Cooler purity check

A rep photographs the brand's own cooler in a quick-service restaurant and finds a competitor's drinks on two shelves.

The story

Josh · Field rep · Burger Bar, Parramatta

Josh visits Burger Bar in Parramatta at 2:30, after the lunch rush. The brand supplied the venue's drinks cooler on the condition that it holds only the brand's products. He opens the Cooler Purity Survey and photographs each of the four shelves. Shelves one and two hold a competitor's energy drinks, about 30% of the cooler. He records a purity score of 70%, notes the owner's name, and a task is created for his next visit.

Vision AI is a paid add-on.

‹ Visit
Cooler Purity Survey
Burger Bar Parramatta
Checked in 2:30 PMTask 1 of 3
Shelf photos
Branded drinks cooler in a burger restaurant with four shelves of bottled drinks
Whole cooler
Close-up of the top cooler shelf holding a row of pink bottled drinks
Shelf 1 close-up
Brand-only shelves2 of 4
Shelf 1Missing
Shelf 2Missing
Shelf 3On shelf
Shelf 4On shelf
Cooler purity
70%
Target 100% · competitor product on shelves 1 and 2
On the phone
  1. Shelf by shelfThe survey asks for a photo of each shelf, so the score is backed by evidence.
  2. A score that comparesPurity is scored the same way in every venue, so the worst coolers are easy to find.
  3. The follow-up is bookedA low score raises a task on the account, so the conversation happens at the next visit.
In Salesforce, after sync

Josh syncs at 3:05. The cooler shows on the purity report with its photos.

Search...
FieldKoHomeAccountsVisitsOrdersCampaignsReportsDashboards
Visit
#5151 · Burger Bar Parramatta
FollowEdit
Status
Completed
Account
Burger Bar Parramatta
Owner
Josh
Visit Date
Fri 7 Nov
PlannedChecked InCompleted
Photos
Branded drinks cooler in a burger restaurant with four shelves of bottled drinks
Captured in FieldKo AtlasWhole coolerSynced
Close-up of the top cooler shelf holding a row of pink bottled drinks
Captured in FieldKo AtlasShelf 1 close-upSynced
Brand-only shelves
ProductStatus
Shelf 1Missing
Shelf 2Missing
Shelf 3On Shelf
Shelf 4On Shelf
Visit Details
Cooler purity
70%
Note
Target 100% · competitor product on shelves 1 and 2
Task
Discuss cooler agreement with owner, next visit
Captured by
Josh · Field rep
Source
FieldKo Atlas mobile app
Checked in
2:30 PM
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
FIELDKOBurger Bar ParramattaFri 7 Nov

Check-in2:30 PM
Survey8/8
Shelf photos4
Purity70%
Tasks raised1
Check-out2:52 PM

Sent toSalesforce
✓ SYNCED
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← All examplesAll foodservice & qsr examples →The problem this solves: What's actually on the shelf? →

Store names, people and figures in these examples are illustrative. Vision AI is a paid add-on.

Related reading

ProductRetail Audit Surveys and Field Data Capture →

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