The Field Agent App
Empowering agents across charities, energy efficiency, telecoms and utilities.
Unlock the full potential of face-to-face sales with cutting-edge training, AI-powered compliance, and engagement tools designed to boost performance and deepen customer connections.
01. Training
The training program starts with an in-depth, product training that is intertwined with advanced engagement skills training, to gain a better overall understanding.
Product Training
Master the Essentials: Tailored Training Geared for Top Performance
Empower your field agents with skills to engage and educate customers about the product. Product Training provides detailed information about each campaign – whether utilities switching, telecoms packages, energy efficiency solutions, or charity programs.
Knowledge is assessed through mandatory quizzes and results are recorded under individual agent profiles. Agents must pass certification to access live campaigns.
To help agents recall the most important aspects of a campaign, the main points are compiled into a ‘Key Facts‘ list – a quick reference tool for major components.
Campaign-Specific Training
Sector-Tailored Training Packages
Create bespoke training packages and quizzes for each sector and campaign type.
Training covers:
- Product knowledge (tariffs, packages, grant criteria, donation structures)
- Sector compliance (Ofgem, telecoms standards, ECO requirements, Fundraising Regulator)
- Engagement techniques (objection handling, value proposition delivery)
- Verification procedures (sector-specific approval workflows)
Assess each individual’s understanding and store all training records for regulatory compliance. The process encourages ongoing training to bolster agent capabilities across all campaign types.
Mastering site management, ensuring compliance, and elevating supporter engagement
Enhance your fundraising with strategic site management, robust compliance checks, and dynamic supporter interaction
Enhance your fundraising with strategic site management, robust compliance checks, and dynamic supporter interaction
02. Compliance
Automated checks ensure compliant agents
AI-Powered Compliance Monitoring
AI Compliance Checks:
- Badge Verification: AI automatically verifies agent badges are visible, current, and match authorised personnel
- Attire Compliance: Real-time image analysis confirms agents meet dress code requirements for each campaign
- Private Site Compliance: AI validates setup matches client specifications (branding, positioning, authorized materials)
- Instant Alerts: Non-compliance triggers immediate notifications to agents and managers
- Audit Trail: All compliance checks timestamped and stored for regulatory review
Sector-Specific Rules:
Different compliance requirements for utilities, telecoms, energy efficiency, and charity campaigns – all enforced automatically through AI.
03. Territories
Face-to-face sales with advanced location tools
Strategic Territory Management
Strategically place campaigns in prime locations and monitor real-time results. Harness our platform’s powerful analytics to optimize every interaction, from door-to-door to busy shopping centres to private retail sites.
Track outcomes by territory, time, and agent. Pinpoint the busiest times at private sites and optimize deployment across all campaign types.
Maximize your field operations impact.
04. Engagement
Sector-specific sign-ups with tailored scripts
Dynamic Campaign Templates
Designed to deepen connections and showcase value propositions through compelling dynamic content and persuasive scripts. Campaign-specific templates cut through confusion, ensuring every customer understands what they’re signing up for.
Templates adapt by sector:
- Utilities: Switching benefits, tariff clarity, cooling-off periods
- Telecoms: Service availability, contract terms, bundle benefits
- Energy Efficiency: Grant eligibility, installation process, savings projections
- Charities: Impact stories, donation structure, commitment clarity
Foster deep understanding and customer commitment across all products.
Know your supporter
Stay Connected and Simplify Onboarding
Enhance donor engagement with our ‘Keep in Touch’ and streamlined application systems, ensuring continuous communication and quick, secure onboarding for an improved overall experience
05. Keep-in-Touch
Our ‘Keep in Touch’ form facilitates ongoing dialogue, creating awareness and customer engagement without redundancy.
During the ‘Keep in Touch’ form process, if the potential customer decides to proceed with sign-up, the data captured can be pushed at any stage to the main Application Form. This saves time and avoids duplication of entry.
Works across all campaign types – capture interest today, convert tomorrow.
06. Application Form
From initial contact to payment processing, our application form ensures secure and efficient data handling, offering customers clarity and trust in their commitment. Sector-specific data capture ensures compliance with utilities switching regulations, telecoms standards of conduct, energy efficiency grant requirements, and charity fundraising codes.
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06. Application Form
From initial contact to donation processing, our application form ensures secure and efficient data handling, offering supporters clarity and trust in their contributions, while optimizing the donation process with cutting-edge technology.
07. Notify Customers
Instant Message
Instantaneous Customer Engagement
Engage customers instantly with our flexible Email/SMS service. Whether you want an instant push function from the tablet, CRM, or an automated service to send messages at key junctures of the process – welcome messages, verification confirmations, cooling-off period notices, payment confirmations.
Customers can be set up to receive automated messages to support the different stages of their journey, tailored by campaign type and sector requirements.
08. Feedback
Insightful Customer Feedback
Listen & Adapt using Invaluable Insights
Refine campaign training and enhance overall interactions by actively soliciting and leveraging customer feedback post-signup. The feedback system yields critical insights essential for driving positive changes and enhancing campaign effectiveness.
By understanding customer sentiment and continuously refining processes, we optimize conversion rates and reduce cancellation rates across all sectors.
Future Enhancement: AI sentiment analysis to automatically categorize feedback and flag training opportunities.
09. Gamification
Performance Gamification
Engage & Motivate with Dynamic Scoring
KPIs tracked:
- Conversion rate
- Verification pass rate
- Compliance score
- Customer feedback ratings
- Revenue per hour
Creating a natural, continual focus on the KPIs, so agents can learn from each other and work on improving their individual quality and scores across all campaign types.
10. Dashboards
Advanced Insights & Analytics
Guide Decision-Making with Comprehensive Data Analysis
Leverage our extensive dashboards for thorough performance tracking and business intelligence across all sectors.
Dashboard Views: – Agent performance by campaign and sector – Territory coverage and saturation rates – Compliance metrics and AI verification scores – Conversion funnels by product type – Revenue attribution by geography and team – Verification pass rates and failure patterns
From recruitment to compliance to revenue – our data-driven approach empowers informed decision-making and strategic planning.
