CRM for sales outsourcing agencies

Choose a crm that will help you win - and retain - mandates

With Sidely, you can instantly demonstrate your value by deploying, in just a few minutes, a CRM tailored to each mission - commando, permanent, exclusive or shared.

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CRM for sales outsourcing agencies

A unique solution for your agency

When you choose Sidely, you choose your CRM partner. Our solution is designed to meet the challenges of all mobile sales forces. It adapts perfectly to your customers, whether they work in supermarkets, hypermarkets, hypermarkets and catering outlets.

A multi-product, multi-brand CRM

Our CRM/SFA gives you total flexibility to manage multi-category, multi-brand and multi-strategy missions. It adapts to all types of products and handles all taxes: excise duties, VAT, social security taxes, etc.

Rapidly deploy a new crm for each mandate

Solution crm SaaS

Create an account in less than a minute

No implementation time

Administrator platform

Analyze your kpis and prove your value to your customers

Use our ready-to-use reports, designed for each distribution network, or customize your dashboards according to your specific needs. With Sidely, even with multi-branding, you have the flexibility to respond to your agents' tailor-made requests.

Prove the value of your shares

Demonstrate the real impact of your sales initiatives to your customers with our P0 reports, which analyze the before-and-after of each measure implemented by your agency.

Follow the kpis you want

Easily track all the KPIs defined in your specifications. With Sidely, you can track what you - and your customers - want, without technology slowing you down.

Share your reports in one click

Distribute your reports and photos with a simple cut-and-paste operation, giving your customers a clear, precise view of your actions in the field. All data can be exported for your BI tools.

Manage visibility rights

Control who can access your reports by creating groups with rights and roles for optimal management of shared information.

Manage user rights and roles with Sidely

Easier integration of datasharing

Does your customer have sell-outs and want you to use them? With Sidely, it's easy to integrate sell-outs from all retail chains, thanks to our GMS databases, in just two clicks. Plan your rounds, segment your points of sale and analyze the direct impact on your customers' sales.

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Try Sidely free for 15 days, with no obligation.

Manage your CRM with ease

Controlled data access

Secure your data by precisely defining rights and roles, and control who can access which information.

Custom CRM

Set up your account to reflect you and your customers: fields, tags, categories, taxes...

Autonomy over your CRM

Don't depend on external support. With Sidely, you're autonomous in managing your solution.

Quick to get started

Getting to grips with Sidely is simple and requires little training, to ensure maximum adoption.

Route planning and optimization

Less time on the road and more in the store.

Discover our planner

Visualize your customer and prospect base

View the status of your stores (active, prospect, lost...) for easy tracking of your opportunities.

Develop your implementation

Sidely offers you a mapped view enabling you to pinpoint your geographical location by sales objective (late visit, DN>60%...).

Plan your rounds

Plan your routes at a glance using the lasso tool on our interactive map. Appointments are automatically synchronized with your area managers' calendars.

Optimize your routes

Define your departure and arrival addresses, your schedule, your mode of transport and let Sidely optimize your journeys. We'll calculate the best route for you.

Field survey

From point-of-sale qualification to linear surveys, the Sidely mobile application will become their best ally.

Discover our statements

Pre-built and customizable surveys

Use our conditional form templates (merchandise survey, shelf-space survey, price survey, point-of-sale qualification, visit report...), ready-to-use or customizable.

Multi-product, multi-brand monitoring

Save time with Sidely. Our CRM enables you to track and analyze products in multi-category, multi-strate and multi-brand.

Dictate your reports

During your visits, dictate your reports and don't lose any information: people met, actions taken and to be taken, photos...

Native mobile and tablet applications

The Sidely CRM app (IOS, Android and Windows) makes information feedback easy: works with or without a connection, automatic synchronization...

Ordering

Don't lose any more hot customers and prospects.

Learn more

Take your orders

From your mobile or tablet, take orders in the field and link them to price grids.

Write down important information

Number of kegs, bottles, shipment of POS material... Make a note of all the information you need to activate new establishments and points of sale in Sidely.

Generate purchase orders

From Sidely, generate, export and send your documents in PDF format.

Connect your tools

Connect Sidely to your ERP, distributor and other essential business software.

Route planning and optimization

Less time on the road and more in the store.

Learn more

Visualize your customer and prospect base

View the status of your stores (active, prospect, lost...) for easy tracking of your opportunities.

Develop your implementation

Sidely offers you a mapped view enabling you to pinpoint your geographical location by sales objective (late visit, DN>60%...).

Plan your rounds

Plan your routes at a glance using the lasso tool on our interactive map. Appointments are automatically synchronized with your area managers' calendars.

Optimize your routes

Define your departure and arrival addresses, your schedule, your mode of transport and let Sidely optimize your journeys. We'll calculate the best route for you.

Field survey

From point-of-sale qualification to linear surveys, the Sidely mobile application will become their best ally.

Learn more

Pre-built and customizable surveys

Use our conditional form templates (merchandise survey, shelf-space survey, price survey, point-of-sale qualification, visit report...), ready-to-use or customizable.

Multi-product, multi-brand monitoring

Save time with Sidely. Our CRM enables you to track and analyze products in multi-category, multi-strate and multi-brand.

Dictate your reports

During your visits, dictate your reports and don't lose any information: people met, actions taken and to be taken, photos...

Native mobile and tablet applications

The Sidely CRM app (IOS, Android and Windows) makes information feedback easy: works with or without a connection, automatic synchronization...

Ordering

Don't lose any more hot customers and prospects.

Learn more

Take your orders

From your mobile or tablet, take orders in the field and link them to price grids.

Write down important information

Number of kegs, bottles, shipment of POS material... Make a note of all the information you need to activate new establishments and points of sale in Sidely.

Generate purchase orders

From Sidely, generate, export and send your documents in PDF format.

Connect your tools

Connect Sidely to your ERP, distributor and other essential business software.

A complete and lasting vision of your customer relations

With Sidely, you can secure your customer relations by keeping your entire history. All your data (visits, orders, invoices, reports, photos...) are stored and accessible at all times.

company management illustration

A complete and lasting vision of your customer relations

With Sidely, you can secure your customer relations by keeping your entire history. All your data (visits, orders, invoices, reports, photos...) are stored and accessible at all times.

Creation of a CHR scoiété via the google maps x Sidely API
Are you ready to conquer the field?

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