FieldKo for Brands

Know what's on the shelf in every store.

Check your range, score shelf compliance from a photo, take orders and roll out promotions across every account. Every result lands in your Salesforce org.

See the Features
Works offlineNative to SalesforceiOS and Android
9:52
Core RangingMetro Grocer Bondi Junction
71%5 of 7 on shelf2 products missing
All 7On Shelf 5Missing 2
Sparkling Water 330ml24
Sparkling Water 1.25L12
Cold Brew 250ml18
Cold Brew 1LMissing
Oat Bar Original30
Oat Bar Choc Chip16
Oat Bar Variety 24pkMissing
Save
Vision AI shelf score92%
Synced to SalesforceJust now
What brands need from the field

Three questions every store visit should answer.

The questionHow FieldKo answers it
01Is our range on the shelf?A product missing from the shelf is a lost sale.
Reps check each contracted product, store by store. Anything missing is flagged during the visit, so the rep can restock or take an order before leaving.
02Did the promotion go up as planned?A display that never gets built is wasted trade spend.
Vision AI checks facings, price tags and promo signage from a photo, so you know the display you paid for was built. If the score drops below target, the manager gets an alert.
03Did it happen in every store?One good store doesn't mean every store got the same attention.
Field campaigns put the same tasks in front of every rep and account, so you can see which stores are done and which still need a visit.
Every answer is recorded in Salesforce. Photos, scores and visit records upload on sync, so your reports and dashboards show which stores are compliant and which still need work.
Core Ranging

See which contracted products are in each store.

Reps record which of an account's contracted products are on the shelf, with quantities if your company tracks them. Your admin sets up the product sets once in Salesforce.

Product sets matched to each account's contractOptional quantities per productRecorded offline, synced to Salesforce
Range on shelf, by accountThis call cycle
Metro Grocer Bondi Junction5/7
Corner Fresh Randwick7/7
Harbour Pharmacy Coogee4/6
Northside Foods Chatswood6/7
FacingFacingFacingGapPromoPromoPrice Tag
FacingsGapPromo signagePrice tag
Vision AIPaid Add-on

AI that sees the shelf for you.

Take a photo of the bay and FieldKo picks out the products, facings, price tags and promo signage in a few seconds, so reps stop counting by hand and you can compare shelf share from one store to the next.

Smart Camera runs quality checks as the photo is taken, so the image is usable before the rep leaves the aisle.

From photo to action

When a shelf slips, the right manager hears about it.

Vision AI turns store photos into scores, reports and alerts, so a problem on the shelf is fixed on the next visit, not the next quarter.

No model trainingProducts, shelf position, stock counts, facing orientation and promo tags are identified from the first photo, with no pre-training on your range.
Total shelf healthAnalyse your products and competitor products on the same shelf to measure share of shelf across every store.
AI visit reportsEach visit is written up as a short report with a compliance score, how the store is trending and what needs doing next.
Threshold alertsWhen a store drops below the compliance score you set, such as 92%, the responsible manager is notified straight away.
Place an Order

Turn a gap on the shelf into an order.

Reps build a cart from the account's price book, capture the customer's signature, and submit, even with no connection. Price books and contracts are set up in Salesforce.

Order SummaryStandard Price Book
Metro Grocer Bondi Junction
Sparkling Water 12 × 330ml−6+
Cold Brew 4 × 250ml−12+
Oat Bar Variety 24pk−2+
Customer Signature
J. Chen · 10:22 AM
Place Order · 20 Units
FieldKo · Field Campaign
Summer Promo Rollout
Visit template: Promo Setup · 4 tasks
Metro Grocer Bondi Junction
A. Nguyen
Completed
Corner Fresh Randwick
A. Nguyen
In Progress
Northside Foods Chatswood
J. Patel
Not Started
Harbour Pharmacy Coogee
S. Walker
Completed
Field Campaigns

Roll out the same work across every store.

Plan visits with the same tasks across many accounts and reps at once. Keep reusable account lists for regular rollouts, and track every visit's status from Salesforce.

Promo Setup · 6 of 6 Stores
Visit templates add tasks and surveys in one stepReusable account setsObjectives to set targets and track progress
For managers

Plan the whole team's month from Salesforce.

Managers plan, roll out and track field work in Salesforce. Reps see the plan in the FieldKo Atlas app after their next sync.

Read the manager guide →
ObjectivesSarah K. · Call cycle 4
Week 2
Task typeTargetPlannedDoneShelf audit403831Core ranging404036Promo check201812Pack-out12129
Visit Calendar and Visit PlannerPlan one-off and recurring visits for each rep, and clone visits or a whole call plan into a new period.
Call Planning and Account MapPlan visits from a list of accounts, or pick the stores from a map.
Field CampaignsPlan the same tasks across many accounts and reps at once, such as a promotion rollout or a range review. Visits that already exist get the campaign's tasks added.
Account Sets and visit frequencySave reusable lists of accounts, and set how often each account should be visited. Accounts show when the next visit is due.
Transfer VisitsHand a rep's Not Started visits to someone else, for example while the rep is on leave.
ObjectivesSet targets per task type for each call cycle, and track target, planned and completed counts by week and by account.
Rep map and attendanceSee each rep's visits, current location and last check-in. Attendance records login and logout times, the location trail and time worked.
Visit summary PDFsA PDF of each completed visit, with notes, survey answers and photos, saved to the visit and emailed to the rep and the account owner.
Reporting

Your field data, in your Salesforce org.

Every visit is a record.
Check-in and check-out times, survey answers, ranging, photos and orders sync back as standard Salesforce records.
Reports and dashboards you already use.
Build on Salesforce reporting, and let reps view dashboards in the app, online or offline.
Export with standard tools.
FieldKo data and photos live in known Salesforce objects, ready for your BI stack.
Working with an agency?See how merchandising agencies use FieldKo.FieldKo for Agencies

Find out which stores need attention this week.

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