Power Your Field Sales Engine with the Right Technology

Not all technology is created equal, nor do all persona’s use it in the same way. When it comes to deciding on technology – whether making a purchase or building your own – today there’s a lot to choose from. Make the wrong choice and chances are that it won’t provide the functionality you need, which will mean an additional technology purchase and another outlay of cash or time delays for those that opt to build their own.

To save you the headache of determining what the right technology is for your energy or telco field sales business, we’ve compiled key user persona’s and their technology requirements.

What You Need to Know When Buying or Developing Technology for Your Field Sales Business

In the past, obtaining technology was a pretty simple undertaking. Today, however, the use of technology has become more commonplace and the technology itself has become more complex. If the technology you implement only provides for minimum functionality, users of the technology will encounter difficulties in performing their jobs. On the other hand, technology that contains all of the bells and whistles will probably result in functionality that’ll never be used.

This is especially true for energy and telco organisations since the nature of their business is complex. From multiple product types being sold through various channels such as field, online, partners, 3rd party websites, and franchises to the countless types of customers, including domestic, SME, property developer, landlords, etc., implementing the right technology can’t be underestimated.

The right technology shouldn’t be a game of chance. Essentially it should meet the needs of your business today and into the foreseeable future. By reviewing the following four persona’s and their technology requirements, you’ll be on your way to deploying technology that will boost productivity, give your field sales teams a competitive edge, and deliver a level of customer comfort that’ll enable you to quickly turn prospects into paying customers.


Field sales reps:

As the face of your company, these employees require technology that will empower them with the information they need when they need it. Be sure the technology provides:

– Leads that contain a rich data overlay, and are delivered directly to their devices. Walk and drive routes to maximise efficiency.

– Logic driven questions to ensure that the right product is offered to the right customer type.

– Validations of customer data while at the door, which improves the number of sales processed.

– Availability of performance tracking and reporting on the reps device.

– Training and continuous learning are delivered to the device.


Team leads (internal or agency):

To set your field sales reps up for success, team leads need the ability to quickly access and understand total figures, gaps in sales success and failure rates, and have the ability to quickly react. This persona requires technology that’ll enable them to:

– Maximise leads through team and territory management functionality.

– Track reps to ensure team and customer safety.

– Track and manage issues as they take place in the field.

– Obtain real-time tracking of productivity and results.


The business:

With the right technology, your business leaders (management team and the board) will gain an increased level of comfort about their door-to-door sales initiatives. Focused on the big picture, this persona requires technology that will:

– Deliver insights and oversights of what is happening in the field, as well as results.

– Validate the information received by the teams.

– Provide accountability, transparency, and control.


The customer:

While not part of your internal team, customers are integral to your success. As such, it’s important that the technology you choose provides them with a sense of security when providing your field sales reps with personal information. To provide this level of customer comfort, the technology needs to:

– Provide for a cohesive customer journey, one that can start at the door and conclude through a different channel, or start in-store and provide the customer with completion options such as a callback.

– Give the customer the ability to call the company to confirm that the rep at their door is a valid representative of your company. By using GPS tracking of the rep, you’ll be able to quickly verify or refute the claim.

– Allow the customer to finish the sign-up agreement on their own device – either at the time of the sale or at a later point in time.

– Send the customer a branded summary of the interaction and welcome directly to their device, so that they can immediately confirm the legitimacy of the transaction.

What happens when the technology doesn’t provide some or all of the functionality described above? The easy answer is… the complete opposite of the benefits that the right technology will provide. For example, when field sales reps don’t have the right technology the possibility of offering the wrong products to ineligible prospects is greatly increased. Or, without customer data validations, you run the risk that the sale will need to be reworked. This typically entails that another person within your organisation will need to contact the customer to confirm details such as email, mobile number, banking details, etc., which slows the entire sales process or worse – results in the loss of a sale.

From the customer’s perspective, technology that doesn’t provide the security needed may result in the field sales rep completing the sale on their own device and signing the customer up, which of course opens you up to fraud. Alternatively, if payments are taken in a non-secure way, the rep may be putting the customer at risk for cybercriminals to attack their account. And, finally, without a branded summary to confirm the agreement, the customer may feel that they have been scammed, which puts your reputation at risk.

Negating these risks relies on the technology you choose. By ensuring the technology provides all of the functionality described, you’ll be on your way to ensuring that your business is compliant with regulatory standards, your internal teams have the functionality required to be productive, and your customers have the security needed to become loyal brand ambassadors.

Give Your Field Sales a Boost with the Right Technology

Don’t leave your next technology decision up to a tick list of functionality. You need a solid solution that meets the needs of all the personas. PSI Fusion connects your people, processes, and data in a way that is unique in the business. We combine mobile and cloud technology with security and tracking to deliver the field-proven applications that enable you to rise above the competition in this lucrative, yet competitive space.

But, don’t take our word for it! Read on to see what some of our customers are saying about having the right technology.

“The main value we saw of the technology when it was sitting with the agency rather than us, was compliance, security, and the tablets in the reps hands. We always knew that the data we were providing the agency and our customers were secure.” Vodafone

“PSI creates robust processes that are very easy to audit. Through your system, every step is auditable, who did it, when, where, what the customer agreed to, and why they signed up. This makes it very easy, in the case of complaints, to determine what happened from both sides. In the case of poor rep behaviour, we can understand what happened, where they went wrong, and rectify the situation in real-time or as part of our longer-term training programme.” SSE Airtricity

“We were dealing with increased volumes of up to 500 or 600 per month, which can cause a lot of pain downstream. The automated way we were able to send customer service agreements, keep them informed, and the welcome journeys meant that we were able to take those tasks away from the customer support team.” Fibrus

Ready to get started with the right technology, contact us today for a demonstration.