Before realising a visit, your sales representatives choose the activity they want to realize on-site. The most common visit types are subsequent visit, price request, order, set up…. Each visit type has its own pre-designed surveys which refer to the activities the sales representatives have to carry out.
When starting a visit, a reference to current and upcoming promotions appears. It is followed by surveys which are defined for a visit profile or a point of sale channel.
The sales representatives can report other activities even if they are not defined for the specific visit profile. For example these activities can provide information about additional placements, competitor activities and comments on the assortment.
“An objective review describes the situation in the point of sale together with qualitative comments.”
At the end of a survey your sales representatives can write notes or reminders for the visit’s post-processing. These qualitative comments help to uncover particular incidents and need for action.