How we work

Built around your operating model.

Field teams don't all work the same way. We work with you to set up your visits, tasks, store programs and reports in FieldKo, then test them with your own reps and adjust.

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The process

From your current workflow to a team in the field.

  1. 01UnderstandMap your current visits, territories, tasks, customer data and reporting needs.
  2. 02ConfigureConnect the Salesforce data you need, and set up field workflows, survey structures and permissions.
  3. 03PilotTest with representative users and real store scenarios.
  4. 04LaunchSupport onboarding, training and rollout.
  5. 05ImproveRefine activities, forms, reports and workflows based on feedback.
Scope

What's configured, and what needs project work.

Many changes are configured in Salesforce. Others need project work or app development. The scope of each engagement is agreed with you before work starts.

Configured in Salesforce

Your admin can change these, and they reach reps on sync.

  • Menus, visit actions and which features reps see
  • Labels, translations and what things are called
  • Call cycles, visit types, task types and templates
  • Surveys and follow-up questions
  • Products, price books and product sets
  • Which objects, fields and records sync to each rep
Scoped with you

We agree these with you as project work.

  • Workflows the app doesn't support yet
  • Connections to other systems
  • Custom reports, scorecards and BI dashboards
  • Moving data from your current tool
Questions

Common questions

How do we get started?

Book a demo and tell us how your team works today. We map your visits, tasks and reporting needs, set FieldKo up around them, pilot it with a few reps and then roll it out.

How long does setup take?

It depends on the scope. We agree a plan with you once we've mapped your visits, tasks and reporting needs.

Can we pilot with a small team first?

Yes. We recommend piloting with representative users and real store scenarios before a full rollout.

Can you work with our Salesforce partner?

Yes. We set FieldKo up with your Salesforce team. If you work with a Salesforce consulting partner, we can work alongside them.

Best practices

Free guides for planning your rollout.

Strategy & LeadershipA 90-day plan for improving retail executionPilot a stronger retail execution operating model before trying to transform every store and team at once.3 min readStrategy & LeadershipThe retail execution maturity modelAssess whether your organization merely records visits or consistently turns store observations into improvements.3 min readTemplateTemplate: 90-day retail execution improvement planA staged improvement plan with gates, accountabilities and practical measures.2 min read
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Show us your current store-visit workflow.

We'll walk through how you could run it in FieldKo.

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