Onboarding New Customers in the Field: From First Visit to First Order

The first impression builds a relationship

A slow or paper onboarding delays the first order and leaves an unprofessional impression. Fast digital onboarding turns the first visit into a first sale and a relationship that starts with trust.

Steps of effective onboarding

• Capture customer data and tax number digitally.
• Open the account and set the price tier.
• Set a suitable initial credit limit.
• Place the first order instantly on the visit.

A customer base that grows by system

When the rep onboards and orders in one visit, your base grows fast with clean data. Organized onboarding is the basis of wider coverage and bigger sales.

FieldSales gives your reps orders, ZATCA invoices, collection and van stock from one app. Try it free for 10 days.