Save an hour a day on planning your sales activities and tours, thanks to our bulk task creation features and our tour planner and optimizer.
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Use tags and statuses to effectively categorize your database, and more easily determine priority outlets.
Determine your sales front, segmenting your outlets by status, and achieve your sales targets by focusing your efforts on important customers. Sidely lets you personalize your sales approach and understand the priority of each contact by classifying them by importance or role.
You have the freedom to create your own tags or use those already available in Sidely, specially adapted to your business sector (CHR, GMS, GSS...).
Enable your sales teams tofind the information they need quickly and easily. Segment your customer data from the interactive map and create dynamic views based on your criteria.
Determine your visit frequencies and create lists based on the status of your stores or their sales performance (late visits, customers with a DN below 50%...). Sidely reminds you of customers who haven't been visited for a long time.
Ourlists evolve over time and adapt automatically. As long as your criteria remain unchanged, you don't need to rework your dynamic lists. Of course, they can be customized (by salesperson, by geographic area, catchment area...) and can be shared exclusively with the people concerned. For example, you can create a list called 'My late visits', where each area manager will see information adapted to his or her territory.
Each form is accessible from the mobile and can be modified at any time to suit your needs.
Maximize the productivity and efficiency of your sales force. Increase both the number of visits and their quality, by contacting the right person at the right time.
Plan your sales visitsen masse using the lasso tool on our interactive map. Sidely lets you create tasks, calls, appointments, visits, sms and emails en masse.
Maximize the productivity and efficiency of your sales force. Increase both the number and quality of visits, by contacting the right person at the right time.
Plan your sales visits en masse using the lasso tool on our interactive map. Sidely lets you create mass tasks, calls, appointments, visits, sms and emails.
From the interactive map, your sales reps can geographically visualize their sales outlets and the geographical area they wish to work in. All they have to do is select a dynamic view or apply criteria.
Each category is represented by a color, making it easy to identify priorities and sales outlets quickly.
Once you've filtered the points of sale, use the lasso to select the ones you want to visit. Create a schedule for your visits, including your criteria: visit time, travel time for each appointment, your working hours, your break time and its duration, your days of activity.... And that's it, your tour is planned.
Enter your departure and return addresses and your means of transport (car, bike, truck, pedestrian...) and let Sidely guide you. It optimizes your route and suggests the best itinerary, taking into account the specific constraints of your business activity and the requirements of your customers, including the availability of key contacts (such as the floor manager or bartender), store opening hours, geographical location...
Enter your departure and return addresses and your means of transport (car, bike, truck, pedestrian...) and let Sidely guide you. It optimizes your route and suggests the best itinerary, taking into account the specific constraints of your business activity and the requirements of your customers, including the availability of key contacts (such as the floor manager or bartender), store opening hours, geographical location...
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Sidely gives you the flexibility to adjust your appointments according to your needs.
An unforeseen event or a last-minute change? Our system recalculates your itinerary according to the new information, guaranteeing constant optimization of your travel and your time.
Sidely gives you the flexibility to adjust your appointments according to your needs. Our system recalculates your itinerary according to the new information, guaranteeing constant optimization of your travel and your time.
To plan your sales rounds, you need to focus on four crucial points that will maximize the efficiency of your sales force's movements: market segmentation, geographic sectorization, time management for each sales action, and appointment scheduling. To find out more, read our full article on how to help your sales reps plan their sales rounds.
To organize an effective sales tour, start by defining your sales objectives and targeting the most important customers or high-potential prospects. We recommend analyzing your customer data to identify high-potential areas, and prioritize visits according to customer importance or sales opportunities. Use planning and mapping tools to optimize itineraries and reduce travel time. Set aside time to prepare and follow up each visit. Consider constraints such as customer schedules and the time needed for each appointment. Finally, remain flexible to adjust the tour according to unforeseen or emerging opportunities.
To optimize a sales tour, we recommend the use of a tour or route optimizer. At Sidely, all you have to do is select the points of sale you wish to visit on the map, using our lasso tool. Then enter your travel criteria (address, time, means of transport, length of visit...) and Sidely optimizes your routes for you! To find out more, we invite you to read our article on how to plan an effective sales tour?
When planning sales rounds, a number of constraints need to be taken into account: the distance and travel time between customers, the means of transport and its cost, the opening hours of the sales outlets visited, the times when your contact is available, sales priorities, and the specific needs of each customer. The salesperson's workload capacity must also be taken into account. More specific constraints can also be taken into account, such as the recurrence of certain visits and their type (animation, activation, follow-up...).
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