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.

Thursday, September 28, 2017

Retail Planogram Compliance Checks Made Easier

The information generated by auditing merchandising in many stores grows exponentially with every SKU added to the product mix. Therefore, retail planogram compliance checks tend to overwhelm category and merchandising managers with data.

But mobile technology has brought merchandising software solutions that make it much easier to plan and manage retail planogram compliance checks.

With a mobile merchandising solution, smartphones and tablets not only replace the old pen-and-paper method – virtually eliminating cumbersome data transcription – but also become de-facto merchandising auditing tools that provide managers real time access to retail planogram compliance check results.

The quality of information captured with mobile devices is also more relevant than on pen-and-paper: Pictures naturally provide a much more palpable view of store shelves, for instance, than any description could ever do.

VisitBasis is a mobile merchandising software that make retail planogram compliance checks a breeze. It provides managers an easy-to-use setup and management interface that allows them to:
  • Create custom audit forms and checklists,
  • automatically set mandatory tasks for each location,
  • customize must-stock-lists by store or chain,
  • track in real time the location and activities of field reps,
  • run visit reports as soon as the visits are finished.
See how VisitBasis can take your retail planogram compliance checks to the next level: Sign up today for a free trial at

Tuesday, August 29, 2017

Eliminate Data Transcription with a Retail Store Audit App

Retail store audits are considered a necessary evil for CPG companies. While they provide priceless information on product availability and presentation, the amount of data generated by many reps visiting several stores can be overwhelming when it comes to transcribing and analyzing.

Mobile technology has brought relief to merchandising manager: With a retail store audit app, field reps and auditors can fill in forms and checklists on their mobile devices and the data is then, upon synchronizing, transferred to the Cloud, where it can then be accessed for monitoring and reporting purposes. As we can see, retail store audit app literally eliminates the tedious process of data transcription in merchandising.

Moreover, merchandising and channel managers can benefit in many other ways when implementing a retail store audit app:

  • Speeding up the detection of mission-critical issues
    No time wasted on data transcription means management becomes aware of mission-critical issues – such as out-of-stocks – a lot faster. 
  • In-system reporting and analytics tools
    Most retail store audit app solutions not only offer data collection capabilities, but also data reporting and analysis, allowing management to produce reports as soon as audits are finished.
  • GPS and time stamps
    One of the greatest advantages of retail store audit apps is that all activity is GPS verified and time-stamped. This means that managers can be sure that reps were where and when they were supposed to be, and even pictures will carry that information. 

VisitBasis retail store audit app provides all the tools necessary to setup and execute retail audits, from custom checklists and questionnaires to real-time access to audit data and GPS verification of visits.

Try VisitBasis retail store audit app today! Sign up for a free trial or schedule an online demo.

Monday, July 31, 2017

Solve the Problem of Out-of-Stocks with Retail Store Audit Software

Out-of-stocks are a major problem for any retail business. When a customer comes in looking for a product and it is not in stock, the sale is already lost and, in the process, the customer might convert to another brand or store.

But how to shorten the time between an out-of-stock and replenishment or, better yet, how to prevent out-of-stocks to happen in the first place?

Retail store audit software has become an ally to manufacturers, distributors, and retail in addressing out-of-stocks.

With a retail store audit software, field reps and store employees use a mobile app to record out-of-stocks (or any other mission-critical situation, for that matter) and then the information is readily available in the Cloud for all the appropriate stakeholders to take immediate action.

This means that, with a retail store audit software in place, the time between the detection of an out-of-stock to the order for product replenishment can be virtually shortened to mere seconds.

Not only is retail store audit software instrumental in reacting to out-of-stocks, but it can also help prevent them as well: Since the audit data is stored in the Cloud, it becomes straightforward for brand managers, demand planners, and purchasing to generate historic reports to better plan product shipments and avoid out-of-stocks altogether.

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

The VisitBasis retail store audit 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!

Wednesday, July 19, 2017

The True Cost of Delayed Reporting – or Why Adopt a Retail Audit Application

VisitBasis retail audit application
Performing regular retail audits are a necessity for any business with a retail footprint, from CPG manufacturers monitoring brand compliance to convenience stores verifying safety checklists.

However, due to delayed reporting, red flags in retail audits can sometimes take a long time to reach the appropriate decision-maker and will easily snowball. In addition to internal communications issues – such as when marketing and operations only talk during quarterly meetings – paper-based audits turn the data transcription and reporting process into a nightmare.

Retail audit applications have changed that. With a retail audit application, field reps and auditors can use their mobile devices to fill in checklists and capture information that include photos and signatures.

The information collected by a retail audit application will be stored on the Cloud, where decision makers can then use the application’s reporting interface to constantly monitor the information coming from the field.

Some retail audit applications have even real-time capabilities, allowing management to be aware of mission-critical issues at the retail outlets – such as out-of-stocks or potential liabilities – as soon as the audit is finished.  State-of-the-art retail audit applications will even provide time and GPS verification, authenticating the time and place where the audit was performed.

VisitBasis is a comprehensive retail audit application for businesses of all sizes. VisitBasis allows creating task templates for everything that needs to be monitored at retail outlets 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.

Ready to take full charge of your retail audits? Sign up today at for a free trial, or book a free online demo to see how it works.