Configurable activity plans
A different task list for each visit type, customer and campaign.
Retail Execution · Territory Intelligence
Cover more of the market—and make every visit measurable.
Plan territories, routes and visits on one map, then guide each representative through tasks, audits, photos, shelf execution and the proof required at every stop.
CUSTOMER MAP & ROUTE PLANNING
See your coverage.
Plan the next visit.
View customers on the map, narrow your selection by region, route or team, and move from geographic coverage to route planning.
Explore visits and routes
01
VISIT EXECUTION
Manage the visit step by step
Define what must be completed for each customer or channel and let the app guide the representative.
Check-in and check-out
Visit time, location and duration with optional geofence rules.
Surveys and forms
Dynamic forms, conditional fields, assessment questions and notes.
Before-and-after photos
Visual evidence for execution, promotions, shelves, signage or faults.
Immediate tasks
Add an urgent task or follow-up without disrupting the planned visit schedule.
Customer signature
Confirm execution, receipt or agreement directly from the device.
02
RETAIL EXECUTION
Retail execution and Perfect Store
Measure execution quality inside the point of sale—not simply whether a visit occurred.
On-shelf availability
Record available products, gaps and out-of-stock points.
Share of Shelf
Measure shelf share and facings against competing products.
Planogram compliance
Compare actual shelf execution with the required display plan.
Price audit
Capture the actual selling price and compare it with the target or competitor.
Promotion execution
Confirm the promotion, materials, price, quantity and duration.
Competitor monitoring
Prices, new products, promotions, photos and competitive notes from the field.
03
ASSETS AND MERCHANDISING
Track assets and marketing materials
Know what the company owns inside stores and customer locations.
Asset management
Coolers, shelves, stands, devices or equipment with serial number and condition.
POSM tracking
Distribute and follow marketing materials inside points of sale.
Asset transfer
Receive, hand over and move assets between locations with a movement history.
Maintenance and notes
Record a fault or maintenance need and link it to the asset and customer.
Field inventory
Audit the quantity and condition of assets or products at the location.
Execution score
A unified scorecard turns dozens of tasks into a comparable performance score.
04
TERRITORY AND ROUTES
Plan territories and routes
Turn a customer list into a geographic plan that can be executed and measured.
Territory mapping
Divide cities, territories and sectors and assign them to teams and representatives.
Beat planning
Recurring plans by weekday or by the required visit cycle.
Multi-stop optimization
Order visits to reduce distance and time and increase possible stops.
Nearby customer suggestions
Show customers and opportunities close to the current route to use available time.
Visit priority
Rank accounts by value, delay, opportunity, expected order or management direction.
Heatmaps
See strengths, weaknesses, coverage and sales geographically.
05
LIVE MONITORING
Execute and monitor in real time
Know whether the plan is being followed and where intervention is needed.
Team location
View movement during working hours according to organization policy.
Route compliance
Compare completed visits with the plan and flag deviations.
Geofence
Prevent or warn about check-in outside the customer’s defined area.
Visit duration
Arrival, start, finish and time spent with the customer.
Distance and mileage
Distance traveled, trip history and reimbursement records when required.
Replanning
Reorder the day when a visit is canceled or an urgent priority appears.
06
COVERAGE INTELLIGENCE
Connect geography with business results
Move beyond location tracking to understand productive coverage and market gaps.
White Space Analysis
Find territories or segments that are not receiving enough coverage.
Potential scoring
Classify customers by potential, size and behavior.
Productive visit
Measure whether a visit converts into an order, collection or execution result.
Visit frequency
Compare actual frequency with what each customer segment requires.
Schedule suggestions
AI suggests whom to visit and when based on goals and priority.
Exception alerts
Notify supervisors about missed visits, delays or weak productivity in a territory.
See it in your working context.
A tailored presentation reviews the customer data, user permissions, document states and connection requirements relevant to this workflow.