Skip to content

Liquor & on-trade Field reps In storeWorks offline

A 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.

The story

Hannah · Field rep · The Red Lion, Clapham

Hannah visits The Red Lion in Clapham at 2:30, after the lunch trade. The on-trade audit has nine questions: is the lager font lit, is branded glassware in use, are the drip mats and menu listing current. The font is lit and the glassware is right, but the drip mats are last season's and the menu lists the wrong ABV. She photographs both, requests new drip mats in the survey and agrees the menu fix with the manager, Sean.

Pub bar with a lit lager font, branded pint glasses and worn rubber drip mats on the counter — Font lit · branded glassware · old drip mats

On the phone

The brand's standards, every pubThe same nine questions in every outlet make the estate comparable.
Photos where it mattersThe font, the glassware and the menu are photographed, so the brand sees the bar.
Request POS on the spotNew drip mats are requested in the survey, without a separate email.

In Salesforce, after sync

Hannah syncs at 3:05. The POS request is with the field marketing team that afternoon.

Pub bar with a lit lager font, branded pint glasses and worn rubber drip mats on the counter — Captured in FieldKo AtlasFont lit · branded glassware · old drip matsSynced

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

Surveys Offline sync

FIELDKOThe Red Lion ClaphamThu 6 Nov

Check-in2:30 PM

Audit9/9

Photos3

POS requested1

Check-out2:58 PM

Sent toSalesforce

✓ SYNCED

Related examples

On 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 On the phoneWorks 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.Store visits & call cyclesSurveysOffline syncBen · Field rep · The Corner Cellar, Marrickville 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

← All examples All liquor & on-trade examples →The problem this solves: What's actually on the shelf? →

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

See this in your own org.

We'll walk through Surveys and Offline sync in a demo org, using your stores and products.