Amy, a field merchandiser for Paleo RX Bars, receives an alert she’s been assigned a new survey to complete, called a Mission, from her regional sales director, Trevor. When she begins, it’s geotagged and timestamped.
Amy and the other merchandisers need to review in-stock conditions, check for POS materials, and ensure the bars are displayed in the negotiated POP displays across 20 stores, owned by 3 different retailers. Amy audits inventory quantities on display and in backstock, talks to the buyers about how the promo is going, verifies price tag & POS signage, and adjusts displays.
Trevor gets an alert that Amy has submitted her audit. He goes into the GoSpotCheck reporting platform to analyze the findings.
Trevor sends Amy an additional Mission to check any demo and sampling stations that are up in each store as he visits--Paleo RX recently hired a national demo company and he wants to inspect the cleanliness of their station and their product knowledge. Amy receives a sales 1-sheet attached to the Mission so she can quiz the demo reps on the floor about product differentiators. She’ll use this information to coach the demo company on optimizations.
We cut the amount of time we previously spent loading and pulling information in half. Now we have the capability to make notes so that we know what is out of stock, then we can make sure everything is set up correctly in the distributor’s system and we can check in with the manufacturer to make sure they’re shipping the product correctly.”
National Director of Natural Operations at Alliance Sales & Marketing