Internal operations · Live demo
Store visit logging by voice for field reps
Field reps finish a store call and talk. The agent logs shelf, stock, display and follow-up details into the retail execution system.
Talk to Isla at Tussockvale Foods
Tussockvale Foods is made up. Isla is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
Reps spend their evenings typing up store calls on a phone, so notes are late and thin. Managers can't see what happened in store until days later.
How it works
- Reps call or tap a button as they leave the store
- The agent confirms the store from today's call list
- Asks about facings, shelf gaps, back-room stock, pricing and promotion displays
- Writes a structured call record into the retail execution system and CRM
- Sends store requests, such as tastings, to the right team
- Reminds the rep of the next call on the route
What it connects to
- Jess (field rep)Just finished at Ferncastle Botany.
- AgentThanks Jess, that's store F-1142. Were the crackers on planogram, and any gaps on shelf?
- Jess (field rep)Crackers fine, all 12 facings. Sparkling Feijoa was empty on shelf but there were six cases out the back, so we filled it.
- AgentLogged as a back-room fill, not a supply gap. Did Mike confirm the end display for the Feijoa promotion?
- Jess (field rep)Yes, end 7. He also asked if we can run a tasting of the Honey Oat Bars.
- AgentAll logged against F-1142, and the tasting request is with Kate Brennan in trade marketing. Your next call is Ferncastle Howick at 9.15am.
Illustrative conversation. Names, numbers and details are made up.
Related examples
More like this one.
Retail execution questions, answered from store audit data
Answers sales managers' questions about displays, planograms and shelf availability straight from store audit data, and turns gaps into rep actions.
Retailer order desk for supermarket and trade buyers
Answers calls and emails from supermarket, distribution centre and trade buyers, takes orders and changes, checks stock and cut-offs, and confirms by email.
Promotions and trade spend questions for key account managers
Answers key account managers' questions on trade budgets, the promotion calendar and how past promotions performed, and drafts promotion requests for approval.
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