FieldKo: Retail Execution and Store Visits for Salesforce
Every store visit planned, done and reported, even with no signal
Overview
Retail execution for consumer goods brands and merchandising agencies. Reps plan visits, complete surveys, capture shelf photos and take orders in one mobile app that works offline and syncs to Salesforce.
WORKS OFFLINE Reps check in, complete tasks and surveys, take photos and place orders with no signal. Everything syncs to Salesforce when they are back in range.
100% SALESFORCE NATIVE Every visit, photo, survey answer and order is a record in your own Salesforce org, ready for reports and dashboards.
PLAN EVERY VISIT Managers plan call cycles, recurring visits and field campaigns in Salesforce. Plans reach each rep's app on the next sync.
CORE RANGING Record which contracted products are on the shelf in every store, with quantities if you track them.
VISION AI SHELF ANALYSIS Detect products, facings, price tags and promo signage from one shelf photo, and score compliance automatically. Available as an add-on.
IN-STORE ORDERING Reps build a cart from the account's price book and capture the customer's signature in store, even offline.
PROOF OF VISIT Check-in and check-out times, location, photos and survey answers recorded on every visit, so agencies can show clients exactly what was done.
PACK-OUTS Scan products, record quantities and short-dated stock, and capture before and after photos in the same flow every time.
COMPLIANCE ALERTS When a store drops below the compliance score you set, the responsible manager is notified straight away.
FieldKo is retail execution for consumer goods brands and merchandising agencies, built 100% on Salesforce. Managers plan visits in Salesforce. Reps complete them in the FieldKo Atlas app on iPhone, iPad or Android, with or without signal, and every result syncs back as a Salesforce record. Key features: - Visit planning: call cycles, recurring visits and field campaigns - Works offline: tasks, surveys, photos and orders with no signal - Core Ranging: check contracted products on shelf - Pack-Outs: before and after photos and short-dated stock - In-Store Ordering: price book orders with customer signature - Proof of Visit: check-in, check-out and location on every visit - Vision AI (add-on): shelf compliance scored from one photo - Compliance alerts: managers notified when a store drops below target
Categories
- Business Needs
- Field ServiceSurveysAudit & Compliance
- Industries
- Consumer GoodsRetail
- Personas
- AdministratorBusiness Operations ManagerExecutive
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Community BuilderReady to use in the Salesforce Community Builder.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsSalesforce ShieldCommunity BuilderManaged PackageLightning App BuilderSalesforce Mobile
Compatibility
- Required Salesforce ProductsThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible Salesforce ProductsThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Sales CloudService CloudExperience Cloud
- Salesforce Editions
- EnterpriseUnlimitedDeveloper
- Supported Languages
- English