Sales visit preparation tool

Prepare your visits. More quickly. More easily.

With Sidely, your sales reps know what to do, why, and with what impact. 

Discover the solution

Structure, simplify and automate your visit preparation

Sidely gives you a clear, prioritized and costed view of the actions to be taken before each visit.

Designed for field teams

Available on mobile and tablet. No internet connection required. Interface designed for those who spend all day on the road.

Boosted by AI

Our tool automatically analyzes customer and brand data to recommend the most relevant actions to take, the right products to sell and arguments to put forward, depending on the local context.

Time saving

From the very first week, you'll save 30% of your visit preparation time, thanks to structured organization, with no re-typing or loss of information.

AI for field performance

With Sidely, every visit is automatically prepared. AI consolidates 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. It also suggests the right products to highlight and the right arguments to use, depending on the store context. Even before entering the store, the sales assistant knows his or her objectives, the current stock-outs, the visit history and the day's priorities.
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Try Sidely free for 15 days, with no obligation.

Try intelligent visit preparation

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Recommended actions

Thanks to your field data, Sidely suggests targeted sales actions, according to the challenges and context of the sales outlet, and the objectives of your sales staff:
- Survey
- Referencing of best-sellers
- Referencing of innovations
- Anti-breakage action
- Merchandising action
- Reimplantation
- Resale OP (leaflet / pirate)
- Etc.

If necessary, your sales staff select the actions to be carried out themselves. Simple, fast, clear.

Example of a pivot table
Illustration of a promotion tracking report

Quickly view key information

Your sales reps have all the key information at their fingertips, directly on their phone or tablet:
- Products missing or out of stock
- DN mandatory
- DN with picking
- Complete point-of-sale summary (sales, share of shelf space, out-of-stock items, targets)
- Visit history
- Nearby opportunities
- Etc
Everything is centralized, so you can act quickly and efficiently.

Understand the loss of earnings

Immediately visualize the annual loss of earnings: Sidely identifies products that are missing and shows you how much their absence represents in euros over a year if nothing changes. Clear data for immediate action.

Example of a pivot table

Recommended actions

Thanks to your field data, Sidely suggests targeted sales actions, based on the challenges and context of the sales outlet, and the objectives of your sales staff:

-Survey
-Referencing of best-sellers
-Referencing of innovations
-Anti-breakdown action
-Action on merchandising
-Re-implantation
-Re-selling OP (leaflet / pirate)
-Etc.

If necessary, your sales staff select the actions to be carried out themselves. Simple, fast, clear.

Example of a pivot table

Quickly view key information

Your sales reps have all the key information at their fingertips, directly on their phone or tablet:
- Products missing or out of stock
- DN mandatory
- DN with picking
- Complete point-of-sale summary (sales, share of shelf space, out-of-stock items, targets)
- Visit history
- Nearby opportunities
- Etc

Everything is centralized, so you can act quickly and efficiently.

Illustration of a promotion tracking report

Understand the loss of earnings

Immediately visualize the annual loss of earnings: Sidely identifies products that are missing and shows you how much their absence represents in euros over a year if nothing changes. Clear data for immediate action.

Example of a pivot table

Prepare your visits more quickly

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

100% aligned with your business objectives

Each visit is prepared according to the store or brand. Once the priorities have been defined, Sidely automatically generates a tailor-made report, focusing solely on the actions to be taken. Your sales reps know exactly where they stand, what they need to do and why. Every visit becomes a targeted, strategic action.

Example of a pivot table

100% aligned with your business objectives

Each visit is prepared according to the store or brand. Once the priorities have been defined, Sidely automatically generates a tailor-made report, focusing solely on the actions to be taken. Your sales reps know exactly where they stand, what they need to do and why. Every visit becomes a targeted, strategic action.

Example of a pivot table
Request a demo
Try Sidely free for 15 days, with no obligation.

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Frequently asked questions about tour preparation

What is sales visit preparation?

Sales visit preparation refers to all the actions carried out prior to a meeting with a customer or a sales outlet. The aim is to gather useful information, define the objectives of the visit and organize its progress to maximize its commercial impact.

Why prepare your sales visit?

So as not to miss out on opportunities, unaddressed breakdowns or forgotten agreements. Memory is not a management tool. A well-prepared visit will enable you to personalize your pitch according to the history and the issues at stake, optimize the time spent in the field, avoid oversights or unnecessary actions, and reinforce your commercial credibility.

Does it take time?

Without a tool, yes. But with a structured CRM, it takes between 1 and 5 minutes and saves DN points, sales and reporting time.

What should a good sales visit plan contain?

Effective preparation generally includes the store's history (last orders, stock-outs, actions taken, relationship with the floor manager...), the objectives of the visit to be carried out (DN, promotion, inno...) and the specific alerts to be monitored (promotion not implemented, drop in sales, change of contact person...).

How do you define the actions to be taken during the visit?

If you want to do this, we advise you to cross-reference your field data, the sales objectives shared by your sales management and the store context. With AI, these suggestions can be automatic.

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.

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