New · Forms & surveys

Know what happens at every store visit

Build your own forms in the Back Office, and your reps fill them in on the tablet during the visit: shelf photos, competitor products, customer feedback and signatures.

Included in Enterprise 360

&Alaska, Inc. · Step 3 of 6

Product sales and purchase survey

Take a photo of the product on the shelf:

+ Add photo
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How it works

From the office to the store and back

Your office decides what to ask. Your reps answer at the store. You see the results the same day.

  1. Build the formPick from 12 question types in the Back Office and save questions to reuse.
  2. Assign itChoose which customers get it, and make it required before a rep can close the visit.
  3. Fill it at the visitReps see it as one page or step by step, with photos and signature.
  4. See the resultsEvery answer appears in Entries, on a map and in charts.

Question types

12 ways to ask

Single lineMulti lineWhole numberDecimal numberYes / NoSingle choiceDropdownMultiple choiceDateTimePhotoSignature

Ideas

What distributors use forms for

Shelf checks

Photos of how your products are displayed, and how many competitor products are next to them.

Visit feedback

How the customer rates the visit, what they want to order and when to follow up.

Promotion follow-up

Check that promotions are in place, with a photo and the customer's signature.

See it working with your own products

On a free demo we show you Listaso the way you work and give you an exact price, setup included. In English or Spanish.

Book a free demo

Or call sales:
+1 305-912-7770, option 2

Sales: [email protected]