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Voze guides

Field-sales playbooks built for reps in trucks.

Practical guides for VPs of Sales, sales managers, and ops leaders running field teams at industrial distributors and dealers. Why old CRMs failed. How to run a Voze pilot. What the manager workflow actually looks like when reps capture by voice.

Featured guide

Why your CRM never worked for field reps — and what to build instead.

Every distributor and dealer has tried Salesforce. Most of them watched it fail. This guide unpacks why — and lays out the architecture of a field-first system of record reps will actually use.

Adoption 9 min read For VPs of Sales

"Your reps aren't bad. The tool was bad. It was built for someone behind a desk, not someone in a truck."

From the Voze talk track
Adoption
Long readFor VPs & sales managers

The modern field-sales playbook.

Most "sales acceleration" was built for reps behind desks. Field sales runs on different physics — and accelerating it starts with one thing nobody has solved before.

7 min read Replaces sales acceleration guide
Adoption
PlaybookFor sales leaders

The voluntary adoption playbook: 80%+ rep buy-in in 90 days.

Mandates produce 20–40% adoption. Voluntary capture produces 80%+. Here's the rollout sequence that gets reps using Voze without anyone forcing them.

8 min read Updated this quarter
Manager visibility
Field guideFor sales managers

Field visibility without surveillance.

How sales managers run a Friday-afternoon review on a real dataset — patterns across reps, competitor mentions, follow-ups committed — without becoming the compliance officer reps stop trusting.

7 min read For sales managers
Field intelligence
PlaybookFor VPs & sales ops

From voice notes to closed deals: the field-intelligence playbook.

Bauer Built turned 97 captured signals into roughly 15% closed business inside 12 months. The mechanics of how field signals become revenue — and the dashboards that surface them in time.

9 min read Includes Bauer Built data
Manager visibility
FrameworkFor sales managers

Coaching B and C reps with real field data.

Most coaching conversations run on memory and Monday-morning vibes. Here's a five-question framework managers run weekly against the rep's own captured visits — and the moves that actually lift the middle of the team.

6 min read For sales managers
Integrations
Technical guideFor RevOps & IT

Connecting your DMS to what reps actually hear.

MaddenCo, Karmak, CDK, Procede — how Voze ties field conversations back to the accounts and parts your DMS already tracks, so you can see what customers say next to what they buy.

8 min read Covers 6 DMS platforms
Pilots & rollout
PlaybookFor VPs of Sales

Designing a 90-day Voze pilot that proves itself.

One region. Three to five reps. 90 days. The exit criteria, the weekly check-ins, and the one number that tells you whether the pilot is real — or whether you should pull the plug before quarter-end.

6 min read Pilot template included
Field intelligence
ExplainerFor everyone

What a 30-second voice note actually captures.

Anatomy of a single Voze entry — the account, contact, product, competitor mention, and follow-up the AI pulls out, plus what it does (and doesn't) push back to your DMS.

4 min read Annotated example
Adoption
Internal playbookFor champions & sponsors

Selling Voze internally: 10 objections you'll get from your own team.

"We already pay for Salesforce." "My reps won't use anything new." "Sounds like a note-taking app." How to answer the objections you'll hear inside your own building — phrased the way a VP of Sales actually talks.

7 min read Talk track included
Adoption
Foundational readFor VPs of Sales

Why your CRM never worked for field reps.

The 30-year history of trying to get reps to type into a database — why it failed, why it's not the rep's fault, and what changed about voice that finally makes field capture solvable.

9 min read Foundational
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Long-form guide

The complete Sales Acceleration Guide for industrial distributors.

Our long-form playbook on running a modern field-sales motion at a distributor or dealer. Read it cover-to-cover, or pull the chapters you need.

  • Why field-sales productivity has stalled — and what's finally changing
  • Building a rep workflow your team actually wants to use
  • The manager rituals that turn captured field data into revenue
Long read · 7 min

The modern field-sales playbook.

Most "sales acceleration" was built for reps behind desks. Field sales runs on different physics — and accelerating it starts with one thing nobody has solved before.

For VPs & sales managers Read the guide
From guide to product

Ready to see Voze in your reps' hands?

A 30-minute demo sized to your locations, your DMS, and your team's shape. We'll show you the rep flow, the manager dashboard, and what signal capture looks like in your vertical.

No credit card · 30-min call · We come prepared