Thursday, April 19, 2018

Mobile Software for Merchandising Can Drastically Reduce Fraudulent Check-Ins

One of the biggest issues merchandising agencies, CPG manufacturers, and retailers face is the fraudulent check-ins of merchandisers and auditors.

Fraudulent check-ins, besides being unethical, can lead to a host of issues for businesses. Out all of them, fraudulent check-ins are especially detrimental due to the consequential overlooking of mission-critical issues such as out-of-stocks, hazardous displays, or damaged shipments. In a day and age when losing a sale can mean losing a customer (or customers!) to online shopping, brick-and-mortar retail operations cannot afford such oversight.

But how to prevent or even eliminate fraudulent check-ins of merchandisers and reps? Mobile software for merchandising is the answer for that. 

Mobile software for merchandising allows for the GPS tracking of field reps and retail auditors through an app on their mobile devices, therefore enabling the monitoring of in-store activities by marketing and merchandising managers and the verification of user location at the time of each activity. With such information in hand, it becomes easier for management

Moreover, mobile software for merchandising provides a complete platform for managing retail audits, with tools that include:

  • Form customization with mobile data capture, including photos and signatures
  • Visit scheduling, planning, and routing
  • Real-time map view of field rep activity
  • Management of store distribution lists and visual planograms
  • Notification of store visits
  • Reporting on activities, locations, and users


Does your business have issues with fraudulent check-ins of merchandisers and reps? Let us show you how VisitBasis mobile software for merchandising can help:



Monday, April 2, 2018

3 Ways in Which a Merchandising Software Solution Helps with Mission-Critical Situations

No product on the store shelf means no sale. These days, it might even mean no customer, since the brand and store alternatives are so numerous and include online shopping. Therefore, more than ever, there needs to be almost an instant reaction to mission-critical situations such as out-of-stocks and damaged shipments.

However, traditional pen-and-paper store audits do not comply with the agility necessary for such situations, since it might take quite a while for the information to go from the rep performing the audit to the person responsible for correcting the issue.

A merchandising software solution is the ideal way to monitor mission-critical situations at stores. With a merchandising software solution, businesses are able to:

  • Learn in real-time about mission-critical situations at storesIn-store mobile data collection with a merchandising software solution means that the information collected during the visit is uploaded to the cloud as soon as it is synchronized. This allows managers and other office-based staff to have instant access to reports on mission-critical situations and address them accordingly.
  • Create a schedule of recurring visitsIssues such as frequent out-of-stocks only happen because of lack of oversight at the store level. Effective merchandising software solutions allow creating a schedule of frequent recurring store audits in order to monitor problem locations or product lines.
  • Detect trends in dataBy having access to data from several recurring store audits through a merchandising software solution, management can easily run reports on such information and detect trends that can be helpful in predicting future out-of-stocks and other issues.

Does your company have store issues such as frequent out-of-stocks or other mission-critical events? Let VisitBasis help! Sign up today at www.visitbasis.com for a free trial, or book a free online demo and let us show you how it works.



Wednesday, February 28, 2018

How to Implement Big Data in Small Retail Businesses with Merchandising Software

Big data is the word “du jour”. While being able to analyze large amounts of data and detect patterns, trends, and associations from such analysis might be beneficial for retail businesses, small manufacturers, distributors, and channels might feel like they are left out, since the cost of implementing Big Data can be prohibitive.

However, recent cloud-based technology means merchandising software has become easier – and more affordable – to subscribe and implement, opening the door of Big Data to small businesses.

With a merchandising software solution, small retail businesses are able to schedule recurring audits on any aspect of their product, category or store, from brand compliance to planogram checks and safety inspections, for instance, and then run reports in order to analyze the captured data.

Moreover, merchandising software with a mobile app makes data capture a fast and straightforward process. Reps or staff just need to have a smartphone or tablet in order to perform in-store activities without the need for paperwork or data compilation. Also, since cloud-based merchandising software provides immediate access to the data collected at the stores, reports can be created as often as possible in order to, among others, assess the effectiveness of advertising and promotions.

VisitBasis is a complete merchandising software solution that allows businesses of all sizes to quickly and easily implement a cost-efficient in-store data collection system with no need for technical knowledge.

See right now how VisitBasis can work for you: Schedule an online demo or sign up for a free trial.



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!