CHR

Plant qualification

Enable your field sales staff to qualify prospective establishments quickly and easily.

What can you collect with Sidely?

Evaluate every aspect and understand the sales potential of your CHR establishments with our qualification form.

Qualification data

Plant qualification

                   
  • Additional comments
  •        
  • Type of establishment
  •        
  • Plant size
  •        
  • New establishment in the area
  •        
  • Type of customer
  • Number of distributors
  • Distributor names
  • Other possible distributor
  • Competitors' presence
  • Menu seasonality
  • Elements of visibility
  • POS presents
  •    

Contact qualification

  • Person met
  • Decision-maker
  • Brand link
  • Link to competition
  • Open to new products
  • Commitment rate

Other

  • Additional comments
  • Written notes
  • Speech-to-text notes
  • Photo shooting

Sidely's advantages

Integrated photo capture

Voice note

History retention

Editable views

Required fields

Conditional questions

Checkin

Automatic calculation of hectolitres per yearN

The data presented here is not exhaustive.

‍Create
statements to suit your image by customizing all our statements: add as much data as you wish to track for a tailor-made experience.

You can also link each of your statements together for simplified, smoother data collection.

Save time in the field and at headquarters

Optimize the use of your statements by linking them directly to your points of sale, according to various criteria (sign, modulation, etc.).

You can restrict the number of visible statements to avoid confusing your area managers.

Take multi-brand or multi-department readings

You can carry out several surveys per store, making it easy to track multiple aisles or brands.

You can then track by outlet, or filter reports by survey to isolate presence data, such as DN by brand or DN by aisle.

Find out more about data collection

Statement available on mobile and tablet devices

Pre-designed forms or drag & drop creation

Works with and without connection

What can you track with Sidely?

All survey data can be isolated (by brand, by department, by sales rep, etc.) to obtain a more detailed view and implement appropriate sales actions.

Opportunities

Identify your percentage chance of activating a new establishment.

Sales potential

Track the sales generated by the establishment to assess its potential contribution to your bottom line.

Customers

Analyze the type of customer and adjust your assortments accordingly.

Opening of a new point of sale

Get an overall picture of the evolution of your business. Understand where you are best established.

Number of qualifications per salesperson

Measure your team's efficiency in the field by tracking the number of qualification activities carried out per salesperson.

And much, much more!

Heading

What's a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

Discover our latest forms

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We'll get back to you quickly, to understand your data collection challenges.