Brands, distribution & wholesale · The sales force

Managing the sales force by the day's work

Between meetings, a field team runs on faith. Visits, conversations and orders that land as records let Friday's meeting read the week, not reconstruct it.

Management by interrogation

The field team is the company's face in forty towns — and the company's knowledge of it is a Friday meeting.

Faith is not a management system.

A Friday meetingThe old way
  • The week reconstructed from recollection — shaped by whoever tells it best
  • The manager probes like an examiner — because probing is the only instrument he has
  • Between Fridays, faith — not because the team is idle — because an honest day leaves no trace
A week already written
  • The visit checked in — with its place and its time
  • The conversation summarised — against the dealer it happened with
  • The order punched from the road — into the same pipeline as every other order

It is the absence of one.

The day that writes itself down

The repair is a field day that lands as records while it happens: the visit checked in with place and time, the conversation summarised against the dealer, the order punched from the road into the same pipeline as every other order.

The plan itself belongs to the rep — proposed, adjustable, honest about detours. The mechanism, in full, lives on the module page:

Beat plan against actual
Beat planweek 34Proposed byRajesh S.Approvedby timer · Sun 9:00 PM
DayPlanActualReading
Monday6 planned6 visitedOn plan
Tuesday5 planned4 + 1 addedBent
Wednesday6 planned5 visited1 skipped
Thursday4 planned4 visitedOn plan
Tuesday's off-plan stop: a customer who needed more time · recorded, not penalised
Where he went, what he skipped, what he added — readable on Monday, not recalled on Saturday.
Illustrative view. A plan that cannot bend gets abandoned; one that bends on record gets kept.

What changes for the owner

Friday changes character.

The meeting starts from the week — visits made, dealers met, what was discussed, what resulted — and spends its hour on judgement instead of reconstruction: why this dealer went quiet, whether that town deserves a second man.

The rep benefits as much as the manager: his good week is finally visible without him having to narrate it well.

Run one Friday from records instead of recollection — see it at a demo.

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