Field sales & kiosks
Qualified in the field, tracked to the finished job.
Kiosks and stands in shopping centres, events and roadshows, doorstep and telephone teams. Long cycles with several people touching the same job, from first conversation through survey, approval and installation, with commission worked out as it moves.
Built from real field-sales, kiosk and installation workflows.
The problem
Why field sales jobs get lost between teams
Leads stay at the stand
Names taken on paper or in a phone reach the office late, if at all, and by then the customer has moved on.
Consultants arrive cold
Whoever captured the detail is not the person doing the visit, and the detail does not travel with the job.
Nobody knows which sites pay
Every location costs rent and hours, but conversion is not measured per site, so weak ones keep running.
Commission argued monthly
Splits between whoever opened the job and whoever closed it are rebuilt from exports, weeks after the work.
What the system does
One job record from first conversation to completion
Everyone works the same record, so the handover between roles stops losing information.
Capture in the field
Fast enough that it actually happens at the stand or the door.
- Kiosk, doorstep, event and telephone capture
- Quick capture built for a phone
- Territory and round allocation
- Callback scheduling
- Source and agent tracking
- Duplicate detection
Locations and teams
Know where you are trading, who is there, and which sites earn their rent.
- Sites, stands and pitches
- Contract, permit and rent dates
- Shift rotas and who is on today
- Materials and stock at each site
- Leads and conversion per location
- Agent performance by site
Qualification and consultant
The commercial middle of the process, where jobs usually stall.
- Consultant or surveyor assignment
- Site or property survey
- Quotation and design
- Finance or approval status
- Decision tracking
- Contract and signature
Delivery and installation
Scheduling connected to the sale rather than parallel to it.
- Job scheduling
- Team assignment
- Materials against the job
- Progress and completion
- Sign-off and handover
- Post-completion issues
Selling models we configure
The same machine, relabelled for the way your team sells.
- Energy and home improvement
- Telecoms and subscriptions
- Insurance and banking stands
- Recruitment and placements
- Advertising and media space
- Events and exhibitions
Commission and reporting
Worked out as the job moves rather than argued at month end.
- Split rules defined once
- Calculated as jobs progress
- Tied to outcome and payment
- Performance by agent and site
- Pipeline and forecast
- Exportable for payroll
The workflow
From first conversation to completed job
Every job follows the same six steps whether it started at a kiosk, on a doorstep or on the phone. The record is created once at the first conversation and carries through to the commission payment, so nobody rekeys it and nothing is lost at a handover.
-
01
Location and shift
Sites live, teams rostered.
Manager · rota set -
02
Capture
Taken on a phone, in seconds.
Agent · lead created -
03
Qualification
Worth a visit, or not.
Agent · job scored -
04
Consultation
Survey, design, quotation.
Surveyor · quote attached -
05
Approval
Finance and contract status.
Office · contract signed -
06
Delivery and commission
Completed, signed off, paid.
Install team · job closed
Built to order
See which locations earn their rent
Every kiosk, stand and territory carries a cost: rent, permits and paid hours. When each lead is tagged to the site and agent that produced it, the cost per signed job for each location becomes a number rather than an opinion.
- Leads, conversion and revenue by site, not just in total
- Cost per signed job against the rent and hours that site consumed
- Agent performance compared fairly, with footfall differences visible
- Contract, permit and renewal dates held against each location
- Evidence to renegotiate a pitch, move it, or drop it
Pricing for field sales
From £299 a month
Ten users included, £20 a month for each additional user. Commission rules, territory and location management and installation tracking are part of the platform. Supported integrations do not carry a separate per-connector licence fee.
Common questions
Questions field sales teams ask
We keep the detailed answers together on the main FAQ page so they stay consistent across the website.
Next step
Talk to us about your sales operation
From the first conversation to the completed job, we will map it and show you what one system would look like.