Thursday, February 23, 2017

Effective Reporting for Retail Audits and Merchandising

reporting for retail audits and merchandising
VisitBasis PDF visit summary reports
Retail-related activities generate a lot of information. However, reporting for retail audits and merchandising can be quite intimidating, and reading through sheets and sheets of data is hardly an effective way to pinpoint in-store issues that might be affecting retail sales. In that scenario, important issues such as frequent out-of-stocks can get lost within the large amount of information coming from different reps and locations.

Therefore, for retail businesses such as CPG manufacturers and sales and marketing agencies, it is imperative to have an effective system in reporting for retail audits and merchandising in addition to data collection. Reporting for retail audits and merchandising can be a powerful tool for any sales organization that wish to have a thorough understanding of their retail channels.

VisitBasis is a complete mobile data collection software solution that offers a state-of-the-art package for retail businesses, and includes:

  • Mobile data collection in Apple and Android smartphones and tablets, with full online/offline capabilities.
  • Full customization of in-store instructions, checklists, and forms, allowing managers to create not only mission-type activities – such as setting up displays, performing audits or customer surveys – but also ad-hoc tasks for mission-critical scenarios, as in the case of out-of-stocks or damaged products.
  • Real-time field activity tracking with map-based dashboards, GPS verification of visits, and instant notification of specific activities.
  • Advanced reporting for retail audits and merchandising activities, with straightforward data filtering options that deliver targeted reports in seconds and produce instant PDF documents for viewing and sharing.

Learn more how VisitBasis can improve your reporting for retail audits and merchandising: sign up for a free trial at www.visitbasis.com or request an online demo!


Wednesday, January 25, 2017

Keeping an Eye on Your Retail Competition with Retail Merchandising Software

In supermarkets, convenience stores, drugstores, etc., competing products can be side-by-side on a shelf. Therefore, for the consumer, it becomes easy to differentiate and the alternative to the original product choice is readily available, just inches away.

This is why in retail, more than in any other industry, it is of utmost importance to know what your competitors are doing at the points-of-sale. 

But how is it possible for merchandising managers in their offices inside corporate headquarters to keep track of region or chain-specific, ever-changing, competitor strategies?

Retail merchandising software is the answer to that question. With retail merchandising software, field reps have the power to - with the help of an app on their smartphones or tablets - capture point-of-sale competitor information, as well as other relevant product and category information.

Once field reps finish their visits, the information they captured will be readily available on the office interface of the retail merchandising software, and merchandising and marketing managers will be able to view and analyze competitor strategies.

In a nutshell, thanks to the access to the competitive intelligence it provides, retail merchandising software leads to informed decision-making when developing retail strategies.

VisitBasis retail merchandising software is the ideal solution for marketing and merchandising managers that are looking for ways to monitor their competition at each point-of-sale. VisitBasis provides a complete solution that includes full customization of the tasks performed by field reps at the stores, as well as real-time access to visit results through web-based dashboards and reports.

Interested in learning more about retail merchandising software? Schedule an online demo or sign up for a free trial!


Thursday, January 5, 2017

Simplifying Merchandising Reporting

Reporting on retail merchandising activities can be challenging. Locating useful information within a large amount of data coming from different sources is tricky so, most times, important information gets un- or underreported on, like recurring out-of-stocks.

Mobile retail merchandising solutions can help CPG businesses to produce timely and relevant reports not only by dramatically speeding up data collection and eliminating transcription, but also by providing merchandising report samples.

These merchandising report samples perform a "pre-filtering" of store data to display information in a way that becomes easier to apply additional filter options, export data to spreadsheet or other reporting software, and to simply generate PDF reports for sharing and emailing.

VisitBasis is a mobile retail merchandising software that allows you to quickly and easily monitor point-of-sale marketing through merchandising report samples, so you can easily access and share POS visit information. VisitBasis allows for straightforward access to data from overall results all the way down to the individual store visit information. This allows for an in-depth merchandising analysis that enables uncovering any holes that could potentially be hindering success.

Besides merchandising report samples, VisitBasis also provides real-time field activity tracking with map-based dashboards, GPS verification of visits, and instant notification of specific actions.

The below video shows some of the available sample merchandising reports available to VisitBasis users. To learn more about VisitBasis, go now to www.visitbasis.com and request an online demo!



Thursday, December 22, 2016

Small Steps in Field Marketing Can Mean Large Boost in Sales

Field marketing is mandatory when it comes to promoting retail channel sales. From product distribution to store auditing and sampling promotions, field marketing is the most certain way for CPG brands to tweak their message and get in front of the right customers.

But with such and array of different activities being performed by sometimes a virtual army reps, it can be difficult to manage and track the results of field marketing initiatives.

Mobile technology has proved to be ideal for retail marketing: Field marketing software allows reps to perform in-store activities on their mobile devices. It eliminates paperwork and makes it easy to coordinate and track field reps and their activities.

Adopting a field marketing software solution can translate into a large sales boost. Field marketing software will:

  • Help enforce brand consistency
    A recent study from the National Association of Retail Marketing Services (NARMS) found that retailers who achieve planogram compliance can realize a 7.8% increase in annual sales. Field marketing software helps enforce brand standards by improving communication between brand management and field marketers.
  • Speed up decision-making on mission-critical scenarios
    No stock means no sale.  An out-of-stock also brings the risk of losing a customer and, with it, market share. Field marketing software makes it easy to spot out-of-stocks and can even send automatic notifications to the responsible people and/or departments.
  • Streamline competition analysis
    If a product is priced too differently from its competitors, it might send a wrong message (Cheaply made? Too expensive?). With field marketing software, reps can frequently report on price and other parameters, allowing brand owners to swiftly act on correcting discrepancies as soon as they are reported and analyze trends to make educated projections.


VisitBasis is a complete field marketing software that offers unique features for CPG and FMCG companies, merchandising agencies, and sales and marketing organizations alike.

Want to see a field marketing app in action? Schedule a live demo or sign up for a free VisitBasis trial!


Friday, December 16, 2016

Reaching the Full Sales Potential of Retail Stores

Attractive product presentations are a sure way to increase retail sales. According to a recent survey, 90 percent of shoppers will fall for impulse buys and purchase items not on their shopping list.

That is why retailers carefully study and use planograms (or POGs) in arranging products, fixtures and displays throughout their stores. An effective planogram will promote the products with the higher margins and maximize the sales potential of each store.

Retail merchandising software helps retailers in making sure that their planograms are properly implemented. With retail merchandising software, planogram managers at headquarters or regional offices can better communicate their plans to field reps and store personnel, and actually see what is actually implemented at each store, without leaving their desk.

A retail merchandising software solution will allow local retail staff to:
  • Use their own or shared mobile devices to audit store sets, resets, and seasonal displays.
  • Access planogram images and PDFs to make sure instructions are being properly followed.
  • Communicate discrepancies to decision makers, achieving faster resolution to issues that could potentially hurt store profits. 

VisitBasis is a retail merchandising software solution that provides managers and supervisors the opportunity of managing planogram implementation and auditing in real time. VisitBasis was developed by merchandisers, for merchandisers and it improves communication between office/planning and field staff, leading to better store layout and sales outcomes.

Ready to take your planograms and retail space planning to the next level? Sign up today for a free trial of our retail merchandising software at www.visitbasis.com


Wednesday, December 14, 2016

Working Out the Logistics of Retail Audits

Audits are an important part of any business involved in retail. Retailers rely on recurring store audits in order to verify items such as safety, layout efficiency, and personnel training, while consumer good companies must frequently evaluate product display, price, and promotions, among others.

Naturally, the logistics needed to perform such audits can become quite complex, sometimes requiring a virtual army of people in order to cover a large number of geographically scattered stores.

Retail audit software helps retailers and CPG businesses make sense of this process and avoid outsourcing pitfalls such as high costs, loss of control over auditor qualifications, and confidentiality issues.

With retail audit software, companies will be able to automate the audit process by allowing auditors to use their mobile devices to complete custom forms, checklists, surveys, and tasks. Retail audit software also makes it possible for managers and supervisors go get real-time access to data, significantly speeding-up mission-critical decision-making.

Additionally, large groups of auditors and their recurring visits become easy to set up and manage with a retail audit software solution. State-of-the-art retail audit software will even provide time and GPS verification, authenticating the time and place where the audit was performed.

VisitBasis is a complete retail audit software solution that offers all the elements needed to perform mobile POS audits and surveys in one package.

The VisitBasis retail audit mobile app is available at Google Play and App Store and can be downloaded for free for an unlimited number of users.

Want to learn more? Schedule an online demo or sign up today for a free trial!


Friday, December 2, 2016

Transforming the In-Store Customer Experience of Your Products

It has been proven over and over that enforcing brand and category consistency through in-store product presentation positively affects sales results and customer loyalty.

But how to promote a positive in-store customer experience, one that includes always having your products in-stock, well presented, displayed, and promoted?

Mobile technology has an answer for that. Mobile merchandising applications can be the "eyes" of category merchandising managers in the field, increasing compliance rates and allowing brands to reach the consistency needed to keep sales at optimum levels.

Merchandising applications can make a difference in positively transforming the in-store customer experience of your products by allowing access to planogram schematics for each point-of-sale on the rep's smartphone or tablet and also capturing store photos. This clearer communication along with stricter supervision turns into a higher level of planogram compliance and brand consistency.

Also, with mobile merchandising applications such as VisitBasis, it is easy to customize forms and surveys to gather precise information from customers in order to tweak promotions and products. By collecting the data in the field rep's mobile device and automatically sending it to a cloud server, merchandising applications allow companies to skip the dreaded paper collection and transcription process and streamline data capture and analysis.

Want to learn more about the VisitBasis Mobile Merchandising Application? Request an online demo or sign up today for a free trial!