Problems we solve

The promo went live and half the stores didn't build it

You funded the display and the price. Three weeks later the sales data says half the stores never built it.

What it looks like today

  • Promo instructions go out by email and nobody knows which stores read them.
  • Compliance is checked on a sample, if at all.
  • The reason a display wasn't built (no stock, store refused, no space) is never recorded.

What changes

One field campaign sends the same promo tasks to every store in the program. Merchandisers answer the same compliance survey with photos. Managers see compliance by state and rep within days of launch, with the reason for every miss and the photos behind every answer.

Examples

See it fixed, one visit at a time.

In Salesforce

Field campaign to 300 stores in one go

Trade marketing sends the same five launch tasks to 312 stores in one campaign and tracks completion by region as reps sync.Tasks & field campaignsReporting & Power BIHannah · Trade marketing manager · Head officeOn the phoneWorks Offline

Promo compliance, 12 of 12

A merchandiser confirms a summer promo end is built to plan with a 12-question survey and three photos, all saved with no signal.SurveysOffline syncAisha · Merchandiser · Harbourside Fuel & GoIn Salesforce

Promo compliance by region, Tuesday morning

Two days into a promo, the national sales manager sees compliance by state and rep, and drills into the photos from stores that missed it.Reporting & Power BISurveysRob · National sales manager · Head officeOn the phoneWorks Offline

Promo 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, Newtown

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

Know by Tuesday, not by the sales data.

Tell us about your next promo and we'll show you how it would run in FieldKo.

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