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Liquor & on-trade Field reps In storeWorks offline

New 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.

The story

Ben · Field rep · The Corner Cellar, Marrickville

The Corner Cellar opened in Marrickville three weeks ago. Ben walks in at 4:10 and meets the owner, Priya Shah. He creates the account in FieldKo Atlas: trading name, address, opening hours, and Priya as the main contact with her mobile and email. He then starts the first visit and runs the new outlet survey: range, fridge space and preferred delivery day. Everything is saved on the phone and reaches Salesforce when he syncs.

Shopfront of an independent wine shop with bottles in the window and an A-board outside — Shopfront

On the phone

Create the account in the storeNew accounts and contacts are added in the app, so nothing waits for head office.
First visit, same stopThe visit and its survey attach to the new account straight away.
One record in SalesforceThe new account syncs into your org, ready for the sales team and reporting.

In Salesforce, after sync

Ben syncs at 4:55. The new account is in Salesforce with its first visit.

Shopfront of an independent wine shop with bottles in the window and an A-board outside — Captured in FieldKo AtlasShopfrontSynced

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

Store visits & call cycles Surveys Offline sync

FIELDKOThe Corner Cellar MarrickvilleWed 12 Nov

Account created4:12 PM

Contacts1

Survey9/9

Photos2

Check-out4:44 PM

Sent toSalesforce

✓ SYNCED

Related examples

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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, Newtown On the phoneWorks Offline

Store 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, Leichhardt In Salesforce

Manager alerted when a check fails

When a rep answers "No" to a must-pass compliance question, a flow notifies the manager with the store and the answer, as soon as it syncs.AutomationSurveysChris · Salesforce admin · Head office

← All examples All liquor & on-trade examples →The problem this solves: Another app reps won't open →

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

See this in your own org.

We'll walk through Store visits & call cycles, Surveys and Offline sync in a demo org, using your stores and products.