AI assistant embedded in CRM

A sales assistant in the pocket of your field teams

Sidely's integrated AI assistant supports your sales staff at every moment of their day. Wherever they are in their visit - planning, tour, survey, report... - the assistant understands the context, analyzes the available data, and suggests concrete actions to take, clear priorities and the right arguments to use.

Discover the solution

An assistant in your salespeople's pockets

Integrated into our mobile and tablet application, the AI assistant supports your area managers at every stage of their tour. It answers key questions in the field by cross-referencing your sales data.

Immediate answers to real questions in the field

More autonomy, less managerial dependence

Constant support, everywhere, all the time

Personalized suggestions at every stage

During planning

"Give me a summary of my day."
"What are my priority points of passage?"
"Do I have an alert or an emergency to manage?"

The assistant analyzes the day's planning, sales objectives, store data (DN, out-of-stocks, VMH, promotions, etc.) and proposes a prioritized action plan.

During tour preparation

"Which stores can help me achieve my objectives?"


"Where should I go first this week? "It identifies high-impact points of sale (according to scoring, out-of-stocks, highlighting, opportunities) and guides you towards the right field targets.

During the visit

"What is my objective here?"
"What product should I push?"
"What argument should I use?"

It cross-references the latest CRM data: visit history, promo status, actual vs. expected DN, past orders, and suggests the action to take with a turnkey sales pitch.

In coaching

"Why am I coming here today?"
"What product should I push in this store?"
"What's my sales pitch here? "
Before or during a visit, your sales rep launches Sidely's integrated AI assistant and asks his question. The AI Coach cross-references the question with all the data available in the CRM, to offer him a concrete answer, an action to take and a sales pitch adapted to the store (if necessary).

Test our free DNV assistant

Try our DNV AI assistant now. DNV's digital right arm 11 expert modes
I'm testing!

What you earn, every day

For sales representatives

- Un plan d’action prêt à l’emploi, généré en < 30 secondes
- Moins de temps à interpréter, plus de temps à vendre
- Une exécution fiable, fluide, sans friction

For managers

- Execution based on real data
- Real-time monitoring of actions taken
- Perfect alignment of field / head office / strategy

Give your area managers the winning reflex

Try our AI coach and assistant for your area managers now.
Discover the IA special CS coach
Request a demo
Try Sidely free for 15 days, with no obligation.

Discover all our CRM features

timer

Visit preparation

timer

Visit report

timer

Action plan generation

timer

Tour planning

An SFA adapted to each sector

GMS

Optimize your retail presence and sales

I distribute to supermarkets

CHR

Boost your canvassing and build loyalty among your CHR establishments

I distribute in CHR

RHF

Maximize your prospecting and optimize the management of your foodservice customers

I distribute to the catering trade

Pharmacy

Equip your medical and pharmaceutical representatives with a verticalized crm

I distribute in Pharma

Frequently asked questions about the sales action plan

What is a sales action plan?

A sales action plan is a structured document that defines sales objectives, targets, actions to be taken (visits, promotions, follow-ups, etc.) and sales arguments. It serves as a roadmap for successful sales meetings.

What is automatic sales action plan generation?

Automatic generation of a sales action plan consists of creating and adapting an action plan based on your actual data: field results, historical data, objectives, performance, etc.

What data is needed to automatically generate a sales action plan?

The data required to automatically generate a sales action plan are those you collect during your sales visits. It can be grouped with external data such as sell-out or VMH to increase the accuracy of recommendations.

Ready for a new CRM?

Discover Sidely. Designed for the field. Powered by AI.