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.

How to build a business case for new multichannel sales software

If you’re a sales manager or director, and you see the strain your current system is placing on keeping your teams and customers happy, how do you convince those with a tight hold on the purse strings to loosen their grip slightly – and invest in realising the true potential of your sales success? 

Here we lay out the business case for new multichannel sales software and three key points to include in your pitch: consumer centricity, ease of control, and automated compliance. All of which combine to improve sales beyond business-as-usual. 


Keep customers on side at every touchpoint 

Firstly, multichannel sales tech stops customers falling through the cracks. Some will never talk to a salesperson on the door or phone, others will never make a purchase decision online, and many won’t stick to a single channel.  

According to McKinsey, over 50% of customers seek three to five off and online sales channels on their way to making a purchase. If you want the loyalty of that 50%, you need to break down the silos and create a seamless customer experience across all sales channels – and to do that you need the right tech.  

Keeping tabs on all channels is vital if they’re going to work effectively in harmony. This can be a difficult task, though, particularly if to generate the data you need you’re relying on your sales teams’ manual reporting – which equates to less time spent closing sales.  

The right sales software will be intelligent and efficient. It’ll keep your sales teams focused on their primary task and, at the same time, make them better informed with data captured across all sales channels. This helps them to close sales that would otherwise slip away – and this creates a significant ROI over time.  


Automated multichannel compliance 

Compliance with sales and data regulations is a major selling point when it comes to building a business case for investing in a multichannel sales solution. While the initial outlay for buying into a new system may seem like a large investment, it would pale in comparison to the cost of a fine for mis-selling a product or service, or mis-handling personal data. 

Automation is key to a successful multichannel sales solution; removing some of the manual admin processes in closing a sale can save time between sales, yes, but more than that, it means your compliance is on autopilot, ensuring that nothing is being mis-sold. The right multichannel sales solution can also do the heavy lifting for you as regulations change around selling in your industry and being able to react quickly means your teams can keep selling. 

The extra level of control is important for compliance, but also for customer retention; customers who are mis-sold products and don't come away with a positive experience are likely to look elsewhere. 


Ease of control 

The right multichannel sales system will give you control of sales and onboarding processes, territory management, and lead capture.  

Sales managers can get a real time overview of sales data across all channels via a dashboard. This means they can identify inefficiencies easily, allowing them to make adjustments and see the impact of those adjustments in real time. This is an invaluable asset when trying to hit targets and KPIs, rather than having to wait for a reporting team to collate data and react based upon historical information. 

For effective territory management, routes can be sent automatically to different representatives, ensuring no crossover or miscommunication. This also cuts down on the resources needed for assigning territories to sales representatives. Data collected and centralised within one system,  means campaigns can be driven by business intel to improve overall conversions and results.  

A watertight multichannel sales system will enable you to focus efforts in a strategic way. Without it, your sales teams can be knocking on all doors and calling all numbers, only to discover people who don’t want to buy or aren’t in a position to buy yet. Likewise you can miss potential customers who are ready to purchase. 

The right multichannel solution will enable your teams to capture missed sales opportunities. They can then schedule a follow up at the right time from the right channel, whether that’s email, a phone call or showing up at their front door – ensuring no opportunities are ever missed.  

Ultimately, that’s what multichannel sales software is unless you invest in it: a missed opportunity. It’s an investment, of course, but the return on that investment can be felt from all angles as you close more deals, waste less time, capture missed sales, ensure 100% compliance, and gain the ability to track that ROI in real time. 

To learn more about how PSI’s multichannel sales software might help your business grow, take a look at the case studies of how we helped SSE Airtricity and Ogi. Alternatively, get in touch and see how our team can help you to build a business case for investing in multichannel sales tech. 


Should you build or buy multichannel sales software?

This is the era of the frictionless customer onboarding experience, and companies can no longer opt out. All organisations are going after more personalised, more consistent and bottleneck-free experiences across multichannel sales and onboarding. Those who don’t get ahead will inevitably fall behind and get their customers stuck in the sales pipeline.

When your goal is to keep shuffling people through your sales funnel, the question is not if you should adopt better technology for customer acquisition and onboarding, but how? If the software already exists as an off-the-shelf solution, you can buy it - but should you? If you have the resources in house to build it, you can do so - but what are the implications?  

We’re specialists in sales software for customer acquisition and customer onboarding, and we have first-hand insight into what it’s like to build, buy and customise software for this purpose. So here’s a brief overview of what we’ve learned. 


Build: control your buyer experience 

Building your own sales software has several distinct advantages: 

  • You don’t need to pay up front for new software 
  • Your organisation is in complete control of what you build 
  • You can build the software around very specific requirements 

The build approach leaves your organisation with all its cards in hand. Your in-house developers can build the software to an exact design based on your sales goals, and your organisation only needs to pay for the upkeep.  

So, if your organisation can spare the time and resources, can avoid the costs of purchase and get a platform that meets the needs of your entire team and customer base perfectly, why wouldn't you? 

Well, the catch is that this perfect scenario can be difficult to attain.  

First, it is a rare thing for an IT project to stay in scope, on time and on budget without a few unexpected hidden costs. In a Harvard Business Review study of 1,481 IT change initiatives, the average cost overrun was 27% and one in six projects had a cost overrun of 200% and a schedule overrun of nearly 70%.  

You can’t blame it all on project management though. It’s often just a hazard of the field. Software focused on customer experience is constantly evolving – and the goalposts are too. 

At PSI we’ve come across many companies that spent two and sometimes up to four years building the same type of software. By the time it is deployed, there's a whole new market of modern buyers and the company has moved on, along with competitive standards, often making the technology no longer fit for purpose.  


Buy: Get sales software up and running fast 

Purchasing software has its own advantages: 

  • Get it in the hands of your sales teams quickly 
  • Reserve your in-house resources for your core work 
  • Make the most of time-sensitive opportunities 

When you choose to buy off-the-shelf sales software, you inevitably sacrifice some control and customisation. The software might not be ideally suited for your industry, and it may not perfectly suit your ideal customer journey for every channel. 

What you lose in perfect fit, you gain in speed. When the need is time-sensitive, it’s often best to choose a quick off-the-shelf buying process so you don’t miss your window of opportunity.  

You’re also purchasing peace of mind when it comes to compliance and watertight security. When you need to navigate GDPR or CCPA, or other data privacy regulations, it’s often worth buying software simply to avoid the risk of non-compliance with its associated fines and PR damage.  

If existing software out there meets 60% or more of your requirements, it’s likely worth buying, even if it’s not a perfect fit. You may not have complete influence over the product roadmap but many vendors will collaborate extensively with potential customers to build or improve their products. If the software is designed to be customisable, you’re also far more likely to find a good fit for your organisation. 

Typically building software from the ground up is best reserved for when the technology is at the core of your offering. For us at PSI, the beating heart of what we do is multichannel sales software, so it makes sense for us to devote as many in-house resources as possible to the task. But it also makes sense for us to purchase software that lies outside our core business.  

While it can seem like a cost-saving to have your in-house developers reimagine how you approach customer acquisition and customer onboarding - you sacrifice much in opportunity. Every moment your developers spend on looking for potential solutions to your sales software is a moment they are not working on developing your core business, whether that means creating digital products for 5G or key infrastructure for analysing your company data.  


Configure: Tailor existing software to your multichannel sales strategy 

A third option, which isn’t always considered, is to buy highly customisable software. This is effectively a middle ground between building and buying: 

  • Get a sophisticated system fit for multichannel sales in your industry 
  • Configure the software to your unique requirements, and apply branding  
  • Do more projects in less time, with the same resources 

Developers are used to finding a wide range of ways to stop reinventing the wheel. They’ll use open-source tools to build complex architecture or they’ll use “headless solutions” that provide backend functionality, so they can focus their expertise where it matters most. In other words, they source generic software from specialist vendors, and then use APIs to connect it with the unique elements of what they’re building in real-time.  

Similarly, with customer acquisition and onboarding you can find highly customisable software that can be configured to your organisation’s unique vision and set up. This means you don’t need to compromise on off-the-shelf software that’s not designed with your industry or organisation in mind. And you can also get set up in weeks not years - which is how long you’d need to wait if you tried to build the same software in-house - so you can fast track the entire customer journey to accelerate business growth. 

This customisation and speed is exactly what our Touchstone and Fusion products offer. “We’ve built features to enable us to build and change customer journeys without reinventing the wheel each time,” says David Costello, CEO of PSI Mobile. “This is the low code/no code scenario, and these products provide our customers with powerful tools to be able to do more complex projects in less time, with the same resources.” 

If you're a business owner and want to learn more about how you can configure sales software to meet your sales goals, see our article on multichannel sales tech and how it fits together to give you a competitive advantage. 


Restart, rebuild, reimagine –  the story behind our multichannel sales tech

According to research by EPFL university, 73% of start-ups need to pivot to a different market over time. The sector first targeted by a tech company rarely stays the focus forever, and so it was with PSI. 

Before we stepped into sales software we worked with pharmaceuticals, trading excess stock to prevent pharmaceutical waste. It wasn’t long before we saw the need for improved sales applications in that industry, and the first one we designed transformed a pharma company’s manual, slow processes and made their customer acquisition much more efficient. This would be an ongoing theme for many years to come. 


Honing in on telco, utility and sales software 

We were soon doing the same for mobile technology projects, and after experimenting with a number of different directions, we found our stride in 2010 when we overhauled sales processes with Miller Brown and Eir, Ireland’s largest telco operator. 

“The PSI platform was an instant improvement,” says Mark Higgins, Eir’s Head of Field & Affiliate Sales. “Not only are our reps better equipped, but I now have instant insight into sales. I can see which bundles are selling well, which regions are hitting their targets and the progress of orders. All in real time.” 

We had found our sweet spot so we honed in on it. Over the next 12 years we designed and provided sales software solutions for telco and utility. Our 1.0 platform evolved to service these industries with increasing focus.  


Tearing down and building up to multichannel sales 

“Over a long period of time, technology that is built up like this becomes quite unmanageable,” says David Costello, CEO of PSI. “So we took a clean slate and rebuilt the platform to deliver everything we’d learned how to deliver, but in an efficient and scalable way – switching to web technology enabled us to support multichannel sales more effectively.” 

At this stage our solution was matured, omnichannel, and could be configured with our domain expertise. These are some of the aspects that made us appeal to Ogi, an ISP and managed IT services company that is transforming Wales’ digital landscape. 

“It’s very unusual to go out to market, as a start-up business, with a sophisticated automated sales process,” says Sally-Anne Skinner, Chief Revenue Officer at Ogi. “This is what we have with PSI.”  


How we stayed agile 

Part of the reason we were able to get this far has been our ability to pivot and keep on the frontfoot of evolving sales software and the needs of our customers. 

“We’re privately owned and we’re not VC backed,” says David, “so we don’t have funding that’s driving us down a particular path. This has enabled us to focus on a niche market and be agile in responding to what our customers want.”

This agility was key for SSE Airtricity, a leading green energy company, who had to respond fast during the pandemic to enable their business to deliver more with the same resources. They also needed to stay agile for future product updates. 

“Time is a major factor in this,” says Ernest Asensio, Retail Efficiency & Systems Manager of SSE Airtricity. “We needed to respond to changing requirements both initially from dialling up web functionality for business units, but also recurring as these business units would have a lot of frequent product changes… PSI Touchstone enables us to respond quicker and easier to save resources across multiple departments.” 


A long term solution for fast omnichannel sales 

 “We don’t just build and walk away,” says David. “We become an integral part of customer experience processes for our clients, and we constantly evolve these processes to do more with them.” 

This is the case with Eir, who switched to PSI to manage their customer acquisition and onboarding in 2010. Usually, if a company stayed with a legacy system for long, they would have to take on the difficulties of moving the tech forward, along with the costs of the almost inevitable rebuild. Instead, Eir simply kept telling us what they needed and we kept evolving the system for them. And when we saw the opportunity to rebuild, we absorbed that cost. 

“The simplicity of the system should not be ignored either,” says the Sales Director of Eir. “The PSI interface is simple, data is easily accessible, and the customer sign-up wizard is straightforward. This means that our reps can give more of their attention to clients, further smoothing the sales process and raising the quality of service we give them.” 

PSI’s initial pivot to sales software and telco and utility onboarding was a result of listening to the market – and we’re still listening now. We’re paying attention to the market and to our clients, following the good ideas to deliver something of value.  

To see what the latest version of our multichannel sales software can achieve for ambitious organisations, our work with Ogi is a prime example. Alexander Breverton, Ogi’s Telesales Manager adds, “PSI enables us to complete a quick sale in 10-15 mins from start to finish. This probably would have taken a couple of days in our previous out-of-the-box solution.” 

 To learn more about how we created this tailored solution in just a few months, see our case study on Ogi’s multichannel sales software. 

How automation can accelerate telco and utility sales teams

How much hassle, how much waiting and how many manual tasks lie between a first ‘hello’, a completed sale, and the moment the service is switched on for a customer?

If telco and utility organisations make this first point of contact frictionless for the customer and sales rep, the benefit is simple: more sales close, more often. Automation is what will enable companies to leapfrog to this next generation sales and onboarding experience, along with its next generation margins.

Telco and utility companies are already beginning to make automation work from them. Chatbots are saving time for customer service teams, machine learning is helping to generate call-lists, and some organisations are making moves towards a zero touch customer experience.

Sales and onboarding teams, however, probably have the most to gain from automation, AI and smart integrated systems. They’re the ones for whom almost every minute counts – and for whom the seamlessness of the experience can make or break a sale.


What many systems lack

By HubSpot’s count, sales teams typically only spend 34% of their time talking to prospects, and most of the rest of their time completing tasks that could be automated.

We’ve seen before with clients that even if an application is quick to complete initially,  progress often stumbles, trips and crawls its way through a company’s systems afterwards. Forms can take time to arrive at head office. Payment details might later need to be re-verified by phone.

Ogi, an ISP and managed IT services company, knew this pain first hand. “Out of the box B2B sales solutions tend not to be fit for purpose for residential sales,” says Telesales Manager Alexander Breverton. “There’s lots of manual provisioning, manually sending customer emails and manually sending terms and conditions.”

So what’s the alternative?


Automated systems at a glance

In McKinsey’s report, A Blueprint for Telecom’s Critical Reinvention, the authors argue that  “telcos’ success will hinge on their ability to leverage data and deploy advanced analytics, AI and automation at scale to drive new sources of growth and change the broader economics of the business.”

Similarly, in Salesforce’s report A new chapter of Telco service transformation, the case is made that telco companies need to face up to the constraints of legacy architectures and build something new: “unified back-end processes and increased automation that support slick and cost-effective front-end design and channel experiences.”

Building new sophisticated architecture like this is a process that can take years – and much trial and error. But with Ogi, we demonstrated that it’s possible to configure a tailored, multichannel, sales-focused system in a matter of months, not years – with an intuitive frontend that new sales teams can quickly pick up and run with.


A new and inspired team

When a solution enables a sales team to validate, book installation appointments and complete the entire process on the spot, there’s a greater sense of completion. Nor does the sale’s associated commission still hang in the balance.

Sophisticated automation doesn’t just reduce admin time, it also ensures that the right data is in your reps hands, whether they’re on the phone, in the field, or following up on an incomplete web sale.

This kind of provisioning reduces frustration and helps to promote an inclusive sales culture, where telesales can pass a lead to field sales if they can’t reach them, and vice versa.


The Ogi experience

 Ogi’s managers are now able to create automated, optimised routes and campaigns for field reps – and their field and tele sales teams have rich data to help them achieve better results.

Their teams can perform contactless sales with very little manual provisioning, booking installations at point of sale, and wrapping up a sale in moments. Everything else automates all the way to its final destination.

“PSI enables us to complete a quick sale in 10-15 mins from start to finish,” says Alexander. “This probably would have taken a couple of days in our previous out-of-the-box solution.”

To learn more, see our case study deep dive into how PSI helped Ogi scale and penetrate their market

Multichannel sales tech: How it fits together to give you a competitive advantage

In capped industries like utility and telco, you’re often targeting people who are already with a competitor and likely don’t actively switch providers. To stand a chance of winning these customers and their long term loyalty, you need to build trust through flawless customer experiences – that’s where multichannel comes in.

Your customers live in a multichannel society now. The standard is instant, convenient, frictionless onboarding – and anything less than this feels jarring. Customers expect to interact with brands face to face and over the phone and web, without needing to join the dots themselves.

Many utility and telco companies are working with legacy systems. Which means any that can master the complexities of this new multichannel playing field will gain a distinct competitive advantage.


What kind of system is needed for multichannel sales?

As McKinsey’s telco report Change the channel: A new multitouch point portfolio outlines, multichannel sales tech is what will set future telco industry winners apart. But it needs buy in from everyone in the business to bring all channels and departments together:

“Delivering a multichannel strategy and enabling cross-channel customer journeys usually requires significant changes in IT platforms,” the authors write.

“Target IT capabilities to be developed include, among many others, a cross-channel product advisory engine, a fully multichannel architecture offering, an agile operations platform supporting real-time automated processing, fully online event-driven CRM, and a fully parametrical product catalog.”

However, a complex system only needs to be complex under the hood. For sales reps it should be effortless – an automated breeze that enables them to whisk people through a tailored customer journey and close deals almost instantly anywhere, anytime.

Off-the-shelf options that try to achieve this are rarely a good fit for telco and utility companies. They’re designed for different customer journeys and fewer processes, so they create additional friction for sales teams and anyone trying to manage the back end.

To make cross-channel integration work behind the scenes, and to make it work effectively for customer journeys in utility and telco, often requires many tailored APIs. Zoom in on the multichannel architecture and it’s clear that this can’t be the work of just any developer.


Multichannel architecture: how it should fit together

When we configured our multichannel sales tech for Ogi, an ISP and managed IT services company, the engagement was as important as the delivery.

We worked with Ogi to shape a customer journey for field, tele and web sales, and we identified what APIs we would need to pull in and push out the relevant data.

While some systems might make use of only four calls, more sophisticated systems like Ogi’s can make use of up to 12 API calls. These can include requests, such as for product, address data and so on. They can also involve many outbound calls, sending information for payment verification, to book installations, to 3rd party systems and other sales processes.

All this makes the tech simple but specialised on the surface, enabling Ogi’s reps to make contact with potential customers and close deals in record time – without stalling points in the process – on the phone or in the field.

Beneath the surface, the cross-channel integration makes it possible to analyse sales performance metrics in a new way across field, tele and web sales. Ogi can see where they can retarget prospects that don’t complete the sales cycle, or where customer journeys needed to be tweaked further.


What’s an affordable route?

 As a new contender in fibre, the Ogi team says they struggled to compete on price against other providers, so they needed to offer a great customer service as a USP.

“The sales processes we had in the business before PSI were not fit for purpose,” says Sally-Anne Skinner, Chief Revenue Officer at Ogi. “We would not have been able to go out to market and deliver the scale that we have and the penetration that we have without significant amounts of customer dissatisfaction and pain and resources.”

An out-of-the-box solution wouldn’t integrate field, tele and web sales in the way they needed. But sophisticated solutions are usually built gradually over many years, often from the ground up. Ogi couldn’t afford to wait.

They needed a seamless multichannel experience. Although customers would never think of it in these terms, in a multichannel world, they are coming to expect tailored customer journeys, unified by an automated backend system.

Using our full suite of products – Fusion Core, Pulse, and Touchstone – Ogi were able to create this seamless end-to-end sales journey across the three sales channels that they operate in. It was a world away from their former solution.

“If we were still using that solution,” says Alexander Breverton, Telesales Manager at Ogi, “we wouldn’t have had the success we have had, it’s safe to say,”

To learn more, see our case study deep dive into how PSI helped Ogi scale and penetrate their market

Best Practice Digital Sales Solutions

How much of your team’s time is simply wasted?

If you’re still clinging to old-style sales techniques, I’m going to guess that your sales agents spent a lot of their valuable time waiting around.

Waiting for the company to give them the resources or marketing materials they need. Waiting for their training to get signed off. Waiting for leads. Waiting for background checks to clear. Waiting, waiting, waiting.

And as you no doubt know, waiting around and wasting time is very bad news for your team’s levels of energy and enthusiasm. In fact, it’s a massive wet blanket when it comes to motivation.

Great sales people are go-getters. For them, sales is a verb. They’re impatient. They need to act.

So let them.


If you want to harness, rather than hinder, the potential of your top performing sales people, you’re going to have to find digital sales solutions that encourage and accommodate as much productive selling time as you possibly can. And for that, you’ll need top technology that streamlines the process, speeds up lead distribution, cuts down admin and gives new starters the chance to hit the ground running.

That means ditching the cumbersome paper trails and the endless manual data entry and switching to a future-proofed digital data capture and sales fulfilment platform. One that automated those niggling little tasks that so easy swallow up your team’s time, helping them to help you make money.

Agents can access digital training resources and continuous learning options to make sure their skills and knowledge are refreshed and honed, right before they go sell. They can access digital copies of handbooks and other resources through their mobile devices or PDAs, meaning that marketing can get new messaging out to them in the blink of an eye and you can be sure they have the latest sales information for frequently changing products or updates to regulations.

Back in HQ, you can track the progress of staff out in the field or working from home, analysing what’s working and where, allocating leads or redirecting your team in a fast, responsive style that maximises their time, improves their success rate and keeps them running on gas. If there are challenges in your sales process, you can rectify the challenge in real-time and increase your chances of success.

Even better, digital sales solutions that are based in Business Process Automation actually help to improve the accuracy of data captured during a sale.

That’s because these platforms make it far easier to comply with regulations and smooth things out along the entire fulfilment chain. Straightforward, structured digital systems mean that that sales agents are discouraged (or even prevented) from cutting corners, reducing the risk of human errors and lost sales later on.

And, because the solution can enable validations, take payment details and complete the entire process on the spot, sales staff have a sense of completion. They know everything’s gone through ok – they know that the sale, and their commission is already in the bag. And they can head out to their next lead feeling fired up and hungry for the next triumph.

All of which keeps your sales staff happy and working at their best, while reinforcing your reputation as a top-drawer, highly trusted leader that everyone wants to learn from.

As well, of course, as raising your standing in the company as a whole – not just within the team you run. And that can’t hurt, now, can it?

Want more tips on capitalising on your sales teams killer instincts? Contact our team today

Effective territory management is more than basic geography

Historically sales territories have existed as a way to simplify the division of accounts between your sales team. Geographic boundaries and sales team availability is used to establish which accounts belong to which account manager. It is then down to the territory manager to service the accounts and leads in their patch.

The problem with traditional territory management is that it treats all customers (and leads) equally. Your field sales reps will typically plan their weekly/monthly/annual visits, cycling through customers site visits in the same way indefinitely. Every contact is afforded roughly the same level of facetime.

In an ideal world, this equality would be fine. But the truth is that some clients spend more than others, making them worth more to your business. It is these clients that should be receiving greater attention from your sales reps.


Redefining your territories

Taking your sales strategy forward, it may help to stop thinking of territories in terms of physical geography. Instead, you can create territories around various different factors including:

  • Product range or tariff
  • Account type
  • Local competition
  • Personas – the type of people being targeted in your field sales campaigns

Even this basic change of definition opens new sales opportunities. You are now able to reallocate leads and accounts to sales reps in new, more effective ways:

  • Product experts can manage specific accounts based on the utility service they use.
    • You can split the sales team between corporate and consumer accounts, allowing reps to specialise in one or the other.
  • You can reallocate additional field sales reps to target regions where your competition is particularly strong or weak.
  • Your sales team can tailor their strategy and pitches according to an allocated persona.


Targeting customers

From a business account perspective, you may already have divided your territory based on account value – after all, those clients who spend more warrant more of your resources and time. But the truth is that some accounts will have a secondary value which is sometimes quite significant.

In the age of social business, you may find that some of your low-value accounts are actually very good at referring their own contacts. So the value of their contract may be low, but the referral business they bring in more than compensates.

This realisation is another important motivator for changing territories and account allocation. These clients will need similar nurturing and encouragement as you would provide your highest-value accounts. Losing these high secondary value clients could have a serious effect on your sales.

This is still relevant in a domestic/retail setting where the size of accounts can still be a factor, especially considering the age of smart where increasing devices further embed your products through your customer’s homes. In the majority of accounts though you are playing for the longevity of the relationship, who is more likely to stay with you and why. Do you understand why they are signing up with you? Is it price alone or price and service, and how do you continue to add value in the long term to keep them a customer? Capturing and acting on relevant data can help give you an edge over your competitors.


Get flexible

Changing the way you define and manage territories is not a one-off task, however. Your customers’ needs and preferences will change frequently, as will market conditions. And where territories are defined by any factor other than geography, they too will need to be updated to reflect the changes.

In the data-driven sales environment, this is more complicated than changing a few lines on a map. The factors used to segment advanced territories are not so immediately obvious.

The sales operations manager needs a sales platform that allows them to manage every aspect of their sales strategy and supporting data quickly and efficiently. This flexibility allows you to change strategy whenever required to maximise conversions and sales.


The value in your database

No matter the channel, feeding the sales engine is a constant battle for sales leaders, do you have enough quality leads, how can you improve your conversion rate, are there more opportunities for improvement? With the complexity of multiple channels, customer and product types sitting alongside multiple systems and processes there is the potential to leave opportunities on the table.

It’s therefore key to have a strategy and a digital sales solution that will enable you to capture and centralise pertinent sales data including; leads from any channel, intelligence about product performance per channel and area, alongside other data that is relevant you your business e.g. do people in the southwest sign up more often when the weather is rainy.

When you have insight that can be actioned, you can utilise more value from your database, leads can be nurtured until ready and delivered to the relevant channel at the appropriate time, improvements can be made your sales processes if you understand where people get stuck, you can resource your territory appropriately based on performance, and monitor the results in real-time through your sales dashboards. Each door knock will in turn deliver more value if managed correctly.


Digital Sales Solution

PSI has been delivering tailored solutions to energy and telecommunications providers since 2004. Our robust Fusion platform can manage the full matrix of your sales engine, from how you sell, e.g.; field sales, telesales, web sales, channel partners, 3rd party sales, to what you sell and to who. We make it easy for your customers to switch, for your team to deliver, and for your business to gain intelligence and maximise sales.

If you want to see the solution in action, schedule a 30 min Demo with our specialists.

How Gaining Insights from Your Data Can Help You Win More Deals

We’ve all heard the saying “data is the new oil”, but what may not be as well known is the concept behind it. Like crude oil, raw data isn’t valuable in itself. To unlock the actionable insights it contains, the data must first be accurately gathered, combined with other relevant data, and analysed. When properly done, it can bridge the gap between how you think your business is running and how it’s really running.

Doing this requires embedding the actionable insights acquired from your data into your business strategies for more proactive and intentional decision making. Energy and telco companies that recognise the importance of the data they capture and act upon it will be in an enviable position to improve the way business is conducted, and ultimately win more deals.


When Intelligent Data Isn’t Part of the Sales Journey

Data can provide a bounty of intelligence when it comes to understanding where you’re excelling and where improvements need to be made to increase sales closure rates. Let’s explore two sales scenarios – door-to-door field sales and online sales – looking at each through the lens of when data isn’t integrated into your processes.


Door-to-door field sales: Given closing the deal is the primary goal of your field reps, do you know if money is being left on the table? For example, we’ll assume that during the course of a day, a field rep knocked on 10 doors and made 1 sale. Although the good news is that a sale was made, what do you know about the 9 prospects that declined to switch providers? Do you have the insights to know

  • Why the 9 prospects didn’t make a purchase?
  • If any of the 9 prospects are short- or long-term actionable leads?
  • If any business intelligence was captured from the 9 prospects?
  • If one or more of the 9 prospects were previous customers and switched to a competitor? And if so…
  • Do you know which competitor they switched to?
  • Do you know why they switched such as to take advantage of a product you don’t offer, the competition offered lower rates, or provided better service?


Online sales: Are you killing the competition when it comes to online sales? If not, do you know why? Let’s face it, when customers make purchases online, they’re pretty much left to their own devices throughout the sales journey. If virtually every customer that visited your website completed a sign-up form, your sales figures would be on the rise. Since that’s not a realistic expectation, the question you need to ask yourself is – why are prospects dropping out of the sign-up process?

While both of these scenarios highlight the need to integrate intelligent data into your sales processes, data can also give you the insights to better understand your field sales reps performance and where improvements are needed.


Using Data to Shed Light on Sales Performance

The 80/20 Rule, also referred to as the Pareto Principle, states that 80% of sales are made by 20% of your sales reps. And that’s not all, a recent McKinsey & Company article discusses the performance gap between sales reps, saying that regardless of the metric used, the top 30% of your sales reps will outperform the bottom 30% by as much as a factor of 4. In an industry with high turnover, closing the skills gap sounds insurmountable, doesn’t it? Not necessarily.

The first step is to gain an understanding of what makes your best reps so good. This is where the data you collect can help. By introducing field sales rep and customer surveys, as well as technologies such as artificial intelligence (AI) and machine learning (ML), you’ll be able to acquire the behavioural data of your best sales reps to determine patterns in successful deals closures. These insights can then be used to refine your sales strategies by embedding digital training, coaching and field rep assessments into your workflows.

Your goal should be to introduce small incremental improvements, rather than a single sweeping change that could have the opposite effect of what you’re trying to achieve. Use the insights you gathered and a phased approach across all customer-facing parts of your company. When combined, the marginal improvements implemented will – over time – have a big impact on your organisation.


Put Your Data to Work for You

Are you arming your field sales reps with the data they need to win business? PSI Touchstone enables you to gather data and seamlessly integrate it into your sales stack. Drawing from multiple sources we help you capture and validate the data you need to close sales performance gaps and win more deals.

Our energy and telco clients gain the analytics and insights to see where prospects fall out of the sales cycle, retarget prospects that didn’t complete the sale cycle, and analyse sales performance metrics. Remember, you can’t manage what you don’t measure.

Don’t let another day go by without having the data intelligence you need. Contact us to schedule a 20-minute call with one of our data specialists.

4 reasons to deliver training via device for Field Reps

For your new hires, nothing is more important than being able to properly train them so they can smoothly integrate into your already existing company operations. And in the utility industry, the speed at which training is done plays a crucial role in how quickly your new employees can go from trainees to full-fledged employees finalising contracts in the field.

In this post, we’ll outline the benefits of training your new staff with the use of a digital sales solution, on their device, as opposed to conducting informative sessions in a traditional or digital seminar setting.


Transition with Ease

One of the toughest parts of bringing new members on board is being able to shed their past work habits and instil ones that benefit their new role. For companies that have salespeople in the field, and utilise a digital sales solution to deliver for your customers, introducing your sales reps to the solution early supports quicker ramp up time.

Rather than conducting training sessions in a traditional or digital seminar, make use of your digital sales solution through a mobile device to instil a sense of mobility in your workforce.

Whether your company subscribes to a BYOD policy or if you provide your staff with devices, having your hires in front of the application right out the gate is bound to get them acclimated quickly to the productive work environment that you’ve created.

Training via seminar is beneficial if your team works from an office. However, as an energy or telco provider, your employees will be in the field, at customers’ homes and in the office. On-the-job training will likely be required as new members may pair up with experienced field team members. While commuting between clients, these new hires can make use of their time by fulfilling training sessions on your mobile solution.


Improve Memory Recall

Oftentimes, it’s the non-traditional methods that stick out the most for employees. In fact, more companies are using mobile applications or games to conduct training sessions as opposed to seminars due to their ability to improve memory recall.

Especially for the tasks that may be mundane and repetitive, using these new-age techniques for training can help make it easier to remember how your management team likes tasks to be done.


Meet Employees Where They Are — On Their Device

As it’s becoming more popular to see companies adopting BYOD policies as part of their business strategy, it shouldn’t come as a surprise that employee training is cashing in on this trend also.

While your utility company makes necessary adjustments to industry trends, the same should go for your internal operations. By meeting your employees where they are, you’re showing your ability to adapt to new trends and that will likely improve your team’s satisfaction within the workplace.

Spend less time assembling your new hires and coordinating a physical seminar by conducting your training sessions on your mobile solution.


Save Time & Paperwork

Seminars are costly, from assembling all the necessary employees, printing materials and pausing regular business tasks. And while there are benefits for face-to-face interactions, there are also helpful training tools you can use with your mobile application platform to get your team up-to-date on the way your company is run. Using the technology at your fingertips in your training session allows you to eliminate the costs for paper, ink and paused business.

As there are clearly benefits for both forms of training, teaching is done through mobile application platforms likely best suits those in the utility industry. For more information on how to conduct training sessions effectively using your digital sales solution, contact one of our representatives to set up a consultation today!