Direct Field Operations. Drive Productivity. Track Results.

Organize and optimize field teams to ensure work is completed efficiently, territories are covered effectively and all sales opportunities are maximized.

Focus and guide field reps on executing in-store activities and promotions and push out new tasks instantly based on store conditions, competitive activities or other events.

• Retail Execution
• DSD/Van Sales

Mobile Retail Merchandising and Execution

• Direct perfect store execution with guided workflow for store tasks, promotions and new product introductions
• Increase productivity with configurable surveys and audits, easy access to planograms, documents and photos
• Improve route planning for greater efficiency
• Automate routine administrative tasks and eliminate need to print out documents for store visits

Direct Store Delivery (DSD)/Van Sales

• Gain visibility of route progress including sales, payment collections, available inventory and visit completion
• Improve effectiveness of retail execution by pushing out targeted tasks, surveys and promotional activities
• Easily configure dashboards and see key information at a single glance

Geo-Fencing
Pre-set location requirements for visits

Requires the rep to be within a pre-set perimeter of the store location to start or end a visit.

Guided Visit Plans
Direct In-Store Activities

Provide a streamlined, step-by-step guide to tasks reps need to complete for each visit.

Cycle Priorities
Improved communication

Improve communication so everyone knows the high level goals for the period.

Alerts and Triggers
Fix problems on the spot

Sends out additional tasks to rep based on conditions or activities recorded by field rep.

Expense Reports
Faster and easier processing

Captures expense reports and integrates with 3rd party reimbursement systems for processing.

Timesheets
Streamline time and mileage reporting

All information on the calls and claims are in one system and readily supports reimbursements.

Dashboards
Real time conditions in field

Track and monitor orders, deliveries, payments received and remaining inventory.

Two-Way Messaging
Closed, secure communication with field

Push out information and updates to field teams quickly and efficiently in an email-like manner.

Guided Visit Plans
Direct In-Store Activities

Provide a streamlined, step-by-step guide to tasks reps need to complete for each visit.

Alerts and Triggers
Fix problems on the spot

Sends out additional tasks to rep based on conditions or activities recorded by field rep.

Routes and Schedules
Right Store. Right Time. Right Plan

Keeps territory and store coverage in one place so managers can maximize effectiveness of field resources and time spent in-store.

Timesheets
Streamline time and mileage reporting

All information on the calls and claims are in one system and readily supports reimbursements.