Need a Better Process?
There’s a Sales App for that.

We’ve worked with a lot of door-to-door, canvassing, and field sales companies to use our sales app to solve some specific problems they’re encountering, which means they are also looking for a specific feature: lead tracking, area management, or something else along those lines.
We’re happy to say that our sales app offers these solutions, but usually when we start working with these companies we quickly learn that they have much deeper problems than a lost lead or an unorganized territory.
Instead, most of these teams are dealing with problems we’ve already discussed, with one big one in particular-- they’re approaching their business without any significant strategy or plan. They think that a sales app’s individual features will make up for these deficiencies, but in reality that’s the same as trying to treat the flu with a band-aid.
Instead, they need to target the source of the problem, and the best way to start doing that is to identify existing issues, then build a comprehensive, adaptive sales process, ideally accompanied with technology that can structure and guide that process.

What is a Sales Process?
Simply put, a sales process is the series of steps a prospect takes to become a customer.
More importantly, it’s the most defining characteristic of a mature company. Most major sales maturity models identify “lack of system or process” as the main reason that a company is “immature” or “chaotic.”
This process will be different for each company, but there are universal steps that every door-to-door or field salesperson goes through as they successfully convert a prospect to a customer: they go out and knock doors, make contact, and close the sale.
By focusing on these basic steps of your sales process, you can start to measure your team’s performance in more specific ways, allowing you to adjust, strengthen, and personalize your process as you go along.
Why Do I Need a Sales Process?
There are several reasons why you should have a sales process, especially in the world of door-to-door and field sales:

A uniform system for your reps
Some wonder whether a sales process or script is beneficial for a rep, complaining that processes limit the capabilities of talented salespeople who do their own thing, and replace personality and charm with a cold, robotic demeanor.
Don’t think of the process as a mold designed to make everyone identical, but as a framework that they can build on and adjust, though still in a guided, repeatable way. It provides direction for the rep, allowing them to more confidently be themselves in sales situations without forgetting their objectives. The structure is actually enabling them to be effectively unstructured when they need to be.
Uniformity in sales process will also get the entire sales team speaking the same language, which means you can make organizational adjustments quickly. This is essential when you’re working to get accurate data that represents the performance of several different reps who are reporting on several different interactions.
Faster, more effective onboarding
A lot of sales companies deal with high turnover rates. Part of this is the seasonal nature of their work, but part of it is a culture that doesn’t always encourage loyalty or commitment.


Employees are 58% more likely to stay longer than 3 years at a company when they’ve completed a successful onboarding.
If you are naturally a high turnover company, a strong sales process will lower downtime and get reps up and running fast. If you’re trying to lower turnover, develop a strong onboarding system that works with your sales process to build a stronger relationship with reps early on, communicating and encouraging commitment.
When your process and app are established, they will be among the top reasons why people join your company and why they stay. The maturity of your process reflects the maturity of your company.
Because of this, we’ve seen many of the best sales reps refuse to work at companies because they have poorly designed sales processes and don’t reinforce them with the right sales apps. When you properly onboard a new rep, the outcome should be excitement to put your process in play and get to work.
Better vision of performance
You should always make it a goal to obtain actionable information from your field teams. Without it, you’ll only know one thing about a rep-- whether or not they’re selling. Even if you have reps reporting on a basic field sales process, you’ll still know much more about their performance: Are they working hard? Are they working an area strategically and talking to people? Are they getting in the door? Are they closing at an appropriate rate? Great sales processes (and smart sales apps) reveal information about rep’s behaviors so that leaders can guide their reps and teams to mastery.


Make productive improvements
Once you have gathered this information, you can start making improvements that target the key problems. Instead of trying to help a rep “sell more,” you’ll know why they aren’t selling more and provide specific training solutions that address the root problem. In fact, the Harvard Business Review published a study showing that companies that clearly defined their sales process saw 18% more revenue growth, evidence they were improving faster than those who didn’t.
Better vision of performance
You should always make it a goal to obtain actionable information from your field teams. Without it, you’ll only know one thing about a rep-- whether or not they’re selling. Even if you have reps reporting on a basic field sales process, you’ll still know much more about their performance: Are they working hard? Are they working an area strategically and talking to people? Are they getting in the door? Are they closing at an appropriate rate? Great sales processes (and smart sales apps) reveal information about rep’s behaviors so that leaders can guide their reps and teams to mastery.


Better customer experience
The best sales processes are created with the customer in mind, and you should always be improving your process to match the needs of the customer. But even with a basic process, you are improving the experience of the customer by sending out reps that are prepared to meet their concerns in an educated, comprehensive way. Reps who are prepared this way are less likely to be dishonest, make false promises, or deviate from company plans. They’re also more confident, communicative, and helpful, which signifies that you are a modern company that’s smart to work with.