Channel
Convenience & petrol examples
Small stores, fast visits, cooler and counter displays. These stories show how reps check promotions and take orders in convenience and petrol.
11 examples
On the phoneWorks Offline
Promo compliance, 12 of 12
A merchandiser confirms a summer promo end is built to plan with a 12-question survey and three photos, all saved with no signal.SurveysOffline syncAisha · Merchandiser · Harbourside Fuel & GoOn the phoneWorks OfflineOrder from the shelf, signed on the spot
The rep builds an 18-unit order from the store's price book and the manager signs on the phone, with no signal in the store.OrdersOffline syncJosh · Field rep · Riverside Fuel & GoOn the phoneWorks OfflineOut of stock, logged with a photo
Vision AI counts facings against the planogram, confirms two lines are out of stock, and the account manager is alerted within the hour.Vision AICore rangingOffline syncAisha · Merchandiser · Northside Fuel & GoOn the phoneWorks OfflineNearby account added to the day
Between visits, the map shows an overdue store two streets away, and the rep adds it to today as an unplanned visit.Route planningStore visits & call cyclesJosh · Field rep · Riverside Fuel & Go areaOn the phoneWorks OfflineMissed check-in, reminded
A rep running behind gets a reminder 15 minutes after a planned start, taps it and checks in, so the visit isn't lost.Visit remindersStore visits & call cyclesJosh · Field rep · Harbourside Fuel & GoIn SalesforceCall compliance and strike rate, by rep
A field sales manager sees each rep's share of planned visits completed and share of visits that produced an order, on one dashboard.Reporting & Power BIOrdersClaire · Field sales manager · Sydney Metro teamIn SalesforceAn outbound call, run like a visit
An inside sales rep works through 28 planned calls to small accounts, with the same questions on every call and orders taken on the phone.Store visits & call cyclesSurveysOrdersEllie · Inside sales rep · Customer service teamIn SalesforceCalls and visits, in one report
A sales manager sees field visits and outbound calls side by side, and moves 40 low-volume stores from visits to calls.Reporting & Power BIStore visits & call cyclesClaire · Field sales manager · Sydney Metro teamOn the phoneWorks OfflinePrice-marked packs, checked in a symbol store
A rep checks a UK convenience store is stocking the brand's price-marked packs, not the plain packs, and records the gap.Core rangingBarcode scanningOffline syncJames · Field rep · Hartley's Convenience, LeedsOn the phoneWorks OfflineOrder taken in store, sent to the cash and carry
A rep takes an order in a UK independent and sends it to the store's wholesaler, so the retailer doesn't have to re-order it.Turn-in ordersOrdersJames · Field rep · Patel's Food & Wine, BradfordIn SalesforceA new field, on every rep's phone
An admin adds a "Cooler type" picklist to the account in Salesforce and it appears in the app after reps sync and reset.Salesforce setupChris · Salesforce admin · Head officeStore names, people and figures in these examples are illustrative.
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