x close
Nothing to display...
8 min read

Training and developing skilled field marketers

Field marketing

What is field marketing?

Field marketing involves direct – in-person – communication and engagement with customers and prospects in a specific geographic location or "field.” 

At its core, field marketing focuses on building relationships, creating brand awareness, and driving sales at the local level. Unlike traditional marketing, which may have a broader reach through mass media, field marketing is more personalized and targeted, often taking place at events, retail locations, or other local venues. 

What does a field marketer do? 

Field marketers are responsible for interacting with customers and prospects to inform, educate, influence, and persuade target audiences toward a purchasing decision. Representatives go out to meet customers, prospects, and channel partners – face-to-face – to promote the company's products, services, and brand. 

You’ll find that field marketers typically have both sales and marketing expertise and engage with customers and prospects through an array of touch points, including events, trade shows, conferences, webinars, and meetups.

Field marketing entails more than just putting your products in front of people, though. It involves sharing valuable information, listening to feedback, and creating an unforgettable brand experience.

And it’s not a one-size-fits-all approach; field marketers devise campaigns tailor-made to suit specific audiences. This means factoring in influential elements like culture, religion, and demographic information so they can connect with folks on the right level, and deliver a relatable experience that, ultimately, drives action.

Revenue Marketing Alliance's Marketing and Sales alignment playbook

Key aspects of field marketing

Now you know what field marketing is and what a field marketer does, let’s go into the fundamental aspects of field marketing.

Face-to-face interaction

Field marketers engage directly with potential customers, allowing for real-time communication and relationship building.

Localized strategies

Field marketers tailor campaigns to a local audience's specific needs and preferences, considering cultural nuances and regional variations.

Events and promotions

Field marketing often involves organizing or participating in events, product demonstrations, and promotions to showcase products or services.

Data collection

Field marketers gather valuable data on consumer behavior, preferences, and feedback, which can inform future marketing strategies – usually at the qualitative level.

Brand representation

Field marketers serve as ambassadors for the brand, helping to create a positive and memorable brand image.

Why is field marketing important?

The importance of field marketing lies in its ability to establish a direct connection with consumers, build brand loyalty, and drive immediate sales in specific local markets. It can also be instrumental in launching new products, promoting special offers, and gathering valuable insights to inform overall marketing strategies.

Field marketing allows for direct, personal brand-to-customer engagement, which helps build relationships and trust – something that you can’t get enough of! 

A primary aspect of field marketing is gathering valuable insights and feedback to inform marketing strategies. This method tends to complement other marketing channels and activities, working to drive ROI, brand awareness, and success.

How to train and develop skilled field marketers

Understanding the target audience

To properly speak to your target audience – rather than just “talking at” them via empty promotions and generic messaging – your field marketers need to develop their understanding of target customers. 

Market research

Want to truly connect with your audience? Start with a solid market research strategy. Train field marketers on how to carry out surveys, interviews, and observations – all the nitty gritty details of data collection. 

The goal? To equip them with skills to gather meaningful insights about local customers. Show them how to do it ethically, too.

Analysis is just as critical. Teach field marketers to interpret findings and extract relevant gems to inform strategy. Nothing fancy, just straightforward insights that speak to their specific engagements.

Field marketers should also know how to carry out a SWOT analysis, to identify the brands and/or product’s unique strengths and weaknesses (and, out of that, opportunities and threats). 

Buyer persona development

Buyer personas are semi-fictional representations of your ideal customers. 

Building personas based on research and data enables you to develop and promote the right products and features to the right people, in the right place, and at the right time. Connection and understanding are key. They’re the heart of a great buyer persona

Foster empathy skills so field marketers can put themselves in the customer's shoes. Immerse them in the needs, hopes, and pain points of the people they’ll meet face-to-face.

Bring those personas to life! Guide marketers in building detailed, relevant buyer personas based on real data. Let customer insights direct the creation of personas so that actually feel like real people.

As we said previously, this isn’t a one-size-fits-all marketing approach. Field marketers need to segment accordingly, tailoring approaches based on the diversity of needs in specific locations. Building accurate buyer personas helps that happen. 

Competitor analysis

SWOT analyses aren’t just for looking at your own brand or product. A strong SWOT analysis provides the perfect blueprint for sizing up the competition. Help field marketers leverage this tried-and-true tool to evaluate their positioning relative to other players in the local sphere. The insights gleaned are invaluable for strategy and decision-making.

Speaking of positioning, train field marketers to pinpoint exactly where your brand stands compared to competitors on the ground. Identify those unique selling points and areas of differentiation within specific field contexts, and lean into them.

Lastly, competitive intelligence gives your marketers an edge. Teach them to gather intel on competitor pricing, promotions, and market share – whatever is most relevant to their geographic area

Product knowledge

To speak about your product with accuracy and confidence, you need to know all about it. 

Product training

Technical specs. Practical usage. Hands-on experience. These foundational elements equip field marketers to become true product experts. Provide in-depth instruction on technical details, prioritizing knowledge field marketers can apply on the ground.

Bring the product to life through use cases that demonstrate real-world applications. This helps field marketers grasp how the product satisfies the customers’ needs they are likely to observe.

Immersion seals the deal. Give field marketers direct access to the product as they engage with customers in the field. Familiarity breeds expertise – and that enables them to leverage authentically.

Scenario-based training

Role playing. Objection handling. Thinking on your feet. Scenario training preps field marketers to tackle curveballs during customer interactions.

Simulate common questions and concerns and let field marketers practice responding persuasively and positively in context. These dress rehearsals build confidence to turn objections into opportunities.

Throw some surprises in there, too! Rapid shifts in customer dynamics keep field marketers adaptable and primed to adjust their approach effortlessly on the spot, and then reflect. 

Reflection after these real-world scenarios cements the learning.

Regular updates

Staying current is all about nurturing a continuous learning culture. Motivate field marketers to constantly improve their knowledge. When product offerings evolve, arm them with updates that are truly relevant to their field experience.

Don't just tell – show them. Regular product update sessions give field marketers insider access to changes big and small. Equip them to represent the brand authentically, sharing the latest and greatest offerings confidently within their geographic focus.

Communication skills

Selling and marketing entail more than just shouting about your product. There are specific ways to do this if you actually want people to buy from you. 

Active listening

Active listening creates connection. Show field marketers techniques like paraphrasing and clarifying so they fully grasp customer communications in the field.

Empathy and understanding also open doors. Help field marketers tune into the emotions and feelings behind the words they hear from customers. This builds rapport and forges deeper bonds.

Provide ongoing constructive feedback tied to real interactions. These insights shed light on areas for continuous listening skills and improvement specific to the field.

Effective storytelling

Stories spark interest and drive meaning. Teach field marketers to craft narratives that resonate locally. Show them how to layer in anecdotes, emotions, and examples tailored to each audience.

Leverage the brand story strategically. Ensure field marketers understand the origin, mission, and values – and can integrate this narrative naturally into field conversations. This reinforces identity on the ground.

This isn’t a quick learn – effective storytelling takes practice. Facilitate sessions for field marketers to experiment and hone their skills. This’ll provide a safe space to gain confidence for customer engagements and will help navigate (and negate) imposter syndrome.


Flexibility is fueled by cultural awareness. Stress the importance of sensitivity and adaptability to field marketers. Help them understand and respect cultural differences that may shape communication in the field.

Keep them on their toes! Quick thinking exercises force field marketers to modify their approach on the fly when customer dynamics shift. Reflection after these real-time simulations highlights lessons in improving their adaptable communication.

Cultivate a growth mentality by encouraging field marketers to reflect on past interactions and continuously refine their strategies. Every experience provides an opportunity to become more adaptive.

Event planning and execution

Who doesn’t love a great event? The key word here: Great. If you’re setting up an event, you need to make sure it’s going to provide enough value to the participants. 

Logistics management

Strategic venue selection makes all the difference. Provide field-specific criteria – like foot traffic and accessibility – to help identify event locations with maximum local impact.

Equip field marketers with skills to professionally stage equipment with hands-on setup training, and be ready for the unexpected. Train field marketers to anticipate and prepare contingency plans for potential curveballs – from technical glitches to bad weather. This nimble preparation minimizes disruptions.

Customer engagement tactics

Make it participatory! We all know that people’s attention spans are relatively short. A key way to combat this is through heightened engagement, namely, participation. Introduce interactive event components that encourage customers to dive in and shape memorable experiences.

Bring it to life. Share techniques for showcasing products and features in engaging ways within field event contexts, and equip field marketers to communicate value through action.

To boost event success from the inside out, help field marketers craft in-event promotions that pique interest and drive engagement onsite. This boosts event success from the inside out.

Post-event evaluation

Evaluation is a key aspect of any marketing strategy. You need to define your goals and analyze the outcomes to determine whether or not your campaigns or activities have been successful. This helps to inform decision-making and future practices. 

Work with field marketers to pinpoint relevant key performance indicators (KPIs) – like attendance and leads – to evaluate event impact in the field.

Survey attendees… and staff. Post-event, gather feedback from customers and field marketers alike. These insights reveal what worked and where to improve field strategy going forward.

Training and developing skilled field marketers: Key takeaways

Equipping a team of talented field marketers is no small feat. It requires dedication to honing a diverse roster of skills – from market research to logistics management and everything in between.

But the investment pays off through stronger customer connections, increased sales, and powerful brand impact at the local level.

Let’s revisit the key lessons that’ll enable field marketers to become trusted advisors and brand ambassadors:

  • Know your audience inside and out. Detailed market research, persona development, and competitive analysis should inform every localized strategy.
  • Become a product expert. Solid coaching of features via practical use cases ensures in-depth knowledge field marketers can apply convincingly.
  • Hone communication skills. Active listening, storytelling finesse, and adaptability are crucial for meaningful customer engagement.
  • Plan memorable events. Logistics mastery, engaging promotions, and evaluation tighten the loop between field activities and marketing success.

By mastering this multifaceted skill set, field marketers transform into a true on-the-ground sales and marketing force. They create lasting connections with customers while advancing brand objectives. And they gain invaluable insights to fuel future strategy – what’s not to love?

Equipped with these tools, field marketers can stride into the real world ready to deliver standout marketing with maximum local impact.

Revenue Marketing Alliance's Marketing and Sales alignment playbook

Written by:

Stevie Langford

Stevie Langford

As a Senior Copywriter here at Revenue Marketing Alliance, Stevie loves to create content that's captivating, compelling, and informative. She's always open to new ideas, so feel free to get in touch!

Read More
Training and developing skilled field marketers