SELL 360 · Field Management
Management happens in the market.
Joint working, retailer assessments, distributor checks and primary sales. Give every management visit a purpose and a record.
A day in the market
A day of visits. A clearer record of the work.
From coaching in the market to checking distributor execution.
01 · Joint working
Work with the team.
Select a booker. Record your joint market activity.
Work recorded. Questions answered. Follow-ups made clearer.
Explore Field Management & ComplianceBuilt for field leadership
More than attendance. Real management activity.
Capture the work that happens between performance reviews.
Activity log
Every management visit counts.
Keep a structured record of field activities by authorized manager and date.
Joint working
Work alongside your bookers.
Select a team member and record time spent working together in the market.
Retailer assessments
A better record of the visit.
Use configurable forms to capture retailer feedback and operational findings.
Distributor checks
Check what matters on site.
Record distributor observations and compliance checklist responses.
Market intelligence
Don’t lose what the market teaches.
Capture observations that numbers alone may not explain.
Coverage reviews
See where attention is needed.
Record and review coverage findings during market supervision.
Form questions, access and workflows depend on your organization’s configuration.
Flexible by design
One primary sales process. Two ways to work.
Use the setup that fits your sales organization.
Who uses it
Field Sales AppAuthorized company sales users
Field Manager AppAuthorized TSMs, ASMs and RSMs
Primary stock POs
Field Sales AppCapture distributor stock POs
Field Manager AppCapture distributor stock POs
Secondary retailer orders
Field Sales AppSupported through the relevant booker role
Field Manager AppNot the standard secondary booking workflow
Management audits
Field Sales AppNot part of the basic Field Sales workflow
Field Manager AppStructured retailer and distributor assessment forms
Joint working
Field Sales AppNot part of the basic Field Sales workflow
Field Manager AppDedicated joint working activity
Best fit
Field Sales AppTeams that mainly need role-based primary and secondary order capture
Field Manager AppTeams that also want structured managerial market engagement
Choose the workflow. Keep the business connected.
Connected to the bigger picture
What managers see in the market matters.
Bring structured field observations alongside the numbers leadership already follows.
- 1
Record the visit.
Joint working, retailer assessments and distributor checks.
- 2
Keep the context.
Link activities with the relevant people, shops and distributors where supported.
- 3
See beyond the totals.
Bring management activity into operational reviews and analysis where integrated.
One connected platform
Leadership in the field. Connected across the business.
Field SalesWork with bookers in their market.How it connects- Work with bookers and understand the market they cover.
DistributionFrom the order to the warehouse.How it connects- Capture distributor purchase orders, then follow the related stock and commercial process.
Primary SalesCompany stock POs, end to end.How it connects- Understand company originated stock POs and sole to sub distributor transactions.
Performance IntelligenceActivity beside the numbers.How it connects- Put management activity alongside execution and performance information.
Common questions
A setup that fits your team.
Do we need the dedicated Field Manager App to book primary orders?+
No. Authorized users can capture primary distributor orders through role-based Field Sales functionality. The dedicated Field Manager App is for organizations that also need structured managerial field activities.
Who uses the Field Manager App?+
It is designed for TSMs, ASMs and RSMs, with access set by your organization’s roles and configuration.
Can managers assess retailers and distributors differently?+
Yes. Configurable forms support different assessments and checklists for retailer and distributor visits.
Can a manager work with a particular order booker?+
Yes. Joint working lets a manager select a booker and log their field activity together.
Does every audit automatically change organizational health scoring?+
Not necessarily. Health scoring and reporting follow the configured analytics methodology, and connections to assessment records are confirmed for each deployment.
Your managers are already in the market. Make the work count.
See how SELL 360 supports joint working, assessments, primary orders and market intelligence.