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Industries · B2B Field Sales

KnockerOps for B2B field sales teams

Track business visits, decision-maker contacts, follow-ups, opportunities, and rep activity.

Calling on businesses instead of homes? The B2B workflow speaks that language — visits, contacts and businesses rather than doors and homeowners — and records the company and the decision maker’s role with every opportunity.

The workflow your reps see

Press Knock, then tap what happened.

Every visit starts the same way: the rep presses Knock and the GPS point and a map snapshot are saved. After that the steps are specific to B2B field sales.

  1. Step 1

    Knock

    KNOCK

    Time, GPS point and map snapshot — recorded in one tap.

  2. Step 2

    At the business

    • Contact made
    • No contact
    • Do not visit
  3. Step 3

    Interest

    • Interested
    • Not interested
    • Follow up
  4. Step 4

    Next step

    • Meeting set
    • Qualified opportunity
    • Not qualified

What reps capture

Only what this kind of sale needs — nothing borrowed from another industry’s paperwork.

  • Decision-maker contact details
  • Company and role
  • Meeting date and time

What the office sees

The dashboard and reports use this team’s own figures, by rep and by period.

  • Business visits
  • Contacts made
  • Interested
  • Meetings set
  • Qualified opportunities
  • Sales

Plus what every team gets: the knock map, visit history with snapshots, follow-ups and contacts. CSV export comes with the Team, Company and Knock packages. Location is recorded when a rep presses Knock — never in the background.