Solutions · Sell
Every visit, captured against the account.
Plan and log check-ins, tastings, surveys, and staff trainings in the field — all backed by tasks, all reported in one place.
The problem
Field activity is invisible back at the office.
Visits go unrecorded
What a rep did this week lives in their head, not in the account history.
Surveys live on paper
Shelf checks and tastings get written down and never make it into a system.
Nothing ties to the account
Activity that isn’t attached to the account can’t inform the next order or the next visit.
Activity types
Six types, simplest to most involved.
Standardized activities cover the whole field motion, from a quick check-in to a full in-store sampling — so every rep logs the same things the same way.
- CheckIn and FollowUp for routine touches
- Survey and Tasting for structured capture
- Staff Training and In-Store Sampling for events
Task-backed
The task is the intent.
Every activity is backed by a task — the intent — and lives in Visits. It’s completed by closing the task, so nothing is marked done by hand.
Structured capture
Surveys and tastings, recorded.
Surveys capture per-placement shelf position, price, facings, and POS material. Tastings record the items poured and the feedback, against the account.
- Per-placement shelf, price, facings, POS
- Tasting items and feedback logged
- Everything attached to the account
The activity ladder
Six standardized activity types.
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