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!


Monday, November 28, 2016

Switching to Mobile Store Audits

In the retail business, recurring store audits are a mandatory activity in order to maintain profitability and compliance. Recently, mobile technology has brought a revolution to retail audits: Besides virtually eliminating paper from the process,  the data captured by mobile devices is a lot easier to access and report on.

What should a retail business, then, look for in a mobile app for store audits when implementing such systems? Here are some guidelines:

1. Cross-platform, Bring-Your-Own-Device (BYOD)
Although store or brand staff can do audits with corporate-owned devices, it is a best practice to have independent auditors that can perform "surprise" inspections. A cross-platform mobile app for store audits allows independent auditors to perform such activities using their own mobile devices, with no need for extra equipment.

2. Customizable audit forms
When selecting a mobile app for store audits, it is important to make sure that the software allows for custom audit forms. Management might need different information at different times, and audit forms need to be able to evolve with the experience that comes with recurring activities.

3. Automatic notifications
Some issues uncovered by audits cannot wait to be rectified: Out-of-stocks, potential liability issues such as trip or chemical hazards, promotions not implemented correctly, etc. An effective mobile app for store audits will allow for setting up automatic notifications for specific tasks to the appropriate parties, so mission-critical events can be addressed as soon as possible.

VisitBasis is a complete mobile app for store audits that provides all of the above features and much more. See for yourself - sign up today for a free trial!



Tuesday, November 22, 2016

How Environmentally-Friendly Is Your Retail Merchandising?

Traditional retail merchandising is one of the most ineffective and waste-generating business processes. It involves using pen and paper to perform merchandising activities such as surveys and audits at geographically disperse points-of-sale, so not only does it produce an enormous amount of trash, but it also contributes to air pollution.

Retail merchandising, however, is essential to promoting CPG and FMCG sales and improving revenues, so it cannot be done without.

With mobile technology comes the environmentally-friendly solution to this scenario: Retail merchandising software.

With retail merchandising software, field reps use their mobile devices to perform in-store activities. Brand and category managers can create custom forms to be filled out at the point-of-sales and capture photos and signatures in addition to the usual text, number and selection answers. This not only saves paper while improving accuracy, but also eliminates data transcription.

Retail merchandising software apps also makes it easy for reps to better plan their daily rounds and, with tools such as route optimization, allows them to calculate the shortest travel distance and save fuel (and time(.

VisitBasis is a complete retail merchandising software designed to build, schedule and monitor field team activities in real time. It provides tools for all types of retail merchandising activities, including planogram checks, audits, inspections, surveys, POS asset management, training, sampling and product demonstrations, among others.

VisitBasis was designed by merchandisers, for merchandisers and allows managers to quickly and easily implement a sustainable, cost-efficient retail merchandising software solution with no need for technical knowledge.

Schedule today a VisitBasis retail merchandising software demo, or sign up for a free trial!




Wednesday, November 16, 2016

Monetizing on Retail Audits

Like most marketing-related expenses, retail audits are one of those items that normally go into the "debit" side of the accounting ledger. However, they are instrumental in detecting issues at the point-of sale that might be preventing products from reaching their full sales potential.

So how can merchandising, brand, category, and marketing managers better communicate to upper management the importance of recurring retail audits and the positive impact they have on sales?

For these professionals, retail audit software can become an invaluable tool not only for effectively scheduling and planning in-store audits, but also for reporting on those activities and linking audit and sales results.

Retail audit software 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.

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

With VisitBasis Retail Audit Software, managers can easily monitor store activities in real time using web-based dashboards and reports to identify situations that require their attention and receive automatic notifications of any critical findings.

See for yourself how easy it is to create reports using retail audit software - sign up today for a VisitBasis free trial!


Thursday, November 3, 2016

Implementing Planograms According to Plan



If you are a field merchandising manager, you know how challenging it is to get brand consistency just right, having to rely on field reps - sometimes outsourced - to verify that the products in your portfolio are being displayed according to plan.

The problem with old-style visual merchandising audits is that they rely on paper-based documentation, both for reference and for reporting, so sets, audits and data transcription can get clumsy. This can compromise the implementation of the original planogram, possibly affecting sales, and may also lead to losing valuable point-of-sale information, preventing corrective actions.

Visual merchandising software is the answer for this scenario. With solutions such as VisitBasis, field reps can perform merchandising and store audits using an app on their mobile devices.

With VisitBasis, field reps can have all the reference documentation at their fingertips. If they are performing a store audit, they can have a store-specific planogram to refer to, as well as other tools such as store layouts. For task-specific visual merchandising audits, such as for seasonal displays, the reference materials can be attached to the task. In this case, materials like display assembly instructions, planogram schematics, etc. Then the task questions can refer to these materials.

For managers, VisitBasis visual merchandising software allows them to access audit data as soon as the visit is closed, besides increasing the quality of in-store activities and of the information collected.

See what VisitBasis can do for your business! Sign up today for a free trial at www.visitbasis.com.

Thursday, October 20, 2016

Helping Retail Partners Increase Sales

For companies that provide retail merchandise distribution, set and services, their ultimate goal is to help their retailing partners increase sales by making sure that shelves are always stocked and with the most effective presentation.

These services require an army of field reps that can perform activities as varied as delivery, merchandising sets and resets, product surveys, seasonal display setups, category audits, among others, as well as proper reporting in order to provide metrics (key performance indicators - KPIs) and accountability.

Retail inspection software is an invaluable tool for companies in merchandising distribution, set and services. With retail inspection software, field reps can use their mobile devices to fill out forms that before had to be hand-written, saving precious time at the point-of-sale and eliminating data transcription.

There are many benefits to using retail inspection software for managers as well, among them:

  • The ability to create custom forms in order to get the exact information needed from the field.
  • Capturing photos and signatures in addition to text and numbers.
  • Providing reps with documents in order to make sure that they are following set instructions, such as planograms and display assembly manuals.
  • GPS verification of rep location while performing activities.
  • Automated visit summaries and streamlined reporting.

VisitBasis is a complete retail inspection software that provides all the tools needed for merchandising distributors to make sure that the retailers they serve are properly stocked and with the required product and category presentation.

See what retail inspection software can do for your business - sign up today for a free trial or request an online demo!



Monday, October 17, 2016

VisitBasis Introduces Exciting New Features

VisitBasis, one of the leading retail mobile data collection software packages in the market, has just introduced exciting and useful new features, further benefiting its users.

Says Sergey Gorbunov, CEO of VisitBasis:  "Our software is always evolving. We are consistently developing our products as we closely watch and ask about our customer needs."

Integration with Google Drive
In previous versions, VisitBasis already had implemented the integration of its scheduling features with Google Calendar. Now, besides downloading files, users can also save the reports generated by VisitBasis on their Google Drive, allowing them to immediately make use of Google's file sharing and editing tools.

Third-party access to VisitBasis reports
It is clear that not only the professionals actually executing retail data collection efforts are interested in viewing their results. Sometimes there are many stakeholders in a merchandising or retail audit project, such as internal and external clients, that need to have frequent access to project status but that should not see database details. For this common scenario, VisitBasis has opened third-party access to its reporting tool, in addition to already available VisitBasis Analytics and visit summary tools.

VisitBasis Notifications
VisitBasis now tells you automatically, on the admin interface screen, about new features and system updates.

Schedule by Location
It is now possible to schedule hundreds of visits at a time on VisitBasis with the new Schedule by Location feature. This tool is specially useful for businesses that send out many reps to the the same locations to perform the same activities and need agility in scheduling and planning these visits. Watch the below video to see how it works:


Interested in learning more about VisitBasis? Sign up today for a free trial or schedule a custom online demo!