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	<title>On-Trade &#8211; Bowimi</title>
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	<title>On-Trade &#8211; Bowimi</title>
	<link>https://www.bowimi.com</link>
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		<title>Beyond The Check-in: 8 High-Value Data Points for Smarter Field Data Collection</title>
		<link>https://www.bowimi.com/insights/8-high-value-points-field-data-collection/</link>
		
		<dc:creator><![CDATA[Lily Solomon]]></dc:creator>
		<pubDate>Mon, 19 Oct 2026 15:09:58 +0000</pubDate>
				<category><![CDATA[Insights]]></category>
		<category><![CDATA[Features]]></category>
		<category><![CDATA[FMCG]]></category>
		<category><![CDATA[On-Trade]]></category>
		<category><![CDATA[Retail]]></category>
		<category><![CDATA[surveys]]></category>
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					<description><![CDATA[Are your field reps just logging check-ins, or are they capturing real commercial intelligence? Discover the 8 critical data points your sales team should actually be collecting during site visits, and how to build quick, high-impact surveys that reps will love using.]]></description>
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					<h1 class="elementor-heading-title elementor-size-default">Beyond The Check-in: 8 High-Value Data Points for Smarter Field Data Collection</h1>				</div>
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										Lily Solomon					</span>
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										<time>October 19, 2026</time>					</span>
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					<h2 class="elementor-heading-title elementor-size-default">The Inside Scoop on Field Data Collection From a Bowimi Customer Success Manager</h2>				</div>
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									<p data-path-to-node="3">If you manage a field sales team visiting bars, restaurants, pubs, hotels, or retailers, you’ve likely seen your fair share of site visit logs. Too often, site visit reports amount to little more than a digital stamp of attendance: <i data-path-to-node="3" data-index-in-node="232">&#8220;Dropped by, spoke to the bartender, took an order, moved to the next venue.&#8221;</i></p>
<p data-path-to-node="4">As part of the Customer Success team at Bowimi, one of the most common questions I get from sales directors and field managers is: <b data-path-to-node="4" data-index-in-node="131">&#8220;What questions should we actually be including in our site visit surveys?&#8221;</b></p>
<p data-path-to-node="5">It’s easy to feel uncertain about whether your field data collection is yielding actionable insights or just creating unnecessary admin work for your reps.</p>
<p data-path-to-node="6">If your field reps are only logging visit completions and order volumes, your business is missing out on crucial market context. Field visits aren&#8217;t just about taking orders, they are your primary mechanism for gathering real-time <b data-path-to-node="6" data-index-in-node="230">commercial intelligence</b>.</p>
<p data-path-to-node="7">Here is a breakdown of the core data points your reps should be capturing on site, along with best practices for building field surveys that reps will actually use.</p>								</div>
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									<h2 data-path-to-node="9">8 High-Value Data Points to Capture During Site Visits</h2>								</div>
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									<p data-path-to-node="10">To refine your wider sales strategy and identify growth opportunities, ensure your reps are evaluating these eight areas on every visit:</p>
<p data-path-to-node="13"><!-- notionvc: 39f62bf1-036f-48c0-ba17-811e5e952606 --></p>								</div>
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				<div class="elementor-element elementor-element-b2f1cfe elementor-widget elementor-widget-eael-adv-accordion" data-id="b2f1cfe" data-element_type="widget" data-e-type="widget" data-widget_type="eael-adv-accordion.default">
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					            <div class="eael-adv-accordion" id="eael-adv-accordion-b2f1cfe" data-scroll-on-click="no" data-scroll-speed="300" data-accordion-id="b2f1cfe" data-accordion-type="accordion" data-toogle-speed="300">
            <div class="eael-accordion-list">
					<div id="staff-product-knowledge-training-needs" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="1" aria-controls="elementor-tab-content-1871"><span class="eael-advanced-accordion-icon-closed"><i aria-hidden="true" class="fa-accordion-icon fas fa-user-lock"></i></span><span class="eael-advanced-accordion-icon-opened"><i aria-hidden="true" class="fa-accordion-icon fas fa-user-check"></i></span><span class="eael-accordion-tab-title">Staff Product Knowledge &amp; Training Needs</span><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i></div><div id="elementor-tab-content-1871" class="eael-accordion-content clearfix" data-tab="1" aria-labelledby="staff-product-knowledge-training-needs"><p>Does the front-of-house team understand what makes your product unique? Can the venue’s staff confidently recommend your brand to customers, or is your product sitting idle on a shelf? <strong>Identifying training gaps</strong> allows you to schedule brand education sessions that directly drive sell-through rates.</p></div>
					</div><div class="eael-accordion-list">
					<div id="product-placement-share-of-shelf" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="2" aria-controls="elementor-tab-content-1872"><span class="eael-advanced-accordion-icon-closed"><i aria-hidden="true" class="fa-accordion-icon fas fa-tag"></i></span><span class="eael-advanced-accordion-icon-opened"><i aria-hidden="true" class="fa-accordion-icon fas fa-tags"></i></span><span class="eael-accordion-tab-title">Product Placement &amp; Share of Shelf</span><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i></div><div id="elementor-tab-content-1872" class="eael-accordion-content clearfix" data-tab="2" aria-labelledby="product-placement-share-of-shelf"><p><strong>Visibility drives velocity.</strong> Reps should record where your product is positioned on the shelf or back bar, whether you have a menu feature or tap placement, and how your visibility compares to nearby competitors.</p></div>
					</div><div class="eael-accordion-list">
					<div id="product-demand-blind-spots" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="3" aria-controls="elementor-tab-content-1873"><span class="eael-advanced-accordion-icon-closed"><i aria-hidden="true" class="fa-accordion-icon fas fa-search-location"></i></span><span class="eael-advanced-accordion-icon-opened"><i aria-hidden="true" class="fa-accordion-icon fas fa-search-dollar"></i></span><span class="eael-accordion-tab-title">Product Demand &amp; Blind Spots</span><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i></div><div id="elementor-tab-content-1873" class="eael-accordion-content clearfix" data-tab="3" aria-labelledby="product-demand-blind-spots"><p>Track which SKUs are moving fast and which are lagging. <strong>Crucially, ask reps to log demand for products you <i>don&#8217;t</i> currently have stocked at the venue.</strong> Spotting these unfulfilled market needs early gives your product development and account management teams a clear advantage.</p></div>
					</div><div class="eael-accordion-list">
					<div id="competitor-activity-pricing-metrics" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="4" aria-controls="elementor-tab-content-1874"><span class="eael-advanced-accordion-icon-closed"><i aria-hidden="true" class="fa-accordion-icon fas fa-clipboard"></i></span><span class="eael-advanced-accordion-icon-opened"><i aria-hidden="true" class="fa-accordion-icon fas fa-clipboard-list"></i></span><span class="eael-accordion-tab-title">Competitor Activity &amp; Pricing Metrics</span><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i></div><div id="elementor-tab-content-1874" class="eael-accordion-content clearfix" data-tab="4" aria-labelledby="competitor-activity-pricing-metrics"><p>Your field reps are your eyes and ears on the ground. <strong>Have reps track which competitor brands are currently stocked</strong>, their price points, on-site promotions, and any shift in venue preferences.</p></div>
					</div><div class="eael-accordion-list">
					<div id="decision-maker-key-influencer-tracking" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="5" aria-controls="elementor-tab-content-1875"><span class="eael-advanced-accordion-icon-closed"><i aria-hidden="true" class="fa-accordion-icon fas fa-user"></i></span><span class="eael-advanced-accordion-icon-opened"><i aria-hidden="true" class="fa-accordion-icon far fa-user"></i></span><span class="eael-accordion-tab-title">Decision-Maker &amp; Key Influencer Tracking</span><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i></div><div id="elementor-tab-content-1875" class="eael-accordion-content clearfix" data-tab="5" aria-labelledby="decision-maker-key-influencer-tracking"><p><strong>Who holds the purchasing power at this location?</strong> Beyond the main buyer, reps should log staff members, venue managers, or head bartenders who influence purchasing decisions so your team can build long-term, multi-contact relationships.</p></div>
					</div><div class="eael-accordion-list">
					<div id="venue-growth-opportunities" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="6" aria-controls="elementor-tab-content-1876"><span class="eael-advanced-accordion-icon-closed"><i aria-hidden="true" class="fa-accordion-icon fas fa-expand-arrows-alt"></i></span><span class="eael-advanced-accordion-icon-opened"><i aria-hidden="true" class="fa-accordion-icon fas fa-compress-arrows-alt"></i></span><span class="eael-accordion-tab-title">Venue Growth Opportunities</span><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i></div><div id="elementor-tab-content-1876" class="eael-accordion-content clearfix" data-tab="6" aria-labelledby="venue-growth-opportunities"><p><strong>Capture context about upcoming venue developments.</strong> Is the location launching a seasonal menu, hosting events, expanding outdoor seating, or opening new locations? Identifying these triggers early gives you first-mover advantage over competitors.</p></div>
					</div><div class="eael-accordion-list">
					<div id="account-health-ordering-patterns" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="7" aria-controls="elementor-tab-content-1877"><span class="eael-advanced-accordion-icon-closed"><i aria-hidden="true" class="fa-accordion-icon fas fa-box"></i></span><span class="eael-advanced-accordion-icon-opened"><i aria-hidden="true" class="fa-accordion-icon fas fa-box-open"></i></span><span class="eael-accordion-tab-title">Account Health &amp; Ordering Patterns</span><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i></div><div id="elementor-tab-content-1877" class="eael-accordion-content clearfix" data-tab="7" aria-labelledby="account-health-ordering-patterns"><p>Beyond sales volume, <strong>evaluate venue satisfaction</strong> with your supply chain, delivery timelines, and customer support. Are ordering patterns consistent, or is account health starting to decay?</p></div>
					</div><div class="eael-accordion-list">
					<div id="clear-follow-up-actions" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="8" aria-controls="elementor-tab-content-1878"><span class="eael-advanced-accordion-icon-closed"><i aria-hidden="true" class="fa-accordion-icon fas fa-clock"></i></span><span class="eael-advanced-accordion-icon-opened"><i aria-hidden="true" class="fa-accordion-icon far fa-clock"></i></span><span class="eael-accordion-tab-title">Clear Follow-Up Actions</span><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i></div><div id="elementor-tab-content-1878" class="eael-accordion-content clearfix" data-tab="8" aria-labelledby="clear-follow-up-actions"><p><strong>Every visit report must conclude with a clear, defined next step.</strong> Does the account require point-of-sale (POS) materials, staff retraining, sample kits, or updated pricing sheets?</p></div>
					</div></div>				</div>
				</div>
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									<p data-path-to-node="10">By covering all of these areas, you ensure the data you&#8217;re collecting in the field is valuable, usable, and has direct impact on your margins.</p>
<p data-path-to-node="13"><!-- notionvc: 39f62bf1-036f-48c0-ba17-811e5e952606 --></p>								</div>
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									<h2 data-path-to-node="9">4 Rules for Designing High-Impact Field Surveys</h2>								</div>
				</div>
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									<p data-path-to-node="29">Capturing rich data shouldn&#8217;t mean overwhelming your team with endless forms. To keep survey adoption high and data reliable, follow these best practices:</p><p data-path-to-node="13"><!-- notionvc: 39f62bf1-036f-48c0-ba17-811e5e952606 --></p>								</div>
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											<span class="elementor-icon-list-icon">
							<i aria-hidden="true" class="fas fa-fast-forward"></i>						</span>
										<span class="elementor-icon-list-text">Keep it fast and focused</span>
									</li>
						</ul>
						</div>
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									<p data-path-to-node="30,0,0">Surveys should take minutes to complete and prioritise data that directly drives action. <em>If a data point doesn&#8217;t inform a decision, don&#8217;t ask reps to collect it. </em>Field data collection, more than any other type of sales data, relies on individual input. Make it as easy as possible for them to adopt.</p>								</div>
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				<div class="elementor-element elementor-element-a2ea8c0 elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="a2ea8c0" data-element_type="widget" data-e-type="widget" data-widget_type="icon-list.default">
				<div class="elementor-widget-container">
							<ul class="elementor-icon-list-items">
							<li class="elementor-icon-list-item">
											<span class="elementor-icon-list-icon">
							<i aria-hidden="true" class="fas fa-network-wired"></i>						</span>
										<span class="elementor-icon-list-text">Leverage conditional logic</span>
									</li>
						</ul>
						</div>
				</div>
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									<p data-path-to-node="8">Not every visit requires every question. Use Bowimi’s <b data-path-to-node="30,1,0" data-index-in-node="82">Parent and Child question branching</b> to display secondary questions only when relevant based on a rep’s previous answer (e.g. <i data-path-to-node="30,1,0" data-index-in-node="208">If &#8220;Competitor stocking new brand&#8221; = Yes → show &#8220;Which brand?&#8221;</i>).<br /><!-- notionvc: 39f62bf1-036f-48c0-ba17-811e5e952606 --></p>								</div>
				</div>
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															<img fetchpriority="high" decoding="async" width="1024" height="936" src="https://www.bowimi.com/wp-content/uploads/2026/10/Survey-Conditional-Logic-Graphic-1024x936.png" class="attachment-large size-large wp-image-10151" alt="Bowimi Survey Conditional Logic of a question" srcset="https://www.bowimi.com/wp-content/uploads/2026/10/Survey-Conditional-Logic-Graphic-1024x936.png 1024w, https://www.bowimi.com/wp-content/uploads/2026/10/Survey-Conditional-Logic-Graphic-300x274.png 300w, https://www.bowimi.com/wp-content/uploads/2026/10/Survey-Conditional-Logic-Graphic-768x702.png 768w, https://www.bowimi.com/wp-content/uploads/2026/10/Survey-Conditional-Logic-Graphic.png 1080w" sizes="(max-width: 1024px) 100vw, 1024px" />															</div>
				</div>
				<div class="elementor-element elementor-element-4d7b3ad elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list" data-id="4d7b3ad" data-element_type="widget" data-e-type="widget" data-widget_type="icon-list.default">
				<div class="elementor-widget-container">
							<ul class="elementor-icon-list-items">
							<li class="elementor-icon-list-item">
											<span class="elementor-icon-list-icon">
							<i aria-hidden="true" class="fas fa-clipboard-check"></i>						</span>
										<span class="elementor-icon-list-text">Segment surveys by visit type</span>
									</li>
						</ul>
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				</div>
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									<p data-path-to-node="8">Avoid one-size-fits-all forms. Create distinct surveys tailored to specific workflows, such as:</p>
<ul>
<li data-path-to-node="8">Prospecting visits</li>
<li data-path-to-node="8">New onboarding checks</li>
<li data-path-to-node="8">Routine account management</li>
<li data-path-to-node="8">Promotional audit visits<br /><!-- notionvc: 39f62bf1-036f-48c0-ba17-811e5e952606 --></li>
</ul>								</div>
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									<p data-path-to-node="8">Standardise response formats (using dropdowns and multi-select fields rather than open text fields) so that managers can <strong>aggregate field data into strategic dashboards</strong> and trend reports.<br /><!-- notionvc: 39f62bf1-036f-48c0-ba17-811e5e952606 --></p>								</div>
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                <h2 class="title">Pro Tip</h2>            </div>
            <div><p><em>Bowimi users, check out this Help Article to find out <a href="https://help.bowimi.com/how-to-create-survey" target="_blank" rel="noopener">how to create surveys</a>.</em></p></div>        </div>
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									<h2 data-path-to-node="32">Turning Field Data Collection into Commercial Advantage</h2>
<h2 data-path-to-node="26"><!-- notionvc: 43a4a145-c208-4233-9bc1-8f1d87f5e1b9 --></h2>								</div>
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									<p data-path-to-node="33">The ultimate goal of field data collection is to transform observational feedback into strategic execution. When your field team moves beyond basic check-ins and starts capturing structured market intelligence, your business gains a accurate picture of account health, competitor positioning, and untapped revenue opportunities.</p><p data-path-to-node="34">Tools like <b data-path-to-node="34" data-index-in-node="11">Bowimi’s Survey feature</b> make this simple, giving sales leaders the structured reporting they need while providing field reps with an intuitive mobile workflow that takes seconds to complete.</p><p><!-- notionvc: 60405413-0a24-4827-bce5-0fa3e8443891 --></p>								</div>
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																<a href="https://www.bowimi.com/case-study/house-of-theakston-episode-one-reps/">
							<img decoding="async" width="1024" height="576" src="https://www.bowimi.com/wp-content/uploads/2026/08/Theakston-YouTube-Thumbnail-1024x576.jpg" class="attachment-large size-large wp-image-9918" alt="House of Theakston Episode One Reps" srcset="https://www.bowimi.com/wp-content/uploads/2026/08/Theakston-YouTube-Thumbnail-1024x576.jpg 1024w, https://www.bowimi.com/wp-content/uploads/2026/08/Theakston-YouTube-Thumbnail-300x169.jpg 300w, https://www.bowimi.com/wp-content/uploads/2026/08/Theakston-YouTube-Thumbnail-768x432.jpg 768w, https://www.bowimi.com/wp-content/uploads/2026/08/Theakston-YouTube-Thumbnail.jpg 1280w" sizes="(max-width: 1024px) 100vw, 1024px" />								</a>
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															<img decoding="async" width="634" height="112" src="https://www.bowimi.com/wp-content/uploads/2026/10/theakston-logo-white.png" class="attachment-large size-large wp-image-10153" alt="" srcset="https://www.bowimi.com/wp-content/uploads/2026/10/theakston-logo-white.png 634w, https://www.bowimi.com/wp-content/uploads/2026/10/theakston-logo-white-300x53.png 300w" sizes="(max-width: 634px) 100vw, 634px" />															</div>
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									<h5 data-start="3123" data-end="3252"><span style="color: #ffffff;"><b>Customer Spotlight</b></span></h5><p data-start="3123" data-end="3252">Cameron, a field rep for Theakston Brewery, uses <strong>Bowimi</strong> <strong>surveys</strong> nearly every day &#8211; see how they&#8217;ve changed the game for both him, and his managers.</p>								</div>
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					<h2 class="elementor-heading-title elementor-size-default">Elevate Your Field Sales Intelligence With Bowimi</h2>				</div>
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									<p data-path-to-node="7">Stop missing out on critical market data from your site visits. <b data-path-to-node="7" data-index-in-node="64">Book a Bowimi demo today </b>to see how custom surveys, parent-child question logic, and real-time field reporting can transform your sales strategy.</p>								</div>
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		<title>Race Across The Field: The Ultimate Field Sales Challenge</title>
		<link>https://www.bowimi.com/features/race-across-the-field-the-field-sales-challenge/</link>
		
		<dc:creator><![CDATA[Lauren Quilty]]></dc:creator>
		<pubDate>Fri, 26 Jun 2026 14:22:12 +0000</pubDate>
				<category><![CDATA[Features]]></category>
		<category><![CDATA[FMCG]]></category>
		<category><![CDATA[Insights]]></category>
		<category><![CDATA[On-Trade]]></category>
		<category><![CDATA[visibility]]></category>
		<guid isPermaLink="false">https://www.bowimi.com/?p=9867</guid>

					<description><![CDATA[Watch our ultimate field sales challenge through Bermondsey! See how Bowimi tackles route planning, prospecting, and field admin to keep reps winning 🏃‍♂️💨]]></description>
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					<h1 class="elementor-heading-title elementor-size-default">Race Across The Field: The Ultimate Field Sales Challenge</h1>				</div>
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										Lauren Quilty					</span>
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										<time>June 26, 2026</time>					</span>
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									<h2 data-path-to-node="7">Field Sales Can Feel Like a Constant Race</h2>								</div>
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									<p data-path-to-node="1"> If you’ve ever watched BBC’s <i data-path-to-node="1" data-index-in-node="29">Race Across the World</i>, you’ve probably thought to yourself: <i data-path-to-node="1" data-index-in-node="89">&#8220;Yeah, I could do that. I’d definitely be better with a map than they are.&#8221;</i></p>								</div>
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									<p data-path-to-node="2">Well, we decided to put that confidence to the test right here in London. Welcome to <b data-path-to-node="2" data-index-in-node="85">Race Across the Field</b>, where we took our resident trooper, Jim, carted him out on the hottest day of the year, and forced him to navigate a brutal, pub-based series of challenges through Bermondsey.</p><p data-path-to-node="3">Was it for science? Pure entertainment? A little bit of both. But mostly, we wanted to see if Jim could survive the ultimate field sales challenge without letting his hidden rage toward the camera crew boil over (Spoiler alert: by Checkpoint 3, the rage was no longer hidden).</p><p data-path-to-node="4">Check out the full video to see if he made it out alive, or read on to see how the right tech keeps field teams from losing their minds.</p>								</div>
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															<img loading="lazy" decoding="async" width="500" height="500" src="https://www.bowimi.com/wp-content/uploads/2026/06/Jim-completing-a-field-sales-challenge-in-Race-Across-the-Field.png" class="attachment-full size-full wp-image-9877" alt="Jim completing field sales challenge in pub" srcset="https://www.bowimi.com/wp-content/uploads/2026/06/Jim-completing-a-field-sales-challenge-in-Race-Across-the-Field.png 500w, https://www.bowimi.com/wp-content/uploads/2026/06/Jim-completing-a-field-sales-challenge-in-Race-Across-the-Field-300x300.png 300w, https://www.bowimi.com/wp-content/uploads/2026/06/Jim-completing-a-field-sales-challenge-in-Race-Across-the-Field-150x150.png 150w" sizes="(max-width: 500px) 100vw, 500px" />															</div>
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					<h3 class="elementor-heading-title elementor-size-default">The Brutal Reality of Field Sales is That it Can Feel Like a Challenge All of the Time</h3>				</div>
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									<p style="text-align: left;" data-path-to-node="7">Let’s be honest for a second. Field sales, whether you’re in FMCG, beverage, or B2B retail, is tough. It sounds straightforward and fun until you’re actually out on the pavement.</p><p style="text-align: left;" data-path-to-node="8">When we sent Jim out into Bermondsey, he faced the exact same daily bottlenecks and territory management challenges that field reps deal with every single day.</p>								</div>
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									<h2 data-path-to-node="7">Obstacles Reps Face in the Race to Sell</h2>								</div>
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										<span class="elementor-icon-list-text">The "Where Next?" Panic</span>
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									<p data-path-to-node="2">Wasting hours manually digging through spreadsheets or clunky CRM maps trying to find the next viable prospect.</p>								</div>
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										<span class="elementor-icon-list-text">The Zig-Zag Nightmare</span>
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									<p data-path-to-node="2">Bad territory planning that results in crisscrossing town, burning fuel, wasting time, and arriving at appointments stressed out.</p><p data-path-to-node="2">Plus, when it&#8217;s the hottest day of the year as it was for Jim, reps feel every minute wasted between venues.</p>								</div>
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										<span class="elementor-icon-list-text">The Admin Black Hole</span>
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									<p data-path-to-node="2">Trying to manually log data, remember who sampled what, and tag venue details on the fly while walking between meetings.</p>								</div>
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									<p data-path-to-node="2">Without a solid strategy (and the right toolkit), a standard day in field sales quickly turns into an endurance sport.</p>								</div>
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				<section class="elementor-section elementor-top-section elementor-element elementor-element-14678f8 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="14678f8" data-element_type="section" data-e-type="section">
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									<h2 data-path-to-node="7">Inside Jim’s Toolkit: Driving Field Efficiency</h2>								</div>
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									<p data-path-to-node="13">Fortunately, Jim wasn&#8217;t entirely defenseless. To help him smash his checkpoints and survive the Bermondsey gauntlet, we equipped him with the core features built into <b data-path-to-node="13" data-index-in-node="167">Bowimi</b>, the ultimate field sales software designed to turn chaotic days into smooth operations.</p><p data-path-to-node="14">Here are the tools Jim used to conquer the field:</p>								</div>
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				<section class="elementor-section elementor-top-section elementor-element elementor-element-d5e4728 elementor-section-boxed elementor-section-height-default elementor-section-height-default" data-id="d5e4728" data-element_type="section" data-e-type="section">
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						<div class="elementor-element elementor-element-9b0cbf3 elementor-widget elementor-widget-eael-adv-accordion" data-id="9b0cbf3" data-element_type="widget" data-e-type="widget" data-widget_type="eael-adv-accordion.default">
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					            <div class="eael-adv-accordion" id="eael-adv-accordion-9b0cbf3" data-scroll-on-click="no" data-scroll-speed="300" data-accordion-id="9b0cbf3" data-accordion-type="toggle" data-toogle-speed="300">
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					<div id="instant-prospecting-find-new-venues-in-seconds" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="1" aria-controls="elementor-tab-content-1621"><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i><h3 class="eael-accordion-tab-title">Instant Prospecting (Find New Venues in Seconds)</h3></div><div id="elementor-tab-content-1621" class="eael-accordion-content clearfix" data-tab="1" aria-labelledby="instant-prospecting-find-new-venues-in-seconds"><p>Instead of aimlessly wandering the streets of Bermondsey hoping to stumble across the right spot, Jim used Bowimi’s <b>Prospecting</b> tool. With a quick search, he could filter and find high-potential venues in seconds, instantly giving him a targeted list of exactly where he needed to go.</p></div>
					</div><div class="eael-accordion-list">
					<div id="one-click-route-planning-optimised-efficiency" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="2" aria-controls="elementor-tab-content-1622"><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i><h3 class="eael-accordion-tab-title">One-Click Route Planning (Optimised Efficiency)</h3></div><div id="elementor-tab-content-1622" class="eael-accordion-content clearfix" data-tab="2" aria-labelledby="one-click-route-planning-optimised-efficiency"><p>Nothing kills a sales rep’s momentum like a bad route. Jim didn&#8217;t have time to zig-zag across London, so he used our <b>Route Planning</b> feature to optimise his entire journey in just one click. It mapped out the most efficient path between his pub checkpoints, saving his legs and his sanity.</p></div>
					</div><div class="eael-accordion-list">
					<div id="the-nearby-tool-on-the-go-opportunities" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="3" aria-controls="elementor-tab-content-1623"><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i><h3 class="eael-accordion-tab-title">The 'Nearby' Tool (On-the-Go Opportunities)</h3></div><div id="elementor-tab-content-1623" class="eael-accordion-content clearfix" data-tab="3" aria-labelledby="the-nearby-tool-on-the-go-opportunities"><p>While on foot, unexpected opportunities always pop up. Whenever Jim spotted a new venue that wasn&#8217;t on his radar, he used the <b>Nearby Tool</b>. With one simple click, he could add the new venue to Bowimi, execute a quick survey, and tag it consistently with all the existing data in the platform. No lost leads, no messy admin.</p></div>
					</div><div class="eael-accordion-list">
					<div id="product-status-tracking-date-that-directs-strategy" class="elementor-tab-title eael-accordion-header" tabindex="0" data-tab="4" aria-controls="elementor-tab-content-1624"><i aria-hidden="true" class="fa-toggle fas fa-angle-right"></i><h3 class="eael-accordion-tab-title">Product Status Tracking (Date That Directs Strategy)</h3></div><div id="elementor-tab-content-1624" class="eael-accordion-content clearfix" data-tab="4" aria-labelledby="product-status-tracking-date-that-directs-strategy"><p>A lead is only as good as the data you keep. Throughout the challenge, Jim used the <b>Product Status</b> feature to record exactly where products had been sampled, won, lost, and beyond. It gives management total visibility and ensures reps always know the exact history of a venue the moment they walk through the door.</p></div>
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															<img loading="lazy" decoding="async" width="500" height="500" src="https://www.bowimi.com/wp-content/uploads/2026/06/Jim-completing-the-challenge-Race-Across-the-Field-blog-images.png" class="attachment-full size-full wp-image-9879" alt="" srcset="https://www.bowimi.com/wp-content/uploads/2026/06/Jim-completing-the-challenge-Race-Across-the-Field-blog-images.png 500w, https://www.bowimi.com/wp-content/uploads/2026/06/Jim-completing-the-challenge-Race-Across-the-Field-blog-images-300x300.png 300w, https://www.bowimi.com/wp-content/uploads/2026/06/Jim-completing-the-challenge-Race-Across-the-Field-blog-images-150x150.png 150w" sizes="(max-width: 500px) 100vw, 500px" />															</div>
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					<h2 class="elementor-heading-title elementor-size-default">Work Hard, Play Hard: The Bowimi Way</h2>				</div>
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					<h3 class="elementor-heading-title elementor-size-default">We build software to make field sales admin efficient, so you can focus on the fun bit: selling.</h3>				</div>
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									<p data-path-to-node="4">Putting Jim through his paces in Bermondsey was a laugh, but it highlighted a massive truth about the industry: <strong>without the right tools, field sales is an exhausting uphill battle against bad routes, lost data, and wasted time.</strong> You shouldn&#8217;t have to battle your territory just to do your job.</p><p data-path-to-node="5">By replacing manual spreadsheets and guesswork with instant prospecting, one-click route optimisation, and seamless on-the-go tracking, Bowimi gives your reps their time back, and gives management the visibility they need to scale.</p><p data-path-to-node="6">Ready to eliminate the headaches of territory planning and supercharge your team&#8217;s efficiency?</p>								</div>
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		<title>What they don’t tell you about building your own field sales team</title>
		<link>https://www.bowimi.com/retail/what-they-dont-tell-you-about-building-your-own-field-sales-team/</link>
		
		<dc:creator><![CDATA[Will McFarland]]></dc:creator>
		<pubDate>Thu, 25 Apr 2024 13:10:40 +0000</pubDate>
				<category><![CDATA[Retail]]></category>
		<category><![CDATA[CRM]]></category>
		<category><![CDATA[FMCG]]></category>
		<category><![CDATA[On-Trade]]></category>
		<guid isPermaLink="false">https://www.bowimi.com/?p=7242</guid>

					<description><![CDATA[Starting your own field team can be daunting, and it’s very tempting to sidestep the hassle and find a more plug and play solution like an agency. At Bowimi, I work with brands of all sizes who do it really well themselves, and agencies who can accelerate the growth of a brand or help maintain [&#8230;]]]></description>
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									<p><span style="font-weight: 400;">Starting your own field team can be daunting, and it’s very tempting to sidestep the hassle and find a more plug and play solution like an agency. At Bowimi, I work with brands of all sizes who do it really well themselves, and agencies who can accelerate the growth of a brand or help maintain their position as a leading brand.&nbsp;</span></p>
<p><span style="font-weight: 400;">As I’m always on the lookout for new FMCG brands to show Bowimi to, I’ve found they’re often at the point where they’re weighing up building out their own sales team or outsourcing it.&nbsp;</span></p>
<p><span style="font-weight: 400;">So, I asked some of my contacts about when you’d want to start your own team and where it might be smart to look at agencies.</span></p>
<h4><span style="font-weight: 400;">You want to scale founder-led sales</span></h4>
<p><span style="font-weight: 400;">Great brands come from their founders pouring themselves into the product, and truly caring about the end product. So, when a founder goes to do sales, they bring all of that passion and expertise to each stockist they speak with.</span></p>
<p><span style="font-weight: 400;">Founder-led sales are often super effective, and if the conversion rate of these early sales can scale linearly then the business will have a bright future. However this often isn’t just a plug and play with a business just adding four sales people and expecting 4x the output.&nbsp;</span></p>
<p><span style="font-weight: 400;">One advantage of building your own team is that you can curate the salespeople and their pitch a lot more closely than you can with an agency. Whoever’s selling it should be able to tell the gritty story and eloquently explain the benefits of the product, and you can handpick those people and train them to do it your way.&nbsp;</span></p>
<p><span style="font-weight: 400;">Now, you could spend a lot of time trying to get an agency to go this deep into your product, however they’re usually trying to sell multiple products alongside yours. Wouldn’t it be nice to have the focus all on yours? As </span><b>Louis Gill, the Sales Manager at </b><a href="https://www.dailydosejuice.co.uk/" target="_blank" rel="noopener"><b>Daily Dose</b></a><span style="font-weight: 400;">, says “How can an external agency be as invested as someone that’s along for the ride?”.</span></p>
<h4><span style="font-weight: 400;">You’ll own and process your data from the field</span></h4>
<p><span style="font-weight: 400;">I normally tell people who are considering joining Bowimi that an underrated benefit of the platform is unlocking the knowledge that usually is either stuck with their reps or is left unexplored. Getting lots of anecdotal and quantitative datapoints from the field can help your team exploit the market better and helps you identify how to drive volume through the trade.&nbsp;</span></p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-7245 size-full" src="https://www.bowimi.com/wp-content/uploads/2024/04/Screenshot-2024-04-25-140854.png" alt="" width="976" height="407" srcset="https://www.bowimi.com/wp-content/uploads/2024/04/Screenshot-2024-04-25-140854.png 976w, https://www.bowimi.com/wp-content/uploads/2024/04/Screenshot-2024-04-25-140854-300x125.png 300w, https://www.bowimi.com/wp-content/uploads/2024/04/Screenshot-2024-04-25-140854-768x320.png 768w" sizes="(max-width: 976px) 100vw, 976px" /></p>
<p><span style="font-weight: 400;">It goes without saying that you’ll need great technology to fully utilise this (I can show you how Bowimi helps with this, book a time here).&nbsp;</span></p>
<p><span style="font-weight: 400;">Although you can instruct an agency to report on specific things, and carry out research on your behalf, when you’ve got your own field team you are better equipped to find </span><i><span style="font-weight: 400;">weird</span></i><span style="font-weight: 400;"> things and react to them quickly.</span></p>
<p><span style="font-weight: 400;">For example, </span><a href="https://weekend-drinks.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Weekend Drinks</span></a><span style="font-weight: 400;">, found it difficult to get stocked in the off-trade. By getting their reps to pause selling, and start asking why they quickly got to the bottom of the problem. It wasn’t price, quality or branding, it was the size of the bottles. The secret to their quick reaction was having an internal team who were able to investigate what was going wrong and get the answer conveyed quickly.&nbsp;</span></p>
<h4><span style="font-weight: 400;">Surely there are disadvantages?</span></h4>
<p><span style="font-weight: 400;">While organically growing your own field team has many upsides, you’re going to have a ramp time as you expand it, so it will take a while for the return to come back on the investment. If you want to get 100 salespeople on the ground to take your brand national, </span><span style="font-weight: 400;">you might be better off looking at field sales agencies.&nbsp;</span></p>
<p><span style="font-weight: 400;">However, </span><b><a href="https://www.linkedin.com/in/john-morrisey-857a923b/" target="_blank" rel="noopener">John Morrissey</a>&nbsp;</b><span style="font-weight: 400;">from </span><a href="https://www.vocationbrewery.com/" target="_blank" rel="noopener"><span style="font-weight: 400;">Vocation Brewery</span></a><span style="font-weight: 400;"> is on the money with this analogy:</span></p>
<p><i><span style="font-weight: 400;">“Sometimes it’s necessary for brands to utilise other breweries to brew their beer for a whole variety of good reasons, but we would all prefer to control production from hop to glass to ensure you have the best product possible. The same is true for Field Sales, your sales teams may be the first ever interaction with your brand and making the right impact is crucial.”</span></i></p>								</div>
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		<title>How to win in the on-trade &#8211; by Chris Maffeo</title>
		<link>https://www.bowimi.com/retail/how-to-win-on-trade/</link>
					<comments>https://www.bowimi.com/retail/how-to-win-on-trade/#respond</comments>
		
		<dc:creator><![CDATA[Dan Ghadimi]]></dc:creator>
		<pubDate>Sun, 10 Jul 2022 20:20:49 +0000</pubDate>
				<category><![CDATA[On-Trade]]></category>
		<category><![CDATA[Retail]]></category>
		<category><![CDATA[Thought Leadership]]></category>
		<guid isPermaLink="false">https://www.bowimi.com/?p=4869</guid>

					<description><![CDATA[I’ll share my 5-step process to improve your approach to selling to on-premise outlets. By adopting this hunting process, you’ll spend time better. You’ll likely increase your strike rate in the right outlets. Unfortunately, most people lack a pragmatic system. They are getting rejected or focused on the wrong outlets. Without a system in place, [&#8230;]]]></description>
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									<p dir="ltr">I’ll share my 5-step process to improve your approach to selling to on-premise outlets.</p><p dir="ltr">By adopting this hunting process, you’ll spend time better. You’ll likely increase your strike rate in the right outlets.</p><p dir="ltr">Unfortunately, most people lack a pragmatic system. They are getting rejected or focused on the wrong outlets.</p><p dir="ltr">Without a system in place, you’ll encounter a few challenges.</p><p dir="ltr">Challenge 1: You focus on the wrong outlets. People will recommend you to get a hunting list. The problem with those lists is that you’ll focus on the hottest places in town. If you search online you’ll end up with the same list as all the salespeople in your city. You’ll focus on the wrong, hard-to-get outlets</p><p dir="ltr">Challenge 2: The wrong bars reject you. You may have heard they don’t have time for you, or that the manager is not there. Showing up at the door of people who don’t want to buy you is a waste of time. Many bar owners now do their research online or through word-of-mouth. They have already made up their mind about what brands to stock. You need to create the demand for your brand before you’re going to capture it with a visit.</p><p dir="ltr">Challenge 3: Unbalanced relationships. By focusing on those above, you will affect your mood. The moment you walk in, you’ll feel you’re in a lower position. If successful, you&#8217;ll base those relationships on favors and you&#8217;ll be always &#8220;on-call&#8221;.</p><p dir="ltr">Challenge 4: The wrong outlets will have slow velocity: In case of success, they may try one bottle. They will make you sweat for any new small sales. Very ineffective.</p><p dir="ltr">Here’s the 5-step process I follow to overcome the above challenges:</p><h3 dir="ltr">Step 1: Understand whom your brand is right for</h3><p dir="ltr">Skip the target consumer. Clarify what your brand is for. What consumption occasion and what type of venue. No, I’m not talking about the 50 best bars or the hottest venues. I’m talking about the venues that will likely sell your brand on a specific occasion. You’ll have to do trial and error at the beginning. Analyse the patterns you see.</p><h3 dir="ltr">Step 2: Get referrals vs Cold-calling</h3><p dir="ltr">Get recommended by other bartenders who are already using your brand. Ask them to make an intro. Caveat: It’s easy to get the wrong referral. If you don’t brief them well, they’ll send you to the hottest bars, to owners that play cool. You want to get access to outlets that are like those in which your brand already resonates. Places that don’t buy the brand to do you a favour but because they believe in the added value it brings to their venue.</p><h3 dir="ltr">Step 3: Use technology to map the city</h3><p dir="ltr">Do as much as possible online so you can be effective when walking the streets. Take advantage of technology. Check their Instagram, and their website. Use Google Maps. That&#8217;s 1.0. If you want to get 2.0, you must start using a CRM system where you can also gather other relevant information. I&#8217;ve worked with several CRM systems and I recommend skipping the complicated one, especially when you are starting as a small brand. My favourite tool is Bowimi. Super intuitive and without complicated features for a simple start.</p><h3 dir="ltr">Step 4: Analyse their back bars and drinks menus</h3><p dir="ltr">Most outlets list their menu online and you’ll find a photo of their back bar. If not, you can always go there in person and check it out.</p><ul><li dir="ltr" aria-level="1"><p dir="ltr" role="presentation">How many brands from your category do they carry?</p></li><li dir="ltr" aria-level="1"><p dir="ltr" role="presentation">Do they mention any brands on the cocktail list?</p></li><li dir="ltr" aria-level="1"><p dir="ltr" role="presentation">What cocktails do they have?</p></li><li dir="ltr" aria-level="1"><p dir="ltr" role="presentation">How much are they?</p></li></ul><p dir="ltr">It&#8217;s important to put that info into Bowimi via surveys to make sure that it becomes your go-to place for all that info.</p><h3 dir="ltr">Step 5: Focus on one area at the time</h3><p dir="ltr">Don’t spread yourself too thin. Yes, there’re many right areas in your city but you can’t have it all. Win in a couple of areas before venturing elsewhere. Make sure you make your brand is visible in the community of bars, restaurants, and bottle shops in the area. In this step, Bowimi is again your best friend in understanding how your brand is doing in your selected area and to plan your routing.</p><p dir="ltr">I hope you find this guide helpful.</p><p dir="ltr">If you liked it, You can subscribe to my free newsletter here at <a href="https://www.winningwithdrinks.com/signup/" target="_blank" rel="noopener">https://www.winningwithdrinks.com/signup/</a></p><p dir="ltr"> </p><p>Should you need more support don&#8217;t hesitate to reach out at <a href="mailto:ciao@maffeodrinks.com">ciao@maffeodrinks.com</a></p>								</div>
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