Problems we solve

We find out on Friday

Your reps work all week, then spend Friday afternoon typing it up. By the time you see it, the stores have moved on.

What it looks like today

  • Visit notes live in a notebook, a spreadsheet or an email until the end of the week.
  • A promo that wasn't built on Monday is found in Friday's report, or in next month's sales data.
  • Managers chase reps for updates instead of acting on them.

What changes

Every visit lands in Salesforce as records when the rep syncs, usually minutes after they leave the store. Check-ins, survey answers, photos, orders and unfinished tasks with their reasons are there the same day, ready for the reports and dashboards your team already uses.

Examples

See it fixed, one visit at a time.

On the phoneWorks Offline

Nine 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 phone

Sync 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 territoryIn 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 officeIn Salesforce

Exceptions report: every unfinished task and its reason

A field manager reviews every task left undone last week, grouped by reason, and finds one store refusing displays three weeks running.Reporting & Power BIStore visits & call cyclesClaire · Field manager · Sydney Metro team

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

See Tuesday's visits on Tuesday.

Show us how your team reports its week today, and we'll show you the same week in FieldKo.

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