Industries
Set up for the way your trade sells.
Customer types, visit activities and report fields for your industry from the first day — changeable at any time from the console.
Every doctor call, on record.
Medical representatives make many short calls a day on doctors, clinics, hospitals, pharmacies and stockists. Managers need to know the calls happened, that the right doctors are covered every month, and what each call produced.
- Doctor coverage by territory and by representative, month by month.
- Missed planned calls, marked automatically.
- Orders from pharmacies and stockists, approved in the console.
- Camps and launches tracked as campaigns.
- Specialisation
- Cardiology
- Samples given
- Yes
- Next action
- Follow-up call next week
Who your team calls on
- Doctor
- Hospital
- Clinic
- Pharmacy
- Stockist
What a visit can be
- Doctor visit
- Product presentation
- Sample drop
- Follow-up call
- Medical camp
Report fields, ready to use
- Specialisation
- Medical registration number
- Preferred visit time
- Approximate patients per day
- Samples given
Worth knowing: FMS records that samples were given on a visit. It does not keep a sample stock ledger per representative.
Field days that reach the village and back.
Seed, fertiliser and crop-protection companies work through dealers and distributors, and win farmers with demonstrations in the field. Visits are spread over villages with patchy signal.
- Demonstrations and farmer meetings with photos from the field.
- Dealer orders raised on the visit, with approval.
- Visit reports that wait on the phone until there is signal.
- Coverage of farmers and dealers by area and beat.
- Main crop
- Cotton
- Crop stage
- Flowering
- Pest or disease observed
- None
Who your team calls on
- Farmer
- Dealer
- Distributor
- Retailer
What a visit can be
- Field demonstration
- Crop visit
- Dealer meeting
- Farmer training
- Follow-up call
Report fields, ready to use
- Main crop
- Land (acres)
- Irrigation
- Crop stage
- Pest or disease observed
- Farmers attending
Worth knowing: FMS does not manage dealer stock or secondary sales from distributor to retailer.
Every outlet on the beat, accounted for.
FMCG sales teams cover a fixed beat of outlets, check stock and shelves, set up promotions and collect orders, often many outlets in a day.
- Beat plans and which outlets were covered.
- Orders by outlet and by representative, with approval and the order book report.
- Shelf and stock observations on each visit.
- Targets for visits, orders and order value, counted from the records.
- Shelf facings
- 6
- Stock on hand
- Low
- Competitor promotion running
- Yes
Who your team calls on
- Retailer
- Supermarket
- Distributor
- Wholesaler
What a visit can be
- Stock check
- Order collection
- Promotion setup
- Merchandising
Report fields, ready to use
- Outlet size
- Billing cycle
- Shelf facings
- Stock on hand
- Competitor promotion running
Worth knowing: FMS takes orders; it does not invoice, manage distributor inventory or plan delivery routes.
Longer visits, quotations that turn into orders.
Industrial sales engineers and service technicians visit factories, contractors, dealers and sites. Visits are longer, quotations matter, and the next step has to be followed up.
- Quotations raised on site, accepted, and turned into orders.
- Leads with estimated value and expected close date.
- Follow-ups raised automatically from each visit report.
- Visit and attendance records for engineers on the road.
- Segment
- Process industry
- Decision maker met
- Yes
- Technical query raised
- Pump sizing
Who your team calls on
- Factory
- Contractor
- Dealer
- Consultant
What a visit can be
- Product demonstration
- Client meeting
- Site survey
- Quotation discussion
Report fields, ready to use
- Segment
- Annual requirement
- Decision maker met
- Technical query raised
Worth knowing: For service teams, FMS records visits, site photos and follow-ups. It does not have service tickets, job cards, warranty records or spare-parts stock.
Not quite your trade?
Any team that visits customers can use FMS: the customer types, activities and fields are yours to change. Tell us how your field day runs and we will tell you honestly whether it fits.
See FMS set up for your trade.
On a demo we use your industry's customer types and visit report, so you see your own field day rather than a generic one.