Role
Examples for field reps
Stories from the rep's side of the visit: checking in, working through tasks and syncing at the car. Each one shows the Atlas screen and the record it leaves in Salesforce.
30 examples
On the phoneWorks Offline
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 JunctionOn the phoneWorks OfflineCore 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 RandwickOn the phoneWorks OfflineBarcode scan finds a delisted line
A barcode scan in a pharmacy turns up a product that's no longer in the account's price book, and the account manager is told before the next order.Barcode scanningCore rangingOffline syncSam · Field rep · Harbour Pharmacy CoogeeOn the phoneWorks OfflinePromo not up, reason recorded
A bottle shop hasn't built the funded display, and the rep records why, so the national account manager can fix it with head office.SurveysOffline syncBen · Field rep · Cellar Door Liquor, NewtownOn the phoneWorks OfflineOrder from the shelf, signed on the spot
The rep builds an 18-unit order from the store's price book and the manager signs on the phone, with no signal in the store.OrdersOffline syncJosh · Field rep · Riverside Fuel & GoOn the phoneWorks OfflineCooler purity check
A rep photographs the brand's own cooler in a quick-service restaurant and finds a competitor's drinks on two shelves.SurveysOffline syncJosh · Field rep · Burger Bar, ParramattaOn the phoneWorks OfflineCheck in with no signal
A rep checks in from the back of a store with no coverage; the time and location are saved on the phone and reach Salesforce at the next sync.Offline syncStore visits & call cyclesPriya · Territory rep · Metro Grocer Bondi JunctionOn the phoneWorks OfflineNine tasks, one visit, synced at the car
A whole pharmacy visit is done with no signal, then nine tasks, a survey and 14 photos upload in two minutes from the car park.Offline syncSurveysSam · Territory rep · Harbour Pharmacy CoogeeOn the phoneWorks OfflineShelf Health Scorecard, weighted
The shelf is scored against the brand's own weights for availability, facings, price and promo, so the rep knows what to fix first.Shelf Health ScorecardsCore rangingSurveysPriya · Territory rep · Metro Grocer PaddingtonOn the phoneWorks OfflineNew store, first visit
A rep signs up a new bottle shop in the app, with its contact and trading details, and completes the first visit in the same stop.Store visits & call cyclesSurveysOffline syncBen · Field rep · The Corner Cellar, MarrickvilleOn the phoneWorks OfflineCompetitor launch spotted
A rep photographs a competitor's new line on day one and logs it as market intelligence the whole team can see.SurveysOffline syncTom · Territory rep · Metro Grocer ChatswoodOn the phoneWorks OfflineStore contact changed at the counter
A hardware store has a new manager, and the rep updates the contact and preferred visit day in the app before he leaves.Store visits & call cyclesOffline syncLiam · Field rep · Trade Depot AlexandriaOn the phoneMonday morning download
A rep logs in with her Salesforce username and her whole week (accounts, visits and surveys) is on the phone before she leaves home.Offline syncStore visits & call cyclesMia · Field rep · North Shore territoryOn the phoneWorks OfflineToday's route, planned at the kitchen table
A rep sees today's twelve visits on a map, adds two nearby accounts and sets the best order between stops before leaving home.Route planningStore visits & call cyclesSam · Territory rep · Eastern Suburbs territoryOn the phoneWorks OfflineStore history before walking in
Before walking into a pub, the rep sees the last visit's notes, score, open tasks and order, so the conversation starts where it left off.Store visits & call cyclesOffline syncBen · Field rep · The Royal Hotel, LeichhardtOn the phoneWorks OfflineNearby account added to the day
Between visits, the map shows an overdue store two streets away, and the rep adds it to today as an unplanned visit.Route planningStore visits & call cyclesJosh · Field rep · Riverside Fuel & Go areaOn the phoneWorks OfflineLeave request from the car
A rep requests a day of leave from the app, the manager approves it in Salesforce, and that day's visits move to a colleague.Leave requestsTransfer visitsLiam · Field rep · South West territoryOn the phoneSync at the end of the day
Six visits done mostly offline, one sync at 5:02, and every check-in, answer, order and photo is in Salesforce by 5:06.Offline syncStore visits & call cyclesMia · Field rep · North Shore territoryOn the phoneWorks OfflineVisit summary PDF to the store
At check-out, the rep emails the store a one-page summary of what was done, so the store manager has a record too.Store visits & call cyclesOffline syncSam · Territory rep · Harbour Pharmacy CoogeeOn the phoneWorks OfflineTurn-in order reaches the wholesaler
An order taken in store is checked, sent to the wholesaler with a transmission reference, and the store gets a signed PDF in minutes.Turn-in ordersOrdersTom · Field rep · Corner Fresh RandwickOn the phoneWorks OfflineTire display and POS audit
A rep audits a tire dealer's display stand, point-of-sale and rack stock, and requests replacement POS from the forecourt.SurveysOffline syncMarcus · Field rep · Westside Tires, PenrithOn the phoneWorks OfflineIncident logged in store
A rep finds damaged stock, tells the store manager and logs a High-priority incident with a photo before moving on.IncidentsOffline syncPriya · Territory rep · Metro Grocer Bondi JunctionOn the phoneWorks OfflineUnfinished tasks, carried to the next visit
At check-out the rep copies two unfinished tasks to the store's next visit, so they're waiting for whoever goes next.Store visits & call cyclesOffline syncTom · Territory rep · Corner Fresh RandwickOn the phoneWorks OfflineMissed check-in, reminded
A rep running behind gets a reminder 15 minutes after a planned start, taps it and checks in, so the visit isn't lost.Visit remindersStore visits & call cyclesJosh · Field rep · Harbourside Fuel & GoOn the phoneWorks OfflineYour numbers, on the phone
Between stores, a rep checks her own call compliance and promo results on a dashboard in the app, even with no signal.DashboardsReporting & Power BIMia · Field rep · North Shore territoryOn the phoneWorks OfflinePrice-marked packs, checked in a symbol store
A rep checks a UK convenience store is stocking the brand's price-marked packs, not the plain packs, and records the gap.Core rangingBarcode scanningOffline syncJames · Field rep · Hartley's Convenience, LeedsOn the phoneWorks OfflineA pub's taps and point-of-sale, audited
A rep audits a London pub's font, glassware and point-of-sale against the brand's standards, and requests new drip mats from the bar.SurveysOffline syncHannah · Field rep · The Red Lion, ClaphamOn the phoneWorks OfflineOrder taken in store, sent to the cash and carry
A rep takes an order in a UK independent and sends it to the store's wholesaler, so the retailer doesn't have to re-order it.Turn-in ordersOrdersJames · Field rep · Patel's Food & Wine, BradfordOn the phoneWorks OfflinePharmacy range, checked against the planogram
A rep checks a UK pharmacy's cough and cold range before winter and finds two lines missing from the planogram.Core rangingSurveysOffline syncPriya · Territory rep · Brook Street Pharmacy, ManchesterOn the phoneA 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.SlackChatterMia · Field rep · Metro Grocer ChatswoodStore names, people and figures in these examples are illustrative.
See what a store visit looks like in FieldKo.
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