--- title: "Field Sales Glossary | RepCard" description: "The definitive glossary for door-to-door and field sales teams. 52 definitions for Sales Operating System, canvassing, rep retention, AI sales tools, and more." lang: en json-ld: | { "@context": "https://schema.org", "@type": "CollectionPage", "name": "Field Sales Glossary", "description": "The definitive glossary for door-to-door and field sales teams.", "url": "https://repcard.com/glossary", "numberOfItems": 78, "publisher": { "@type": "Organization", "name": "RepCard", "url": "https://repcard.com" } } --- [![RepCard](/assets/repcard-white-rJqG5Fna.svg)](/) Features [ Digital Business Cards Stand out and track engagement ](/features/digital-business-cards)[ Competitions Motivate through gamification ](/features/competitions)[ Leaderboards Recognize top performers ](/features/leaderboards)[ Canvassing Track field activity in real-time ](/features/canvassing)[ Team Chat Instant team communication ](/features/team-chat)[ Team Calendar Streamline scheduling ](/features/team-calendar)[ Training Library Onboard reps faster ](/features/training-library)[ Lead Management Automatic follow-up and real-time alerts ](/features/lead-management)[ Integrations Connect your sales tools ](/features/integrations) AI Sales Coach [ ![Sossy](/assets/sossy-logo-CJ2eFsyz.png) Learn more about sossy.ai The sales coach that trains your team anytime, anywhere. ](/sossy) Solutions By Industry [ Roofing Storm canvassing & follow-up ](/solutions/roofing)[ Solar High-ticket D2D tools ](/solutions/solar)[ Fiber & Telecom Scale market rollouts ](/solutions/fiber)[ Pest Control Seasonal territory management ](/solutions/pest-control)[ Home Security Credibility & compliance tools ](/solutions/home-security)[ HVAC Capitalize on seasonal demand ](/solutions/hvac)[ Lawn Care Recurring contract systems ](/solutions/lawn-care)[ Permanent Lighting Visual proof at the door ](/solutions/permanent-lighting)[ Political & Campaign Voter canvassing & tracking ](/solutions/political)[ Window Cleaning Neighborhood booking systems ](/solutions/window-cleaning)[ Real Estate Farm area domination ](/solutions/real-estate)[ Home Improvement High-ticket proposal pipeline ](/solutions/home-construction)[ Door-to-Door Sales All-in-one field sales platform ](/door-to-door-sales-software) Resources [ Blog Tips, insights & updates ](/blog)[ Customer Stories See how teams win with RepCard ](/customer-stories)[ Podcast The Booma Effect ](/resources/podcast)[ Glossary Key terms in field sales ](/glossary)[ About Us Our mission and team ](/about) [Pricing](/pricing) [Log in](https://app.repcard.com/admin/login?__hstc=267562769.ee7d5bde440b158c75480a0b176ca1cb.1787610954928.1787610954928.1787610954928.1&__hssc=267562769.1.1787610954929&__hsfp=459a5155cbd50c6758f41a978f891916)[Book a Demo](/contact-sales) Glossary # Field Sales Glossary 78 terms every door-to-door and field sales leader should know, defined by the team building the tools for them. All TermsSelling MotionsRoles and TeamsSoftware and ToolsPlaybook and CultureOnboarding and RampTraining and EnablementPerformance and RetentionRecruiting [A](#letter-A)B [C](#letter-C)[D](#letter-D)E [F](#letter-F)G [H](#letter-H)[I](#letter-I)J K L M [N](#letter-N)[O](#letter-O)[P](#letter-P)[Q](#letter-Q)[R](#letter-R)[S](#letter-S)[T](#letter-T)U [V](#letter-V)[W](#letter-W)X Y Z ## All terms ### A [ #### AI Sales Tools AI sales tools are software platforms that use machine learning to automate and improve sales tasks, including lead scoring, outreach, fo... ](/glossary/ai-sales-tools) ### C [ #### Canvassing Territory Management The process of assigning, tracking, and optimizing the geographic areas where D2D reps knock doors. ](/glossary/canvassing-territory-management) ### D [ #### D2D Rep Turnover The rate at which door-to-door sales reps leave their position and what it costs companies that ignore it. ](/glossary/d2d-rep-turnover)[ #### D2D Sales D2D sales, short for door-to-door sales, is the practice of selling products or services directly to people at their homes. ](/glossary/d2d-sales)[ #### Digital Business Card A digital business card is a shareable, trackable mobile contact card that replaces paper. Updated once, synced everywhere. ](/glossary/digital-business-card)[ #### Door to Door Marketing Door to door marketing is a direct sales channel where reps visit homes or businesses in person to promote and sell a product or service. ](/glossary/door-to-door-marketing)[ #### Door to Door Salesman A door to door salesman is a field sales rep who sells residential services by knocking houses in person. ](/glossary/door-to-door-salesman)[ #### 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... ](/glossary/door-to-door-canvassing)[ #### Door-to-Door Sales Gamification The use of competitive mechanics like leaderboards, milestones, and rewards to motivate D2D sales reps. ](/glossary/door-to-door-sales-gamification)[ #### 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. ](/glossary/door-to-door-sales-operating-system) ### F [ #### Fiber Sales Canvassing The D2D strategy ISPs and fiber providers use to convert neighborhoods to their service. ](/glossary/fiber-sales-canvassing)[ #### Field Sales Field sales is any sales activity that happens face-to-face outside the seller's office. ](/glossary/field-sales)[ #### 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... ](/glossary/field-sales-app)[ #### Field Sales CRM A field sales CRM is a customer relationship management system designed for sales reps working outside the office. ](/glossary/field-sales-crm)[ #### Field Sales Management Field sales management is the discipline of hiring, training, coaching, and leading sales reps who work outside the office. ](/glossary/field-sales-management)[ #### Field Sales Onboarding The structured program that turns a new outside rep into a producing rep inside 30 to 90 days. ](/glossary/field-sales-onboarding)[ #### Field Sales Performance Tracking The real-time monitoring of field sales rep activity, productivity, and results to drive better management decisions. ](/glossary/field-sales-performance-tracking)[ #### Field Sales Recruiting Funnel The stages a field sales candidate moves through from first contact to their first day in the field. ](/glossary/field-sales-recruiting-funnel)[ #### Field Sales Representatives A field sales representative is a salesperson who meets prospects and customers in person, outside the office. ](/glossary/field-sales-representatives)[ #### Field Sales Software Field sales software is any platform designed to help outside sales reps and their managers run their work in the field. ](/glossary/field-sales-software)[ #### 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... ](/glossary/field-sales-team) ### H [ #### Home Services Sales Team The field-based sales organization that drives new customer acquisition for home services companies. ](/glossary/home-services-sales-team)[ #### HVAC Field Sales The in-home sales process used by HVAC companies to sell equipment and service agreements through field reps. ](/glossary/hvac-field-sales) ### I [ #### Inside Sales Inside sales is the practice of selling remotely without meeting prospects in person. ](/glossary/inside-sales) ### N [ #### New Hire Sales Training The structured program that builds a new rep's product knowledge, sales skill, and process competence in the first 90 days. ](/glossary/new-hire-sales-training)[ #### NFC Business Card An NFC business card shares your digital contact card with one tap. No app required on the recipient's phone. ](/glossary/nfc-business-card) ### O [ #### Outside Sales Outside sales is the practice of selling in person, meeting prospects and customers in their own environment. ](/glossary/outside-sales)[ #### Outside Sales Rep An outside sales rep is a salesperson who meets prospects and customers in person to qualify leads, present offers, and close deals. ](/glossary/outside-sales-rep) ### P [ #### Pest Control Sales Rep Management How pest control companies recruit, train, and manage D2D reps to build consistent route revenue. ](/glossary/pest-control-sales-rep-management) ### Q [ #### Quota Attainment The percentage of reps hitting their number — the single cleanest signal of a sales team's health. ](/glossary/quota-attainment) ### R [ #### Rep Leaderboard A real-time ranking of sales rep performance that drives competition, accountability, and recognition on D2D teams. ](/glossary/rep-leaderboard)[ #### Rep Retention The ability to keep productive field sales reps engaged and employed long enough to return their training investment. ](/glossary/rep-retention)[ #### RepCard The Sales Operating System built for door-to-door and field sales teams in home services. ](/glossary/repcard)[ #### Roofing Sales Process The step-by-step workflow a roofing sales rep follows from first knock to signed contract. ](/glossary/roofing-sales-process) ### S [ #### Sales Analytics Tools Sales analytics tools are software platforms that collect, analyze, and visualize sales data to help leaders make better decisions. ](/glossary/sales-analytics-tools)[ #### 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 ... ](/glossary/sales-app)[ #### Sales Automation Platform A sales automation platform is software that removes repetitive sales tasks so reps can spend more time selling. ](/glossary/sales-automation-platform)[ #### Sales Automation Software Sales automation software removes manual, repetitive work from the sales process. ](/glossary/sales-automation-software)[ #### Sales Automation Tools Sales automation tools are software products that automate repetitive sales tasks. ](/glossary/sales-automation-tools)[ #### Sales Canvassing The systematic approach to working a defined area door by door to identify and qualify potential customers. ](/glossary/sales-canvassing)[ #### Sales Certification Programs The structured assessments that prove a rep can actually execute the product knowledge, pitch, and process you trained them on. ](/glossary/sales-certification-programs)[ #### Sales Coaching Software The technology managers use to give structured, measurable, and repeatable feedback to reps. ](/glossary/sales-coaching-software)[ #### Sales CRM Software Sales CRM software is a platform that stores and organizes customer records, deals, and sales activity. ](/glossary/sales-crm-software)[ #### Sales CRM Tools Sales CRM tools are software platforms and integrations that help sales teams manage leads, deals, and customer relationships. ](/glossary/sales-crm-tools)[ #### Sales Enablement Platform The software that gives sales reps the content, training, coaching, and tools they need to close deals efficiently. ](/glossary/sales-enablement-platform)[ #### 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... ](/glossary/sales-enablement-tools)[ #### Sales Forecasting Software Sales forecasting software predicts future revenue based on pipeline data, rep activity, and historical patterns. ](/glossary/sales-forecasting-software)[ #### Sales Hiring Process The structured workflow that turns job openings into producing reps — fast enough to win top candidates. ](/glossary/sales-hiring-process)[ #### Sales KPIs The small number of key performance indicators that actually measure sales team health and drive decisions. ](/glossary/sales-kpis)[ #### Sales Management Software Sales management software is a platform that gives sales leaders tools to hire, train, coach, track, and forecast their teams. ](/glossary/sales-management-software)[ #### Sales Management Tools Sales management tools are software platforms and integrations that help sales leaders hire, coach, measure, and forecast their teams. ](/glossary/sales-management-tools)[ #### Sales Manager A sales manager is the person responsible for leading a team of sales reps to hit revenue targets. ](/glossary/sales-manager)[ #### Sales Manager Responsibilities A sales manager's responsibilities include hiring and onboarding reps, building training programs, coaching performance, managing pipelin... ](/glossary/sales-manager-responsibilities)[ #### Sales Manager Software Sales manager software is a category of tools built for sales leaders to hire, coach, track, and forecast their teams. ](/glossary/sales-manager-software)[ #### Sales Methodology A sales methodology is a framework that guides how reps run the sales process from first contact to close. ](/glossary/sales-methodology)[ #### Sales Motivation Sales motivation is the set of internal and external drivers that push reps to consistent effort and performance. ](/glossary/sales-motivation)[ #### Sales Onboarding Software The technology platform that digitizes, automates, and tracks a new sales hire's ramp journey. ](/glossary/sales-onboarding-software)[ #### 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. ](/glossary/sales-operating-system)[ #### Sales Performance Management The end-to-end operating model for setting quotas, tracking performance, coaching reps, and paying for results. ](/glossary/sales-performance-management)[ #### Sales Playbook Software Delivers structured guidance, scripts, and objection responses to reps at the exact moment they need them. ](/glossary/sales-playbook-software)[ #### Sales Prospecting Tools Sales prospecting tools are software platforms that help sales reps find, qualify, and engage potential customers. ](/glossary/sales-prospecting-tools)[ #### Sales Ramp Time The number of days between a new rep's start date and when they consistently produce at full quota. ](/glossary/sales-ramp-time)[ #### Sales Recruiting Software The technology system that sources, qualifies, and hires sales reps at scale for field sales teams. ](/glossary/sales-recruiting-software)[ #### Sales Rep Onboarding The structured process that takes a new sales hire from signed offer letter to full-quota producer. ](/glossary/sales-rep-onboarding)[ #### 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. ](/glossary/sales-rep-retention)[ #### Sales Rep Turnover The rate at which sales reps leave a company — and the silent tax on every field sales team. ](/glossary/sales-rep-turnover)[ #### Sales Reporting Software Sales reporting software turns raw sales activity, pipeline, and revenue data into dashboards leaders can act on. ](/glossary/sales-reporting-software)[ #### Sales Route Optimization Sales route optimization is the practice of planning a field rep's daily route so they spend the most time selling and the least time driving. ](/glossary/sales-route-optimization)[ #### Sales Talent Acquisition The long-term strategy for attracting and winning top sales talent, beyond just filling open seats. ](/glossary/sales-talent-acquisition)[ #### Sales Territory Mapping Sales territory mapping is the process of dividing a sales region into defined areas and assigning reps to each. ](/glossary/sales-territory-mapping)[ #### Sales Tools Sales tools are software platforms that support the sales process. ](/glossary/sales-tools)[ #### Sales Tracking Software Sales tracking software is a platform that records and reports on sales activity, pipeline progress, and revenue. ](/glossary/sales-tracking-software)[ #### 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. ](/glossary/sales-tracking-system)[ #### Sales Training Programs The structured curricula that build a sales team's product knowledge, sales skill, and process competence. ](/glossary/sales-training-programs)[ #### Solar D2D Sales The door-to-door sales model that drives residential solar customer acquisition. ](/glossary/solar-d2d-sales) ### T [ #### The Booma Effect The philosophy that drives RepCard: what you put out into the world comes back to you. ](/glossary/the-booma-effect) ### V [ #### Virtual Business Card A virtual business card is the same thing as a digital business card. A shareable, trackable mobile contact card. ](/glossary/virtual-business-card) ### W [ #### What Is Canvassing Canvassing is the practice of going door to door, street to street, or block to block to talk to people in person about a product, service, or cause. ](/glossary/what-is-canvassing) [![RepCard](/assets/repcard-white-rJqG5Fna.svg)](/) The Sales Operating System built for elite sales teams in home services. 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