Field practice · 4 min read
A simple format for notes that help the next visit, not just today's report.
Good notes answer three questions: what was discussed, what the customer asked for, and what happens next. One or two lines each is enough.
Use outcome tags — order placed, follow-up needed, service done — for anything you'll want to count later. Keep the note for context.
A shelf photo says more than “display looks fine”. Attach it to the visit so it's there next time.
Keep reading
Planning · 6 min read
How to assign visits, set time windows and leave room for the unexpected.
Read guide →Rollout · 5 min read
Explain what's collected, why, and who sees it — before day one.
Read guide →Distribution · 6 min read
What primary and secondary sales mean, how they differ, and why secondary sales are harder to see.
Read guide →Planning · 5 min read
A beat plan is a repeatable route of outlet visits. How to design one that covers the right accounts.
Read guide →Reporting · 5 min read
What a daily sales report is, what to capture, and how to stop reps retyping the day every evening.
Read guide →Basics · 5 min read
How field sales and inside sales differ, what each does best, and why many teams run both.
Read guide →Planning · 5 min read
A PJP is a fixed, repeating schedule of customer visits — how to build one that balances coverage and travel.
Read guide →Plan less. Chase less. Report less manually. Let every visit become part of the customer record.
See Hemmiles in action — a 30-minute walkthrough with your own visit types. See pricing