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).

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

Sidely is designed to save you time. Plan your strategy with ease: your sector managers can simply use the views and tags previously created and saved for them.

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


- Merchandise survey;
- Tracking and share of shelf space;
- Location trackingVisit report;
- Competition survey;
- Price survey;
- Point of sale qualification;
- Etc.

Each form is accessible from the cell phone and can be modified at any time to suit your needs.

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 forms, and track the data you're interested in:

- Exhibition form ;

- Prospecting form ;

- Satisfaction survey ;

- Delivery form ;

- Technician form ;

- Expense accounts ;

- Etc.

Each form is accessible from your cell phone, and can be modified at any time to suit your needs.

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.
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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.

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.

Discover all our CRM features

admin crm

Easier administration

data management

Data centralization

tour planning

Tour planning

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?

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