Visit, Activity, Survey and Sales Opportunity Management

Generate structured information, follow-up tasks, and measurable sales opportunities from field interviews.

Even if no order is placed during a customer visit, important information can be generated. New needs, competitor activities, shelf space, customer satisfaction, requests for quotes, or service issues should be documented in the corporate record.

Mobile forms and guided tasks enable field workers to consistently collect necessary data without forgetting the purpose of their visit.

Activities

• Customer interview
• Product Introduction
• Sample drop-off
• Shelf and display inspection.
• Price tag check
• Competitor observation
• Delivery of documents or contracts
• Follow up and call back

Surveys and audits

• Customer satisfaction
• Product availability
• Shelf space and visibility
• Promotion application
• Store standards
• Cooler or equipment inspection
• Photo and location proof.

Sales opportunity

• Needs and product group
• Expected quantity or value
• Time to buy
• Decision-maker
• Opponent and objection
• Proposal and subsequent action
• Responsible and closing date

Closed-loop tracking

Any suggestions, complaints, maintenance requests, collection requests, or data correction requests arising during the visit should be assigned as tasks to the relevant team. The field worker should be able to see the status of these outstanding issues during the next visit.

Don't leave visit information as free text notes; transform it into structured corporate data that sales, service, and operations teams can use.