Tuesday, February 20, 2018

Why is Sales Rep Tracking App a Hit with Outside Teams?

Sales people in general hate supervision. As a career that requires an independent personality from professionals, outside sales attracts people that are naturally wary of extra supervision.

So how come outside sales teams tend to love rep-tracking apps?

Well, some would think that the only function of such an application is to monitor GPS positioning throughout the day. However, sales rep tracking apps do more than that:  They are a de-facto mobile sales call interface.

With a sales rep tracking app such as VisitEye, outside salespeople can plan their daily visits, optimize their routes in order to save time and mileage, register new prospects, and also report on performed activities.

Taking these extra features of sales rep tracking apps into account, one can see how professionals that value independence will appreciate the freedom from off-hours reporting as well as the extra empowerment that comes with being able to better control their schedule.

VisitEye is a sales rep tracking app designed specifically for businesses that rely on professionals such as outside sales reps, retail auditors, inspectors, etc. VisitEye offers a straightforward solution for field staff tracking that is easy to implement and use, with no need for IT department assistance.

Want to see how VisitEye sales rep tracking app works? Sign up today for a free trial at www.visiteye.com.


Monday, February 5, 2018

What to Look For in Retail Audit Software for Merchandising

Brand and category managers have a hard time when it comes to the presentation of their products in retail stores. Since the retail channel is so scattered, properly supervising each location individually would be virtually impossible so issues such as damaged shipments, poor shelf placement, and frequent out of stocks can sometimes go unnoticed.

Mobile technology has recently caused a revolution in merchandising, to the point that, now, retail audit software has become indispensable. But what should brand and category managers look for in such an application? Here are some of the most important features of retail audit software for merchandising:

  1. Customizable forms
    Every business has their own needs, and every product category has its own individual characteristics. Therefore, while dairy products might need frequent retail to check for expired items, cleaning products will need to be checked for spills – and so forth. Retail audit software that allows fully customizable forms will adapt to those individual category audit needs.
  2. Photo capture
    One of the factors that make mobile retail audits so revolutionary is that they allow office-based brand and category managers to actually see what is going on in each store – even if they are scattered all over the world.
  3. Customizable distribution lists
    Product selection normally changes by retail chain, but can also vary by store. Retail audit software that allows for those variations in distribution and must-stock lists will make it easier and faster for reps to perform the audits, since tasks will be tailored to each store’s product selection.
  4. Real time reporting
    Once a rep completes a retail audit on their mobile device, data is synchronized. Therefore, instead of waiting days for a report, managers have instant access to the collected information – leading to faster resolution of mission-critical issues such as out-of-stocks and damaged merchandise.
  5. Data exchange options
    Retail audit software must be flexible when it comes to data exchange: While an audit summary report in PDF might be necessary with the fulfillment department to justify an extra shipment, a brand manager will probably need hard data in Excel format in order to generate charts for a board presentation. 

VisitBasis retail audit software offers all the above and more: Schedule an online demo right away!


Friday, January 19, 2018

Checking your Product at the Store Level

Managing a consumer product category requires a great deal of planning and organization. Retail channels mean scattered points-of-sale, different shopper profiles, and a lot of information to be processed in order to get not only key performance indicators but also customer behavior insights.

That is why retail audit software adoption has taken off among manufacturers, distributors, and sales and marketing agencies: Right from the get-go, it eliminates clumsy paperwork and inefficient data transcription.

More than anything, retail audit software streamlines checking products at the store level. Solutions such as VisitBasis offers many ways that category managers can keep a tight grasp at what is going on at each point of sale, by customizing the following:

  • Tasks - Customization of in-store tasks is fundamental in order to allow for geographical and behavioral shopper differences, as well as for adjusting the metrics being evaluated for the products at the store level.
  • Product distribution - The ability to customize the product distribution list or must-stock-list (MSL) by store or group of stores is one of the great advantages of retail audit software such as VisitBasis. With that feature, when reps check the products at the store level, they only see the SKUs available at each store, reducing the possibility of errors and the time taken to perform tasks.
  • Reports - VisitBasis also makes it easy and straightforward to run reports on in-store audit results. Also, since there is immediate access to the data collected at the store, reports can be created as often as possible in order to assess the effectiveness of advertising and promotions.


Want to learn how to streamline checking your products at the store level with VisitBasis? Go to www.visitbasis.com and sign up for a free trial or schedule an online demo.



Monday, January 15, 2018

Minimizing Out-of-Stocks with VisitBasis

VisitBasis has been providing merchandising and retail audit software for several years and one of the issues we hear the most from our customers is that they want to implement a system for minimizing out-of-stocks at retail stores.

We completely understand this. Out-of-stock means more than no sale: It could mean that customers are forever lost to a competing brand or store and has the potential of, little by little, eroding revenues.

Minimizing out-of-stocks with VisitBasis is easy. However, it takes a couple of extra steps on the Office App in order to streamline audits and get reports that are easy to ready and therefore easy to act on.

Here is an outline of what needs to be configured in order to build an effective system to minimize out-of-stocks with VisitBasis:

  1. Configure store must-stock lists (MSL)
    On VisitBasis you can configure location MSL/ planograms individually or for a group of stores. This allows tasks to apply only to the products that are available at each store, remove the “noise” from products that should not be displayed, and speed up task completion.
  2. Pre-select out-of-stock task for reps
    One of the main issues in mobile merchandising audit apps, especially when reps set up their own visit schedule, is that they also have to select their activities. By pre-selecting the out-of-stock task for all stores, reps will be “forced” to complete the task before closing visits and therefore report on out-of-stocks every time they visit a store, increasing management oversight.
  3. Create meaningful tasks
    An out-of-stock task template does not have to be complex. It can consist of only one question: “Out of stock?”, with the answer options “yes” or “no”. This also helps management filter reports in order to, over time, detect patterns and adjust shipment size and frequency, minimizing out-of-stocks.

Watch the below tutorial video on how to minimize out-of-stocks with VisitBasis:



Interested in implementing a retail audit system in order to minimize out-of-stocks? Go to www.visitbasis.com to learn more and to sign up for a free trial!

Saturday, December 23, 2017

Going Beyond Hard Data to Measure Your Brand’s Growth

Marketing departments are constantly facing the challenge of being considered cost centers instead of revenue units, even in industries where marketing is front and center – such as in consumer packaged goods (CPG).

But how to measure your brand’s growth in a way that will show upper management that every dollar invested in marketing leads to increased revenue? 

For CPG and other retail-dependent industries, capturing data at the store level is the best approach, since retail audits allow marketing managers to measure hard data, such as inventory turnover, share of shelf, etc.

However, to truly measure a brand’s growth, managers should be able to see how the brand is gradually taking over space at the stores and on shopper’s minds and, for that, more than hard data is necessary.

Implementing a merchandising app for retail audits is the best way for managers to measure their brand’s growth at the store level. With a merchandising app, retail audits can be as simple or as complex are needed and collect several types of data, from a yes or no – on a question on out-of-stocks, for instance – to quantities or photos.

Additionally, without the hassle of data transcription, it becomes straightforward to coordinate on-site customer surveys and gain insight into the shopper’s share-of-mind for the brand.

VisitBasis is a comprehensive merchandising application for businesses of all sizes. VisitBasis allows creating task templates in order to measure your brand’s growth at the store level as well as instant access and analysis of the information collected, providing a budget-friendly and easy-to-use system that helps you take full control of store audits and customer surveys.

Sign up today at www.visitbasis.com for a free trial, or book a free online demo to see how it works.


Tuesday, December 12, 2017

Making the Most of Holiday Displays with Retail Audit Software

Holidays, as a shopping-intensive season, are prime time for retail and, with the competition from online alternatives, in-store presentation of products must be at its best so shoppers are enticed to stay and spend at the store.

But how can marketing and merchandising managers know that the holiday displays they developed are being consistently implemented and remain in good condition even after weeks of intensive use?

With retail audit software, monitoring holiday displays across multiple locations becomes a breeze. Retail audit software allows field reps and merchandisers to perform in-store activities on their mobile devices, also providing easy access to installation and compliance manuals.

For management, a retail audit software solution means they will be able not only to give their field teams detailed directions on how to deploy holiday displays, but also will be able to follow-up on each store on a consistent basis, making it easier to spot out-of-parameter decor and product presentation.

Advanced retail audit software also has the additional benefits of instant access to collected information, as well as the ability of rescheduling follow-up visits/audits directly from a photo.

VisitBasis is a comprehensive retail audit software solution for businesses of all sizes. VisitBasis allows creating task templates for everything that needs to be checked at the retail location, providing a budget-friendly and easy-to-use system that helps you take full control of holiday display audits.

See for yourself how the VisitBasis retail audit software can keep up with the intense pace of the Holiday Season – sign up today at www.visitbasis.com!



Wednesday, November 29, 2017

3 Ways in Which a Mobile Merchandising App Can Boost CPG Sales

Mobile merchandising apps have been the go-to tool for CPG category and marketing managers over the past couple of years for good reason: They greatly simplify the merchandising audit process, as well as reporting on it. With a mobile merchandising app, long gone are the days when reps had to manually fill in questionnaires and the data transcription work that could take days.

But mobile apps do more than streamlining the merchandising audit process. Mobile merchandising apps can be instrumental in boosting CPG sales as it provides a robust platform for implementing in-store initiatives, allowing the following to happen:

  • Increased brand consistency
    Shoppers love consistency and well-displayed items. A mobile merchandising app provides more than just digital form-filling. Reps can also take in-store pictures and make notes on them, allowing for greater scrutiny from brand and category managers.
  • Reduced out-of-stocks
    No stock means no sales. Without having to worry about data transcription, management can schedule more recurring in-store merchandising audits, what leads to better stock forecasting and less out-of-stocks.
  • Easier market tests
    Testing a product and/or a market strategy before it is deployed is still the best way to predict future success. However, market tests are expensive, in part because of the increased scrutiny that needs to happen in target stores. A mobile merchandising app allows not only for the data flow needed to support that increased scrutiny, but also makes it easy to apply many more customer surveys – without the roadblock of data transcription.

VisitBasis is a complete mobile merchandising app solution that allows you to quickly and easily implement a cost-efficient in-store data collection system with no need for technical knowledge.

You can schedule a VisitBasis mobile merchandising app demo by clicking here.