Solution for field sales and trade
Training for field sales and promoters (trade marketing)
Promoters, sales reps and channel partners learn this month's pitch without leaving their route, in 60-to-90-second lessons on the phone, and you see who has it down before the launch.
SimónNow
New promotion: 3-for-2 on 600 ml
Starts Monday. Tap to see the pitch.
Rosa G.
3-for-2 promo display
Well developed
- Product on the endcap: Met
- Promo price visible: Met
- Matches the planogram: Met
The short answer
How do you train a field sales force without taking it off the route?
With short lessons that land on the phone and get done between one store visit and the next. Simón turns your launch material (the brand deck, the sales pitch, the promotion mechanics) into micro-lessons with video, infographics and quizzes, and publishes them to the team, region or channel you choose.
For a trade marketing or sales leader, what matters isn't that the material went out, but knowing who has the pitch down before the cycle starts. Simón measures comprehension by question and by area, and shows you who hasn't even opened the lesson.
Sales reps, promoters and channel staff sign in from the phone's browser with a phone number or ID and a PIN, with nothing to install. And point-of-sale execution is reinforced with a photo of the display or a voice note with the pitch.
What a field sales team needs
From the launch to point-of-sale execution
Launches and promotions
Upload the launch deck and Simón turns it into short lessons with a quiz. If the promotion changes, you update the content and it's republished the same day.
Point-of-sale execution
The promoter uploads a photo of the shelf or display and Simón compares it with your rubric and up to 3 reference images, such as a planogram. It returns well developed, partially correct or let's review it together.
The pitch, out loud
The rep records the pitch as a voice note and Simón assesses it against the rubric; if you turn it on, it also checks pace, filler words and clarity.
Team ranking
Every completed piece of content earns points and each person sees where they stand among the peers in their area. You decide how many points each piece is worth and the bonus for finishing a module.
Channel and retailer training
Distributor or partner-store staff can have their own workspace, with its own branding, sign-in method and registration link, separate from your internal team.
Route supervisors in the loop
Each area's supervisor follows their people's progress in their own team view, from the app too, and gets a 6 p.m. summary of how many people completed each course.
The monthly promotion, with follow-up
Publish the promotion video or image for the routes and regions taking part, schedule it for the start of the cycle and see who has already seen it before heading into the field.
The pitch, out loud
You know who can explain the promotion at the point of sale
The rep records their pitch as a voice note and Simón assesses it against the rubric; if you turn it on, it also checks pace, filler words and clarity.
Rosa G.
3-for-2 promo pitch
Partly correct
- Mentions the promo dates: Met
- Explains the benefit: Met
- Closes the sale: Not met
Promoter training
The execution standard, without constant in-person supervision
Promoters spend the day in store, far from their supervisor. With Simón they get the new product lesson on their phone, answer it in a minute and, when the course calls for it, send a photo of the display as evidence.
You see who completed it, who got it right on the first try and which questions are missed most by region or area. Submissions the AI can't assess clearly go to your team for review, and reviewers get a morning summary of what's pending.
- Sign-in with a phone number or ID and a PIN, no corporate email
- Registration with the area's link or QR code
- Progress saved even if the signal drops
- Photos and voice notes assessed against your rubric
Published results
What we measured in the programs Simón took part in
Completion rate
Observed in programs where Simón took part, against a 15% benchmark average for traditional formats.
Worker CSAT
Satisfaction reported by people who took the lessons on the floor.
Program NPS
Measured with floor users at the close of each program.
Applied what they learned
Put at least one skill into practice in the week after the course.
Data from the first half of 2026 (January to June) in the programs Simón took part in. On-the-job application comes from the impact report (closing survey, self-reported).
Frequently asked questions about trade marketing training
How do I train promoters and channel staff who aren't on my payroll?
You can add them to a workspace of their own, with its own branding, sign-in method (phone number, ID or email with a PIN) and registration link or QR code, separate from your internal team. They sign in from the phone's browser, with no corporate email and no app to download.
How long does it take to get launch training ready?
In less than an hour you can have a complete course ready to publish from the launch deck. If the mechanics change later, you update the content and it's republished the same day.
How do I know who has the pitch down before the launch?
The dashboard shows first-attempt mastery by course and by area, the questions with the highest miss rate and who hasn't started. That tells you which region or team to reinforce before the cycle.
Does Simón have a ranking for the sales force?
Yes. Every completed piece of content earns points and each person sees where they stand among the peers in their area, with the top 3 highlighted. You decide how many points each piece is worth and the bonus for finishing a module.
Can AI grade a photo of a display?
Yes. It compares the photo with the activity's rubric and up to 3 reference images, which are treated as a standard, not as something to copy exactly. Each activity allows 3 AI-assessed attempts; if something isn't clear, a person on your team reviews it. If you prefer, an activity can go straight to manual review.
Does it work on the route, with a weak signal?
Yes. Video is short, compressed and optimized for slow networks, and progress is saved even if the signal drops. Sending a photo or a voice note does need a connection; the activity can stay pending while the person keeps going with the course.
Keep exploring
More on sales training
2026 impact report
Completion, satisfaction and application measured in the first half of 2026.
Training for consumer goods
Promoters and field teams aligned on every launch.
Training for retail
Onboarding for high turnover and seasonal peaks.
Access with no app or email
How promoters and temps sign in with a phone number or ID and a PIN.
Announcements with follow-up
Send the monthly promotion to your field force and know who saw it.
For operations teams
Onboarding and procedure changes with a record of who saw them.
Get your next launch ready with Simón
Book 30 minutes: bring the launch deck and we'll show you how it reaches your sales force's phones and how you see who already has the pitch down.
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