In order to gather market research, it can be beneficial to determine some things about who your target prospect or market is, who your existing customers are now, the landscape of your market and past referrals. To figure out what neighborhoods to target you can think about where your existing clients are now or where your customers are best served. Think about what is common about the clients you have now and determine if you are serving their needs, if you can sell additional services or products to them, and if you should go back to those areas. It is also good to think about your product and if you are in an area where your product can be financially supported. Having a successful referral program in place can have a great impact on business and figuring out if you sales reps are using it can help determine if there is work needed to improve it.

Once you have gathered your market research, determine if you want to go back to neighborhoods you know or if you’re going to try new places. Think about past referrals you have received and areas that you have done well in previously, this can be done by utilizing our system dashboards, dispatch, etc. Thinking about your crews’ safety in the areas chosen is an important factor to consider.

With Phixel, your reps will be able to capture prospect/lead information all through their mobile device. It is available both in the Android and Apple app stores and has an easy to use interface. You can save the customer’s name, phone number, address, location, and even photo. You will be able to lookup the name and phone from the data on the search bar and you are also able to view the prospect history. The information captured can be organized by neighborhood and prospect zone.

A neat feature on Phixel is the ability to customize. You can set up triggers to fit your business needs, you can create custom templates, set up personalized status types for accounts and set the pin style you’d like. As Manager, you can receive notifications and get copied on all appointments, you can view rep locations and toggle on/off tracking. You can also manage the user by creating teams and assigning users to them, set users as active or inactive, and create geographic zones (polygons) for user assignments.