by Ursula Brady | Jul 14, 2024 | Business Process
Business Process Overview Visit customer with ongoing promotion expecting to be paid for compliance. View existing claims: Review status, amount, created date and promotion. Edit claims: Edit any details of the claim or upload supporting evidence (sell out data,...
by Ursula Brady | Jul 14, 2024 | Business Process
Business Process Overview Check into visit and confirm location: Verify the field user’s presence at the correct location. Review visit & customer requests: Check status, reason and requested date. Update requests: Identify and update any request details,...
by Ursula Brady | Jul 14, 2024 | Business Process
Business Process Overview Check into visit and confirm location: Verify the field user’s presence at the correct location. Start merchandising guide: Guide user with comparable planogram, details around merchandise agreement, and correct positioning. Capture...
by Ursula Brady | Jul 14, 2024 | Business Process
Business Process Overview Visit customers with competitors present and check in, starting a timer and capturing user location. Start Competitor Check Guide: Guide the user to capture information around which competitors are present, if promotions are being run and if...
by Ursula Brady | Jul 14, 2024 | Business Process
Business Process Overview Update Outlet Information: Select the account and determine if outlet information needs updating. Specify Outlet Details: Provide the outlet type, size, and adjust opening hours as needed. Set Opening Hours: Select the specific days and times...
by Ursula Brady | Jul 14, 2024 | Business Process
Business Process Overview Check into visit and confirm location: Verify the field user’s presence at the correct location and with the correct decision maker. Review existing contracts: Check status, terms, and expiration dates of any existing contracts with the...
