Trade Marketing Solution
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Built for Real
Execution in the Field.

We help trade marketing teams plan, execute, and measure what actually happens at the point of sale — with real-time visibility across every store, campaign, and visit. No app to download — your field teams use Telegram.

Request a Demorocket_launchStart for Free

Trusted by leading trade marketing teams

storefront

Store Execution Dashboard

Live Campaign Status

94%

Compliance Rate

1,247

Visits Today

89

Active Promoters

Recent ExecutionsLast 24h
Walmart #234 - Display Complete2m ago
Target #89 - Promo Verified5m ago
Costco #12 - Pending Review8m ago
verified

Just verified

Display Compliance

warningThe Challenge

No Visibility Where It Matters Most

Most trade marketing teams face the same challenges every day.

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Data Lives in Silos

Execution happens in the field, but data lives in paper forms, Excel, SMS, and scattered emails.

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Photos Without Context

Photos arrive late, incomplete, or without the context needed to verify execution.

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No Compliance Verification

There's no easy way to verify compliance at the store level in real-time.

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Slow Reporting

Reporting takes days or weeks and still feels unreliable when it finally arrives.

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Decisions Without Data

Decisions are made without a clear picture of what actually happened in the field.

The result?

Great strategies with poor execution visibility.

CheckForma

CheckForma Platform

Connected

storefrontField Activity

85% complete today

fact_checkStructured Data

92% data quality

insightsReal-time Evidence
Out of stock evidence
Super aisle display
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+24
check_circleOur Solution

One Platform for
Trade Marketing Execution

CheckForma gives you a single place to manage, track, and analyze trade marketing execution across all your points of sale.

We connect field activity with structured data, real-time evidence, and clear insights — so you can stop guessing and start managing.

  • check
    Real-time visibility across all points of sale
  • check
    Photo evidence with time and location data
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    Clear insights that drive better decisions
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    No app to install — works via Telegram

Key Features for Trade Marketing Teams

Everything you need to manage execution at the point of sale.

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Custom Field Forms

Create flexible forms that render directly in Telegram. Your teams fill them out without leaving the chat.

  • checkStore visits & inspections
  • checkPromotional execution
  • checkDisplay compliance audits
  • checkProduct availability checks
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Photo Evidence with Context

Field teams snap photos directly in Telegram. Every photo includes automatic time and location data — real proof, not claims.

  • checkRequired photos when needed
  • checkTime and location data included
  • checkLinked to store, visit & campaign
  • checkOrganized and easy to review
campaign

Promotion Tracking by Store

Track execution where it matters most: at the point of sale. Know exactly what's happening in each location.

  • checkMonitor by region, chain, or store
  • checkSee compliance at a glance
  • checkCompare planned vs actual
  • checkDetect issues early
history

Store-Level History & Insights

Every store builds a history over time. Turn your field data into a real operational asset.

  • checkPast visits and executions
  • checkPhoto evidence by date
  • checkTrends across weeks or months
  • checkRecurring compliance issues
dashboard

Real-Time Dashboards & Reports

Forget manual consolidation. Your reports are ready when you are — not days later.

Live DashboardsStructured DataEasy ExportsBI Ready

How Trade Marketing Teams Use CheckForma

Real use cases from teams managing execution at the point of sale.

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Launching a New Product

Verify distribution, displays, and promotional materials during rollout.

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Monitoring Promotions

Ensure pricing, signage, and execution match the plan.

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Auditing Retail Execution

Standardize audits and compare performance across stores.

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Managing Promoters

Track activity, visits, and proof of work via Telegram in real time.

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Seasonal or National Campaigns

See execution status across all regions from a single dashboard.

Who This Is For

If your job depends on what happens in stores, this is for you.

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Trade Marketing Managers
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Brand Managers
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Field Marketing Coordinators
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Retail Execution Teams
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Agencies & Merchandisers

What You Get

Transform your trade marketing execution with measurable results.

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No App to Download

Field teams use Telegram — no training, no installs, instant adoption.

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Increase Compliance

Improve compliance at the point of sale with real-time verification.

visibility

Real-Time Visibility

Gain instant visibility into field execution as it happens.

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Reduce Reporting Time

Dramatically cut reporting time from days to minutes.

insights

Better Decisions

Improve decision-making with reliable, structured data.

handshake

Align Your Teams

Get HQ and field teams working from the same information.

Powered by Telegram

Your field teams already have Telegram installed. No app stores, no downloads, no training. Just send them a link and they're ready to work.

  • check_circleZero training required
  • check_circleWorks on any device
  • check_circleReliable on slow connections
  • check_circlePush notifications that get read

See CheckForma in Action

If you want clearer visibility, better execution, and faster decisions in trade marketing, we'd love to show you how CheckForma works.

Request a DemochatTalk to Our Team
schedule15 min demo
credit_card_offNo commitment
support_agentExpert guidance