ProspectIQOpen workspace

Field sales for Level 3 Financial Solutions

Know where to go.
Know what to ask.

Find local merchants, research how they take payments, and walk in with a conversation tailored to the business. Keep your routes, visit notes, and follow-ups in one place.

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Illustrative field sales workflow
A plan for the next conversation

The field sales workflow

From territory search to the next follow-up

  1. Discover

    Build a local prospect list

    Search by industry, city or ZIP code, and radius. Save the businesses worth a closer look.

  2. Research

    Know what to ask

    Review public website evidence for payment, booking, and other business tools. Use estimated merchant category codes and interchange scenarios to guide your questions.

  3. Visit

    Walk in with a plan

    Schedule stops on your calendar. Open a 60-second brief with an opener, questions, and a next step tailored to the prospect’s stage.

  4. Follow up

    Keep the conversation moving

    Log visits, statement requests, and proposals. Schedule follow-ups and record projected monthly income after reviewing a statement.

Website findings describe what’s visible online. Use the conversation or a processing statement to verify in-store providers and actual rates.

Start with your territory.

Open ProspectIQ