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 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 several years now 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 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 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!

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.

Friday, November 3, 2017

How to Speed up Store Audit Checklist Reports

Store audits are a must-have in any retail business. Many aspects of the store might have to be checked on a regular basis, from merchandising to adherence to corporate standards and safety, so it is mandatory for management to have an efficient auditing system in place.

However, the old pen-and-paper store audit checklist way of performing inspections has many shortfalls. First, it generates a huge amount of paperwork that has then to be transcribed so the data can be properly analyzed. Also, the transcription process itself is normally far from smooth, being extremely time-demanding and error-prone – especially when we consider any hand-written notes. Finally, access to historical data can be challenging.

While the inefficiency of traditional store audit checklists is the main reason for the success of retail audit software packages, their reporting capabilities are why their use have become so quickly widespread.

Why? Because retail audit software allows for real-time audit reporting: as soon as an audit is complete in the auditors mobile device, the captured data will be available for reporting and analyzing. Moreover, store audit checklists can be customized to fit the individual business needs, and can be as short or as extensive as needed, without the size constraints imposed by paper and by data transcription.

VisitBasis retail audit software provides more than streamlined reporting. It is a complete system for creating custom store audit checklists with various multiple data formats, from free text to single/multiple choice, photos and even signatures. VisitBasis also allows managers to GPS verify the locations where the audits were performed, as well as setup follow-up audits directly from photo reports.

Interested in learning more? Schedule a demo or sign up for a free trial!

Monday, October 2, 2017

How Software Used in Merchandising is Transforming Supermarkets

Supermarkets in general tend to reflect the customer base they serve. From store layout to product offerings, there is a great deal of customization when it comes to chain, regional, and even local parameters and preferences.

A lot of transformation, though, is going on in supermarkets these days, and many causes of such transformation can be traced to software used in merchandising.

While there is pressure for customization from the parameters and preferences listed above, there are also undeniably never-surrendering forces advocating for increased standardization. Standardization in retail decreases CPG development, production, shipment, and marketing costs, among others, and with software used in merchandising, there can be more centralized oversight of in-store activities.

Standardization should not be seen as a total elimination of customization, though. In reality, some standard elements in supermarkets can further reinforce and tailor strategies for customization, and retail audit software used in merchandising is the ideal tool to track these elements, that include:
  • Promotions
  • Product availability
  • Product placement throughout stores
  • Planogram compliance
  • Brand consistency
  • Package integrity
  • Safety and cleanliness
  • Seasonal displays
  • Competitor strategies
  • Others

VisitBasis is a comprehensive retail audit software used in merchandising businesses of all sizes. VisitBasis allows creating customized task templates for everything that needs to be checked at the retail location, providing a budget-friendly and easy-to-use system that helps management have full oversight of retail audits at the point-of-sale.

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