Field Sales Organization
We operate a technology-enabled field sales organization that introduces qualified local businesses to our business management software. Our model is being developed around W-2 Field Sales Representatives supported by structured training, defined processes, territory intelligence, and governed AI assistance.
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The current pilot program involves 15 sales professionals actively running routes generated by our AI Field Coach. Their purpose is to introduce our software to highly-targeted local businesses and schedule a demo of the software.
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The AI Field Coach provides governed, pre-stop merchant intelligence reports before each introduction. The intelligence identifies likely decision-makers through publicy available information, highlights specific business worflows that our software can simplify, and instructs the sales representative on the approved introduction.
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Once the stop is complete, the Field Coach captures the post-stop notes, intelligence, and follow-up log. It then stores and uses this information to enhance later routes and carryout any follow-up instructions such as emailing additional information when the business requests it.Â
Representative Support
We provide field sales representatives with the intelligence and support needed to succeed in complex environments.
Territory Intelligence
Access a comprehensive database of local businesses, decision-makers, and market opportunities to prioritize your route planning.
Route Planning
Optimize your daily schedule with intelligent routing that balances distance, time, and customer priority to maximize productivity.
Evidence Capture
Ensure accuracy and consistency with a structured workflow for capturing real-world outcomes and customer-confirmed information.
Proving Environment
Merchant services was the ideal proving ground for our Human Performance Intelligence platform. This environment combines complex field operations, fragmented information, and the need for consistent execution, providing a high-stakes environment where technology must strengthen human capability.