ensuring no routes are overworked. 

Outcomes are reported in real time, giving you the insight you need to react quickly to what’s going on in your sales territory. And there’s no limit to the amount of data you can upload and manage at one time, so you won’t be held back even when handling multiple campaigns. 

Keep one eye on the bigger picture 

With any sales campaign, there are two key areas to focus on – getting the most productivity out of your sales team, and delivering the best possible customer experience. And if you’re striking out into new areas, you need to ask whether the tools you’re using are still capable of doing that as your customer base grows.

A common problem for growing suppliers is that when they get near or reach enterprise size, they find they’ve outgrown the systems they were using before. The tech isn’t able to keep up with where the company is going, and some customers inevitably fall through the cracks. 

Field sales might be your focus at your current stage, and you have a solution in place to cover that. But if that solution can’t also handle multichannel sales when you need it, it’s going to fall short. But if your partner is as used to working with big players as they are with new entrants, they will be able to follow you on the scaling journey. 

Even if reaching that size isn’t on the horizon right now, you need to be acting bigger than you might be right now. Your ambition will always be to build a larger customer base, and mergers, acquisitions and amalgamations are a fact of life for the sector. Companies that aren’t thinking of that long term vision can quickly get caught out. 

The PSI platform can be that reliable partner, whether you’re at the field sales stage or growing towards multi-channel. Our intuitive software puts everything you need to quickly create and launch campaigns at your fingertips. Real time reporting lets you monitor your lead capture and market penetration as it happens, and the data insights from that help shape the targets and direction of your next campaign. 

There is a long game you can play here. If you start out with sales and territory management tools that can easily scale as you do, you can continue to roll out each sales campaign as effectively as the last. To learn more, check out our thoughts on boosting your customer experience with territory management or take a look at our Territory Management solution.


Gigabit broadband in the UK: government targets and the opportunity for telcos

At the start of the decade, the UK government pledged to make gigabit broadband available across the country by 2025. Although this target has since been revised to 2030, Ofcom reported at the end of last year that 70% of UK households can now access gigabit broadband packages.

But despite the drive from both government and private companies to rollout the infrastructure, uptake from consumers is still slow. Part of the problem is that the gigabit initiative is still ongoing, and many households across the country aren’t aware they can upgrade yet. That’s not helped by a confusing picture of who’s responsible for the rollout, with private telcos, central government and regional authorities all involved at various stages.

But it’s not just gigabit that isn’t being fully embraced. Ofcom’s 2022 Connected Nations report also found that while 97% of UK homes can access 30Mb per second broadband, only 73% actually take it.

As more choices are put before consumers, it becomes harder for them to know which one is the best for them. Telcos have a huge part to play in helping them navigate their options – and a huge opportunity to build more loyalty and trust with their customers as a result. For new ISPs, there’s also a chance to lay down the right customer relationship from the get-go. 

 

Safety and convenience matters just as much as cost 

It’s easy to point fingers at cost or a lack of infrastructure as the reason behind slow uptake. But while those factors certainly play a part, the habits of individual consumers is just as large a barrier to overcome.

In the UK currently, 73% of broadband coverage is provided by just four companies: BT, Sky, Virgin Media and TalkTalk. BT alone occupies 25% of the broadband market. 

Consumers feel safe with those larger telcos. They’re established companies, with years of service and customer reviews behind them. If something does go wrong with the network, they’ve got ranks of customer support to call on and engineers to deploy. 

It’s hard for new, smaller telcos to compete against that. Even if the service they’re offering is thirty times faster, consumers still see switching to a less-established provider as a risk. Will they be able to deliver the promised speeds? If there’s a problem, how long will it take to resolve it? Are new ISPs less likely to stick around? 

But more than that, consumers rarely want to think too much about their broadband provider. Shopping around for new deals is confusing and time consuming. Unless their bill shoots up or there’s something egregiously wrong with their current package, they’re unlikely to browse around at who else is on the market. 

Effective field sales campaigns can be a powerful opportunity for newer ISPs to overcome those challenges. If there’s a perception of risk in switching to a new provider, field sales reps can listen to those concerns and address them directly. And most importantly, they can engage with potential customers about the options available to them. 

Do consumers even know what’s available? 

In 2022, internet service provider Zen found that 32% of UK adults said they couldn’t define what full fibre broadband means. When those that said they knew what full fibre meant were presented with possible definitions, only a third could actually identify the correct one.

When consumers weigh up their broadband options, they’re met with an array of jargon. Both Fibre to the Cabinet (FTTC) and Fibre to the Premises (FTTP) are offered up as fibre broadband, despite FTTC still using slower, less reliable copper wire for part of the connection. Terms like Superfast and Ultrafast broadband are used both as definitions for specific download speeds and marketing terms.

For many consumers, gigabit broadband is just another part of an already unclear picture. If they’re not sure what kind of connection they currently have, the prospect of upgrading it to gigabit is unlikely to have much of an impact.

We recently spoke to a BT customer who signed up to their first Wi-Fi contract in 2022. They explained that while they knew they needed Wi-Fi for their phones and TV, their knowledge about what service they were getting was limited.

“I was paying over £20/month for speeds of less than 3MB,” they said. “It was my daughter who found this out and realised we could actually get a much better full fibre service for a similar price. During initial sign up, no one took the time to explain these options, I could still be paying through the roof for bad internet!'' 

That education gap is a clear opportunity for telcos to reach out more directly to their customers. They have the expertise to decode all of the options and terminology, and it’s expertise that a large section of the market clearly needs to make more informed decisions.

For that to be truly effective however, it needs to go beyond defining things by download speeds. If they’re already uncertain what broadband they currently have, talking about megabits per second likely won’t illuminate much for them. Even if gigabit broadband is far beyond what their current package is capable of, they need to know what that means for their personal internet usage. 

 

Speed won’t matter if consumers don’t believe it 

A 2020 Censuswide survey of UK households served by the big four ISPs found that 22% rated their internet as “OK” or worse. 20% also said they felt they were overcharged for the service they received.

In theory those figures suggest that a large section of the market should be low-hanging fruit for providers offering gigabit speeds. But the problem for new or smaller telcos is that dissatisfaction with their established competitors often reflects poorly on the industry as a whole. 

A common point of distrust for consumers is signing up to a deal that promises fast broadband with speeds up to 500Mb or more per second, only for their average speed to be far lower in reality. When one of the country’s largest providers lets them down like this, it makes them question how a telco they’ve not heard of before can deliver true gigabit internet instead.

With a smaller share of the market, new telcos are also more easily harmed by poor customer experiences. If they say they can provide gigabit broadband but their online reviews say their network is patchy or their engineers didn’t show up to appointments, consumers will question whether they can really deliver on their promise.

Again, this is an opportunity for new ISPs to create a competitive advantage from their field sales. Reps do more than speak to leads and close sales. They’re the bridge between a telco’s brand and its customers, and the relationships they build on their routes will be key to winning trust. 

Building that trust isn’t easy, but it’s what consumers need to get on board with gigabit. 

To learn more about building trust with your customers, read our thoughts on using territory management to boost customer experience and brand reputation and field sales: the untapped competitive advantage. 


Knock down the data silos: How multichannel sales software can help your company work smarter

Customers are hopping sales channels more than ever before, but their expectations are also rising when it comes to getting a consistent experience across all those channels — whether that’s a brick-and-mortar shop, website, app, social media interaction or call to a contact centre.

Despite the fact that customers expect a seamless experience, most companies are a long way off delivering it. According to a NICE/BCG study, 97% of customers use multiple channels to interact with brands, but in doing so 76% are met with a poor and disjointed, experience. Naturally, this has major implications for brand reputation, customer loyalty and missed sales opportunities.

Companies need to focus on creating an entire customer journey that has no cracks and utilises automation where possible. And a simple place to start is with a platform that bridges the gaps between sales channels, sales reps and onboarding teams.

 

The trouble with legacy systems

To break down silos and implement an effective multichannel sales strategy, it’s not enough to launch an L&D programme or gather employees for a town hall style event. If you’re going to see behavioural change across your organisation, you need systems that support it, incentivise it, and make it effortless. That’s where multichannel sales software comes in.

Companies might find themselves in the position of having different software for each sales channel. One legacy system might have been great in the past for telesales, but completely unusable for field sales teams, so different sales software might have been a necessary outlay at that time.

But disjointed software, or worse, no software at all, results in an inconsistent and silo-based experience for customers, as well as for employees. If telesales and field sales teams have no consistent platform, it can lead to customers being targeted in an uncoordinated way from both sides, increasing the chance of a broken sale

 

Collaboration between teams

Sales teams are traditionally harder to unify than most. Part of this is due to a well-intentioned but perhaps outdated approach, where organisations would encourage sales team members to compete with one another, rather than collaborate.
Even for the wide range of organisations striving to do something different, the old competitive approach is reinforced by a legacy reward scheme – in which sales reps receive commissions on an individual basis, based purely on the sales they close.
It’s a reward system that’s impossible to change properly without new technology. But when field sales and telesales teams use the same multichannel sales software, they can be incentivised to collaborate easily.

If a field sales rep knocks on the door of someone who’s interested, but not quite ready, a call back can be requested at a time that suits the customer. Using multichannel sales software, the telesales agent who makes the call gets that warm lead, and if a sale is closed, both agents can share the commission on the sale.
The software captures who has spoken to the potential customer and when, so the joint effort of the sale can be rewarded. And that reward is certainly justified, since their collaboration provides customers with a more a seamless experience that inspires more trust in the brand and a greater chance of retention.

 

Real time data reporting

The right multichannel sales platform will support better data collection and reporting – which is the lifeblood of non-siloed teams.
Using multichannel sales software, webforms update the system immediately. Automation means there is no waiting for data to be collected from emails or paperwork and uploaded manually to a system.

Extracting sales data from a single platform rather than waiting for it to be collated from multiple sources helps teams to be more agile, reacting fast to areas that are underperforming. It can provide a single view of all sales leads, including history of contact with a customer, and it can be used to view any outstanding actions, e.g., if a customer has requested a call back, and if so, when they’d like it and through what channel.

This can remove duplication between sales teams and allows them to focus on potential customers that are more likely to convert on a given day. If someone has recently completed a web form for instance, your teams could spot that they registered interest in an upcoming product such as 5G or full fibre, and they can knock on their door already knowing who they are and what they care about.

That means no customer has to tell you who they are twice, no customer has to explain their situation twice, and no customer has to turn reps away twice. If there’s a second conversation, it’s more likely to be a welcome one, and it’s far more likely to become a conversion to decrease customer churn.

 

A seamless customer experience

By unifying sales teams onto a single multichannel sales software platform, siloed working can be consigned to history. Teams are incentivised to work together, customers receive a more seamless experience, and the rewards are seen at a bottom line level.

UNICEF Ireland uses PSI’s software to bring unity to all their interactions with potential and current donors. Justin Killeen, Pledge Manager, had this to say about their donors’ experience:

“When there’s a sign up, it's immediately in the PSI system… whereas other systems can take up to a week for the data to be accessible.

“With charities, brand is really important and you have to be so careful. With the PSI tools, you can see where your teams are going, who they’re talking to, their routes and the info they’re capturing.

“If a potential donor calls to check something, we can very quickly click on the system and see the info captured and confirm questions to customers straight away.”

To learn more about the tools you need to knock down silos, check out our thoughts on whether you should build or buy multichannel sales software.


Boosting your customer and employee experience using effective territory management

Customer experience and the bottom line are inseparable. According to McKinsey, companies that prioritise positive customer experiences see a 20% improvement in customer satisfaction, a 15% improvement in sales conversion, a 30% lower cost-to-serve and a 30% improvement in employee engagement.

Speaking of which, employee experience is almost equally important to a company’s bottom line. Happy employees are less likely to become quiet quitters or churn with the latest wave in the great resignation. They’re more likely to feel they belong and bring their all, resulting in more positive customer experiences.

There are no instant miracle-grows for employee and customer experience. To address them properly, it often requires major transformation, from product to organisational redesign.

For telcos and utilities that use multichannel strategies, though, there is low hanging fruit to be picked at the first point of contact – and this all comes down to effective territory management.

 

Territory management underpins customer experience

Whether they are approached by a rep or browsing online, customers can need time to make a decision, particularly if it’s one that ties them into a commitment of 12 months. In telcos and utilities in particular, it’s also extremely likely that the potential customer already has what you’re selling, and won't want to be hounded by a sales team to make the switch.

Knowing that a rep is going to call is more likely to result in a better customer experience than a call out of the blue, or worse, a call when the potential customer has made it clear that they won’t be interested in switching for several more months.

Customers have never had more choice than they do now and a negative experience with a brand is something that will stay with them, and may even translate into PR damage through word of mouth and social media.

Conversely, a positive experience created by a rep calling at an agreed upon time, i.e., doing what they said they were going to do, builds customer loyalty and trust in a brand. On one level, it’s a small thing, but these small things are what differentiates one brand from another in a crowded market. And these small moments can only happen if the right tools are in place to ensure communication with potential customers is coordinated carefully.

 

How multichannel sales tech helps

By using a territory management tool from the very start of your scaling journey, you make achieving market penetration far more likely. For Ogi, a new contender in the ISP and managed IT services space, it enabled them to use product and campaign data to deliver great customer experiences at scale.

Alexander Breverton, Ogi’s Telesales Manager, said that without the right solution for the task, “we wouldn’t have had the success we have had, it’s safe to say.”

Great customer experiences are fed by great data. If a rep can find out if a potential customer is happy with their current supplier or products, and record that data, and learn when they may be free to make the decision of staying or moving to a new contract – all this can later make the difference between a smooth sales process and a missed opportunity.

By recording all this with smart multichannel sales software, sales reps will be prompted when to re-establish contact. A second team won’t try to contact the same person too early or through an unpreferred channel, and they won’t start by asking the same questions as before. It’s a simple thing, but valuable to customer relationships.

Effective territory management tools can also be used to plot routes for reps based upon previously recorded customer data, anticipating what customers in certain areas might want or need. This could help create more of a bespoke and targeted approach, saving time for sales teams and potential customers by pitching products more likely to be more relevant to their needs.

 

The quality of territory management affects employees directly

For employees, effective territory management makes their entire experience less frustrating. They get better sales results by wasting less of their time contacting people who don’t want to be contacted.

Also, using the data recorded through initial contact, reps can be provided with warm leads to reach out to, once the potential customers are out of contract. This is more likely to increase conversion rates than knocking on doors of people who may not be interested.

All this equals better sales results. And this in turn leads to better pay and happier reps who are more likely to stay in their role.

Effective territory management can also be used to allocate field sales teams workloads more evenly, based upon their hours, their location and transport situation. Instead of being given an unknown number of doors to knock on in a housing development, they can know their exact routes and how many households they need to visit, which can help to make sales targets more motivating and less daunting.

 

Everyone wins

By using the right territory management tools, you can collate data that goes way beyond customer surveys. Reps can be sent to the right places, at the right times, to pitch the right products. Customers can be contacted at the time they want to be contacted and be provided with information that’s relevant to their needs.

Customer and employee experiences are built upon effective territory management, and when the experience is positive from the first interaction, that’s what your brand will be known for from the very beginning – and this is particularly important if your brand is new to the market.

To learn more, see how our multichannel software helped the new telco brand Ogi to grow or get in touch to schedule a demo.