Field Operations Streamlined: Managing 3,000 Promoters with One System

Summary

With over 4,000 retail locations and around 3,000 promoters across Mexico, this electronics brand struggled with fragmented communications and manual attendance tracking. Disconnected tools like WhatsApp, emails, and paper records caused delays, errors, and reduced visibility. By adopting Shopl, the team centralized workforce operations—from attendance to in-store tasks—onto a single platform, improving accountability and response time.

"Now we manage everything—from schedules and attendance to store tasks and reports—in one place. The team is aligned, and communication flows much more smoothly."

— Operations Team Manager, Electronics Brand

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Challenges

• Lack of real-time visibility: With 3,000 promoters across thousands of stores, it was difficult to monitor attendance and store execution in real time.
• Disjointed communication: Instructions and feedback were scattered across WhatsApp, email, and phone calls, leading to missed updates and slow response times.
• Manual processes and data loss: Attendance was tracked on paper, and reports like store photos or POP displays were collected manually, often with delays or omissions.

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Solutions

1. Real-Time Attendance Tracking

Before Shopl, attendance was logged via fingerprint scanners, but managers had no way of confirming whether promoters were truly present or for how long. Now, with GPS and location features, real-time status updates are available. Late arrivals or absences can be flagged, and misuse like proxy check-ins has been eliminated. Attendance rates have improved to over 99%.

2. In-Store Task Execution and Photo Proof

Previously, collecting store photos or verifying POP installations required contacting each store individually. With Shopl’s To-do feature, managers assign tasks to specific stores and receive photo uploads directly through the app. Each submission is tracked in a central system, reducing delays and improving compliance.

3. Verified Communication with Read Receipts

Important announcements were once sent through multiple channels without confirmation of delivery or acknowledgment. Now, the Notice feature ensures every store receives the same message, and read receipts allow HQ to follow up only with those who haven’t seen it. Communication is now faster, more reliable, and consistent.

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Results

• 99%+ attendance compliance across 4,000+ stores
• Tasks now completed up to 90% faster, with 100% of store photos submitted digitally—eliminating all manual paperwork
• Single platform managing attendance, schedules, announcements, and reports

"Collecting store photos used to take days. Now it takes minutes, and we can verify everything from one screen."

— Operations Team Manager

Simplify your store operations with real-time visibility and centralized control—all in one app.