Mobile CRM for retail field data collection

Structure the flow of information from the field to head office

With or without a connection, on the mobile or web application, Sidely simplifies the process of collecting information from your customers and prospects (at the point of sale).

Discover the solution
use of CRM and SFA software for field data collection in distribution

Create statements in just a few clicks and collect the data you need

Sidely is designed to save you time. Organize your sales force's visits with ease: all your sales reps have to do is use the statements previously created and saved for them.

Take a look at our library and use our conditional statement and survey templates for supermarkets, hypermarkets and hypermarkets:


- Merchandise survey;
- Tracking and linear share;
- Site monitoring

- Visit report;
- Competition survey;
- Price survey;
- Point-of-sale qualification;
- Etc.

Each form (statement, survey, report) is accessible from the mobile and can be modified at any time to suit your needs.

Ready-to-use statement library for supermarkets
"Surveys are extremely comprehensive. We can take photos, written or vocal notes.... This allows us to easily compare layout plans with reality in the field and evaluate the work of our sales team."

‍NicolasDECHAMBRE, Co-founder, CEO & Business Manager at YM - Club-Mate

Create data collection forms in your own image, thanks to our easy-to-use, ready-to-use no-code survey editor. Create an infinite number of customized and conditional statements, and track the data you're interested in:

- Exhibition form ;

- Prospecting form ;

- Satisfaction survey ;

- Delivery form ;

- Technician form ;

- Expense accounts ;

- Etc.

Each form (statement, survey, report, etc.) can be accessed from your cell phone and modified at any time to suit your needs.

Creation of customized brand statements
"Building and completing the surveys is intuitive. They are customizable to our needs, allowing us to decide precisely what we are tracking in the field."

‍YanJOUET, Key Account Sales Manager at LBF - La Brasserie Fondamentale

Save time preparing your visit

With Sidely, essential information is just a click away: store history, last visit report, objectives to be achieved... On mobile, tablet or computer, the application guides you to structure each appointment efficiently.
Request a demo
Try Sidely free for 15 days, with no obligation.

Collect and track all in-store actions

On tablet, mobile or computer, collect and track all the information you need to optimize your missions and sales. Take advantage of a constraint-free offline mode and automatic synchronization so you never lose any data.

Structure your visits to supermarkets

Track and optimize your on-shelf visibility with comprehensive, automated reports, designed to support your area managers in their daily tasks: visit preparation, presence reports, reporting... All in multi-strate, multi-category and multi-brand.

Visit preparation

Automatic DN calculation

Automatic calculation of linear share

Check-in and mandatory fields

Statement creation concept designed for GMS visits

Merchandising and investments

Monitor the levers used by your sales staff (POS, BRI, animations and other merchandising tools...). Analyze investment and impact on sales. Monitor compliance with agreements signed with your distributors.

Investment analysis by salesperson, store or brand.

Identifying profitable levers

Illustration of a statement for merchandising follow-up

Raise and track your furniture

Make sure your furniture is properly ordered, set up and maintained in-store. With Sidely, it's easy to track their presence and condition, and to manage interventions.

QR Code scan to check presence of furniture

Notification to service provider in case of absence or repair

Illustration of a survey to track furniture in supermarkets

Track and optimize your in-store actions

Make sure your promotions and sales operations run smoothly. Concentrate solely on the products concerned when taking readings, for optimum time savings. An automatic alert on the store card informs your area managers of current OPs.

Management of tract and pirate OPs

Follow-up from commitment to recognition

Place your orders directly in the field

Speed up the order process by reducing processing times and errors. Automatically email purchase orders to key contacts (pre-sales, distributor, etc.).

Automatic generation of sales plans and purchase orders

Direct order management

Contract management with signature

PDF editing of sales plan and order form

Discover Sidely's statements and follow-up
Focus on supermarkets

Make sure your data is properly collected, even if it's complex

Check the presence of your products in multi-ray, multi-category and multi-brand formats.

With Sidely, you can be sure that the data collected is complete and accurate, even in multi-ray, multi-category and multi-brand formats. Your statements are automatically linked to the brands, stores, assortments and products concerned. This makes it easy to analyze and monitor your KPIs (DN, DV, merchandise, shelf space share, etc.).

Track your picking directly in your forms

Add out-of-assortment products in just a few clicks. Analysis and monitoring of your picking is automatically linked to the stores and products concerned.

Check the presence of your products in multi-ray, multi-category and multi-brand formats.

With Sidely, you can be sure that the data collected is complete and accurate, even in multi-ray, multi-category and multi-brand formats. Your statements are automatically linked to the brands, stores, assortments and products concerned. This makes it easy to analyze and monitor your KPIs (DN, DV, merchandise, shelf space share, etc.).

Track your picking directly in your forms

Add out-of-assortment products in just a few clicks. Analysis and monitoring of your picking is automatically linked to the stores and products concerned.

Create field surveys that reflect your image

Gather and report the information you need in the field. With Sidely, you can track multi-strategy, multi-category and multi-brand information for a clear, precise overview. Accessible on cell phones and tablets, even without a connection, the application simplifies the work of area managers. Your sales reps can fill in their reports in a matter of moments, and you can analyze your KPIs at a glance, by product, category, brand, department, point of sale, etc.
Request a demo
Try Sidely free for 15 days, with no obligation.

What our customers say

"With Sidely, we have strengthened our relationship with buyers. By sending them photos taken in the field, we offer them a concrete vision they don't have, which positions us as advisors and experts in their eyes."
‍NicolasDECHAMBRE,
Co-founder, CEO & Business Manager at YM - Club-Mate
"Switching to Sidely has eased the burden on the teams. Information feedback is easier, which simplifies analysis in the office. We have a real vision of what's happening in the field, and we're very happy about that."
‍MargauxESTEVES,
National Sales Manager and Key Account at La mémère
"Sidely increases sales, the quality of the process with customers, the quality of the sales reps' reporting to me, the quality of what I can bring them..."
‍SébastienGEOFFROY, Sales Director, Grain de Sail

Easier feedback from the field

Sidely is designed to make life easier for sales forces: our application makes it quick and easy to enter information in the field.

Tablet and mobile application

The Sidely app is available on all stores (IOS, Android, Windows) and can be used on all smartphones and tablets, and works with or without a connection.

Photo taken on the mobile application

Native photo capture

Take photos of the shelves and in the field (reports, before/after, assortments, promotions...) directly from the Sidely application. They are automatically linked to points of sale, products, promotional campaigns and available in your gallery.

In-store photo shoot

Easier report writing

Your sales reps save time with dictated notes. Sidely transcribes them into writing and automatically links them to the relevant stores.

Note important appointment information in your phone

Barcode scanning

Optimize your sales staff's time by simplifying presence and shelf-space surveys. Scan product barcodes to confirm presence.

With Sidely, make the data you collect more reliable

Sidely can help you meet your data reliability challenges, from data collection in the field to data analysis.

Conditional form

Our conditional forms are designed to link your information together, displaying only the relevant fields as you fill them in.

Mandatory validation

Set up mandatory validation on the fields of your choice, for greater reliability.

Automatic synchronization

The Sidely application synchronizes in real time. Lost your connection? No problem! Once your connection is restored, the application synchronizes automatically.

Action follow-up

In case of doubt, check the presence of your sales reps at the point of sale using checkin. Readings are linked to the sales appointment, to compare the number of blank visits.

Use your data to optimize your routes

With Sidely, you can use the data collected in the field to intelligently plan your trips: monitoring shelf availability, changes in DN, actions taken... Turn this information into strategic levers, identify at a glance the points of sale to prioritize, and adapt your rounds to the real needs in the field.

Illustration of the view of the store by digital detention

Use your data to optimize your routes

With Sidely, you can use the data collected in the field to intelligently plan your trips: monitoring shelf availability, changes in DN, actions taken... Turn this information into strategic levers, identify at a glance the points of sale to prioritize, and adapt your rounds to the real needs in the field.

Discover all our CRM features

admin crm

Easier administration

data management

Data centralization

tour planning

Tour planning

magnify

Ordering

promos management

Promotions management

sales reporting

Sales management

Frequently asked questions about data collection in the field

What are the data collection methods?

Data collection methods are varied. Some still use paper or Excel, but these methods are limited in terms of effective data tracking (not to mention the loss of information!). Some companies use form editors, integrated or not with their CRM, which can sometimes complicate the transmission of information and affect the reliability of analyses. The most effective solution is to opt for a CRM that natively integrates data collection forms, thus ensuring greater consistency and precision in information management.

How can I make data collection easier for my sales reps?

When it comes to making data collection easier for your traveling sales force, we have only one answer: tools. Equip them with a solution whose core business is to simplify their lives. Use a solution that can be accessed via cell phone or tablet, and that enables both written and oral data entry, quickly and in real time. We advise you to create forms that are common to all, by objective, and with mandatory validations on important points to ensure the consistency of the data collected.

How do I take a reading in-store?

With Sidely, it's easy to take an in-store statement! Your sales rep goes to his mobile app, visits his schedule and clicks on his appointment to start his statement. Then all he has to do is follow the steps in the statement - previously created by himself or his manager - and validate it, once completed. And that's it!

Are you ready to conquer the field?

We'll get back to you as soon as possible to understand your issues.