Build checklists to conduct retail audit with key information and ensure perfect in-store execution.
What is this workflow ? With this workflow you can streamline your merchandising field processes, and ensure that there is compliance with your perfect store execution standards.
It will enable you to increase the efficiency of your merchandisers and be guided in their work with access to relevant documentation
With this workflow, get access to the following features:
Access to the customer profile (creation, modification)
Search and filter the client portfolio on multiple criteria
Products and training brochure (picture, video, files)
Product presence (quantity / placement)
Who is this workflow for?
What KPIs will you get ?
Field Force Monitoring
User On Boarding (Log in, active on the app)
Field Activity (activity levels per day per user)
Time worked (start, end time, visit and transport time, visits per hour)
GPS tracking (movements during the day, timeline with customers visited)
New customers created (per user, per day, per type, etc)
Visits (number of visits, time spent, % of customer portfolio visited)
Numerical Distribution (per channel, customer type)
Stock available (on shelf, in store)
Branding presence (per channel, customer type)
Products prices observed
Rating of the merchandising execution
Equipment presence and status
Define automated replenishment alerts if the stock falls below a defined threshold
FieldPro templates show you how with our no-code app builder you can obtain different workflows to digitse and automate your field processes. Our mobile app enables a flexible data collection in the field and our web app allows you to visualize all the information gatehered and obtain analytics for your business.
The FieldPro retail audit solution enabled us to maximize the effectiveness of implementing our roll-out strategy. On top of that, the dashboards to showcase the findings was exceptional in its interface."
Digitise the after sales support if an equipment is not working properly. Record the visit done to the customer and intervention done.
Collect detailed data from farmers to conduct certifications. Take photos, register locations & more.
Collect detailed data from new customers. Adapt the questions to gather relevant information, add photos, register location.