Know what’s happening in the field. Act on what matters.
TradeOps is Shift Interactive’s B2B field operations platform. It brings field teams, structured activities and execution into an operational system so managers can see what is happening and act on it.
The work is distributed. The information shouldn’t be.
Field activity is often managed through a mix of spreadsheets, messages, forms and manually assembled reports. Teams are doing the work, but managers have to piece together the operational picture.
TradeOps brings that work into a structured operational system: coordinating teams and assignments, capturing activity consistently, and connecting execution with the information managers need.
It is built for organisations with teams working across stores, territories, customer locations and other distributed field environments.
FROM ASSIGNMENT TO UNDERSTANDING
A clearer path from field work to operational visibility.
A way to think about the operation: what needs to happen, what comes back from the field, and what managers need to understand.
STRUCTURED WORK. CLEARER INFORMATION.
Bring structure to the work in the field.
01
Coordinate field teams
Organise work across teams, locations and territories around the activities that need to happen.
02
Structure visits and activities
Give recurring field activity a consistent structure for capturing the information required.
03
Connect assignments and execution
Bring expected work and reported activity into the same operational picture.
04
Capture field information
Bring structured submissions, observations and photographs together around field activity.
05
Support evidence and accountability
Give managers a clearer record of what was done and what came back from the field.
06
Understand operational activity
Turn reported field activity into information managers can use for visibility, reporting and decisions.
EVIDENCE BEHIND THE ACTIVITY
Know what was done — and what came back from the field.
TradeOps can bring together structured submissions, observations, photographs and other evidence captured during field activity, giving managers a clearer record of execution without relying solely on calls, messages and manually assembled reports.
What do you need to know about the work happening out there?
Tell us how your teams work, what managers need to see and where information gets lost along the way.
