CHR

Visit report

Record general information about your visit to CHR, including contacts, actions taken and next steps, with our comprehensive, easy-to-use visit report.

What can you collect with Sidely?

With Sidely's visit report for cafés, hotels and restaurants, document every visit and analyze the presence and presentation of your products. Maintain high standards, identify problems and take prompt corrective action.

Visit data

  • Company name
  • Visit duration
  • Date of visit
  • Progression

Visit report data

  • Visit by appointment
  • Pre-opening visit
  • Actions taken during the visit
  • Actions for next visit
  • Create a new contact
  • Create a new visit in your agenda

Other

  • Comments
  • Written notes
  • Speech-to-text notes
  • Taking photos of the facility

Sidely's advantages

Integrated photo capture

Voice note

History retention

Editable views

Required fields

Conditional questions

Checkin

Automatic calculation of hectolitres per year

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.

Number of visits with appointment

Identify your percentage of white visits, by establishment and salesperson.

Number of activities per salesperson

Measure your team's efficiency in the field by tracking the number of activities (visits, appointments) per salesperson.

Sales visits carried out

Get a complete picture of your sales force's activity, from the agenda to reality in the field.

Target tracking

Easily track your sales reps' bonus plans and understand in real time whether targets are being met.

Type of visit

Understand the most frequent visits made by your CHR sales staff.

Actions taken

Identify the good work done by your teams and the bottlenecks by tracking the actions taken during their visits. Look at them by type of establishment, business, region...

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

See the forms
Ready to take your first readings?

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