Briggs+Walker

Briggs+Walker is a suite of solutions designed to assist face-to-face agencies, fundraisers, lotteries, energy companies, publishers and newspapers, and retailers in enhancing their field sales operations. The vendor claims that it offers tools for efficiently planning and managing sales representatives, measuring performance, improving sales conversions, and minimizing data entry errors. This software solution is intended for businesses of all sizes.

Key Features

Location Manager: Users can centrally manage field marketing, fundraising, and sales activities. They have the ability to plan and organize sales/fundraising teams for optimal conversions. The tool allows for easy assignment of territories to agencies and teams, while also providing the capability to regulate and monitor activities in specific areas.

Campaign Manager: Users can create and manage campaigns from one centralized control. They can design and deploy campaigns using customizable templates. Real-time campaign reports provide insights into performance, which can be shared with clients.

Field Sales App: The app enables sales representatives to present, propose, and close deals while on the move. Users can create custom forms or utilize templates for efficient data capture. They can also create routes and target potential customers for door-to-door sales. The app further facilitates the signing of digital contracts and processing of payments in real-time.

Smart Form Builder & Templates: Users can easily build custom forms or utilize pre-designed templates for data capture. The tool incorporates smart data validation to ensure accurate data collection. Users can also create branded proposals for sales and fundraising, and access a library of ready-to-go form templates.

Door-to-door Smart Planning: The tool optimizes door-to-door lead management through the creation of walking routes and the ability to specify routes for optimal results. Users can blacklist uninterested houses and ensure data quality and error prevention through voice-logging.

Digital Contracts & Payments: Users can close deals promptly with digital contracts that can be customized and validated in real-time. The tool supports instant and secure payments through globally supported gateways. Users can also enable signup track back for accurate data capture.

Real-time Geo Tracking: Users can monitor field teams in real-time through a live map view. They can define or limit canvassing areas using geo-fencing controls and track field agent statistics and performance. This feature ensures compliance with local rules and regulations.

Address-based Canvassing: Users can access vital data about households before approaching them. They can send field representatives only to relevant addresses to improve conversions. The tool also allows for the provision of address-specific information for personalized pitches, aiming to increase sales by targeting the most promising locations.

Predictive Heat Maps: Users can identify high-potential target areas through color-coded maps that combine sales history with third-party data for accurate predictions. This feature allows for the optimization of sales by sending teams to the best performing locations and increasing conversions.

Regulatory Compliancy: Users can request permits and ensure compliance with local rules and regulations. They can create custom rules to optimize team shifts and campaigns, and monitor and regulate field sales activities using live map controls. The tool also ensures compliance with GDPR regulations for data protection.