Customers

How field teams run FieldKo.

FieldKo is used by consumer goods brands, merchandising agencies and sales teams. These scenarios describe four common setups, with customer details left out.

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Used in the field by teams at
FonterraLactalisNatures OrganicsKumho TireTradewareVector Logistics
Brand · Shelf health and ranging

A consumer goods brand measuring shelf execution store by store.

Each retailer stocks a different range. The brand needed a consistent way to check it and score the shelf, and to see the results next to its other Salesforce data.

How it runs in FieldKo
  • Product sets for each account's contracted range
  • Core ranging and barcode scanning in store
  • A Shelf Health Scorecard with weighted questions, tested before go-live
  • Scores and gaps reported in Salesforce and Power BI
Agency · Proof of service

A merchandising agency showing clients what was done in every store.

Clients wanted evidence that each store was serviced and what the shelf looked like, not just a timesheet.

How it runs in FieldKo
  • Check-in and check-out with location and distance from the store
  • Before and after photos on pack-outs
  • A reason recorded for every unfinished task
  • Visit summary PDFs for each completed visit
  • A client portal on Salesforce Experience Cloud for each brand partner
Brand · Territory coverage

A field sales team organized by branch and division.

Account access had to match how the business is organized, with branches, divisions and account teams, and every store needed a regular visit.

How it runs in FieldKo
  • Account access through Salesforce sharing and account teams
  • Call cycles and visit frequency for each account
  • Visit Planner and Field Campaigns for the team's month
  • Transfer Visits to cover leave
Inside sales · Outbound call visits

A customer service team running outbound calls like visits.

Calls to customers needed the same structure as store visits: planned ahead, with set questions and a record of the outcome.

How it runs in FieldKo
  • Outbound calls set up as their own visit type
  • Call Planning from a list of accounts
  • Surveys for consistent questions on every call
  • Outcomes reported alongside field visits
Best practices

Free guides from the field.

Field Team ManagementHow brands and merchandising agencies can execute as one teamSet clear standards, evidence rules and review cadences when store work is delivered through partners.3 min readRetail Execution ExcellenceThe perfect-store framework: what good looks likeDesign a practical store-health scorecard across availability, assortment, shelf, promotions and service.5 min readField Team ManagementTerritories, routes and call cycles that field teams can actually deliverBuild realistic visit plans that balance opportunity, travel, store access, leave and priority campaigns.3 min read
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See your own scenario in FieldKo.

Tell us which of these is closest to your team, and we'll walk you through it in the app and in Salesforce.

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