Unlocking B2B Commercial Effectiveness for Field Sales Teams

One platform covering your complete commercial cycle — from objective setting to execution to performance measurement.

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Performance-driven solutions for your most pressing challenges

Subject Matter Expertise

Our management team brings over 60 years of combined experience in commercial effectiveness and management consulting — turning data into actionable insights.

Proprietary Platforms

We leverage geographic and sociodemographic databases, territory balancing algorithms, route optimization models, and off-the-shelf products to unlock your field teams from Day One.

AI-Enabled Workflows

Agentic workflows for automated planning, smart visit scheduling, real-time dashboards, and CRM/ERP integration agents — enabling seamless implementations and proactive optimizations.

Our solutions cover the complete commercial cycle, connected

Plan
  • Data integrity
  • Customer segmentation
  • POS identification
  • Budget & incentives setting
  • Territory management
  • Target persona confirmation
Explore Plan →
Execute
  • Route optimization
  • Visit reporting
  • Trade marketing management
  • Order management
  • Documentation management
  • Sell-out promotion management
  • Sales rep task optimisation
Explore Execute →
Assess
  • Financial dashboards
  • Operational dashboards
  • Real-time KPI tracking
Explore Assess →
+8%

average revenue increase per sales rep
within the first 6 months

Trusted by leading B2B commercial teams

L'Oréal
Procter & Gamble
Renault
Normon
Cooper Consumer Health
Weleda
Kearney
Logista Pharma

Build the right commercial foundation

From data integrity to territory design — set your field teams up for success before they step out the door.

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Data Integrity

Cleanse and unify your customer, product, and market data into a single reliable source of truth.

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Customer Segmentation

Classify your customer base using sociodemographic, behavioral, and commercial data to focus your team's effort.

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POS Identification

Discover new points of sale and validate existing ones using proprietary geographic and market databases.

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Budget and Incentives Setting

Design transparent, data-driven budget allocation and incentive schemes that motivate the right behaviors.

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Territory Management

Balance territories by workload, potential, and coverage — using our proprietary optimization algorithms.

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Target Persona Confirmation

Validate and refine your ideal customer profiles to ensure your team pursues the highest-value opportunities.

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Empower your reps in the field

Give every commercial the tools and clarity they need to perform at their best — every day, every visit.

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Route Optimization

Automatically generate optimal daily routes that minimize travel time and maximize customer coverage.

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Visit Reporting

Capture visit outcomes in seconds — no double entry, full CRM/ERP sync, available on web, iOS, and Android.

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Trade Marketing Management

Execute and track promotional activities, in-store displays, and trade programs across all points of sale.

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Order Management

Enable reps to place and track orders directly from the field, with real-time stock and pricing visibility.

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Documentation Management

Centralize contracts, catalogues, and sales materials — always accessible, always up to date.

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Sell-Out Promotion Management

Design, deploy, and measure consumer-facing promotions from a single platform.

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Sales Rep Task Optimisation

Automate administrative workflows — incident routing, customer registrations, compliance checks — so reps spend their time selling, not reporting.

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Turn activity into insight

Close the commercial loop with dashboards that connect field activity to business outcomes in real time.

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Financial Dashboards

Monitor revenue, margin, and budget attainment at rep, territory, and portfolio level — in real time.

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Operational Dashboards

Track visit frequency, route compliance, order conversion, and trade program execution across your entire fleet.

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KPI Tracking

Define and monitor the metrics that matter most to your business — from sell-in to sell-out and everything in between.

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Proven results across leading B2B teams

From global FMCG brands to pharmaceutical leaders — Involve delivers measurable commercial impact.

kpi icon 1
Better point-of-sale coverage
+25%
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Less time on the road
−8%
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Less time on admin tasks
−20%
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Average ticket through better product mix
+4%
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Overall result
+8% sales per rep

⚡ ~1 month average time to full platform deployment

🚀 <6 months to capture tangible and sustainable impacts

Companies that trust Involve

L'Oréal
Quote from client coming soon.
Procter & Gamble
Quote from client coming soon.
Renault
Quote from client coming soon.
Normon
Quote from client coming soon.
Cooper Consumer Health
Quote from client coming soon.
Weleda
Quote from client coming soon.
Kearney
Involve delivers tools and platforms with exceptional flexibility to fit each client operating model, accelerating impact in value creation programmes.
Pablo Morillo — Partner, Private Equity Practice
Logista Pharma
Quote from client coming soon.

Unlocking Commercial Excellence

A bi-weekly series on the levers that drive field sales performance — from territory design to AI-enabled workflows.

Frequently Asked Questions

Everything you need to know about Involve. Can't find what you're looking for? Get in touch →

Customer Segmentation

Operational Dashboards — can be fully tailored to your needs

Financial Dashboards — can be fully tailored to your needs