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Putting a Field Sales Person on the Road

A shop that only sells to whoever walks in is limited by its location. A field person changes that — but only if there is something for them to do beyond driving around and reporting back optimistically.

1. When it is worth it

A field person makes sense when there is identifiable demand you are not reaching: contractors working sites in your area, shops in nearby towns who buy from somebody further away, or builders whose purchase decisions are made in an office rather than at a counter. If your shop is still turning away business it could serve from the counter, fix that first — a field person cannot solve a stock problem.

2. Give them a list, not a territory

Sending somebody out to "develop the market" produces activity and no results. Give them a specific list of named prospects — contractors, shops, builders — with a phone number and an address, and a defined outcome for each visit. A list can be worked through and measured; a territory cannot. Bulk-uploading the list you already have somewhere is usually the fastest start.

3. What to actually track

Not visits made, which is easy to inflate, but outcomes recorded at the time of the visit. Interested, call back on a date, not interested, converted. Logged at the moment rather than remembered for a Monday meeting, the record is actually true. GPS on the attendance punch tells you where the day started; the outcomes tell you whether it was worth anything.

4. The number that tells you it is working

How many assigned prospects have had no contact recorded in the last seven days. That single figure separates a pipeline being worked from a list being stored, and it is visible without asking anybody. Somebody with sixty prospects and eight touched in a week is not busy, they are stuck — usually because the list has stale numbers or because nobody agreed what a follow-up looks like.

5. Let them bill from the field

A field person who has to bring an order back to the shop adds a day to every transaction. With a limited login they can raise the invoice at the customer's premises at the rates agreed for that party, record the delivery, and take a UPI payment — while never seeing your purchase rates or margins. That is the difference between a person who takes orders and a person who closes sales.

6. Paying them without arguments

Field roles are where incentive pay makes sense, because the outcome follows the effort. Base it on something the person can see — accounts opened, orders billed, collections received — rather than a figure only you can produce. Agree the basis in writing on day one, and pay it on the same date as the salary with the working shown.

Frequently asked questions

When should I hire a field person?
When there is identifiable demand you are not reaching and your counter is already serving what it can. A field person cannot fix a stock problem.
What should I track?
Outcomes recorded at the time of the visit, not visits claimed afterwards. And the number of assigned prospects untouched in seven days.
Can they bill from the field?
Yes, with a limited login at the rates agreed for that party, without seeing your purchase rates or margins.
How should I pay them?
A base plus an incentive on something they control and can see — accounts opened, orders billed or collections received — agreed in writing on day one.
All of this is built into MaterialBill — start free and raise your first bill in two minutes.

Related reading

Features › Lead Crm Features › Staff Attendance Features › User Roles Staff Attendance App Shop Hardware Making a Quotation Making a Price List Staff Salary Structure

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