on sales techniques and how to look for customer cues. This can include easy upsells, such as extending a warranty or sla, and more involved upsells like upgrading an outdated piece of equipment. Use knowledge base articles on how to sell and trailhead, salesforce’s free self-paced learning platform, to help your field service technicians get up to speed.
Set up for success in field service
develop your skills in mobile technology, customer relationships, and more to improve efficiency, productivity, and customer experience on trailhead, salesforce’s free online learning platform.
your field service technicians
should feel comfortable with basic pre-selling best practices. One america phone number list of the most critical skills is how to set customer expectations for contact from your team. If a customer asks a question that sales is best suited to answer, the field service technician should give a specific timeframe and channel in which they will be contacted.
uncovering an opportunity and creating. A lead in the crm goes directly to sales for follow up. This helps to create a valuable partnership. Between service and sales. The seller can progress the opportunity. And the field service technician doesn’t feel like they’re doing a seller’s job. It’s a win-win for service and sales.
Provide career and monetary incentives.
When you expand the scope of any team. Member’s role and expectations. It’s vital to introduce consistent incentives to ramp up. Participation and recognize outstanding work. Deliver these rewards monthly. Quarterly, annually, or on an. Ad-hoc basis to recognize exemplary achievements.
Include sales expectations
as part of your employment contracts. Clearly explain how field even with your leadership service technicians can earn incentives by generating leads that convert to sales. A few incentive options include:
bonuses for a number of on-the-spot sales or closed leads
paid training for career growth
extra paid time off (pto)
pair these personal incentives with public recognition, such as a team leaderboard. At a minimum, a simple thank you and acknowledgement in a team meeting can go a long way to reinforce the results you’re looking for.
Encourage your entire team by sharing growth metrics and kpis that showcase the impact that field service has had on your company’s revenue growth. This transparency and measurement will make cmb directory the team’s work feel more tangible and, importantly, it can help justify increased investment in your team’s training and incentive programs.