Zone-based route assignment
Define territories and assign teams by geography.
Trade Marketing
Control your trade marketing execution at every point of sale
Routings, markets, indicators, forms, and control panel in one platform.
Request DemoOptimize your team's territorial coverage and visits
Define routes by zone, assign teams to markets and clients, plan visit frequency, and measure actual vs planned coverage.
Visit calendar
Plan visit frequency and sequence per client.
Teams per route
Assign users to time slots and clients within each route.
Actual vs planned coverage
Visibility into real execution against the coverage plan.
Organize and manage your market and client portfolio
Manage markets, link clients to routes, and assign products per point of sale to control what gets surveyed on each visit.
Market management
Create, edit, and organize markets by zone and channel.
Clients linked to routes
Associate clients to markets and routes to structure coverage.
Products per point of sale
Define which products are surveyed at each market-client.
Channel segmentation
Filter and organize markets by channel, region, and client type.
Measure your team's performance with concrete KPIs per market
8 key indicators — prices, fronts, missings, stock, exhibitions, expirations, modules, and skeletons — calculated by market, user, and period.
Prices and fronts
Price and front survey coverage per product.
Missings and stock
Missing products and shelf stock counts.
Exhibitions
Display photos by category with shelf presence KPIs.
Expirations, modules, and skeletons
Expiration surveys, completed checklists, and skeletons per market.
Collect field data with configurable forms
Create custom forms for every type of survey — audits, checklists, questionnaires, and orders — with granular permissions per user and section.
Configurable forms
Design forms per visit type, channel, and operation.
Photo evidence
Capture photos with geolocation and timestamp.
Per-form permissions
Control who can view, fill, and edit each form.
Mobile data entry
Complete forms from your phone right at the point of sale.
Monitor your entire operation's performance in real time
Central dashboard with KPIs by market, user, and period. Drill down by zone, track daily progress, and export to Excel.
KPI dashboard
Consolidated view of all key indicators per market.
Drill down by market and user
Breakdown by zone, team, person, and period.
Daily and monthly progress
Track progress against goals in real time.
Exportable reports
Download data in Excel for offline analysis.
Platform capabilities
Granular Permissions
Access control by role, module, and service for each user.
Multi-company
Run multiple companies or business units from one account. Each company manages its own markets, users, and products independently.
Mobile App
Your field team operates from their phone: time checks, forms, orders, and surveys at every point of sale.
Integrations
On-demand integrations with ERPs, CRMs, and existing systems through APIs.
Transform your point-of-sale execution
Tell us about your operation and we will show how UniteVirtual strengthens your trade marketing strategy.
Request Demo