Accelerating Sales Efficiencies with Photo and Video Collaboration: Field Sales Teams and Estimators Unite

November 7, 2023

In a rapidly evolving, highly competitive business landscape, the field sales team and company's success depends on efficiency, adaptability, accuracy, and responsiveness. One powerful tool that's revolutionizing the way innovative field sales professionals operate is visual collaboration with estimators. Field sales professionals use photos to capture and share project details without requiring estimators to leave the office.  In this article, we'll explore how visual collaboration with photos, videos, comments, and annotations empowers field sales teams to close sales faster and deliver a superior customer experience.

1. Real-Time Documentation, Collaboration and Consultation

Gone are the days of back-and-forth photo and video chaos with texts, emails, phone calls, or way-back fax machines. There is no more waiting for estimators to make physical site visits to discuss and create estimates. The Pixly visual collaboration platform with photos, videos, tags, markups, annotations, and tasks allows field sales teams to instantly connect with estimators, sharing visual data and documentation from the field. This real-time communication facilitates immediate consultations, speeding up the decision-making process. Everything is time, date, and 

location stamped and not intermingled with personal photos or at risk of running out of storage.

2. Precision in Estimation Documentation

Visual collaboration with photos and videos enables savvy estimators to view the site or product in question remotely, giving them a clearer understanding of the project's scope. This leads to more accurate estimations, reducing the likelihood of costly errors, delays, or disputes later in the sales process. Clients also benefit from transparent and precise estimations. Sales teams can deliver estimates faster, even while on site, which shortens sales cycles and increases company revenues. 

3. Visual Proof and Customization

The ability to instantly and automatically share real-time photos, videos, and annotations with estimators enhances the sales team's capacity to provide visual proof of a product's suitability or a service's feasibility. Pixly enables customizing tags, marking up photos, and allowing sales professionals to illustrate how their offerings meet clients' unique needs, boosting confidence and trust.

4. Faster Turnaround Times

Photo and video collaboration accelerates the estimation process by eliminating geographical and time barriers. Estimators can assess projects and provide estimates without the need for on-site visits. This results in faster turnaround times, allowing sales teams to respond promptly to client inquiries, which is essential in a competitive market. Estimators can add tags and ask questions where everything is kept together and organized. 

5. Enhanced Customer Engagement

Field sales teams can take clients on virtual tours of facilities, properties, or product demonstrations using Pixly photos and videos. This level of engagement and interactivity not only sets them apart from competitors but also allows clients to make quicker and more informed decisions.

6. Improved Sales Team Productivity

Pixly makes it easier for field sales professionals to collaborate with estimators and share their insights. This results in better resource allocation, streamlining the sales process, and improving overall productivity. Time previously spent on travel, email, administrative tasks, or redundant communication can now be directed towards core sales activities.

7. Stronger Client Relationships

Faster response times and enhanced collaboration contribute to better customer relationships. Clients appreciate prompt and informed responses, which can lead to increased satisfaction and loyalty. In the long run, this can translate into repeat business and referrals.

8. Reduction in Costs

Reducing the need for frequent site visits or travel can significantly reduce expenses, making the sales process more cost-effective. Pixly helps teams operate more efficiently and economically.

9. Adaptability and Resilience

In today's fast-paced and increasingly remote working environment, photo and video collaboration by Pixly enhances the adaptability and resilience of field sales teams. They can seamlessly adapt to changing market conditions and unexpected circumstances without compromising productivity.