Software for generating sales action plans

Automatically generate complete, concrete sales action plans

Go from field survey to concrete action. In just a few seconds.

Illustration of centralized sales data management

An anomaly in a department? Sidely generates a complete action plan.

Our AI analyzes the data collected in the field and cross-references it with your sales data (Market share, DN, store potential, sell-out, actual VMH...) to generate, in real time, a prioritized, personalized and immediately executable action plan.

Targeted, immediate action in line with your priorities

Operational time savings on every visit

Consistent, measurable performance across the entire network

How does it work?

The salesperson carries out a field survey

Your sales rep takes a photo of the shelf and carries out his survey as usual. If an anomaly is detected, he can ask Sidely for an action plan to resolve it.

Sidely AI analyzes in real time

Sidely automatically cross-references information from the field with your internal and external data:
- Expected vs. actual DN
- VMH, CA, PdM
- Promotion or innovation status
- Visit history
- Point-of-sale potential
- Etc.

CRM automatically generates a concrete action plan

This action plan contains:
- Anomalies detected: out-of-stock items, poor facing, missing point-of-sale displays, etc.
- Actions to be taken: ordering, re-positioning, highlighting, etc.
- Sales pitch to be used in store
- Priority level (critical / to be followed / optional)

The sales representative acts on site

He sees what he needs to do.
He understands why it's a priority.
He has the necessary materials (visuals, sales pitch, promo).

What you earn, every day

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.