Trade Intel and Trade Auditing

One of Peak Instore’s USP’s (unique selling propositions) is our ability to deliver world class management custom made information systems on behalf of our Clients.


Our IT system is fully compatible with most other systems currently on the market and ideally suited to ‘sign up’ project plans that involve various stages and action points. 

The IT System will enable and avail the following:

   Data gathering
  Administration functions to manage field workforce 
   Call cycling management
   Project management
   Customisable survey systems
   Correlation of survey for graphical reporting


The mobile platform will be customised to specific Client needs. It is the enabler of all processes and procedures in the field. It is an easy to use, uncomplicated system. The IT System is capable of recording issues and opportunities that need urgent follow-up in the form of Red Flags recorded by field staff.

Automated diary management and call planning will be managed from and through the system, with Clients having access to live data to view the progress of project.

The data can also be extracted in Excel format tables which can then be manipulated to develop deeper and wider analytical reporting, as well as ensure that speedy corrective actions are put in to place by the Peak Instore team.

The following reports and functionality will be available but is not limited as this system is fully customisable thus enhancing the service offering for example:

   Calls per day/week/month per Line manager/Department/Channel 
  Quick turn-around on information required from in-field
   Outlet activity and Red Flag activity reports
   GPS coordinates for all outlets visited
   Stock levels per outlet
   Merchandising standards and POS  items per outlet
   Objectives achieved in call 
Before and After photos attached to call report on-line

This system thus allows management to clearly track all activities per outlet, region and field staff. As a result the project is measurable and broken down to easily highlight potential challenges.