Kayley, a sales rep for Lucky’s, reviews the Mission and sees an automated location list that identifies which of his accounts from the pre-plan is closest to her current location. She visits her first off-premise account and begins the survey. It’s geotagged and timestamped, giving Michael visibility into her productivity.
Kayley receives a new Mission from Michael to add product to two displays and increase POS signage. He requests additional competitor pricing for a planning meeting he has at 9:30; he’ll use the information to adjust pricing.
Kayley corrects the displays and opens her mobile reporting to track how she’s performing toward her incentives. She’ll follow the same process at the next 6 stores she visits. Before, she only had time to visit 3 locations after entering her paper notes into a spreadsheet and manually submitting individual photos via email.
It’s month-end and Michael, a District Sales Manager for Lucky’s Liquor Distributors, needs to alert his field team to the key accounts that still need to be surveyed to meet their goals and incentives. He pulls a GoSpotCheck report for a daily pre-plan and sends his team a survey, called a Mission, which they pull up in their app upon receiving a push notification.
Michael gets an alert that Kayley has collected new information. He goes into the GoSpotCheck reporting platform to analyze his findings. He’s looking for compliance on merchandising, signage, & case stack volume on featured promos.
Michael reviews his Insights Dashboard to see how the full field looks, downloads photos of top displays to share with his suppliers, and includes a report confirming full compliance at every location for the promo. What used to take days to compile is now done in a few clicks.
Prior to using GoSpotCheck, our field personnel would do a blitz, record everything on pen and paper, and the results would then be rolled up into an Excel file; we were trying to find visibility into the marketplace, improve display execution, and get clean, actionable data... Using GoSpotCheck data that showed menu location, we were able to see a lift in depletions which translates into more sales. In order to measure a lift as a result of execution on the ground, GoSpotCheck is invaluable.”
To be able to portray how we’re doing in the marketplace in real time didn’t exist before GoSpotCheck. I don’t want to oversimplify it, but it is one of the best business decisions we’ve ever made.”
Vice President at Terlato Wines