Wednesday, September 28, 2016

Why Mobile Means Savings in Data Collection

Mobile technology is everywhere. From gaming to medical devices, almost every field has a mobile application of its own. In some fields, however, mobile applications can pose a distraction or incur in excessive costs. That's not the case with data collection.

Mobile data collection software brings considerable savings compared to the old pen-and-paper alternative. These savings include:
  • Time: Filling forms and then transcribing them is time-consuming and tedious. Mobile data collection software not only allows reps to collect information on their smartphones or tablets but it also provides tools for optimizing forms and does away with transcribing.
  • Personnel: As mentioned above, mobile data collection software eliminates data transcribing, meaning that the staff that used to be allocated to this tedious task can now perform other responsibilities.
  • Paper: Eliminating paper forms and transitioning to mobile ones means getting rid of the huge volume and weigh that paperwork generates, along with the expense.
  • Mileage and fuel: State-of-the-art mobile data collection software includes tools that allow field staff to calculate their shortest route for the day when visiting several locations.
  • Time, again: Mobile data collection software not only streamlines the activity of data collection and transcribing, but it also makes it much more straightforward to run reports, translating in faster and more effective decision-making.
Ready to try the benefits of mobile data collection software? 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.



Bringing Forms from Paper to Mobile Data Collection Software





Easily bring paper forms into mobile with mobile data collection software. VisitBasis helps you automate your data collection by bringing forms to your field rep mobile devices.

VisitBasis is a comprehensive solution for retail audits, market research, surveys, and competitor analysis that streamlines your data collection through features such as custom mobile forms, real-time reporting and analytics, GPS mapping and tracking, and instant notifications through chat room integration, among others.

Thursday, September 22, 2016

Effectively Enforcing Brand Consistency in Retail

Visual merchandising is the art of presenting products in a way that makes customers want to buy them. It has been proven over and over that enforcing brand consistency through point-of-purchase product presentation positively affects sales results and customer loyalty.

For instance, a recent study from National Association of Retail Marketing Services (NARMS) found that retailers who achieve planogram compliance can realize a 7.8% increase in annual sales.

Visual merchandising software is the most effective way to enforce brand consistency at the point-of-purchase. With visual merchandising software, field reps and merchandisers have the ability to:
  • Visually access planogram information for each individual point-of-purchase, allowing them to more accurately match the product or category layout to pre-set brand standards.
  • With their smartphones or tablets, take pictures of product shelving and displays that can then be accessed by stakeholders in departments such as merchandising, field marketing, sales, and distribution.
Additionally, with visual merchandising software, brand managers and merchandising planners can set up automatic notifications of specific events, so the right people will be instantly warned of any mission-critical situations - such as discrepancies in flagship stores - and take fast corrective actions.

In summary, visual merchandising software can be the "eyes" of merchandising designers and planners in the field, increasing compliance rates and allowing brands to reach the consistency needed to keep sales at optimum levels.

VisitBasis was designed by merchandisers, for merchandisers. It is a complete mobile visual merchandising software solution that allows you to quickly and easily implement a cost-efficient retail data collection system with no need for technical knowledge.

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


Friday, September 16, 2016

Monetizing Results from Your Merchandising Team Activities

In corporate accounting, departments such as marketing and merchandising tend to be exclusively on the "expenses" column while sales takes all the credit for revenues. This is something that should not be taken lightly: In order to maximize profits, businesses are always looking for ways to shrink cost centers as much as possible so any expense that does not generate tangible sales returns is immediately at risk.

Mobile software for merchandising can provide you the tools to turn a perceived cost center into a revenue center and show upper management the return on their investment by clearly connecting sales results with the respective marketing and merchandising activities.

Implementing mobile software for merchandising will not only empower your individual field team members with a tool that streamlines their in-store activities, but also gives managers a powerful monitoring, training and mentoring channel.

Here are some ways in which mobile software for merchandising can help you monetize on your field team activities:

  • Every merchandising rep should always be selling tooMobile software for merchandising not only gives reps the access to mission-critical information, but also allows managers to tailor in-store activities, making sure that the reps are giving the correct answers, asking the right questions and presenting products in the most efficient way.
  • Track and analyze - every single campaignMobile software for merchandising allows for easy access to campaign data from overall results all the way down to the individual store visit information. This allows for an in-depth merchandising campaign analysis that enables uncovering any holes that could potentially be hindering success.
  • Practice makes perfectBy setting up recurring visits on mobile software for merchandising and then consistently analyzing the results, field marketing management can detect and replicate effective promotion strategies.


VisitBasis mobile software for merchandising that allows you to quickly and easily implement and monitor cost-efficient point-of-sale marketing.

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



Monday, August 29, 2016

Is There Such a Thing as Too Much Data Collection?

Data collection in retail used to be limited by the data compiling and processing capacity of the business conducting the operation, whether it was a retailer, a sales and marketing company, or the merchandising department of a CPG manufacturer.

Some surveys, for instance, had to be limited to especially selected markets or even stores in order to get a sample of shoppers similar to the product's target audience so data transcription and processing wouldn't slow down critical go-to-market decisions.

Mobile data collection software has revolutionized this scenario. With mobile data collection software, field reps can perform surveys, product tastings, etc., at the point-of-sale on their own mobile devices, and the information collected will be instantly available for management to analyze and use as part of their decision-making process.

Therefore, by doing away with the limitations of data transcription and processing, mobile data collection software opens the door for better strategic decision-making based on a much broader, more representative of the target market, sample size.

VisitBasis mobile data collection software is an ideal solution for business conducting in-store activities such as surveys, product tastings, audits, planogram checks, among others, that require customized forms along with real-time access and analysis of the data being collected.

Easy to use and implement, VisitBasis streamlines data collection for retail businesses of all sizes and is fully cross-platform, working both on iOS and Android smartphones and tablets.

Want to see how VisitBasis mobile data collection software works? Sign up for a free trial or schedule an online demo!



Tuesday, August 23, 2016

Is It Really Safe to Outsource Retail Audits?

Retail audits can be tedious, messy and overwhelming. It takes a lot of organization and coordinating to get retail audits done effectively and on time, and transcribing audit checklist findings can mean losing time and important information. It doesn't come as a surprise, then, when retail businesses outsource their audits to companies specialized in the process.

However, outsourcing retail audits has some considerable disadvantages, that include higher costs and uncertainty concerning the qualifications and experience of subcontracted auditors, as well as confidentiality issues.

By outsourcing retail audits, businesses also miss out on the benefits of store self-assessment, especially the round-the-clock awareness it can create among team members when combined with proper training and mentoring.

Retail audit software is an ideal solution for businesses concerned with outsourcing their store audits. With retail audit software, businesses can reach their compliance objectives by allowing store team members to perform audits on individual or shared smartphones or tablets.

An advanced retail audit software solution allows businesses to create their own customized checklists and surveys, that can include photos and signatures, and has the added benefit of doing away completely with data transcription.

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 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 retail audits at the point-of-sale.

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



Wednesday, August 17, 2016

Who Has the Time for Reporting?

In general, salespeople hate reporting. After all, every minute spent on reporting means time away from customers and, therefore, sales opportunities.

However, reporting is obviously a necessary "evil", especially in sales organizations with widespread territories.

The good news is that mobile technology along with SaaS (Software as a Service) now allows for outside sales reps to fill out customer visit reports on their mobile devices. With field sales management software, reps can place orders, take visit notes, present new products, and notify management of their current whereabouts, among others, all on their smartphones and tablets.

And once the sales call is over, the report is already synchronized with the office so there is no need to spend more time away from sales opportunities.

Field sales management software has also many other benefits that can help field reps increase customer-facing time, including:

  • Route optimization: With a field sales management software in place, reps can use the app on their mobile devices to calculate the shortest route for the day and maybe have time for one extra call.
  • Anywhere access to collaterals: Sales and marketing management can upload documents such as product images and PDFs so they will be available whenever the opportunity comes for the sales rep to present a new product, reducing call preparation time.
  • Automatic notifications: How many times, in the middle of a call, the customer needs some advanced product information but the rep cannot reach the product manager or engineer who could answer the customer question and then the closing is lost? Some field sales management software allow the set up of automatic notifications of events so, whenever a rep performs a certain task, the appropriate people will be notified and customers get their answers faster.

VisitBasis is a complete field sales management software that has all the tools to help your reps save time and close more sales.

Learn more about VisitBasis: Sign up today for a free trial or request an online demo!