Field Sales and Service Management

Close Deals in the Field. Not After.

Equip teams with mobile-first tools to sell, install, and service in real time without system dependencies

Capabilities

Part of a Unified Monetization Platform

Connected across billing, CRM, and inventory to enable real-time field execution.

AI Powered Churn Management

Predict and prevent churn in real time. AI analyzes 70+ lifecycle signals to identify risk early, trigger targeted offers, and recover failed payments through intelligent retry logic.

AI Powered Customer Experience & Operations

Unify billing, entitlements, and CRM into one view. Enable agents to resolve issues, adjust plans, and act instantly with AI-driven next best actions.

Appstore and Platform Distribution

Launch across platforms without complexity. Pre-built SDKs handle validation, sync, and entitlements across Apple, Google, Roku, and Amazon.

B2B Billing

Handle enterprise billing without manual work. Support hierarchies, usage-based pricing, and flexible invoicing across complex contracts.

Billing, User Management and Monetization

Run flexible monetization at scale. Manage subscriptions, bundles, and user access while optimizing pricing and upsells with AI.

CPQ

Configure products and offers without code. Build bundles, pricing rules, and promotions dynamically with full control.

CRM

Give agents a complete customer view. Manage billing, usage, and entitlements in one place while enabling instant actions and support.

Field Sales and Service Management

Equip field teams to sell and service on the go. Enable real-time access to products, customers, and inventory with full workflow automation.

Global Identity Management

Enable secure and flexible access. Support social login, enforce entitlements, and manage multi-user accounts with precision.

Global Payments and Tax

Process payments globally with higher success rates. Support local methods, ensure tax compliance, and optimize transactions with AI.

Integrated Campaigns

Run targeted campaigns driven by real data. Use billing and behavior signals to automate upsell, retention, and engagement flows.

Marketplaces

Build and manage partner ecosystems. Bundle services, unify billing, and automate onboarding and revenue sharing.

Revenue Recognition

Automate compliant revenue reporting. Support ASC 606 and IFRS 15 with flexible, multi-book accounting.

Wholesale and Partner Management

Manage partners, pricing, and settlements in one system. Automate revenue sharing, billing models, and multi-party workflows.

What It Does

Bring Sales and Service Closer to the Customer

Field teams should not depend on back-office systems to close deals or resolve issues. This capability gives them full access to products, subscribers, and workflows on mobile.

 

From sales to installation to service, everything happens in one system, in real time.

Mobile Sales Applications

Configure plans, process payments, and activate services on-site

Inventory Management

Track devices, SIMs, and equipment across all locations

Dealer Management

Manage partner hierarchies, performance, and access

Automated Commission Engine

Calculate commissions based on sales and performance rules

Service Management Tools

Enable installations, troubleshooting, and support in the field

Use Cases

Built for On-Ground Execution at Scale

Handle sales, installations, and service workflows without operational delays

Scenario

Managing end-to-end subscriber acquisition and installation in the field

Problem

Disconnected systems slow down sales, provisioning, and activation

Solution / Impact

Enabled mobile-first workflows for sales, installation, and support. Accelerated deployments and improved field productivity.

Scenario

Transitioning customers to hybrid and digital service models

Problem

Field teams lack tools to sell, install, and educate in one interaction

Solution / Impact

Enabled bundled sales, device installation, and onboarding in a single workflow. Improved adoption and reduced repeat visits.

Scenario

Scaling fiber installations across multiple locations

Problem

Inventory gaps and coordination issues delay activations

Solution / Impact

Enabled real-time inventory tracking and installation workflows. Improved efficiency and reduced delays in service activation.

Benefits

Operate Faster in the Field

Increase Field Productivity

Enable teams to sell and activate without system delays

Automate Commission Management

Remove manual tracking with real-time calculations

Improve Inventory Visibility

Track and allocate equipment across all locations

Platforms

Built on the Evergent Monetization Platform

Extends core billing, CRM, and product systems to the field with real-time mobile access and workflows.

Evergent Monetization Platform

The complete commerce layer unifying billing, payments, CRM, and revenue optimization.

Evergent Partner Management

Automate complex B2B2C revenue sharing and partner distribution workflows at global scale.

Evergent Payments

Global payment processing with smart routing, fraud prevention, and optimized authorization performance.

Evergent Captivate

Predict involuntary churn and optimize payment recovery with AI-powered intelligence.

Get Started

Put Your Field Teams in Control

Close faster, install quicker, and resolve issues on the spot with a single system