GroceryField repsIn store

A shelf photo, shared with the team in Chatter

A rep posts a competitor display to Chatter from the app and mentions her manager, so the team sees it within minutes.

The story

Mia · Field rep · Metro Grocer Chatswood

At 12:15 Mia spots a competitor's new floor display at Metro Grocer Chatswood, with a two-for-$6 offer. She has signal at the front of the store, so she opens Chatter in FieldKo Atlas, takes a photo with the paperclip, and posts it with a mention of her manager, Claire. Claire replies within ten minutes and shares it with trade marketing. Two other reps comment that the same display is in their stores.

‹ Visit
Slack
Chatter
Metro Grocer Chatswood
Checked in 12:02 PMTask 3 of 7
Photo attached
Competitor floor display stand by the supermarket entrance with a 2 for $6 header card
Competitor floor display · 2 for $6 · store entrance
@Claire competitor floor display, 2 for $6, Chatswood
PostPosted 12:15 PM
ToMy Followers
MentionsClaire (Manager)
Related toMetro Grocer Chatswood
On the phone
  1. Chatter, inside the appReps post, comment and mention colleagues without leaving FieldKo Atlas.
  2. Photos in the postWhen attachments are enabled, a photo goes straight into the post.
  3. Mentions reach the managerClaire gets a notification, and the post sits on the store’s Chatter feed in Salesforce.
In Salesforce, after sync

The post is in the team's Chatter feed in Salesforce straight away.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Chatter post
Mia L.
FollowEdit
Owner
Mia
Photos
Competitor floor display stand by the supermarket entrance with a 2 for $6 header card
Captured in FieldKo AtlasCompetitor floor display · 2 for $6 · store entranceSynced
Details
Posts
1
Mentions
1
Photos
1
Replies
3
To
My Followers
Related to
Metro Grocer Chatswood
Captured by
Mia · Field rep
Source
FieldKo Atlas mobile app
Checked in
12:02 PM
Captured offline
No
One visit, itemized

Everything this visit sent back to Salesforce.

Each line is a record in your own org, under your permissions, reportable with the tools your team already uses.

Features in this example
FIELDKOMetro Grocer ChatswoodThu 13 Nov

Posts1
Mentions1
Photos1
Replies3

Sent toSalesforce
✓ SYNCED
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← All examplesAll grocery examples →The problem this solves: We find out on Friday →

Store names, people and figures in these examples are illustrative.

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