Wednesday, May 23, 2018

Reporting is not a Chore with Field Merchandising Software

Every retail-centric business has to perform merchandising activities. From stores to manufacturers, distributors, and marketing agencies, companies in retail need to make sure that products are being distributed and displayed correctly.

However, retail means multiples: Multiple stores, multiple products, multiple cities, sometimes multiple brands… And, most definitely, multiple people performing merchandising activities generating a huge amount of data.

This means that detecting threats and opportunities within the captured data becomes increasingly difficult as business grows, therefore mission-critical issues such as frequent out-of stocks or damaged shipments can easily be overlooked.

Field merchandising software can greatly simplify reporting in retail and make it easier to take charge of non-conforming situations, as well as to grasp opportunities for business growth.

With a field merchandising software solution in place, reps will capture data by filling in forms on a mobile app. Upon synchronizing, the captured data will be readily available for managers to run reports, that can then be filtered in order to pinpoint mission-critical information.

So not only field merchandising software expedites the time between data capture and reporting, but it also allows for a faster addressing of urgent issues.

VisitBasis field merchandising software is a complete mobile data collection solution designed to build, schedule and monitor store activities in real time. It provides tools for all types of retail merchandising activities, including planogram checks, audits, inspections, surveys, POS asset management, training, product sampling and demonstrations, among others, and allows instant access to captured data upon completion of visits.

See for yourself how VisitBasis field merchandising software will generate retail audit reports in a breeze: Schedule an online demo with our team or sign up for a free trial!


Monday, April 30, 2018

Retail Audit Application is the Key to Planogram Compliance

Achieving consistent planogram compliance across chains and stores is the dream of all brand and category managers. However, the reality is that it is almost impossible to reach full planogram compliance unless there is a centrally, well managed retail audit operation and the only way to achieve that is through mobile technology.

Retail audit applications provide a sure way to implement effective planogram compliance operations. With a retail audit application, brand and category managers are able to set up country-wide, or even worldwide, retail audit operations right from their offices.

Most retail audit applications currently available rely on Cloud-based SaaS (Software as a Service) technology and provide the following benefits, especially when compared to traditional paper-based audits:
  • Form customization and the ability to capture photos and signatures in addition to text, numbers, and selections.
  • Real-time access to incoming data, with total elimination of data transcription.
  • Protection against fraudulent check-ins through GPS visit verification.
  • Identification of individual or chain store distribution lists and planograms, leading to fewer auditing mistakes when selecting products.
  • Setup of mandatory tasks for each location.
  • Visit scheduling, planning, and routing capabilities.

VisitBasis retail audit application makes it easy and straightforward to manage centralized planogram compliance activities. VisitBasis runs in the Cloud, assuring that retail data is accessible to managers at any time, from anywhere. It works on common Android and iOS tablets and smartphones, allowing BYOD (Bring Your Own Device) implementation to reduce hardware costs to businesses.

VisitBasis retail audit application is easy to deploy – and you can start up completely free! Just register for a free trial at www.visitbasis.com and download the free VisitBasis app from Google Play or App Store.



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!