In Sidely, the company profile centralizes all the information about a point of sale. It lets you track, analyze and interact with your customers and prospects. The profile is organized into three main sections, offering a detailed and interactive view.

This section brings together all the key information to qualify and segment your companies.

Here you will find the company name and its status.

Quick action buttons are also available, in this order:

Between the header and the overview, you will find the company's tags.

✔ Required fields: Owner (you or a colleague), Address, Phone, etc.

✔ Additional fields: Configured by your manager (e.g. Segment, Typology, Channel, SIRET).

✔ Form fields: Information from visits, calls and interactions.

✔ Report fields: Analytical data such as DN (numeric distribution), revenue, out-of-stocks.

These fields can be grouped into different custom categories.

This data is updated automatically based on your sales activity.

Located in the center of the profile, the timeline lets you view all chronological interactions and updates related to the point of sale.

✔ Field updates (e.g. change of typology, updated contact details).

✔ Sales events (visits, calls, scheduled tasks).

✔ Completed forms (e.g. product presence check, order, in-store promotion).

Each entry is interactive: click it to access the details of past actions.

View the company's report data in chart format.

View the company's KPIs by product.

In the right-hand column, you will find all the objects linked to the company, organized by category.

List of people associated with the point of sale, with their contact details.

History of scheduled visits, calls and tasks.

Access to completed forms, updated with each interaction.

Section dedicated to observations, comments and important information.

Storage for contracts, marketing materials and shared files.

View of current or past promotions and in-store activations applied to this point of sale.

Library of associated images (e.g. store front, shelves, POS materials in place).

Click directly on an editable field or use the Edit button.

In the timeline, click a form instance to see the details.

In the Contacts section, click + Add contact and fill in the information.

Yes, use the filters to display only the relevant interactions (e.g. visits, calls).

In the Campaigns section, you can access all the associated promotional operations.