Field Sales Glossary
70 terms every door-to-door and field sales leader should know, defined by the team building the tools for them.
All terms
D
D2D Rep Turnover
The rate at which door-to-door sales reps leave their position and what it costs companies that ignore it.
D2D Sales
D2D sales, short for door-to-door sales, is the practice of selling products or services directly to people at their homes.
Door-to-Door Canvassing
Door-to-door canvassing is the process of systematically visiting homes in a defined area to generate leads, set appointments, or close s...
Door-to-Door Sales Gamification
The use of competitive mechanics like leaderboards, milestones, and rewards to motivate D2D sales reps.
Door-to-Door Sales Operating System
A Sales Operating System built specifically for the workflows, rep dynamics, and verticals of door-to-door field sales.
F
Fiber Sales Canvassing
The D2D strategy ISPs and fiber providers use to convert neighborhoods to their service.
Field Sales
Field sales is any sales activity that happens face-to-face outside the seller's office.
Field Sales App
A field sales app is a mobile-first software platform that gives outside sales reps the tools to qualify prospects, present offers, captu...
Field Sales CRM
A field sales CRM is a customer relationship management system designed for sales reps working outside the office.
Field Sales Management
Field sales management is the discipline of hiring, training, coaching, and leading sales reps who work outside the office.
Field Sales Onboarding
The structured program that turns a new outside rep into a producing rep inside 30 to 90 days.
Field Sales Performance Tracking
The real-time monitoring of field sales rep activity, productivity, and results to drive better management decisions.
Field Sales Recruiting Funnel
The stages a field sales candidate moves through from first contact to their first day in the field.
Field Sales Representatives
A field sales representative is a salesperson who meets prospects and customers in person, outside the office.
Field Sales Software
Field sales software is any platform designed to help outside sales reps and their managers run their work in the field.
Field Sales Team
A field sales team is a group of sales professionals who work outside the office to generate leads, close deals, and manage accounts in a...
H
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R
Rep Leaderboard
A real-time ranking of sales rep performance that drives competition, accountability, and recognition on D2D teams.
Rep Retention
The ability to keep productive field sales reps engaged and employed long enough to return their training investment.
RepCard
The Sales Operating System built for door-to-door and field sales teams in home services.
Roofing Sales Process
The step-by-step workflow a roofing sales rep follows from first knock to signed contract.
S
Sales Analytics Tools
Sales analytics tools are software platforms that collect, analyze, and visualize sales data to help leaders make better decisions.
Sales App
A sales app is a mobile-first software platform that gives reps the tools to manage leads, run meetings, close deals, and follow up from ...
Sales Automation Platform
A sales automation platform is software that removes repetitive sales tasks so reps can spend more time selling.
Sales Automation Software
Sales automation software removes manual, repetitive work from the sales process.
Sales Automation Tools
Sales automation tools are software products that automate repetitive sales tasks.
Sales Canvassing
The systematic approach to working a defined area door by door to identify and qualify potential customers.
Sales Certification Programs
The structured assessments that prove a rep can actually execute the product knowledge, pitch, and process you trained them on.
Sales Coaching Software
The technology managers use to give structured, measurable, and repeatable feedback to reps.
Sales CRM Software
Sales CRM software is a platform that stores and organizes customer records, deals, and sales activity.
Sales CRM Tools
Sales CRM tools are software platforms and integrations that help sales teams manage leads, deals, and customer relationships.
Sales Enablement Platform
The software that gives sales reps the content, training, coaching, and tools they need to close deals efficiently.
Sales Enablement Tools
Sales enablement tools are software platforms that equip reps with the right content, training, and coaching at the right moment in the s...
Sales Forecasting Software
Sales forecasting software predicts future revenue based on pipeline data, rep activity, and historical patterns.
Sales Hiring Process
The structured workflow that turns job openings into producing reps — fast enough to win top candidates.
Sales KPIs
The small number of key performance indicators that actually measure sales team health and drive decisions.
Sales Management Software
Sales management software is a platform that gives sales leaders tools to hire, train, coach, track, and forecast their teams.
Sales Management Tools
Sales management tools are software platforms and integrations that help sales leaders hire, coach, measure, and forecast their teams.
Sales Manager
A sales manager is the person responsible for leading a team of sales reps to hit revenue targets.
Sales Manager Responsibilities
A sales manager's responsibilities include hiring and onboarding reps, building training programs, coaching performance, managing pipelin...
Sales Manager Software
Sales manager software is a category of tools built for sales leaders to hire, coach, track, and forecast their teams.
Sales Methodology
A sales methodology is a framework that guides how reps run the sales process from first contact to close.
Sales Motivation
Sales motivation is the set of internal and external drivers that push reps to consistent effort and performance.
Sales Onboarding Software
The technology platform that digitizes, automates, and tracks a new sales hire's ramp journey.
Sales Operating System (S.O.S.)
A connected platform that runs every stage of a field sales operation, from recruiting to closing, in one place.
Sales Performance Management
The end-to-end operating model for setting quotas, tracking performance, coaching reps, and paying for results.
Sales Playbook Software
Delivers structured guidance, scripts, and objection responses to reps at the exact moment they need them.
Sales Prospecting Tools
Sales prospecting tools are software platforms that help sales reps find, qualify, and engage potential customers.
Sales Ramp Time
The number of days between a new rep's start date and when they consistently produce at full quota.
Sales Recruiting Software
The technology system that sources, qualifies, and hires sales reps at scale for field sales teams.
Sales Rep Onboarding
The structured process that takes a new sales hire from signed offer letter to full-quota producer.
Sales Rep Retention
The percentage of reps who stay with a company over a given period — and the most under-managed lever in field sales.
Sales Rep Turnover
The rate at which sales reps leave a company — and the silent tax on every field sales team.
Sales Talent Acquisition
The long-term strategy for attracting and winning top sales talent, beyond just filling open seats.
Sales Territory Mapping
Sales territory mapping is the process of dividing a sales region into defined areas and assigning reps to each.
Sales Tools
Sales tools are software platforms that support the sales process.
Sales Tracking Software
Sales tracking software is a platform that records and reports on sales activity, pipeline progress, and revenue.
Sales Tracking System
A sales tracking system is the combination of software, process, and habits that capture and report on sales activity and pipeline progress.
Sales Training Programs
The structured curricula that build a sales team's product knowledge, sales skill, and process competence.
Solar D2D Sales
The door-to-door sales model that drives residential solar customer acquisition.