Boost operational performance in the field

What if you finally had up-to-date and detailed information on each of your locations?

Each head office department can collect all the relevant information about a location (legal, marketing, construction tracking, HR) in every format (photos, text, date, list, contact, etc.). You can build your own categories of useful fields and grant read and/or write access to the user groups you choose, including location managers, who can modify certain fields.

This repository powers your actions on key topics: reminders based on dates or entered information for the employees managing the files (lease date, construction follow-up, certifications), documents generated automatically from location or employee data and signed in one click with electronic signatures, and all phone or written exchanges from head office, as well as events related to each field contact, pinned to the location record, so you can measure your collective presence with the managers and employees in daily contact with your customers.

Say goodbye to paper audits and Excel files that are impossible to track and compare, leaving you unable to verify that your brand standards are upheld with your customers, blind to unmet customer expectations, and unable to compile data to compare and analyze it. Adopt the methods that will guarantee your success and set you apart from your competitors.

Schedule your visits and formalize your audits with an intuitive application that allows you to display a score, record photos, add private or public comments, link to the knowledge base, and set a mandatory visit frequency.

Easily define action plans linked to your visits to quickly resolve the shortcomings identified in your location. Corrective actions are clearly assigned to field teams and head office teams, while maintaining perfect visibility of the expected deliverables. You can also easily continue the discussion with field managers beyond the initial findings, enabling real coaching, measurable progress over time, and helping them overperform.

Easily analyze the summary of strengths and weaknesses of your field presence across the observed themes to prioritize your actions and deploy them effectively. Self-assessment audits enable field managers to take ownership of quality control points themselves, improve continuously, and manage their teams more effectively.

Employees in direct contact with your customers must be able to rely on a quick response to their requests or complaints: stock issues, delivery quality, product availability.

You define request categories, which can be made available to different users, with all the necessary information for their automatic or manual assignment to the right contacts at headquarters, and different statuses to visualize the progress of each request. You can communicate internally or directly with the requester, and analysis tools then provide all the necessary summaries for the different stakeholders.

Your projects deserve organized management. Deploying strategic plans across multiple locations, handling complex redevelopment projects in a specific area, or managing the logistics of launching a flagship product across the entire network requires effective tools.

Use the field task campaign feature, assigned to the desired locations, to easily collect images of a product display or merchandising, or to verify the proper execution of a directive across the entire network. Quickly check for errors and omissions by area or location.

Collect all the information and documents on your entire real estate portfolio, with reminders and notifications about the legal events or construction work to follow up.

The solution from our partner Leasup, fully connected to Cerca, calculates actual rents and charges according to the applicable indexation and the specifics of your contracts (tiered rents, rent-free periods, abatements…), with immediate identification of billing errors. More information at www.leasup.com.