Managing sales and promotional operations

Easily manage and track your promotions and POs in your CRM

Plan, structure and track your sales highlights in your CRM, with Sidely.

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Illustration of the management of sales and promotional operations on the sidely crm

Create and track your sales operations in just a few clicks

Sales promotions, pirate promotions, flyer promotions... With Sidely, manage and track all your sales operations in just a few clicks. Give your sales staff instant access to essential information to maximize the impact of every action in the field.

Bulk management

Link your promotional campaigns to your stores and products in a single action, for faster management.

Dynamic views

Display only the stores concerned by your current promotions and sales actions, for optimized organization.

Filter your campaigns

Display only the promotions that are relevant to you (past, current, unfinished...) for a more efficient and structured follow-up.

Easy access

Promotional information can be accessed at strategic points in the Sidely CRM, for fast access on mobile, tablet and PC devices.

Presentation of monitoring and sales operations

Collect and track the implementation of your promotions

Manage your promotions from commitment to recognition, whether they are planned on leaflets or launched as pirate promotions. Track sales, measure their impact at the point of sale, and keep control of your actions in the field with Sidely.

Promotion sales

To validate the sale of the OP, your sales representatives enter the essential information directly into their CRM application:

  • Dates ;
  • Promotion duration ;
  • Type of promotion ;
  • Package size (number of packages ordered);
  • POS ordered ;
  • Etc.

Each statement can be accessed from a cell phone, modified and automatically linked to the stores and products concerned, for more precise analysis and optimized tracking.

presentation of a statement to track promotion sales

Promotion location

Ensure compliance with negotiated conditions and agreements with your distributors

  • Merchandising compliance ;
  • Pricing compliance ;
  • Point-of-sale and point-of-purchase displays;
  • Presence of BRI ;
  • Etc.

Capture implementation directly in your CRM with our native photo-taking functionality, for precise tracking and instant visual analysis.

Each statement can be accessed from a cell phone, modified and automatically linked to the stores and products concerned, for more precise analysis and optimized tracking.

Example of a statement to monitor the implementation of promotions in supermarkets

Raise and track your furniture

Track the levers activated by your sales reps to maximize the impact of your promotions:

  • POS sales and ordering
  • Furniture sales and ordering
  • POP and POS displays
  • Presence of furniture
  • Etc.

Make sure that every action you take contributes to the success of your sales operation.

Each statement can be accessed from a cell phone, modified and automatically linked to the stores and products concerned, for more precise analysis and optimized tracking.

sample statement for tracking and surveying furniture

Recognition of promotion

Make sure your promotion is actually carried out:

  • Actual packaging (quantities actually used or sold) ;
  • Point-of-sale and point-of-purchase displays;
  • Inventory and report ;
  • Etc.

Take photos of the layout and in-store visibility, then compare them with those of the original layout.

Simplify observation reporting with native voice notes, automatically transcribed into your CRM for faster, more accurate follow-up.

Each statement can be accessed from a cell phone, modified and automatically linked to the stores and products concerned, for more precise analysis and optimized tracking.

Example of a promotional statement
Collect your data with Sidely

Give the right information to the right person at the right time

With Sidely, you can ensure that information is transmitted smoothly and efficiently. On the web, tablet and mobile, your sales force has real-time access to current and upcoming promotions, for seamless execution in the field.

Promotion visibility management

Control access to your promotional campaigns by restricting it to the teams or individuals concerned, for secure, targeted management of your operations.

Manage user rights and roles with Sidely

Business agenda

On web, tablet and mobile devices, current campaigns are displayed directly in the salesperson's agenda, with a clear distinction according to the configured period.

Store details

Promotional campaigns are displayed directly on the relevant store cards. A dedicated banner highlights the periods, the products concerned and the description of the operation, giving sales reps instant visibility to maximize sales. 

Automatic recall

Your sales reps receive automatic reminders on their phone at the start of each visit.

Organize your sales rounds according to your promotions

With Sidely, filter your points of sale according to current promotions and optimize your trips. Focus your tour on sales by identifying at a glance which stores to prioritize. Plan your visits intelligently, adapting your itinerary to real needs in the field.

Organize your sales rounds according to your promotions

With Sidely, filter your points of sale according to current promotions and optimize your trips. Focus your tour on sales by identifying at a glance which stores to prioritize. Plan your visits intelligently, adapting your itinerary to real needs in the field.

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Analyze your highlights and investments

Understand the impact of your promotional strategy on your sales.

Request a demo
Try Sidely free for 15 days, with no obligation.

Track promotions by salesperson

With Sidely, track the activity and productivity of your sales force in marketing activation and the implementation of your promotional campaigns. Evaluate their profitability and monitor the implementation of objectives (number of visits, number of calls, number of statements...).

Drag & drop dashboard creation

Track promotions by store

With Sidely, you can find out how many promotions have been implemented for each brand and sales outlet, over a given period of time. Track the activity, productivity and profitability of your sales force by outlet.

Sample promotional sales report

Visualize your promotional campaigns

Use our photo gallery for a visual overview of performance and action in the field.

CRM photo gallery

Keep track of your investments

Sidely automatically calculates the investment of each promotional campaign by store, brand, product, salesperson... for ROI analysis.

Discover all our CRM features

simple crm

Easier administration

data crm

Data centralization

sales tour

Tour planning

linear survey

Field survey

magnify

Ordering

analysis and reporting

Sales management

Frequently asked questions about managing sales and promotional operations

How can CRM help you target the right promotions to the right customers?

Our CRM analyzes the historical interaction and transaction data (including checkout data) of your point-of-sale customers to identify purchasing patterns. Thanks to these analyses, it is possible to segment customers into target groups based on preferences and purchasing behavior, enabling you to offer personalized promotions.

Is it possible to track the effectiveness of a promotion using CRM?

Yes, of course! That's what Sidely is all about. Our CRM enables you to track the results of each promotion, by product, by brand and by point of sale. Analyze the number of packages ordered, the number of packages sold, the type of promotion implemented and much more.

How does a CRM facilitate communication about promotions?

Sidely integrates notifications into the diary of each sales rep concerned. They are reminded of current promotions via push notifications sent to their cell phones. This ensures effective dissemination of promotional information to field teams.

Are you ready to conquer the field?

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