If you run or manage a B2B field sales team, you know the headaches: lost leads, reps forgetting which doors they've knocked, and hours wasted on paperwork or clunky spreadsheets. Door-to-door B2B sales is a grind even on a good day. If you’re looking to cut the chaos and actually help your team close more deals, this guide’s for you.
I’ll walk you through how to use Salesrabbit — a field sales app built for reps on the move — to keep things organized, stop letting leads slip through the cracks, and make life easier for everyone from the new guy to the old pro.
Let’s get practical.
Why bother with yet another tool?
Look, there are plenty of field sales apps out there, and most promise the world. The reality? Most B2B teams stick with what they know: paper lead sheets, spreadsheets, and text threads. It “works”—until it doesn’t. Here’s where the right tool can save your sanity:
- No more lost leads. Every door you knock gets tracked.
- Know exactly where your team’s been — and where they haven’t.
- Faster follow-ups. No more “wait, who was that guy at the car dealership again?”
- Cleaner handoffs between reps. No turf wars or double-knocks.
That said, don’t expect magic. Salesrabbit isn’t a silver bullet, but it can take a lot of the grunt work out of your process if you use it right.
Step 1: Set up your Salesrabbit account for B2B field sales
First things first, don’t just sign up and start clicking around. A little setup goes a long way.
Get your team on board
- Who needs access? Decide who actually needs a license. Most frontline reps do, but sometimes managers just want reporting access.
- Train up. Don’t assume your team will figure it out. Block an hour for a walkthrough and set expectations early (“We’re not using the old spreadsheet anymore, folks.”)
Customize your territories
- Draw your maps. Use Salesrabbit's mapping tools to carve out territories. For B2B, don’t just use zip codes — think industrial parks, shopping centers, office buildings.
- Assign reps. Make sure every area has an owner. When two reps hit the same block, chaos reigns.
Import or build your lead lists
- Import if you can. Have a spreadsheet of business leads? Import them. Salesrabbit supports CSV uploads.
- Create as you go. For truly cold B2B, reps can add businesses on the fly. But start with a baseline list if you have one.
Pro tip: Don’t waste hours perfectly mapping territories or cleaning every lead record. Good enough is better than nothing, and you can tidy up as you go.
Step 2: Make the most of Salesrabbit in the field
This is where Salesrabbit should actually make your team’s day easier — if you avoid the common traps.
Tracking visits and notes
- Log every stop. Each time a rep visits a business, they log it in the app. This creates a running record (so you don’t knock the same door twice).
- Add real notes. Skip the “great conversation!” fluff. What actually happened? Who did you talk to? Any gatekeeper names? Real info beats generic comments.
Use pins and statuses
- Color-coded pins show which leads are new, contacted, interested, not interested, etc.
- Don’t overcomplicate. You don’t need 12 different statuses. “New,” “Contacted,” “Follow Up,” and “Closed” is usually enough.
Route planning
- Plan your route in the app. Salesrabbit’s map view helps you hit more doors with less driving.
- Cluster your visits. Don’t zigzag across town all day. Group by area and crush a block at a time.
Attach documents and photos
- Upload business cards, photos of signage, or contracts. No more digging through your car for scraps of paper.
- Keep it relevant. Only upload what’s useful for a follow-up — don’t make a photo album out of every stop.
Step 3: Keep your team accountable (without being a micromanager)
The real value with a tool like Salesrabbit is in transparency, not surveillance.
Activity tracking
- See who’s doing what. Managers can get a daily or weekly pulse: doors knocked, leads updated, follow-ups scheduled.
- Spot patterns, not just numbers. If a rep logs 50 visits but no notes or follow-ups, something’s off.
Easy handoffs
- Reassign leads when needed. Someone leaves? Vacation? Hand off their leads seamlessly in the app.
- No more “I thought you were handling it.” Everyone can see the status in real time.
Reporting
- Export what matters. Salesrabbit gives you basic reporting — think: leads touched, stages, follow-ups due.
- Don’t drown in data. Focus on 2-3 KPIs that actually move the needle: new leads added, real conversations had, deals closed.
Pro tip: If your team starts “gaming” the system — logging fake visits, adding fluff notes — that’s a culture issue, not a tech one. Talk to your team, don’t just tweak the settings.
Step 4: Integrate Salesrabbit with your other tools (but don’t obsess)
Sales teams love to dream about perfectly automated workflows, but don’t get lost in the weeds.
What’s worth connecting
- CRM integration: If you use Salesforce, HubSpot, or similar, connect Salesrabbit so new leads and notes sync automatically. This saves double entry and keeps your pipeline clean.
- Calendar and reminders: Some teams set up follow-up reminders to pop into their calendars. Handy, but not essential for everyone.
What to skip (for now)
- Over-the-top automation: Zapier chains, custom fields, and auto-email triggers sound nice but often break or confuse people. Keep it simple until you’ve nailed the basics.
- Too many custom fields: The more you add, the less your reps will fill them out. Stick to what you’ll actually use.
Step 5: Use what works, ignore what doesn’t
A lot of Salesrabbit’s features are aimed at residential door-to-door teams. For B2B, you can safely ignore:
- Script libraries: These may not fit complex B2B pitches. If you want scripts, keep them in Google Docs or Notion.
- Gamification: Leaderboards and badges sound fun, but they rarely motivate anyone past week one (unless your team’s unusually competitive).
- In-app training modules: Useful for onboarding, but don’t expect these to replace real coaching.
Focus on:
- Maps and pins: The heart of the tool.
- Notes and history: So you don’t forget who’s who.
- Easy handoffs and accountability. This alone is worth the price for most teams.
What Salesrabbit actually does well (and where it falls short)
What works:
- Stops leads from getting lost. No more “I thought you followed up with that business last week?”
- Makes it easy to see what’s happening. You get a clear picture of who’s been where.
- Mobile-first. It’s designed for reps in the field, not just managers behind a desk.
Where it falls short:
- Clunky for complex B2B sales cycles. If your deals require long nurturing, multiple contacts, or lots of documents, you’ll need to supplement with a real CRM.
- Not a magic bullet for motivation. No app will make a lazy rep hustle.
- Occasional bugs. Like any app, sometimes things don’t sync or mapping is off. Don’t expect perfection.
Summary: Keep it simple and iterate
Salesrabbit can be a solid upgrade for B2B field sales teams — if you use it to do the basics well: track who you’ve visited, keep notes, and make sure leads don’t fall through the cracks. Don’t over-engineer your setup. Start with the core features, see what actually helps your team, and tweak as you go.
The best sales process is the one your team actually uses. Keep it simple, fix what’s broken, and don’t fall for shiny features you don’t need. Happy selling.