Channel
Hardware & trade examples
Large-format bays, fixture resets and trade counters. These stories show pack-outs, contact changes and display checks in hardware and trade stores.
4 examples
On the phoneWorks Offline
Pack-out, before and after
A merchandiser sets a new planogram on a hardware bay, and the before and after photos and the time on the job sync to Salesforce.Pack-outsOffline syncLiam · Merchandiser · Trade Depot AlexandriaOn the phoneWorks OfflineStore contact changed at the counter
A hardware store has a new manager, and the rep updates the contact and preferred visit day in the app before he leaves.Store visits & call cyclesOffline syncLiam · Field rep · Trade Depot AlexandriaOn the phoneWorks OfflineLeave request from the car
A rep requests a day of leave from the app, the manager approves it in Salesforce, and that day's visits move to a colleague.Leave requestsTransfer visitsLiam · Field rep · South West territoryIn SalesforceLarge order, approved before it ships
Any order over $5,000 is sent for approval when it syncs, and the key account manager approves it in Salesforce.OrdersApprovalsAutomationRob · National account manager · Head officeStore names, people and figures in these examples are illustrative.
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