6 easy steps to setting up and using Polis

 
1. Choose Contact Data: Populate targets in your Polis account by: 1. Using Polis' data to identify qualified leads.  2. Uploading your own contact list. 3. Syncing a list from a CRM.

1. Choose Contact Data:
Populate targets in your Polis account by:
1. Using Polis' data to identify qualified leads. 
2. Uploading your own contact list.
3. Syncing a list from a CRM.

2. Register Your Team: Sign up management, field reps, and canvassers through your HQ page. Once they have the app on their smartphones, they're ready to start knocking on doors.

2. Register Your Team:
Sign up management, field reps, and canvassers through your HQ page. Once they have the app on their smartphones, they're ready to start knocking on doors.

3. Set Objectives: Input the questions your residential field representatives are to ask your prospects.

3. Set Objectives:
Input the questions your residential field representatives are to ask your prospects.

4. Begin Canvassing: Walk lists automatically generate on canvassers' phones based on data and objectives that management has set. This saves administrators 15 minutes per canvasser per day, and reduces walking time by 10%.

4. Begin Canvassing:
Walk lists automatically generate on canvassers' phones based on data and objectives that management has set. This saves administrators 15 minutes per canvasser per day, and reduces walking time by 10%.

5. Collect Data: The Polis app will prompt your canvassers to collect information from each interaction and will track canvassers for potential fraud.

5. Collect Data:
The Polis app will prompt your canvassers to collect information from each interaction and will track canvassers for potential fraud.

6. Analyze and Strategize: See updates on your HQ page the instant data are collected in the field. Use Polis to track progress and direct your team.

6. Analyze and Strategize:
See updates on your HQ page the instant data are collected in the field. Use Polis to track progress and direct your team.

 

Learn more about the features of the Polis app, or request a demo.