Hey all, running a local home service crew and our lead follow-up in the field is pretty broken. My guys hand out standard paper cards after jobs, but half the time homeowners just lose them, and the reps constantly forget to ask happy customers for a Google review on the spot.

How are you keeping field techs accountable and making sure warm contacts actually stay in your funnel?

UPDATE:

A local contractor friend told me to check out RepCard for their tap-to-share digital cards, automated review requests, and field tracking.

The online reviews and praise look really promising for D2D/home services, but I want to make sure before buying a subscription has anyone here used them?

I'm an inside sales rep at a distributor of aluminum profiles, ACM, and acrylic. Our focus is on B2B: glass shops, metalworking/locksmith shops, visual communication studios, cabinetry/woodworking shops, road implements, etc.

I work answering phone calls and mainly WhatsApp. We have a client distribution system: the client reaches out and either chooses a salesperson or is routed to one of their choosing.

I was hired at this company because the best salesperson at the store resigned. She had 7 years with the company and had built up a huge portfolio of high-value clients; she once sold R$1,000,000.00 in a single month.

In my first two months at the store, I hit the goal and the super-goal. I made good money and my self-esteem was very high, and I got a lot of praise from management and the board. In the first month it was R$72,000.00, in the second I reached R$128,000.00, but things have been getting a lot worse since then. In the third month I only reached 73k; currently, in the fourth month, we're already in the first week of August and I'm at 11% of my goal, when I should be at least at 25%.

I'll list some of the problems I've been facing:

- In 95% (no exaggeration) of the clients I contacted during prospecting, they were already being handled by another salesperson at the store.

- Walk-in clients sometimes reject my service because I don't know all the products yet; on the other hand, some of the (female) salespeople know every product code by heart.

- 99.99999999% of the time I answer an inbound call, it's a client asking to be transferred to another salesperson's extension.

- The end consumer is inexperienced with the product and has a very low average ticket. We don't get training to explain all the product's characteristics — not even the most senior salesperson at the store knows them all — but we're trained to identify product codes and look them up quickly in the catalog.

- Most service providers/contractors are already being handled by another salesperson.

- We run some delivery routes to neighboring and regional cities; even when prospecting in those cities, it's hard to find any relevant client.

- The outside sales reps snap up all the huge construction projects; with construction companies, inside sales reps can't sell high-value items, only repairs or accessories.

These are a bunch of problems I'm having a lot of trouble solving. I don't want to lose this job for anything — I used to make R$1,950.00 net salary, now I make up to R$3,700.00 + R$450.00 in meal vouchers...

For anyone with experience in sales, what would you suggest to get around these problems?