Channel
Liquor & on-trade examples
Bottle shops, pubs and venues, where the person who agreed the display isn't always on shift. These stories show how reps record what they find and why.
6 examples
On the phoneWorks Offline
Promo not up, reason recorded
A bottle shop hasn't built the funded display, and the rep records why, so the national account manager can fix it with head office.SurveysOffline syncBen · Field rep · Cellar Door Liquor, NewtownOn the phoneWorks OfflineNew store, first visit
A rep signs up a new bottle shop in the app, with its contact and trading details, and completes the first visit in the same stop.Store visits & call cyclesSurveysOffline syncBen · Field rep · The Corner Cellar, MarrickvilleOn the phoneWorks OfflineStore history before walking in
Before walking into a pub, the rep sees the last visit's notes, score, open tasks and order, so the conversation starts where it left off.Store visits & call cyclesOffline syncBen · Field rep · The Royal Hotel, LeichhardtIn SalesforceManager alerted when a check fails
When a rep answers "No" to a must-pass compliance question, a flow notifies the manager with the store and the answer, as soon as it syncs.AutomationSurveysChris · Salesforce admin · Head officeIn SalesforceNot on Salesforce? It's included
A brand with no Salesforce gets FieldKo in its own new Salesforce org, with the Salesforce licenses included in one FieldKo subscription.Salesforce setupNick · Head of field sales · [Mid-size drinks brand]On the phoneWorks OfflineA pub's taps and point-of-sale, audited
A rep audits a London pub's font, glassware and point-of-sale against the brand's standards, and requests new drip mats from the bar.SurveysOffline syncHannah · Field rep · The Red Lion, ClaphamStore names, people and figures in these examples are illustrative.
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