WorkConsumer products · Wholesale
Every shop visit, captured in the rep's own words.
Reps talk through each shop visit on their phone, and the app turns what they said into a filled-in visit report with follow-ups.
Built for a consumer products brand that sells wholesale to independent shopsClickable prototypeSample data
Every name, figure and record here is inventedThe client's details are withheldThe workflow is the real one
What it does
From a voice note to a follow-up that gets done.
Who uses it
- Field sales reps
- Sales managers
Dictate the visitThe rep picks the store and talks it through. The note is transcribed and sorted into the questions the business cares about, and the rep checks it before saving.
Follow-ups with an ownerActions are split into what's owed to the store and what the team needs to do, each with an owner and a due date, grouped into overdue, this week and later.
The right desk hears about itWhen a visit is saved, team follow-ups and display-material requests go to the right department by email, with the rep copied.
A Monday view for managersVisits, open follow-ups and stores not seen in 60 days, plus the themes from the week's visits, each one traced back to the store it came from.