Field Sales Training

YOUR FIELD TEAM IS ALONE FOR FIVE DAYS A WEEK.

Whatever they do in front of a customer, nobody sees it, and nobody corrects it.

Selling Excellently™, our ten-module B2B sales method, for territory and field teams. Onsite or live online, across India and the Gulf.

Or call +91 88062 88042

9,000+ Salespeople Trained
100+ Companies
15+ Countries
2017 Training Sales Teams Since

THE PROBLEM WITH FIELD SALES SPECIFICALLY

A trainer working with a field sales team in a conference room
  1. 1

    A field salesperson makes most of their decisions in a car park, a corridor or a plant gate, with nobody to ask. The manager sees the outcome in a CRM entry written afterwards, which records what happened and not what was said.

    Car park Corridor Plant gate
  2. 2

    So the two things that would improve performance, correction and a shared method, are the two things the structure of field sales removes.

    Correction A shared method
  3. 3

    That is not a management failure. It is the geography of the job. But it means field teams drift apart faster than inside teams, and the gap between the best and average performer widens rather than closes.

Question

When did a manager last hear one of your field team in a live customer conversation?

Sound Familiar?

THIS IS FOR YOU IF

  1. 01

    Performance varies widely across people covering similar territories.

  2. 02

    Your managers do joint field visits and come back having taken over the conversation.

  3. 03

    Reports are filed and nobody can tell from them what actually happened in the meeting.

  4. 04

    New joiners take six months or more to become productive.

  5. 05

    Your team sells through distributors or dealers and treats them as customers rather than as a channel.

WHAT THE PROGRAMME IS

Selling Excellently™ is our method for complex B2B selling: ten modules covering the full arc of a deal, from creating opportunities through to closing and holding the account. For field teams the diagnosis most often weights four:

Field sales professionals attending a Selling Excellently session
01

Territory and account planning

Deciding where the time goes, which is the field salesperson’s single highest-leverage decision and the one nobody reviews.

02

Access and stakeholder mapping

Getting past the contact you already know.

03

Building the value case

Quantifying in the customer’s numbers rather than presenting a product.

04

Price defence

Holding the line in a conversation nobody else witnesses.

01

Duration

Two days of core training, inside a three to six month engagement.

02

Format

Onsite, live online, or blended.

03

Languages

English, with Hindi, Gujarati and Tamil through certified trainers.

04

Group size

Typically 12 to 20.

05

Who delivers

A certified Selling Excellently™ trainer.

WHAT YOU GET

  • Managers who know what happens in front of the customer, not only what the CRM says afterwards.
  • Joint visits that develop the salesperson, instead of the manager taking over the deal.
  • More consistent performance across similar territories.

THE MANAGER’S PART

Field sales training that does not change what the manager does on a joint visit changes nothing for long.

Most joint field visits are not coaching. The manager attends, the conversation gets difficult, the manager takes over, the deal is saved and the salesperson learns nothing. We train managers to observe, debrief and correct without taking the conversation over, using the IMPACT™ structure.

The Bigger Picture

WHERE THIS SITS IN THE SYSTEM

  1. 1

    Diagnose

    Joint field visit observation where possible, win and loss review, what reports actually capture.

    Sales Diagnostics
  2. 2

    Build Capability

    Selling Excellently™, weighted to territory planning and access.

    Sales Training Programme
  3. 3

    Coach the Manager

    Observing and debriefing without taking over.

    Manager Coaching
  4. 4

    Reinforce

    Monthly clinics on live opportunities, plus AI-based practice between visits.

    Sales Training Reinforcement
  5. 5

    Measure

    Joint visits observed rather than led, baselined at diagnosis.

    How We Work
Before And After

WHAT GETS MEASURED

Joint field visits where the manager observed rather than led.

Accounts where a second relationship exists beyond the known contact.

Value cases presented, as distinct from quotations issued.

Time for a new joiner to reach first independent win.

Discount conceded against list, by person.

Coverage: accounts seen against accounts assigned.

Baselined before the programme begins. Targets agreed in writing.

FREQUENTLY ASKED QUESTIONS

Our team is spread across several states. Can training reach them?

Yes, and it is the normal case. Core training onsite where the team can gather, then live online clinics for the monthly cadence, which is what keeps it alive between visits.

We sell through distributors. Is this the right page?

Partly. If your team’s main job is equipping a channel rather than selling direct, Channel & Distribution is the better fit. Many field teams do both, and the diagnosis establishes the mix.

Our managers already do joint field visits. What would change?

Usually what happens during them. The common pattern is that the manager rescues the conversation, which saves the deal and teaches nothing. Observing and debriefing is a different skill and it is learnable.

How do you train something nobody can observe?

Through what the salesperson can reconstruct afterwards, through live roleplay against real accounts, and through clinics where the team works live opportunities in front of each other.

TWO QUESTIONS, BEFORE YOU SPEND ANYTHING

1

What do your field reports tell you about what was said, rather than what happened?

2

How long does a new field joiner take to close something without help?

IF THOSE ARE UNCOMFORTABLE TO ANSWER

If those are uncomfortable to answer, twenty minutes on the phone is a reasonable place to start. If the gap is not capability, we will say so.

Book a 20-Minute Diagnostic Call

WHAT HAPPENS NEXT

  1. A 20-minute call

    You tell us what you are seeing. We tell you what we would look at first, and whether training is likely to be the answer.

  2. A written diagnosis, in about two weeks

    Your own data, and interviews with your salespeople and managers, separately.

  3. A programme only if you need one

    Built on your deals, with measures and review points agreed in writing before anything starts.

Field sales in short

Field sales training for territory and channel teams who spend most of the week alone with customers. We change what happens in front of the customer and what managers do on joint visits, so performance becomes more consistent across territories.