Managing sales and promotional operations

Easily manage your promotions: from activation to recognition

Do you run sales animation campaigns, pirate promotions or have catalog promotions already negotiated? Enter your sales highlights into Sidely, track them and give your sales staff rapid access to information.

Discover the solution
promotion on mobile application redescended

Create your campaigns in just a few clicks

1

Create your promotional campaigns on the sales operations dashboard.

2

Manage the confidentiality of your promotional campaigns, by giving users access - or not.

3

Manage the visibility of your campaigns and sales operations, adding as many periods as you like (commitment, implementation, promotion, observation).

4

Choose a color for each, for quick visualization.

5

Once created, you can find your promotional schedule - with the different periods - in your diaries.

Link your promotions to your points of sale and products

Link your promotional campaigns en masse to your stores directly on the map, thanks to our filtered views and lasso tool. Then select the products concerned by the promotion. Your sales force is then informed of the points of sale benefiting and the products involved in the offer.

multi-selection of promotions in CRM

Filter your campaigns for better tracking

On your sales operations dashboard , you can display only certain promotions according to different criteria (past, current, all...). Details (promotion periods) for each campaign are also just a click away.

Filter promotions on the CRM web application

Link your promotions to your points of sale and products

Link your promotional campaigns en masse to your stores directly on the map, thanks to our filtered views and lasso tool . Then select the products concerned by the promotion. Your sales force is then informed of the points of sale benefiting and the products involved in the offer.

multi-selection of promotions in CRM

Filter your campaigns for better tracking

On your sales operations dashboard , you can display only certain promotions according to different criteria (past, current, all...). Details (promotion periods) for each campaign are also just a click away.

Filter promotions on the CRM web application
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Ensure the re-descente of information

Promotional information can be accessed at various strategic points in the Sidely CRM.

On the Web

The campaign is visible on the calendar (on the dates and periods indicated) and on the company files concerned.

‍A
banner at the top of the page reminds you of the current promotion(s).

On the mobile application

Promotional operations appear on company profiles, with details available at the click of a button.

Your sales reps receive automatic reminders on their phone at the start of each visit.

Track sales and measure the impact of your point-of-sale promotions

Help yourself to our library and use our ready-to-use promotion follow-up form template, or create your own customized forms.

When the sale of the promotion is confirmed, enter the necessary information directly into your crm application:

- Promotion duration;
- Promotion type;
- Number of packages ordered;
- Etc.

Each form is accessible from the cell phone and can be modified at any time to suit your needs. Each statement is linked to the store and products concerned, for better analysis.

Form mobile engagement promotion gms

During the inspection visit, use the same form to check that the store layout is correct:

- Visual/merchandise compliance;
- Pricing compliance;
- Presence of ILV;
- Presence of PLV;
- Presence of BRI;
- Report;
- Etc.

Make it easy to report findings by taking photos and voice notes, which are automatically transcribed into your crm.

Each form is accessible from the mobile and can be modified at any time to suit your needs. Each statement is linked to the store and products concerned, for better analysis.

Relevé mobile constatation promotion gms

Analyze your highlights

Understand the impact of your promotional strategy on your sales.

Track promotions by salesperson

With Sidely, track the activity and productivity of your sales force in marketing activation and the implementation of your promotional campaigns. Evaluate their profitability and monitor the implementation of objectives (number of visits, number of calls, number of statements...).

Drag & drop dashboard creation

Track promotions by store

With Sidely, you can find out how many promotions have been implemented for each brand and sales outlet, over a given period of time. Track the activity, productivity and profitability of your sales force by outlet.

Sample promotional sales report

Visualize your promotional campaigns

Use our photo gallery for a visual overview of performance and action in the field.

CRM photo gallery

Discover all our CRM features

simple crm

Easier administration

data crm

Data centralization

sales tour

Tour planning

linear survey

Field survey

analysis and reporting

Sales management

Frequently asked questions about managing sales and promotional operations

How can CRM help you target the right promotions to the right customers?

Our CRM analyzes the historical interaction and transaction data (including checkout data) of your point-of-sale customers to identify purchasing patterns. Thanks to these analyses, it is possible to segment customers into target groups based on preferences and purchasing behavior, enabling you to offer personalized promotions.

Is it possible to track the effectiveness of a promotion using CRM?

Yes, of course! That's what Sidely is all about. Our CRM enables you to track the results of each promotion, by product, by brand and by point of sale. Analyze the number of packages ordered, the number of packages sold, the type of promotion implemented and much more.

How does a CRM facilitate communication about promotions?

Sidely integrates notifications into the diary of each sales rep concerned. They are reminded of current promotions via push notifications sent to their cell phones. This ensures effective dissemination of promotional information to field teams.

Are you ready to conquer the field?

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