Included with Core365
From the First Knock to the Signed Contract.
Step365 gives field sales teams the tools to manage territories, track door-to-door activity, capture leads, schedule appointments, and generate proposals and contracts, all connected to Core365. Give your representatives the tools they need in the field while keeping managers informed with real-time activity and performance visibility.
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Step365 brings field sales activity into Core365, connecting what happens at the door with the rest of your sales operation.
Managers assign territories, organize sales teams, and monitor field activity. Representatives use their mobile devices to navigate assigned areas, record door-knocking outcomes, capture leads, and schedule appointments.
As opportunities move forward, representatives can access customer information, prepare proposals, and generate contracts using Core365's built-in capabilities or connected platforms, depending on your configuration.
Activity and sales information flows back into Core365, giving managers visibility into territory coverage, representative performance, appointments, and sales results without relying on disconnected spreadsheets or manual reporting.
Organize your field sales operation with mapped territories and clear assignments. Step365 helps managers define service areas, assign representatives, and coordinate canvassing activity. Field teams can view their assigned territories, record door-knocking outcomes, and manage leads directly from their mobile devices. With territory and activity information connected to Core365, managers can see where their teams are working and evaluate coverage and performance.
Managing a sales team shouldn't depend on end-of-day spreadsheets or manually collected updates. Step365 provides visibility into representative activity, appointments, sales results, and historical performance. Managers can review activity across territories and teams, identify areas that need attention, and use the information to coach representatives and make informed decisions. Available location tracking, reporting, and performance views depend on your company's permissions and configuration.
When a homeowner or prospect is interested, your representative can capture their information and schedule the next step directly from the field. Step365 connects appointment scheduling with lead information and sales activity, helping teams stay organized and reduce the friction between the initial conversation and the next customer interaction. Representatives can manage their appointments while managers maintain visibility into scheduled opportunities.
Field sales shouldn't stop because a representative needs to return to the office to prepare paperwork. Step365 connects representatives to the proposal and contract workflows available in Core365. Depending on the company's configuration, teams can use built-in capabilities or integrations with external proposal and contract platforms. Representatives can move opportunities forward from their mobile devices while keeping customer and sales information connected to the broader Core365 workflow.
Whether your team sells solar, roofing, home services, security, or other products through field sales, Step365 helps organize territory-based selling and connect field activity with your operations.
Give representatives a practical way to manage their day while providing managers with the visibility needed to lead their teams.
Specific proposal, contract, and industry workflows can be configured around the systems your business uses.
From territory assignments and first conversations to scheduled appointments and signed contracts, Step365 helps your sales team work within one connected system.
