πŸ” ISS/OSP Command Center

Your Private Command Center for High-Performance Selling

This page is the starting line for every productive day. Every Inside Sales Specialist (ISS) and Outside Sales Professional (OSP) logs in here to access their personalized dashboard, track sales momentum, follow up with leads, and view real-time results.

Secure Access

Time-stamped sessions

Role-Based

ISS & OSP dashboards

πŸ’¬ You're not just logging in.

You're clocking in to close.

πŸ”‘ Secure Login

Access your personalized sales dashboard

Forgot Password?

πŸ”’ Security Notice: Every login is time-stamped and tied to your activity profile β€” ensuring transparency and full security compliance for both ISS and OSP teams.

🧭 What You'll Unlock Inside

Once authenticated, your personalized dashboard will reveal a complete command center designed for high-performance selling - tailored specifically for ISS and OSP teams

βœ… 1. Assigned Territories & Customers

Your geographic command center (ISS & OSP)

ISS: View ZIP/city assignments | OSP: Field routes & territories
Filter leads by status: open, closed, pending, and scheduled
Access contact info, service history, notes, and appointments
Campaign tracking: ISS (phone/email) | OSP (door-to-door/field)

πŸ“ 2. Lead Management & Daily Logs

Complete lead lifecycle tracking (ISS & OSP)

ISS: Phone/inbound leads | OSP: Field-generated leads
Log calls, visits, presentations, and follow-up outcomes
Status updates: interested, quoted, scheduled, closed, no-show
Internal notes, photos (OSP), and attachments per record

πŸ“Œ Examples:

ISS: "Mike G. – GenPest Inquiry – 2nd Quote Delivered"
OSP: "Sarah K. – Commercial site visit – Bundle presentation scheduled"

πŸ’° 3. Commission & Bonus Tracker

Real-time earnings dashboard (ISS & OSP rates)

ISS: 5-8% rates | OSP: 7.5-12.5% rates by service type
Source tracking: phone, email, field visits, door-to-door
Weekly, monthly, and quarterly earnings comparisons
🚨 ISS Alert: "You're $150 away from Tier 2"
🎯 OSP Goal: "2 more commercial bundles for bonus"

πŸ“Š 4. Performance Metrics

Real-time performance tracking (ISS & OSP)

Goal tracking: daily, weekly, monthly targets for both teams
Sales funnel: ISS (Calls β†’ Quotes β†’ Closes) | OSP (Visits β†’ Presentations β†’ Sales)
Conversion rates by territory, service type, and campaign source
Milestone alerts: first close, streak bonuses, leaderboard rankings

🧾 5. Client Timeline & History

Complete customer journey tracking (ISS & OSP)

View every touchpoint per customer:
1
ISS: Inquiry date | OSP: First contact/visit
2
Quote sent / presentation delivered
3
Follow-up calls / return visits made
4
Sale closed / contract signed
5
Service scheduled / completion tracked

Track individual close timelines to identify your strengths and optimize your sales process for both phone and field interactions

πŸ“ 6. Activity Report Submission

End-of-shift reporting for ISS & OSP teams

End-of-shift summary form tracks:
ISS: # calls made | OSP: # sites visited
New leads generated and logged
Follow-ups scheduled and appointments set
Daily wins, challenges, and manager notes

Manager auto-receives reports for both ISS and OSP team reviews

GPS tracking (OSP) and time-tracking elements included

πŸ”„ Optional Dashboard Add-ons

Enhance your daily workflow with powerful productivity boosters and gamification features for both ISS and OSP teams

πŸŽ“ Learning Center

ISS & OSP skill development

Direct link to comprehensive training with phone scripts, door-to-door rebuttals, presentation techniques, and best practices for both teams.

🧩 Daily Tips

Role-specific insights

"Today's Top Tip" pop-ups featuring winning phone scripts, field presentation techniques, objection handling, and trending service insights for your role.

πŸ“ˆ Branch Comparison

Regional benchmarking

Compare your performance to branch and regional averages to identify improvement opportunities.

πŸ“₯ Hot Lead Alerts

Instant notifications

Instant message alerts when your manager assigns a priority lead requiring immediate attention.

πŸŽ‰ Daily Streaks

Achievement system

Gamified notifications for maintaining daily activity streaks and hitting consecutive performance goals.

πŸ”” Smart Alerts

Performance warnings

"You're off pace in Termite sales this week β€” follow up with hot leads" and other performance alerts.

πŸ”’ Role-Based Access Control

Your dashboard is personalized and secure β€” you only see what you need to see

πŸ‘¨β€πŸ’Ό ISS & OSP Access Rights

Your Own Customers & Territory

ISS: Assigned customer base | OSP: Field routes & commercial sites

Your Regional Performance

Geographic territory data, leaderboards, and performance metrics for your market

Your Earnings & Trackers

Personal commission tracking, daily submissions, and goal progress for your role

🚫 Access Restrictions

Other Reps' Data

No access to other representatives' customer data

Management Modules

Administrative functions reserved for managers only

System Configuration

No access to system settings or configuration

Role Management

Role upgrades and permission changes are handled exclusively by manager login. All access levels are audit-logged for security compliance.

πŸ’¬ Why This Page Matters

This page is more than a login screen.
It's your digital launchpad

β€” giving you instant visibility into the opportunities you own, the progress you've made, and the next steps to keep winning in both inside sales and field operations.

Instant Visibility

See all your opportunities, territories, and performance metrics in one unified dashboard - whether calling leads or visiting sites

Real Progress

Track your actual results, commissions, and goal progress in real-time for both phone sales and field operations

Next Steps

Get clear direction on what to do next to maximize your selling success, whether managing calls or field visits

πŸš€ Your Complete Sales Command Center

Territory & customer management (ISS phone + OSP field)
Lead tracking & daily activity logs (calls + visits)
Real-time commission & bonus tracking (role-specific rates)
Performance metrics & goal progress (ISS & OSP leaderboards)
Complete customer journey history
Automated activity report submission
Gamification & achievement tracking
Secure, role-based access control

Ready to Transform Your Sales Day?

Log in now to access your personalized dashboard and start maximizing your selling potential

You're not just logging in.

You're clocking in to close.