Each account is configured with a Data Model that reflects your unique organizational design and data structure--how you name and organize your roles, teams, leaders, locations, geographies, products, and programs.
Configuring our platform to reflect your unique way of working makes it possible to assign the right task to the right person at the right place at the right time based on how your organization runs, and get powerful reporting back about the work being completed--organized in ways that matter to you.
Your Data Model can create Smart Teams and Smart Place Groups so you can assign tasks quickly by role or location type in bulk, creating efficiency and time savings. As people move around or location details change, our system can automatically update teams and place groups through data feeds to other systems of record, bulk uploads, or manual changes entered by administrators. Your Data Model also defines roles, permissions, and data access levels so the right data is always available to the right people.
We configure every account to reflect your unique organizational design, so that our software can work the way you do. We load in things like places, roles, districts, regions, and more--this is called your Data Model, and it’s unique for every customer. This is where the magic begins in assigning tasks efficiently, and gaining valuable insights about performance.
When adding users to GoSpotCheck, you are in complete control of the level and type of access that they are granted. Configure access based on the attributes that are relevant to your team - this could be a user’s job title, region, division, store type, or any other property you establish. Save time for your team and protect data privacy and security by only granting access to specific places or missions based on these attributes to ensure your team is only seeing the information that is most important to them.
Smart Teams are designed to save you time, and to get the right information to the right person. Smart teams are dynamic groups of users that update automatically based on any combination of user properties that you define. Do you have a team member who just moved from the East Coast to the West Coast? Update that attribute in their profile, and they’ll automatically be added to all the missions and places for the West Coast Team, and removed from the East Coast. No manual reorganization required.
GoSpotCheck was developed to help teams improve execution in the field, and designed around the locations and accounts that your team visits (stores, restaurants, facilities, etc). When you upload new places to GoSpotCheck, you can organize them in Smart Place Groups - our term for a group of places based on custom properties that you define. Use Place Groups to segment locations by type - for example, you may want to identify on-premise vs. off-premise accounts, or grocery stores vs. convenience stores.
GoSpotCheck acts like a lightweight CRM for your field team, allowing you to save contacts to locations, and retrieve historical mission responses at each location. That means every time your team walks into an account, they’ll be prepared with contact information, notes, and historical execution data to give them the state of play at each location. Also, since this data is saved to the location and not the user, you won’t lose critical account information if there is turnover on the team - it will be stored safely in the cloud for the next user to access.
When building missions, you’ll notice the option to create a task based on a searchable list. The data included in these lists is customized to your organization and can include items like product categories, product names, or SKU’s. Using catalogs for searchable lists saves your team time, and improves the cleanliness of reporting -- ensuring that mission responses reference specific items, which can be filtered and sorted through mission reporting.
Integrate data from other third-party systems through our industry-leading API’s, Salesforce sync, and SSO integrations to ensure that your data is organized and secured across your databases. Read more about GoSpotCheck integrations here.
We configure every account to reflect your unique organizational design, so that our software can work the way you do. We load in things like places, roles, districts, regions, and more--this is called your Data Model, and it’s unique for every customer. This is where the magic begins in assigning tasks efficiently, and gaining valuable insights about performance.
When adding users to GoSpotCheck, you are in complete control of the level and type of access that they are granted. Configure access based on the attributes that are relevant to your team - this could be a user’s job title, region, division, store type, or any other property you establish. Save time for your team and protect data privacy and security by only granting access to specific places or missions based on these attributes to ensure your team is only seeing the information that is most important to them.
Smart Teams are designed to save you time, and to get the right information to the right person. Smart teams are dynamic groups of users that update automatically based on any combination of user properties that you define. Do you have a team member who just moved from the East Coast to the West Coast? Update that attribute in their profile, and they’ll automatically be added to all the missions and places for the West Coast Team, and removed from the East Coast. No manual reorganization required.
GoSpotCheck was developed to help teams improve execution in the field, and designed around the locations and accounts that your team visits (stores, restaurants, facilities, etc). When you upload new places to GoSpotCheck, you can organize them in Smart Place Groups - our term for a group of places based on custom properties that you define. Use Place Groups to segment locations by type - for example, you may want to identify on-premise vs. off-premise accounts, or grocery stores vs. convenience stores.
GoSpotCheck acts like a lightweight CRM for your field team, allowing you to save contacts to locations, and retrieve historical mission responses at each location. That means every time your team walks into an account, they’ll be prepared with contact information, notes, and historical execution data to give them the state of play at each location. Also, since this data is saved to the location and not the user, you won’t lose critical account information if there is turnover on the team - it will be stored safely in the cloud for the next user to access.
When building missions, you’ll notice the option to create a task based on a searchable list. The data included in these lists is customized to your organization and can include items like product categories, product names, or SKU’s. Using catalogs for searchable lists saves your team time, and improves the cleanliness of reporting -- ensuring that mission responses reference specific items, which can be filtered and sorted through mission reporting.
Integrate data from other third-party systems through our industry-leading API’s, Salesforce sync, and SSO integrations to ensure that your data is organized and secured across your databases. Read more about GoSpotCheck integrations here.
We configure every account to reflect your unique organizational design, so that our software can work the way you do. We load in things like places, roles, districts, regions, and more--this is called your Data Model, and it’s unique for every customer. This is where the magic begins in assigning tasks efficiently, and gaining valuable insights about performance.
When adding users to GoSpotCheck, you are in complete control of the level and type of access that they are granted. Configure access based on the attributes that are relevant to your team - this could be a user’s job title, region, division, store type, or any other property you establish. Save time for your team and protect data privacy and security by only granting access to specific places or missions based on these attributes to ensure your team is only seeing the information that is most important to them.
Smart Teams are designed to save you time, and to get the right information to the right person. Smart teams are dynamic groups of users that update automatically based on any combination of user properties that you define. Do you have a team member who just moved from the East Coast to the West Coast? Update that attribute in their profile, and they’ll automatically be added to all the missions and places for the West Coast Team, and removed from the East Coast. No manual reorganization required.
GoSpotCheck was developed to help teams improve execution in the field, and designed around the locations and accounts that your team visits (stores, restaurants, facilities, etc). When you upload new places to GoSpotCheck, you can organize them in Smart Place Groups - our term for a group of places based on custom properties that you define. Use Place Groups to segment locations by type - for example, you may want to identify on-premise vs. off-premise accounts, or grocery stores vs. convenience stores.
GoSpotCheck acts like a lightweight CRM for your field team, allowing you to save contacts to locations, and retrieve historical mission responses at each location. That means every time your team walks into an account, they’ll be prepared with contact information, notes, and historical execution data to give them the state of play at each location. Also, since this data is saved to the location and not the user, you won’t lose critical account information if there is turnover on the team - it will be stored safely in the cloud for the next user to access.
When building missions, you’ll notice the option to create a task based on a searchable list. The data included in these lists is customized to your organization and can include items like product categories, product names, or SKU’s. Using catalogs for searchable lists saves your team time, and improves the cleanliness of reporting -- ensuring that mission responses reference specific items, which can be filtered and sorted through mission reporting.
Integrate data from other third-party systems through our industry-leading API’s, Salesforce sync, and SSO integrations to ensure that your data is organized and secured across your databases. Read more about GoSpotCheck integrations here.
Catalogs
Lightweight CRM
Location History
Role-Based Access
Smart Place Groups
Smart Teams
Smart Place Groups
SSO
iOS - Phones + Tablets
Android - Phones + Tablets
Currently not supported on Windows 10
English
French
Spanish
Additionally, missions can be written in any language
GoSpotCheck customers use our mobile app to drive outcomes across teams in the enterprise. Our no-code platform is designed with flexibility to support diverse use cases, reduce total cost of ownership, and provide integrated cross-functional insights.