With Sidely, your sales reps can write reliable, clear and usable reports, without wasting time in the field.
Discover the solution
Designed for the field, the Sidely report follows the natural flow of a visit.
Everything has been thought out so that your teams can fill in the essentials, effortlessly.
Sidely offers two complementary ways of making a good report, without wasting time:
- Guided follow-up by department or contact person
- Integrated voice dictation to save time
- Sheets by department for precise analysis
- Quick form to complete
Sidely's artificial intelligence automatically generates a report based on the actions carried out during the visit: objectives achieved, anomalies observed, remarks, follow-up.
90% of the report is generated. All the sales rep has to do is check and validate.
Designed for the field, the Sidely report follows the natural flow of a visit.
Everything has been thought out so that your teams can fill in the essentials, effortlessly.
Sidely offers two complementary ways of making a good report, without wasting time:
- Guided follow-up by department or contact person
- Integrated voice dictation to save time
- Sheets by department for precise analysis
- Quick form to complete
Sidely's artificial intelligence automatically generates a report based on the actions carried out during the visit: objectives achieved, anomalies observed, remarks, follow-up.
90% of the report is generated. All the sales rep has to do is check and validate.
Structure your reports by department or contact person, and tailor actions to each product segment. Make your data analysis and comparison more reliable. With our reports, you're truly data-driven.
Structure your reports by department or contact person, and tailor actions to each product segment. Make your data analysis and comparison more reliable. With our reports, you're truly data-driven.
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The sales visit report is a document or summary sheet drawn up after a visit or meeting at the point of sale. It is used to trace exchanges, actions taken, points to be followed up, and to share information with the rest of the team (head office, manager, sales, etc.).
A good report generally includes the name of the outlet or customer visited, the date and duration of the visit, the objectives of the visit (promotion to be checked, breakage to be corrected...), the actions carried out (order, highlighting, reminders...), observations in the field (state of shelf space, competition, obstacles...) and any photos, comments or related documents.
Thanks to our experience and the sales forces we support, we can offer you a visit report template, with pre-filled fields and customization options by network or objective.
Yes. Thanks to our artificial intelligence-powered CRM, your visit report can be generated automatically.his efficient preparation generally includes the history of the outlet (last orders, out-of-stocks, actions taken, relationship with the floor manager...), the objectives of the visit to be carried out (DN, promo, inno...) and the specific alerts to be monitored (promotion not implemented, drop in sales, change of contact...).
Discover Sidely. Designed for the field. Powered by AI.
