A rep audits a tire dealer's display stand, point-of-sale and rack stock, and requests replacement POS from the forecourt.
The story
Marcus · Field rep · Westside Tires, Penrith
Marcus arrives at Westside Tires in Penrith at 10:15. The dealer audit has eleven questions: is the brand display stand on the forecourt, is the summer promo POS up, and how many of the six focus sizes are on the rack. The stand is there, but the banner is sun-faded and the counter card is missing. Four of the six sizes are in stock. He takes three photos and requests a new banner and counter card in the survey.
9:41
‹ Visit
Dealer Audit
Westside Tires Penrith
Checked in 10:15 AMTask 11 of 11
Photos
Faded bannerRack · 4 of 6 focus sizes
Display and POS1 of 3
Display stand on forecourtOn shelf
Summer promo bannerMissing
Counter cardMissing
Focus sizes in stock4 of 6
205/55 R16On shelf
215/60 R16On shelf
225/45 R17Missing
225/65 R17On shelf
235/55 R18Missing
265/65 R17On shelf
On the phone
1The same audit at every dealerEvery dealer is checked against the same questions, so the network compares like with like.
2Stock on the rack, not on paperMarcus counts the focus sizes in stock, so gaps are found at the dealer.
3Ask for POS on the spotReplacement point-of-sale is requested in the survey, so it's sent without a separate email.
In Salesforce, after sync
Marcus syncs at 10:50. The POS request is with marketing before lunch.