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.
9:41
‹ Visit
Market Intelligence
Metro Grocer Chatswood
Checked in 9:38 AM Task 2 of 6
Shelf photo
Chilled aisle, eye level · 4 facings · $3.50 · “New” wobbler Competitor activity
Product Oat milk cold brew
Price $3.50 launch
Placement Eye level
Facings 4
POS Shelf wobbler
First seen This visit
Visit tasks
✓ Shelf audit Chilled aisle Market intelligence Competitor launch Promo compliance Cold drinks
On the phone
1 Seen once, shared with everyone The note sits on the account and in team reporting, not in one rep's head. 2 Price and position, with a photo The note records what matters to the category team, backed by the shelf photo. 3 A pattern across stores Notes 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...FieldKo Home Accounts Visits Orders Campaigns Reports Dashboards
Visit
#4630 · Metro Grocer Chatswood
Follow Edit
Account
Metro Grocer Chatswood
Planned Checked InCompleted Photos
Captured in FieldKo Atlas Chilled aisle, eye level · 4 facings · $3.50 · “New” wobbler Synced 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 FIELDKO Metro Grocer Chatswood Thu 13 Nov
Check-in 9:31 AM
Market intelligence notes 1
Photos 1
Check-out 10:20 AM
Sent to Salesforce
✓ SYNCED
Store names, people and figures in these examples are illustrative.
See this in your own org. We'll walk through Surveys and Offline sync in a demo org, using your stores and products.
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