GroceryField repsIn storeWorks offline

Competitor launch spotted

A rep photographs a competitor's new line on day one and logs it as market intelligence the whole team can see.

The story

Tom · Territory rep · Metro Grocer Chatswood

At 9:50 Tom notices a competitor's new oat milk cold brew at eye level in the chilled aisle of Metro Grocer Chatswood, with a $3.50 launch price and a shelf wobbler. It wasn't there last week. He photographs the shelf and logs a market intelligence note on the account: product, price, position and four facings. By the afternoon two other reps have logged the same line in their stores, and the category manager can see where it's landing.

‹ Visit
Market Intelligence
Metro Grocer Chatswood
Checked in 9:38 AMTask 2 of 6
Shelf photo
Competitor oat milk cold brew, four facings at eye level in the chilled aisle, $3.50 price ticket and a New shelf wobbler
Chilled aisle, eye level · 4 facings · $3.50 · “New” wobbler
Competitor activity
ProductOat milk cold brew
Price$3.50 launch
PlacementEye level
Facings4
POSShelf wobbler
First seenThis visit
Visit tasks
  • ✓Shelf auditChilled aisle
  • Market intelligenceCompetitor launch
  • Promo complianceCold drinks
On the phone
  1. Seen once, shared with everyoneThe note sits on the account and in team reporting, not in one rep's head.
  2. Price and position, with a photoThe note records what matters to the category team, backed by the shelf photo.
  3. A pattern across storesNotes from several reps show how widely and how fast a competitor is landing.
In Salesforce, after sync

Tom syncs at 10:30. By 3:00 the report shows the line in three stores.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#4630 · Metro Grocer Chatswood
FollowEdit
Status
Completed
Account
Metro Grocer Chatswood
Owner
Tom
Visit Date
Thu 13 Nov
PlannedChecked InCompleted
Photos
Competitor oat milk cold brew, four facings at eye level in the chilled aisle, $3.50 price ticket and a New shelf wobbler
Captured in FieldKo AtlasChilled aisle, eye level · 4 facings · $3.50 · “New” wobblerSynced
Visit Details
Check-in
9:31 AM
Market intelligence notes
1
Photos
1
Check-out
10:20 AM
Product
Oat milk cold brew
Price
$3.50 launch
Placement
Eye level
Facings
4
POS
Shelf wobbler
First seen
This visit
Captured by
Tom · Territory rep
Source
FieldKo Atlas mobile app
Checked in
9:38 AM
Captured offline
Yes
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

Check-in9:31 AM
Market intelligence notes1
Photos1
Check-out10:20 AM

Sent toSalesforce
✓ SYNCED
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Shelf gap, fixed same visit

Vision AI flags a shelf gap from one photo; the rep fills it from the back room and the score moves from 78% to 92% before she leaves the aisle.Vision AICore rangingShelf Health ScorecardsPriya · Territory rep · Metro Grocer Bondi Junction
On the phoneWorks Offline

Core range, 5 of 7 on shelf

The rep checks a store's contracted range line by line, finds two lines missing and leaves with a reason and a follow-up for each.Core rangingBarcode scanningOffline syncTom · Territory rep · Corner Fresh Randwick
On the phoneWorks Offline

Price check, three wrong tickets

A merchandiser checks shelf prices against the account's price list and photographs three tickets that are wrong, so they're fixed before the weekend.SurveysOffline syncAisha · Merchandiser · Metro Grocer Surry Hills
← All examplesAll grocery examples →The problem this solves: What's actually on the shelf? →

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

Related reading

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