Problems we solve

Some stores haven't been visited in months

Every store has a visit frequency. Whether it's being met is hard to see, and leave or a resignation quietly breaks it.

What it looks like today

  • Call cycles live in a spreadsheet that doesn't match the visit history.
  • When a rep is away, their stores go unvisited until they're back.
  • Overdue stores surface when a retailer complains.

What changes

Call cycles and recurring visits are set per account in Salesforce, and reps see them in the app. A report shows every store overdue this cycle. When someone is away, Transfer Visits moves their visits, tasks and history to a colleague in minutes.

Examples

See it fixed, one visit at a time.

In Salesforce

Transfer a week of visits to cover leave

A rep calls in sick and the territory manager moves eight visits to a colleague in two minutes, so every store is still covered.Transfer visitsStore visits & call cyclesDan · Territory manager · Inner West territoryIn Salesforce

Which stores haven't been visited this cycle

A territory manager filters the call cycle report to overdue stores and finds nine, three of them over 30 days.Store visits & call cyclesReporting & Power BIDan · Territory manager · Inner West territoryIn Salesforce

Casual's visits moved by lunchtime

A casual merchandiser doesn't show, and the agency moves eight visits to the nearest colleague before lunch, so every brand's stores are still serviced.Transfer visitsStore visits & call cyclesRachel · Agency operations manager · Sydney officeOn the phoneWorks Offline

Recurring visit, already in the calendar

A fortnightly visit is set up once, and the next three are already in the merchandiser's app, so no store slips off the cycle.Recurring visitsStore visits & call cyclesLeah · Merchandiser · Metro Grocer Bondi Junction

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

See which stores you're missing.

Share your call cycle and we'll show you how coverage would look in FieldKo.

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