Visit Planning Software
Manage your field team’s visits more efficiently through centralised agendas and clear action plans. Gain visibility into field team activities and outcomes across your network.
Improve each visit
Align your store visits to business goals and reach your KPIs. With Loop, you can standardise visit agendas which focuses your team on the areas of improvement. Integrated action tracking translates visits into impact by driving continuous improvement store-by-store.
Structured Visit Planning
- Select pre-populated or customise agendas for each visit.
- Create records for past, current, and future visits.
- Send calendar notifications for upcoming visits.
Drive Accountability
- Link agenda items to actions to generate a plan.
- Track status of actions before and after visits.
- Download summary reports of visit outcomes.
Integrated Experience
- Schedule audits to coincide with field visits.
- Add comments and documents to visits for context.
- Connect visits with surveys and scorecards.
Case Study
Loop delivers a 10% efficiency improvement for Volkswagen Group UK.
Volkswagen Group UK implemented the Loop platform to streamline data from multiple systems across its various brands. This resulted in a 10% improvement in efficiency and performance, time savings, and a more standardised way of working and reporting across the group.
Key Benefits for:
- Standardise visit agendas across the network
- Gain visibility into field team activities
- Track visit outcomes tied to KPIs and revenue
- Enable collaboration through shared plans
- Customise agendas for each location visit
- Monitor visit actions and status in one place
- Get notifications for upcoming visit meetings
- Pull reports to showcase impact of visits
- Provide context for visits with attached documents
- Clarify agenda items through comments
- Receive notifications to prepare for visits
- Review summary reports post visit
- Understand upcoming visit agenda items
- Prepare required information for visits
- Participate in visit meetings and actions
- Provide feedback on visit outcomes
What Our Customers Say
“Users comment on the simplicity of the Loop system and how easy and clear it is to find what they are looking for. This has contributed to a 10% improvement in efficiency and performance across the group.”
Ready to see Loop for yourself?
Getting the right insight from your data is your first step towards a better, more profitable business.