Boost Sales Visits Efficiency with Recommended Steps

When aiming to create the perfect store, CPG companies invest significant time and effort into analyzing vast amounts of information. They rely on their experience and expertise to create detailed guidelines and standards for their field teams. However, businesses often face several challenges that cannot be resolved easily:

• The sheer diversity of sales channels and retail outlets makes having one solution almost impossible;
• These standards require extensive staff training and continuous review and amendment;
• Strictly following step-by-step instructions takes up a lot of time and the outcome of each action can vary greatly.

Experienced merchandisers or sales reps know which tasks from their ‘to-do’ list need to be done first to yield the greatest results depending on the situation in the store. But how can a flexible and effective approach be implemented for all employees, regardless of their level of experience?

Introducing Recommended Steps of the Visit, our latest expansion of SFA functionality. This solution assists field teams in focusing on actions that need to be done first to deliver the highest impact specifically for their store on any given day. The assistance is carried out by AI-driven prompts, which are based on integrated:

• Image Recognition: Collecting and analyzing data about the shelf situation.
• Perfect Store module: Accessing standards, calculating KPIs, and historical data.

Prompts are provided to the user via short suggestions of what should be done to achieve the most KPIs. Additionally, the user sees a prioritized list rather than an endless backlog of tasks.

Recommended Steps of the Visit not only reduce training time for staff but also ensure that new starters are as effective as their experienced counterparts. By providing clear tasks to do with prioritization, it allows sales reps and merchandisers to tackle the truly crucial tasks that contribute the most to achieving Perfect Store standards.

The interactive technology enhances employee engagement, facilitating the achievement of planned KPIs, and positively influencing motivation via constant and clear indication of what to do to improve at the store. It empowers the field team to efficiently reach their predetermined goals and make significant progress towards achieving a 100% perfect store, all while optimizing their use of time and resources.

Recommended Steps of the Visit feature is an integrated module of SoftServe Business Systems’ Sales Force Automation solution. It, along with Image Recognition, forms part of the AI-driven Eco-System of digital tools designed for sales and promotion management in the CPG industry.

If you’re interested in learning more, you can request a demo session of Recommended Steps of the visit by filling out the Demo Request form.