AvenorOS for field sales
Every door in the focus city, with its depletions and its last visit.
Field sales in the US is won door by door in two or three focus cities. A CRM built for software does not know a door, a depletion or a reorder. AvenorOS does, and it ties the rep’s week to the distributor’s report.
Three screens, one login.
Fields as they appear in the system. Our team keeps them current; you read them.
Accounts by focus city
- Door, on-trade or off-trade, distributor and buyer
- Depletions per door from the distributor’s report
- Placement: facing, shelf or menu position
- Reorder rate over 90 days
How many doors are moving cases, and how many were a one-time placement.
Visit and sample log
- Visit date, rep and outcome
- Samples poured and cases sold on the visit
- Next visit due
- Route for the week
Where was the team this week, and what came of it.
Placement scorecard
- Score per placement: velocity, visibility, reorder
- Doors opened this quarter against target
- Distributor performance by territory
Where the next investment goes: the distributor and the territory that earned it.
Which doors to keep calling on, and which distributor to open next.
A distributor in a second city is asking for the line. The scorecard shows what the first city’s doors did after their first order, by distributor. The visit log shows the calls it took. You open the second distributor on the velocity of the first, and the doors the rep should stop visiting are on the same screen.
Tools you no longer run
Each row is a tool a brand at your stage buys and reconciles by hand. In AvenorOS the same work sits on one record.
Contacts and a pipeline, built for a team selling software.
It does not know a door, a depletion or a reorder. Velocity per account is entered by hand or never.
Accounts by focus city with depletions, placements and reorders per door.
Visits, samples and orders written up from the road.
The visit log and the distributor depletion report never meet. A rep’s week and a door’s velocity are reconciled at month end.
Visit log, sample log and distributor depletions on the same account record.
Promotions and allowances agreed with a distributor or a chain.
The deduction that pays for the promotion lands in receivables with no reference to it. Finance guesses.
Every promotion carries its budget, its window and the chargebacks matched to it.
Related guides
- Getting on-premise: bar and restaurant menus
- Finding and vetting a US distributor
- How Faire works for non-alcoholic brands
Other roles
Walk through AvenorOS with us.
We open the system on your current setup, show what each of your team would see, and lay out the rollout.