Leads +, Sales + or Enterprise: a buyer’s guide to PSI

Finding the right platform to support your sales process isn’t always about looking at the price. It’s also about finding sales software that can deliver what you need today, and empower you to get where you’re going next.

Do you need to dig deep into the performance of your field sales teams? See the bigger picture of end-to-end sales journeys? Or do you need to tie multiple sales channels together in one clear place?

PSI’s sales software comes in three configurations: Leads +, Sales + and Enterprise. We’ve put together this guide to all three to help you find the package you need.

Leads +

You can think of Leads + as our essential field sales tools – a foundational sales territory management platform for overseeing campaigns and rep performance.

At its core, this package is about giving more power to both your field reps and your sales managers. Leads + lets your field sales team work on an unlimited number of addresses and leads, and think more tactically about how you engage with them. With the Opti Route algorithm you can optimise routes for each sales rep, to ensure that each area is maximised without being overworked.

While your agents are out in the field, GPS tracking and real-time rep management tools give an eagle-eyed overview of their performance at all times. And as they report the results from every door, you can follow and collect powerful data insights to hone future campaigns.

The features in Leads + underpin the rest of our packages because we know that field sales is essential for telcos and energy companies. Whether you’re planning to grow to multichannel sales or you’re an incumbent who’s already there, you will always need the ability to manage your sales territory and your field reps.

Sales +

Sales + takes the foundation of our territory management toolkit and builds on it with an end-to-end sales package.

The entire sale – from first recording potential customers to closing the deal – is wrapped up in one place. As well as digital contracts and bank validations to complete the sale, that includes document templates, a customer document portal, and email and SMS communications. Engaging with customers at any stage of the process is seamless for both them and your sales team, and all of the communications can be customised with your own branding.

That means there is less manual intervention required to move the process along and no data lags that risk breaking a sale. Your entire team can access all the information they need in one place and as close to real-time as possible – they’ll be able to know the exact status of each sale as soon as the rep leaves the customer’s door.

If you’re trying to grow quickly, Sales + gives you everything you need to tighten up your sales and provisioning process, while letting your internal tech team focus on adding value to the business.

Enterprise

If you’re operating on the level of multichannel sales, Enterprise is the package that helps you integrate each channel into one cohesive process.

Enterprise brings all sales journeys together under one roof, no matter where they start or finish. If a customer journey begins with a field sales rep visiting their door but finishes online, that sale is treated as one end-to-end process within the system. There’s no lag as they move between channels, and no risk of customer details being lost or duplicated along the way.

Enterprise also comes with even greater flexibility. With the power to set up custom journeys, workflows and data reporting, you can map out the PSI platform to fit your existing sales workflow and optimise it fully.

If you’re ready to take your sales campaigns to the next level, speak to us to find out more about PSI can help.