CRM IA

Boost your sales performance with data and AI

Sidely AI CRM is your intelligent assistant, supporting you at every stage of the visit: preparation, action recommendations, debriefing. You gain in efficiency, your teams execute more rigorously, and every decision in the field is perfectly aligned with your business priorities.

Discover the solution
Data hosted in France
+50% time saving
Reliability of actions

Designed for the field. Powered by artificial intelligence.

With our AI-powered features, your sales reps spend less time entering information and more time selling.

Move from information to action

Save time on things that don't create value

Improve the quality and consistency of actions in the field

Automatic route optimization

AI organizes the most profitable tour for you

With our new automated sales tour planning functionality, you can cut the time spent per week in half.

"Offer me a tour"

Sidely automatically selects priority stores according to your objectives (out-of-stocks, innovations, OPs...) and proposes an optimized tour, taking into account your contacts' time constraints, the management of overnight stays (if necessary) and your visit objectives.

"Offer me a tour"

You choose your stores. Sidely automatically optimizes your tour and routes, taking into account overnight stays (if necessary), the breakdown by day, the time constraints of your contacts and the order of visits.

illustration of analysis follow-up by sales outlet with evolution

Ready for a new CRM?

Discover Sidely AI. Designed for the field. Powered by AI
Request a demo
Request a demo
Try Sidely free for 15 days, with no obligation.

Automated customer scoring

Prioritize your actions according to the true potential of each outlet

With Sidely, each point of sale is automatically scored according to its potential, performance and history, so you can concentrate your actions where they generate the greatest impact. You can personalize the scoring according to your key indicators, in line with your customer or sales strategy.

Example of a pivot table
Illustration of a promotion tracking report

On-board AI coach

A field coach in your sales team's pocket

The AI coach integrated into the Sidely app instantly answers the questions your area managers are asking themselves:
-Why should I visit this store?
-Which product should I push?
-What's the best argument here...

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

Intelligent visit preparation

Each visit begins prepared

Sidely consolidates the data and information from the last visit and the store, to provide the area manager with a clear summary and a target to aim for. The AI also suggests the right products to highlight and the right arguments to use, depending on the store context.

Example of a pivot table
Illustration of a promotion tracking report

Visit report by AI

Let your CRM summarize your visits for you

Sidely summarizes each visit, listing actions taken, opportunities identified and recommendations for the next, guaranteeing systematic, high-quality reporting.

Complete action plan generation

From statement to action: Sidely generates a clear plan for your sales force

Your area manager identifies a problem on the shelf. Sidely analyzes and cross-references your data (PDM, Sell-out, DN, VMH...) with the store's potential to prioritize the actions to be taken and offer a complete action plan. Your area manager then has a clear action plan, a sales pitch adapted to the store's context, and a ready-to-use sales kit.

Your area managers know what to do, how to say it, and what tools to use.

Example of a pivot table

Automated customer scoring

Prioritize your actions according to the true potential of each outlet

With Sidely, each point of sale is automatically scored according to its potential, performance and history, so you can concentrate your actions where they generate the greatest impact. You can personalize the scoring according to your key indicators, in line with your customer or sales strategy.

Example of a pivot table

On-board AI coach

A field coach in your sales team's pocket

The AI coach integrated into the Sidely app instantly answers the questions your area managers are asking themselves:
-Why should I visit this store?
-Which product should I push?
-What's the best argument here...

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

Illustration of a promotion tracking report

Intelligent visit preparation

Each visit begins prepared

Sidely consolidates the data and information from the last visit and the store, to provide the area manager with a clear summary and a target to aim for. The AI also suggests the right products to highlight and the right arguments to use, depending on the store context.

Example of a pivot table

Visit report by AI

Let your CRM summarize your visits for you

Sidely summarizes each visit, listing actions taken, opportunities identified and recommendations for the next, guaranteeing systematic, high-quality reporting.

Illustration of a promotion tracking report

Complete action plan generation

From statement to action: Sidely generates a clear plan for your sales force

Your area manager identifies a problem on the shelf. Sidely analyzes and cross-references your data (PDM, Sell-out, DN, VMH...) with the store's potential to prioritize the actions to be taken and offer a complete action plan. Your area manager then has a clear action plan, a sales pitch adapted to the store's context, and a ready-to-use sales kit.

Your area managers know what to do, how to say it, and what tools to use.

Example of a pivot table

Ready for a new CRM?

Discover Sidely AI. Designed for the field. Powered by AI
Request a demo
Request a demo
Try Sidely free for 15 days, with no obligation.

See how AI fits into Sidely

And what this will mean in concrete terms for the 200 sales forces who use it on a daily basis.

Ready for a new CRM?

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

Request a demo

Frequently asked questions about AI CRM

What is an AI CRM?

An AI CRM is customer relationship management software that integrates artificial intelligence functionalities. AI makes it possible to automate certain tasks, personalize customer interactions and analyze data more finely to make better business decisions.

What's the difference between a classic CRM and a CRM with AI?

A traditional CRM centralizes customer data and tracks sales interactions. An AI CRM, on the other hand, goes further: it automatically analyzes this data, detects sales opportunities, sends alerts, or recommends actions to be taken according to customer behavior or objectives to be achieved.

Why use AI in CRM?

Artificial intelligence in a CRM can be used to prioritize sales actions according to field data, identify and score high-risk or high-potential sales outlets, pre-fill reports or orders, prepare visits in place of the salesperson, trigger alerts in the event of anomalies (breakage, drop in DN, etc.) and generate more reliable sales forecasts.

Who can use AI CRM?

An AI CRM can be used by all sales teams. Its functionalities can be adapted to each individual's needs: field sales representatives, to organize their rounds, facilitate their field surveys, prioritize stores and achieve their objectives; sales management, to monitor performance and anticipate risks; head office teams, to make better use of field data and adjust action plans.

What are the benefits of AI CRM for field sales?

For field teams, an AI CRM enables:
- Time-saving preparation, data entry and reporting
- Concrete suggestions for actions to be taken in-store
- Automation of certain tasks (statements, calculations, summaries)
- Better coverage of their sector, so they don't forget anythingImprove responsiveness to unforeseen events

Is AI replacing humans in CRM?

No. AI doesn't replace the role of the salesperson, it assists it. It provides clearer, faster, more reliable data; but it's still the salesperson who makes the decisions, adapts his or her pitch, and manages the customer relationship. AI supports people, not replaces them.

Read our articles on AI

Read all contentsRead our blog

Ready for a new CRM?

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

Request a demo