FORM for Beer, Wine, and Spirits

Be unmatched in the market.

Win more market share using FORM MarketX, the world’s only
integrated task management and image recognition platform for field teams.
Image Recognition

Meet your
selling
superpower.

  • We’ve taken machine learning and computer vision technology to create a game-changing AI for Beer, Wine, and Spirits brands.
  • Our beverage sales software identifies, tags, and analyzes products on mobile to collect critical market data you need—all in near real-time.
  • Now, your reps can spend less time collecting data and building reports, and more time doing what matters most to your business: selling.

Integrations

Less time-wasting, more integrating.

Salesforce Sync

Keep your data up-to-date in every system with Salesforce and FORM MarketX two-way sync for accounts, activities, and contacts.

Open API

Use our open API to integrate with investments in your tech stack, including data lakes.

SSO & User Provisioning

Ensure better security, faster access, and get more work done with SSO and user provisioning.

Software for distributors

Track rep
activity from
anywhere.

  • Create smart place groups organized by custom properties you define, like volume tiers for on-premise or off-premise accounts.
  • Route teams to their next account using in-app maps with locations safely stored in the cloud.
  • Instantly view and analyze rep performance and field execution with geo-tagged and time-stamped submissions.

Fluid Data Capture

Easy, breezy, Image Recognition.

  • Use Image Recognition by FORM MarketX to instantly analyze your product placement on menus, in the cooler, or on the shelf.
  • Our fluid capture capability allows reps to take photos in the field in one fell swoop before products are automatically identified and tagged.
  • Reps receive insights and analytics for each photo on-device in near real-time, so they can spot and resolve issues on the spot.
Task Types

Tasks for
top-performing teams.

  • Choose from 12 different task types, including count, price, item catalogs, and photo, and use dynamic form logic to drive the right action from anywhere.
  • Easily send tasks to the right rep in the right territory at the right time—every time, and get structured insights back upon completion.
  • Configure push notifications and email alerts to instantly identify and resolve issues that arise in the field.

Assigned Places

Simpler ways to manage people, places, and processes.

  • Configure smart teams and smart places to efficiently assign tasks by role or location type in bulk.
  • Access location history that’s safely stored in the cloud to see performance across accounts—and never lose data in case of team turnover.
  • Create custom product catalogs so teams can capture data quickly on the SKUs that matter to you. Then assign tasks and filter data based on certain criteria such as SKU, product name, or category for powerful insights.

Trusted by the best in the
business.

See it all in action.