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Solutions

One platform. Many possibilities.

Every organization operates differently. TradeOps can be configured to manage the processes that matter to your business.

Field rep recording a customer visit on a tablet

Built for businesses where execution matters.

A few of the ways organizations use TradeOps today. Each one is set up with its own workflows, locations and teams.

  • Distribution team member checking stock in a warehouse aisle

    Distribution & FMCG

    Know how your products are represented in every outlet, and act on what your teams find.

    • Retail execution
    • Merchandising
    • Stock checks
    • Price checks
    • Promotions
    • Customer visits
    • Order capture
  • Merchandiser photographing a promotional display in a supermarket

    Retail & Merchandising

    Hold every store and branch to the same standard, with photos to prove it.

    • Store standards
    • Displays
    • Product availability
    • Competitive checks
    • Branch inspections
  • Sales rep talking with a shop owner during a customer visit

    Sales & Trade Marketing

    See what happens in the market, visit by visit, and turn it into the next action.

    • Customer visits
    • Prospecting
    • Promotions
    • Territory activity
    • Market intelligence
  • Technician carrying out preventative maintenance on equipment

    Service & Maintenance

    Keep equipment running and service on schedule, with a record of every visit.

    • Inspections
    • Preventative maintenance
    • Service visits
    • Equipment checks
    • Issue resolution
  • Delivery driver collecting a customer signature as proof of delivery

    Logistics & Delivery

    Prove the job was done at every stop, and deal with exceptions as they happen.

    • Delivery verification
    • Proof of service
    • Route activities
    • Exceptions
    • Signatures
  • Safety inspector checking a facility with a tablet

    Compliance & Quality

    Make standards visible, back them with evidence and follow issues through to closure.

    • Audits
    • Inspections
    • Safety checks
    • Evidence
    • Corrective actions
  • Market researcher recording observations inside a store

    Market Research

    Collect consistent, evidence-backed observations from the field, ready to analyse.

    • Mystery shopping
    • Surveys
    • Customer experience checks
    • Photographic evidence
  • Operations lead reviewing activity across several locations

    Custom Operations

    Processes unique to your organisation, across one location or many.

    • Your own workflows
    • Multi-location operations
    • Internal checks
    • Team activities

Real examples

Different industries. The same way of working.

Here is how TradeOps is being configured for organizations in three very different sectors.

  • MarketPulse

    Consumer goods market research

    Field teams carry out store checks and retail audits for consumer-goods brands. Each visit captures shelf observations and photo evidence, and anything that needs attention becomes a follow-up.

    • Store checks
    • Shelf audits
    • Photo evidence
    • Follow-ups
    Field auditor photographing a shelf of consumer goods during a store check
  • Lucky Play

    Gaming & entertainment

    Field representatives visit lottery retailers on a recurring schedule to check terminals, branding and materials, talk through sales and promotions, and gather market feedback. Technical and sales issues raise corrective actions for the right team.

    • Retailer visits
    • Equipment checks
    • Promotion checks
    • Corrective actions
    Field representative checking a gaming terminal at a neighbourhood retailer
  • Optimum

    Dental & medical supply and equipment service

    Sales representatives record competitive price audits product by product, with photo evidence. Service technicians complete scheduled preventative maintenance checklists and create follow-up when they find an issue.

    • Price audits
    • Preventative maintenance
    • Service visits
    • Follow-up actions
    Service technician maintaining equipment in a dental clinic

Don't see your process listed?

These are examples, not limits. If a process can be assigned, completed, verified and measured, it can potentially be managed through TradeOps.