At a glance
The challenge
Prism Johnson's field teams are out nearly every day finding opportunities, visiting counters and following up. Their work was tracked by hand, communication down a long chain of managers was slow, and performance across teams was hard to compare.
What we built
Fieldproxy set the system up in Prism Johnson's own structure and terms: a hierarchy from national to state, region, branch and territory, leads and visits created in the app, counter visits and counter meets as separate records, business development events with their attendees, and offline capture for poor coverage areas.
The results
- First processes live in about two months
- Managers told the moment a sale is made
- Follow-up visits scheduled from the app when a sale is not
- Business development events and attendees tracked from 2023
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Get DemoThe job: a field team on every counter
Prism Johnson is one of the largest integrated building materials companies, and its field teams are its link to the market. Every day they travel to find prospects, visit counters, push for orders and set up follow-ups, inside a hierarchy of managers that stretches from national level down to territory.
All of that ran by hand. Measuring performance was manual, and any change took a long time to travel down the chain.
What we built: Prism Johnson's structure, in the app
Territory hierarchy
Teams are set up from national to state, region, branch and territory, so tasks and schedules go to the right people with a few clicks.
Leads and visits
Field staff create leads, schedule visits and take orders in the mobile app. Managers are notified as soon as a sale is made, and when it is not, a follow-up visit is scheduled from the app.
Counter visits and counter meets
Each is its own record, with the cement brands at the counter captured on the visit.
Business development events
Events and their attendees are recorded with automatic start and end times, and roll up into dashboards.
Offline capture
Visits and sales are recorded with no network and sync when the phone is back in coverage.
How the work flows now
A field executive starts the day, works through scheduled visits and new leads, records each counter visit with the brands on the counter, and logs any order on the spot. Managers see sales as they happen and every visit rolls up through the territory hierarchy, so performance can be compared team by team.
How it went
First 2 months
Leads, visits, orders and offline capture live.
Next
Business development events added.
Today
Brand tracking and territory views in place.
