Centralized sales data management

Consolidate all your sales data in one place: your CRM

Benefit from simplified, collaborative access to all your customer and prospect data thanks to a verticalized CRM for the sales force, effective on the web, tablet and mobile. Sidely gives you a 360° view of your sales activities, improving the efficiency and coordination of your teams.

Discover the solution
Illustration of centralized sales data management

Commercial database

Centralize your databases - with ours

Easily import all your key data (stores, products, assortments, orders, checkouts, etc.). Sidely also provides you with complete CHR, GSS and GMS databases.

Our GMS databases include store codes, allowing you to integrate sell-outs from all brands in just two clicks.

gms database
"Having real-time information is a blessing. As managers, it allows us to be hyper-reactive. As soon as a problem is reported from the field, we can immediately implement corrective actions and quickly redirect our sales people."
Nicolas Dechambre from Club maté
‍NicolasDECHAMBRE, Co-founder, CEO & Business Manager at YM - Club-Mate

Commercial database

Centralize your databases - with ours

Import all your key data (stores, products, assortments, orders, checkouts, etc.) with ease. Sidely also provides you with complete CHR, GSS and GMS databases. Our GMS databases include store codes, enabling you to integrate sell-outs from all brands in just two clicks.

Example of a sales database in a CRM

All your business information in one place

Geta complete view of your sales outlets, suppliers and contacts.

Your companies

Your companies, both prospects and customers, can be viewed in list form or on our interactive map. Filter them by status, salesperson, order, tracked kpis... Save views to plan your rounds more easily.

Your contacts

Filter your contacts by a multitude of criteria (owner, function, company, tags...) and save default views to find them faster.

Your products

Integrate your catalog, and segment your products by tags, price, brand, category, assortment... Keep track of availability and stock levels for better sales follow-up.

Your assortments

Build up your assortments and classify them by sales outlet, stratum, price... In supermarkets, you can monitor your picking, by adding products outside your assortment when you take attendance.

Your statements

Set up your forms according to your needs or based on our templates, and create all your statements (shelf space, merchandise, prices, competition, etc.) from within Sidely. They are automatically linked to the brands, stores, assortments and products concerned.

Your orders

Take and track orders from Sidely. View them by date, company, reference, salesperson, status... Sidely integrates with ERP tools on the market.

Your cash outflows

Integrate your checkouts into Sidely and track sales by outlet, store, category and product.

Your furniture

Optimize the management of your furniture: list them, track their placement in the store and keep a clear overview of their location. You can also easily track service requests.

Your POS

Efficiently manage your point-of-sale displays: list your materials, track their precise deployment at point-of-sale, and keep a clear overview of their location.

Your panel data

Integrate your panellist data (IRI, Kantar, Circana, Nielsen, Spectra...) with Sidely, for a complete analysis of each outlet's potential. Analyze them in your reports, or by outlet.

Your photos

Your sales reps can take photos from the Sidely app. They are automatically linked to points of sale, campaigns... and available in your gallery.

Your notes (vocal and written)

From our import module, integrate your old written notes and link them to your actions and points of sale. From the mobile app, your sales reps can take voice notes. Sidely transcribes them into writing and automatically links them to the companies concerned.

Your companies

Your companies, both prospects and customers, can be viewed in list form or on our interactive map. Filter them by status, salesperson, order, tracked kpis... Save views to plan your rounds more easily.

Your contacts

Filter your contacts by a multitude of criteria (owner, function, company, tags...) and save default views to find them faster.

Your products

Integrate your catalog, and segment your products by tags, price, brand, category, assortment... Keep track of availability and stock levels for better sales follow-up.

Your assortments

Build up your assortments and classify them by sales outlet, stratum, price... In supermarkets, you can monitor your picking, by adding products outside your assortment when you take attendance.

Your statements

Set up your forms according to your needs or based on our templates, and create all your statements (shelf space, merchandise, prices, competition, etc.) from within Sidely. They are automatically linked to the brands, stores, assortments and products concerned.

Your orders

Take and track orders from Sidely. View them by date, company, reference, salesperson, status... Sidely integrates with ERP tools on the market.

Your cash outflows

Integrate your checkouts into Sidely and track sales by outlet, store, category and product.

Your furniture

Optimize the management of your furniture: list them, track their placement in the store and keep a clear overview of their location. You can also easily track service requests.

Your POS

Efficiently manage your point-of-sale displays: list your materials, track their precise deployment at point-of-sale, and keep a clear overview of their location.

Your panel data

Integrate your panellist data (IRI, Kantar, Circana, Nielsen, Spectra...) with Sidely, for a complete analysis of each outlet's potential. Analyze them in your reports, or by outlet.

Your photos

Your sales reps can take photos from the Sidely app. They are automatically linked to points of sale, campaigns... and available in your gallery.

Your notes (vocal and written)

From our import module, integrate your old written notes and link them to your actions and points of sale. From the mobile app, your sales reps can take voice notes. Sidely transcribes them into writing and automatically links them to the companies concerned.

Improve the visualization, segmentation and organization of your data

Sidely adapts to you: customize your crm and your data according to your organization's needs, to refine your segmentation and improve your analyses.

Segment data visibility by user

Define who can see what data to ensure better organization and easier reading. Each user accesses only the information relevant to their role, enhancing efficiency in the field and clarity of analysis.

Illustration of segmentation of data rights visibility by user or user group

Optimize visit follow-up

Structure and exploit information gathered at the point of sale. Use it to quickly identify which outlets to prioritize. Whether your outlets are in difficulty or require targeted action, optimize your interventions and gain in efficiency thanks to intelligent planning.

Display your data the way you want

Access your information in different formats for better readability:

  • Map view: locate strategic points of sale at a glance.
  • List view: Analyze your data in structured table format for detailed monitoring.

With Sidely, transform your data into strategic levers and optimize every sales action.

Illustration of the list view or map view for displaying data in CRM
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Try Sidely free for 15 days, with no obligation.

Automatic synchronization

Share and access your sales information in real time

Eliminate information loss with Sidely.
Our mobile and tablet CRM synchronizes instantly, with no action required on the part of your sales force. Data flows automatically and in real time between the field application and the web platform.

"Having real-time information is a blessing. As managers, it allows us to be hyper-reactive. As soon as a problem is reported from the field, we can immediately implement corrective actions and quickly redirect our sales people."
Nicolas Dechambre from Club maté
‍NicolasDECHAMBRE, Co-founder, CEO & Business Manager at YM - Club-Mate
Illustration of a promotion tracking report

AI Assistant

Use your data to coach your sales force

Integrated into our mobile and tablet application, the AI Coach provides instant answers to the questions your area managers are asking in the field.

It cross-references your sales data to provide a sales pitch and a concrete action to be taken, which it classifies by level of priority (urgent, important, secondary). It helps your area managers to be better prepared, gain in autonomy and (re)gain self-confidence.

Automatic synchronization

Share and access your sales information in real time

Eliminate information loss with Sidely. Our mobile and tablet CRM synchronizes instantly, with no action required on the part of your sales force. Data flows automatically and in real time between the field application and the web platform.

Illustration of Sidely sfa crm automatic synchronization

Instant visualization. Rapid analysis.

Don't waste any more time waiting for your business data analysis: benefit from the power of our engine and carry out your queries in a matter of seconds.
Request a demo
Try Sidely free for 15 days, with no obligation.

Get an overview of your sales activity: from activation to loyalty building

Optimize the monitoring of your data and sales activity. Get a clear view of your team's actions, track every contact and analyze every interaction in detail.

Visit your customers

Help your teams save time: identify priority points of sale and plan visits efficiently. With dynamic views and personalized fields, your sales reps can adapt their strategy according to their objectives.

Plan my rounds

Make field data reliable

Sidely's mobile application makes it easy to collect data in the field, even without an Internet connection. Your teams benefit from customizable readings, adapted to their needs.

Structuring my visit

Use our statements

Sidely provides a library of ready-to-use or customizable forms, adapted to the GMS, GSS, CHR, RHF and parapharmacy sectors.

View statements

Take your orders

Make it easy to take and track orders = order taking on the app, PDF voucher generation, point-of-sale signature, automatic document dispatch...

Take my orders

Manage your sales OPs

Easily create, plan and track your sales operations and promotional campaigns. Information is centralized and accessible to teams, ensuring efficient coordination between headquarters and the field.

Follow my promotions

Analyze your actions

Track, manage and optimize sales activity simply and efficiently with our sales management tool. Centralize your reports and analyze your performance at a glance.

Tracking my performance

A complete view of your business, from acquisition to retention

Optimize the monitoring of your data and sales activity. Get a clear view of your team's actions, track every contact and analyze every interaction in detail.

Visit your customers

Help your teams save time: identify priority points of sale and plan visits efficiently. With dynamic views and personalized fields, your sales reps can adapt their strategy according to their objectives.

Plan my rounds

Make field data reliable

Sidely's mobile application makes it easy to collect data in the field, even without an Internet connection. Your teams benefit from customizable readings, adapted to their needs.

Structuring my visit

Use our statements

Sidely provides a library of ready-to-use or customizable forms, adapted to the GMS, GSS, CHR, RHF and parapharmacy sectors.

View statements

Take your orders

Make it easy to take and track orders = order taking on the app, PDF voucher generation, point-of-sale signature, automatic document dispatch...

Take my orders

Manage your sales OPs

Easily create, plan and track your sales operations and promotional campaigns. Information is centralized and accessible to teams, ensuring efficient coordination between headquarters and the field.

Follow my promotions

Analyze your actions

Track, manage and optimize sales activity simply and efficiently with our sales management tool. Centralize your reports and analyze your performance at a glance.

Tracking my performance

Make prospecting and communication easier

Maximize your reach, minimize your time: communicate quickly and extensively with your distribution network. Efficiently distribute information on new products and promotions, and schedule appointments in just a few clicks.

Access all your data, wherever you are

Sidely is available on the web, mobile and tablet, and is compatible with IOS, Windows and Android. Our mobile application works with and without an internet connection, ensuring business continuity whatever the internet access conditions.

What our customers say

"Having real-time information is a blessing. As managers, it allows us to be hyper-reactive. As soon as a problem is reported from the field, we can immediately implement corrective actions and quickly redirect our sales people."
‍NicolasDECHAMBRE,
Co-founder, CEO & Business Manager at YM - Club-Mate
"With Sidely, my sales forces can easily manage their fleet of stores. They are self-sufficient in the solution, can quickly find information on prospects and customers, and can thus keep track of their commercial relationships and steer their sector."
‍MargauxESTEVES,
National Sales Manager and Key Account at La mémère
"We are autonomous in CRM management: it's fluid, it's simple. Sidely has become our database: we no longer lose any information."
‍JosselinJEZEQUEL, Sales Director, Caps'Me
"We had less than 3 months to change our CRM. Thanks to Arthur, Adrien and their team, we were able to build the functional scope of our Sidely in less than a month, configure it to our image and test it for launch 2 months later. The product, customer and assortment import procedures are very simple and enable us to manage the back office efficiently."
‍GuillaumeDUBOS, Gozoki Sales Development Manager
Request a demo
Try Sidely free for 15 days, with no obligation.

Connect your CRM with third-party tools

logo integrations sidely
Sidely puts an end to silos! Take advantage of our native integrations, or use our open, documented API, to connect all your business applications to your sales CRM and harmonize your working environment: calendar, erp, applications... Your sales reps' calendar is accessible on Sidely and automatically synchronizes according to actions carried out inside and outside the CRM.
sidely integrations
Google maps logo
Google Maps
Mobility
Waze logo
Waze
Mobility
citymapper logo: integration with Sidely
CityMapper
Mobility
Hubspot logo
Hubspot
CRM
brevo logo
Brevo
CRM
Google Cal.
Calendar
Outlook Cal.
Calendar

Become the sole master of your data

Export your data, no strings attached

At Sidely, you own your data. You can export them at any time. No hostage-taking ;)

Secure your information

Control and personalize access to your sensitive data, by assigning specific rights and roles to each user.

Discover all our CRM features

wheel

Easier administration

timer

Tour planning

magnify

Field survey

magnify

Ordering

phone

Promotions management

steering wheel

Sales management

Frequently asked questions about centralizing sales data in a CRM system

Why centralize my data in my CRM?

Centralizing your sales data in a CRM facilitates collaboration and communication between your teams, enables information to be retrieved more quickly, and ensures a consistent, personalized customer experience. This enables more in-depth analysis of sales trends, better decision-making, and effective customer relationship management.

What are the advantages of a centralized database?

The primary advantage of a centralized database is to reduce duplication and errors. It offers a single source, enabling more efficient data management, better coordination between departments, and accurate analyses for a more targeted and effective sales strategy.

What types of data should be collected and how should they be organized?

When collecting data for a CRM, it's crucial to focus on relevant information that supports your business objectives and those of your brand. At Sidely, we've developed ready-to-use statement forms, tailored to various sectors (CHR, GSS, GMS), to facilitate this process. If your business requires unique data to be tracked, the use of custom fields in your statements is highly recommended. This tailored approach ensures that your CRM accurately captures the key information for your organization.

Why use CRM software? 

The use of CRM software enables you to optimize the management of your commercial relationships (both prospects and customers). Thanks to your CRM, you'll be able to identify sales opportunities more easily (activating them as additional sales/upsells), and optimize your marketing and promotional campaigns, by tracking and analyzing data fed back from the field. To find out more, we invite you to read our article on why you should invest in a CRM.

Do I need a commercial CRM?

For any company wishing to optimize its sales management, the adoption of a sales CRM is crucial. If selling products is part of your business, the need for a CRM is undeniable. The real question then becomes: what type of CRM is best suited to your needs? To help you get started, we've put together a detailed checklist to guide you in your choice of CRM. This resource is designed to help you identify the system best suited to your business strategy.

Why use an sfa crm?

CRM and SFA are two crucial tools for managing customer relationships and optimizing sales processes. The SFA is not just a component to be grafted onto a CRM, or a simple collaborative tool to streamline exchanges. The two tools are often used together and complement each other, with distinct functions that meet specific needs. CRM focuses on global customer relationship management, while SFA concentrates on the efficiency and automation of sales activities. Together, they form a powerful duo to maximize sales performance and enhance the customer experience.

Are you ready to conquer the field?

We'll get back to you as soon as possible to understand your issues.