FieldKo is a versatile platform, but it is specifically designed for organisations that manage teams working in the field. Let’s break down who typically uses FieldKo in terms of industries, company types, and user roles. We will see that FieldKo serves both the front-line field users and the managers/administrators behind the scenes, as well as sometimes third-party partners.
"The typical company that chooses FieldKo is one that values execution at the point-of-sale or point-of-distribution and likely has tried manual methods or basic tools and found them lacking"
Industries and Company Profiles
FieldKo is especially popular in Consumer Packaged Goods (CPG), Retail, Food & Beverage, and Distribution industries – essentially sectors where companies send reps to retail stores or out in the field to ensure products are displayed correctly, promotions are executed, or to collect data from the field. For example:
Food & Beverage Manufacturers: Companies that sell through supermarkets and grocery stores use FieldKo for their merchandising teams. Real-world users include large dairy and food companies. These companies have hundreds of products and need consistent presence in stores – FieldKo helps their reps audit stores, set up promotions, gather competitive intel, etc.
Consumer Goods Companies: Aside from food, any consumer goods firm (beverage, personal care, electronics, etc.) with a field force can use FieldKo. The common denominator is the need for field compliance and merchandising. A big company might have an entire team of merchandisers or field sales reps visiting retail outlets daily – FieldKo is built for that scenario.
Retailers and Franchise Operators: Retail companies that have district managers or franchise coaches visiting their stores or franchise locations can use FieldKo to conduct quality checks, compliance audits, and provide feedback. For instance, a quick-serve restaurant franchisor might use FieldKo to have franchise business consultants visit restaurants and fill out scorecards.
Pharmaceutical/Healthcare Field Teams: Pharma companies often have reps visiting clinics or pharmacies. FieldKo helps manage pharma visit schedules and sample drop-offs, etc. If compliance checks are needed (for example, checking product placements in pharmacies or verifying inventory), FieldKo fits.
Importantly, company size can vary: FieldKo can support mid-size businesses with a handful of reps up to enterprise corporations with thousands of users.
Primary User Roles
Within those companies, who actually uses FieldKo day-to-day? We can categorise the users into a few roles:
Field Representatives (Merchandisers, Sales Reps, Field Auditors): These are the people out on the road each day. They are the primary end-users of the FieldKo mobile app. Their roles might be titled Merchandiser, Retail Representative, Field Sales Rep, Territory Manager, Field Auditor, Mystery Shopper, etc., depending on the context. What they share is that they visit locations (stores, outlets, restaurants, partners) to perform tasks. FieldKo is their go-to tool to know where to go, what to do when there, and to capture results. For example, a merchandiser uses FieldKo to check their route for the day, navigates to each store, checks in, follows the tasks like setting up displays or taking inventory counts, captures photos of the shelf, and checks out. FieldKo replaces clipboards and spreadsheets for them, making their job more streamlined. They often work offline or in patchy network areas, so they rely on FieldKo’s offline capability to ensure they can always use it. This group might number from a few individuals to hundreds in a large enterprise.
Field Managers/Supervisors: Above the reps, there are usually team leads or regional managers. These users typically use FieldKo on the desktop (Salesforce Lightning app) to do oversight and planning. A field manager might use FieldKo to schedule visits for their team, assign new tasks (like “please do this survey at Store X next week”), and monitor progress. They will look at dashboards showing their team’s performance or compliance metrics. For example, a regional manager in a beverage company can log into FieldKo (Salesforce) and see all store visits completed in their region that week, with scorecards for each. If something is amiss (e.g., low compliance in one store), they might use FieldKo/ Salesforce to schedule a follow-up or send a Slack message to the rep. FieldKo is a management tool for them, enabling data-driven supervision instead of guesswork. Titles for these users could be Area Sales Manager, Merchandising Manager, Retail Operations Manager, etc.
Sales/Account Teams (Indirect Users): At companies using FieldKo, the data collected often informs the broader sales or account management teams. While these users might not actively input data into FieldKo, they consume its outputs. For instance, a Key Account Manager for a big retail chain might review FieldKo reports to see execution at the chain’s stores. Or a sales exec might use FieldKo’s analytics to discuss ROI of field activities. These folks typically access FieldKo information via Salesforce reports or dashboards that incorporate FieldKo data. Since FieldKo is part of Salesforce, a sales user with the right permissions can see, say, an Account record and note the recent field visit notes logged by FieldKo users. So, while not direct “users” of the app, they are stakeholders who benefit from it. In some organisations, sales reps themselves perform field visits (wearing two hats as both salesperson and merchandiser) – in that case they are FieldKo users, entering data about store conditions in addition to taking orders. FieldKo can accommodate that blended role too.
Salesforce/FieldKo Administrators: Every Salesforce org has admins, and when FieldKo is installed, those admins become responsible for configuring FieldKo to the company’s needs. These users use the FieldKo admin interface (likely custom Lightning pages or config objects) to set up things like survey templates, task templates, user permissions, and integrations. They also handle onboarding users (assigning them the FieldKo profiles or permission sets). These admins might be Salesforce specialists within the company or IT staff. They ensure that FieldKo is properly integrated (for instance, that accounts are loaded, that hierarchies for teams are in place, etc.). They may also build custom reports or flows on top of FieldKo. FieldKo’s vendor likely works closely with these admins during initial implementation and provides support to them. For example, in RCL Foods’ case, after many years they likely have internal admins who know FieldKo well and can tweak surveys or add new fields as needed, with FieldKo support as backup.
Executives and Analysts: This is a category of users who consume the summarised outputs of FieldKo. A VP of Sales or a Director of Retail Operations might glance at FieldKo’s dashboard weekly to gauge field execution KPIs. They might not log into FieldKo daily, but the insights FieldKo gathers (like “99% of planned visits completed this quarter” or “Average promotion compliance score is 92%”) are reported to them. In some systems, executives have a read-only login to see a high-level dashboard. Because FieldKo is in Salesforce, it’s easy to give an executive a dashboard app without them needing to learn a new system. So while not hands-on, they are part of the user ecosystem – benefiting from the data to make strategic decisions (like where to allocate more field resources, or which campaigns were successful in the field).
External Partner Users: If the company chooses to extend FieldKo to third parties via Experience Cloud, those partner users become a type of FieldKo user too. For example, a Distributor Rep might have a login to the FieldKo portal to submit their visit reports for stores they service.
What Problems Do These Users Solve with FieldKo?
To understand “who uses FieldKo”, it’s helpful to see what their goals are:
The Field Rep wants an easy tool to know their tasks and report their work. FieldKo saves them time (no need for end-of-day reporting in Excel, less paperwork) and helps them be effective (no forgetting tasks because it’s all listed in the app). They likely appreciate the offline feature – they can do their job without worrying about connectivity, and sync later. They also benefit from having information at their fingertips – e.g., seeing previous visit notes, or maybe sales data about the store via integration. FieldKo in many ways empowers them to have a more structured day and show concrete results for their effort (they can show their manager, “look, I completed 10 visits and here are the photos”).
The Field Manager uses FieldKo to gain visibility and control. Instead of calling each rep for status or waiting for weekly reports, they can log in and see progress live. They can also adjust plans quickly – e.g., if a new priority comes up (“All stores need to set up new display by Friday”), they can assign that in FieldKo and be confident it will be communicated to all. This role often also checks compliance and performance: they might use FieldKo’s data to coach their reps (e.g., “I see you’re spending only 15 minutes per visit on average, is that enough to complete all tasks?” or “Your region’s score for promo compliance is 95%, great job.”). FieldKo basically becomes their command centre for field operations.
The Admin/IT user sees FieldKo as a solution that meets the business needs while being technically sound and manageable. They use it to avoid custom development (as discussed in FieldKo vs Custom Build) and leverage the Salesforce skills they have. Their experience using FieldKo is setting it up, integrating with other systems (ensuring maybe that product lists in FieldKo are updated via integration, etc. as needed), and customising it to maximise value. They likely interface with FieldKo’s support and community to learn best practices. This user group values that FieldKo is native (ease of config, one less silo).
The External Partner user, if applicable, uses FieldKo’s portal to either receive tasks or submit information that is important to the company. For example, a distributor sales rep might be tasked by the brand to ensure displays are set up in independent stores. Through FieldKo’s Experience Cloud site, they get those tasks and report back completion (maybe with a photo). They get a tool to interface with the brand rather than, say, email or phone updates. This makes collaboration structured and data-driven. A partner likely uses FieldKo because the brand offers it as part of doing business together (and it might be seen as an added-value service the brand provides to help them, while also keeping the brand informed).
User Environment and Requirements
Those who use FieldKo often have some common requirements that FieldKo addresses, reinforcing why these users choose FieldKo:
Offline Access: Field reps often work in stores with poor connectivity (basements, rural areas). They need offline. FieldKo’s users all benefit from that and it’s a key reason they use FieldKo. E.g., a rep in a large retail store might have no signal in the backroom; FieldKo still lets them do their survey.
Real-time Results: Managers and execs want instant visibility. So they use FieldKo because it delivers real-time sync to Salesforce, and they can pull reports at any moment (even during a big promotion’s launch, they can see early results from day 1). This immediacy is valued by leadership.
Ease of Use: FieldKo’s users find the mobile app straightforward (with lists of tasks, big buttons to check-in/out, etc.). The better the usability, the more likely reps will consistently use it (which they do, as evidenced by those thousands of daily check-ins logged by customers).
One Platform for Many Roles: Because companies can put multiple field teams on FieldKo (merchandising, distributor, retail audit, etc.), many roles use it but configured to their needs. E.g., a marketing survey team could use FieldKo to collect consumer feedback in stores, while the sales merchandisers use it for stock checks – all in one system.
In summary, the users of FieldKo range from the boots-on-ground field staff to the corporate analysts. FieldKo’s design caters to each: a user-friendly mobile experience for reps, powerful planning/reporting for managers, and solid admin tools for configuration. Whether it’s a merchandiser checking a grocery aisle, a supervisor planning next week’s store visits, or a partner rep uploading a photo of a display – FieldKo provides the digital backbone for their field execution tasks.