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    Retail Execution | Made Mobile | Made Simple

     

  • Bring Structure to
    your Visits

    Defined set of objectives and tasks for Reps in
    each Visit
    Reps have clarity on Activities to be performed
    Drives compliance and productivity
    Customers get standardised interaction
    experience
    Reduced ramp up time for new Reps

    Optimise your route

    View planned and completed Visits by location
    Save time through route optimization
    Drill down into individual Visits directly from the map
    Find nearby Accounts for adhoc Visits

    Map all of your accounts

    View all your Accounts on a map
    Reps can plan Visits from the map view based

    on territory directly from their mobile device

    Place orders from anywhere

    Place Orders directly from a Visit
    Support for custom Products and Price Books
    Signature capture directly on the mobile device
    Generate and send Order confirmation as a PDF
    Integrate with your backend ERP

    Go Offline

    Poor internet connectivity is no longer a problem

    Have complete access to all your data offline

    Sync the data once your connectivity is up

    Insights on your fingertips

    Account Sales

    Productivity

    Compliance

    KPIs

    Orders

    Also Available on Smartphones

  • Features

    FieldKo provides a complete cloud based solution for field sales and marketing teams

    Start your day with FieldKo

    View 'day at a glance' including activities pushed from head office

    Access complete Account information
    View and track Objectivities and KPIs

    Collaborate with every member of the team all in real time with Chatter

    Visit Planning

    View visits by day, week or month
    Drag and drop planning existing Visits

    Plan your visits by territory
    Create new Visits with surveys and tasks through drag and drop

    Create recurring Visits

    Dynamic Maps and Route Optimization

    View planned and completed Visits (activities and tasks) by location
    Save time through route optimization
    Check In to nearby locations to track adhoc Visits

    Drill down into individual Visits directly from the map

    Find nearby Accounts

    Account Map

    View all your Accounts on a map

    Reps can plan Visits from the map view based on territory they are visiting directly from their mobile device

    Manage customer and prospect visits

    Reps view relevant surveys and tasks in store

    Track time in store through Check In and Check Out
    Up to date surveys and questions with photos

    Log Cases directly from a visit

    Access 360 degree view of the customer in store

    Track Visit Contacts

    Track and record each Contact the rep meets during the Visit

    Create a new Contact from the Visit if they're not already in the app

    Report on new and existing Contact activity

    Signature Capture

    Track and capture signatures from within a survey directly on your mobile device

    Drive improved survey compliance

    Place Orders

    Generate Orders directly from a Visit

    Add and edit individual product line items

    Support for custom Products and Price Books

    Signature capture directly on the mobile device

    Generate and send Order confirmation as a PDF

    Integrate with your backend ERP

    Product Ranging

    Capture product ranges available in the store

    Capture quantities of each product available

    Filter by product categories

    Capture only differences from last ranging to make it faster

    Report on Product distribution across stores

    Next Visit ToDo's

    Before checking out, plan Tasks and Surveys for next Visit

    Capture notes and activities for the next Visit

    The captured information will automatically be available on the next Visit, even if it is not planned yet

     

    Understand what happens at each Visit

    View Planned versus Actual time in store
    Track distance of Check In and Check Out from the Account
    View related activity by type (not started, in progress and completed)

    Custom Tasks, Surveys and Questions

    Point and click creation of custom tasks and surveys

    Choice of survey question types including: free text, checkbox, multiple choice, date and even photos

    Report on across any question response

    Manager Map View

    See your team's Visit and Account activity on a map

    Add, Edit and View Visit information from the map view

    View your team's Accounts with filter views

    Get real time insights into your team's performance in the field

    Reports and Dashboards

    Report and track every metric including:

    Call Cycle Activity
    Real time Account coverage
    Check In and task compliance

    Call Cycles

    Managers can Create Call cycles for their reps in a few clicks

    Adjust the Call Cycle dates and durations, while creating

    Associate and Plan on Call Cycle Visits

    Report across key Call Cycle metrics

    Objectives

    Set goals for team activities

    Measure your team's performance based on the activities they have completed

    Report across Call Cycles

    Field Campaigns

    Save time creating new Field Campaigns in a few clicks

    Run your Field Campaigns and mass assign Activities to reps.

    Assign Visits based on existing Visit Templates and Account Sets

    Dynamic Surveys with Dependent Questions

    Create custom surveys that support different answer trees

    Set next level questions to be dependent upon prior answers

    Track more complex responses

    Visit Templates

    Create Visit Templates that can be reused for future activities

    Save clicks when creating new Visits

    Leverage predefined Tasks and Surveys

    Transfer Visits

    Easily transfer Visits from one rep to another in a few clicks through a calendar view

    Avoid disruption to Account Visits in the event that a rep is away unexpectedly

    Account Sets

    Create and save a set of Accounts as an Account Set

    Account Sets can be created based on criteria set by the user

    Combine Account Sets with Visit Templates to plan visits in a few clicks

    Create dynamic views of Account Sets

    Account Teams

    Allow more than just the Account Owner to conduct the Visit

    Define and Account Team and allow any member of the team to conduct the Account Visit

    Planograms

    View pictures of Planogram from within a survey

    Compare actual displays against Planograms

    Answer questions to report on compliance

    FieldKo for Agencies (optional)

    Agencies can support multiple brands

    Segregate your data by brand

    Create brand teams

    Associate Accounts and Visits with specific brands

    Conduct Visits for a specific brand

    Leverage Salesforce Communities to share and collaborate around brand specific data with each brand

    FieldKo is Multilingual

    Use FieldKo in the language of your choice

    Every user can have different language

    Easy configuration with Salesforce translation workbench

     

    Also Available On Smartphones

    Keep FieldKo in your pocket

    FieldKo is now Smartphone ready

    Switch seamlessly between Tablets and Phones

    Carry lighter Smartphones, not Tablets

     

    Go Offline

    Weak internet connectivity is no more an issue

    Have complete access to all your data offline

    Sync the updates once the connectivity resumes

    FieldKo is Multi-Platform

    Use FieldKo on the device of your choice

    Supports iOS, Android and Windows

  • Industries

    FieldKo is built on Salesforce platform, world's most trusted, secure and scalable cloud computing platform for the enterprise

    Electrical and Appliances

    Electrical and Appliance companies need to ensure they drive operational efficiency with their field teams. FieldKo helps drive preferential product placement, in store training, POS activation as well as resolve out of stock issues

    Beverage

    Alcoholic and non-alcoholic beverage companies need to cater to an increasingly sophisticated customer in a highly competitive market. FieldKo helps address the challenges related to new product introductions, ongoing campaigns, orders and Direct Store Delivery (DSD)

    Consumer Goods

    CPG market leaders are continuously looking for ways to increase promotions ROI and retail footprint as well as gain competitive intelligence. FieldKo addresses these challenges through a scalable, user friendly solution designed for reps in the field

    Telecom

    Telecommunication companies today need to ensure their field teams have the tools to automate the service order process with tight integration to backend ERP and provisioning systems. FieldKo enables reps in the field to manage and provision services in real time from their mobile device

    Consumer Healthcare and OTC

    Consumer Healthcare and Over The Counter (OTC) companies need robust data collection and order fulfilment capabilities. FieldKo provides a seamless solution for reps in the field to be successful anywhere

  • Understanding FieldKo

  • Pricing

    $79 per user per month for up to 25 users

    $59 per user per month for 26 to 50 users

    $49 per user per month for 51+ users

    Full access to the FieldKo app

    Mobile app that works on the iPhone, iPad, Android phone and Android tablet

    Accounts & Contacts

    Call Cycle Management

    Visit and Activity Planning

    Dynamic Maps and Route Optimization

    Account Map

    Track Visit Contacts

    Mobile Signature Capture

    Place Orders

    Product Ranging

    Next Visit ToDo's

    Manager Map View

    Field Campaigns

    Objectives

    Create custom Questions, Surveys and Tasks

    Dynamic Surveys with Dependent Questions

    Visit Templates

    Transfer Visits

    Account Sets

    Account Teams

    Planograms

    FieldKo for Agencies (optional)

     

    Chatter—company social network

    Works seamlessly with Salesforce Sales Cloud and Service Cloud

    ERP integration (at additional cost)

    Powered by force.com
  • Get In Touch

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