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MANAGE DEALER VISITS
 

Spend Your Time
Coaching Dealers. Not Preparing For Meeting Them.

Dealer visits are where performance actually moves. But too much time before, during and after goes on admin, not the conversations that matter. Loop gives your field team more time to coach, not compile, so the business keeps moving forward.

You said: "I spend more time preparing for dealer visits than actually having them."

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See Dealer Visits ⟶
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INTERACTIVE DEMO

How To Manage Visits With Loop

Try an interactive walkthrough of Loop and see how field teams plan visits, capture actions live and coach dealers with clearer next steps.
The challenge

The Visit Costs Hours Before It's Even Started.

Before a visit there's an agenda to build, actions to chase down and performance data to pull together from wherever it lives. During it, notes get taken in different places and commitments are made verbally. After it, follow-up relies on someone remembering what was agreed.

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What good looks like

Every Visit, Ready to Coach.

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Prep in minutes, not hours

Performance, previous actions and visit history already pulled together - with templates set up.
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Actions tracked, not chased

Every commitment recorded, assigned with an owner and a deadline so no dropped threads.
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Dealers see their own actions

Between visits, dealers can see exactly what they committed to and how they're progressing.
The anatomy of a Loop visit

Less Time Preparing.
More Time Coaching.

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Before: Arrive Ready

✓ Performance & history pre-loaded
✓ Agenda built automatically
✓  Last visit’s actions front and centre

During: Capture as You Go

✓ Notes in one place, not five
✓ Commitments recorded, not just said
✓ Structure keeps the visit on track

After: Nothing Slips

✓ Actions have owners & dates
✓ Visible to the dealer instantly
✓ Auto-tracked to the next visit

How Loop helps

The Whole Visit, in One Place.

Loop gives field teams everything they need before they arrive. Performance, previous actions and visit history, ready to go. Everything during the visit is captured in the same system. And afterwards, actions are assigned with owners and deadlines, visible to the dealer as well as the field team.

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The modules behind it

Built Around the Visit

Actions come as standard with every visit. Commitments made in the room become tracked actions - assigned, dated and visible to the dealer. That's where behaviour change happens.

Dealer visits

Plan, run and follow up every visit in one place. Prep is easy, structure stays consistent and nothing agreed in the room gets lost.

✓ Consistent agenda
✓ In-visit capture
✓ Visit history

Learn more ⟶
Action plans

Assigned, owned, dated and tracked between visits, shared with the dealer. See which actions make the biggest difference to KPI improvement.

✓ Suggested system improvements
✓ Repeat success from top dealers
✓ Actions help KPIs improve 3x faster

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Plugs into the rest of Loop

With all your sales, aftersales and network data in one place, you always have a real-time view of the full picture.

✓ Live performance, ready in the pack
✓ Dealers see progress to payout
✓ Compare dealers to find quick wins

Learn more ⟶

"Loop is now the ‘go-to’ tool for the Field Team and Retailers. It is the most tangible enhancement we’ve seen in the last 10 years"

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Area Customer Manager - Honda
Who it's for

The Field and Everyone Who Relies on It.

Less time preparing, more time coaching. With visibility of what's happening across the field.

Field Team

You own the dealer relationships on the ground. You want to walk in prepared and spend the visit coaching, not catching up on admin.

✓ Visit prep
✓ Region roll-up
✓ Action follow-up

Network Director

You need visibility of what’s happening in the field. which visits happened, what was agreed and whether actions are landing.

✓ Field visibility
✓ Audit trail
✓ Action tracking

Dealer

You can see the same priorities, actions and progress as the OEM team, creating clearer conversations and helping everyone stay focused.

✓ Clear visit objectives 
✓ Shared action plans
✓ Visibility of progress

Ready to see it
 
 

Prep Less.
Coach More.

A 30-minute walkthrough tailored to your network. See how OEM field teams reduce visit preparation, capture actions in real time and spend more time coaching dealers.

Book a demo ⟶
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