Coaching from the photos
Before a one-to-one, a field manager reviews a rep's last ten shelf photos and scores in one view and coaches on what she sees.
The story
Claire · Field manager · Sydney Metro team
Claire has a one-to-one with Tom at 4:00. At 3:40 she opens his last ten visits in Salesforce: shelf photos, scores and notes side by side. His average score is 84%, but three stores show the same thing: promo stock on the shelf with no shelf talker. She picks two photos to show him. The conversation is about one specific habit, with the evidence on screen, rather than a general talk about "standards".
In Salesforce
Claire prepares in 20 minutes before the one-to-one.
- Ten visits, one viewPhotos, scores and notes from a rep's recent visits sit together on screen.
- Patterns you can seeThe same miss in three stores shows a habit, not an accident.
- Coaching with evidenceReal photos make feedback specific, and fair.
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 exampleFIELDKOTom R.last 10 visits
Visits10
Average score84%
Photos reviewed34
Coaching points1
Sent toSalesforce
✓ SYNCED
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